Investor Assessment Form

Name*
Email*
Phone Number
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What is your current net worth, not including your primary residence?*
Has your last 2 years' income exceeded $200k/year if single or $300k/year if married?*

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How much are you looking to invest?*
What are your investment objectives?

Cash FlowAppreciationTax Benefits
Please share anything else you want us to know about your investment goals.
How did you hear about us?
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Assets Managed

$ 0 M

Average Annualized Return For Investors

0 %

After you complete the questionnaire you will be presented with a calendar of choices to speak with our team. The more we know about you, the move valuable insights we can give you during our call! Looking forward to talking with you!

Properties Acquired

Tropical Ridge Apartments Columbia, SC

"I've made two investments with you for all the reasons you indicated. In addition, I appreciate the education you provide, and even more so your honesty in assessing what may or may not be a good investment for a particular person. You are not afraid to introduce other experts and other types of investments which serves to provide a rare form of credibility. I get the sense that you truly care about your clients and their success and would not simply try to sell something regardless of how appropriate it may or may not be for someone."

- Linda

Signal Hill Apartments Statesville, NC

"I would not have known this type of investment existed, much less invested in it, if Sarah hadn’t taken the time to explain the structure and the returns to me. I'm in an opportunity scheduled to produce 21% annualized returns, and I'm receiving monthly checks! We were in another investment that delivered actual returns at exit of 35% annualized!"

- Rick S.

Tropical Ridge Apartments Columbia, SC

Signal Hill Apartments Statesville, NC

Prosper Fairways Apartments Columbia, SC

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