Investor Suitability – Icon Student Housing

Name

First Name

Last Name

Phone *

Email *

Are You Doing/Considering A 1031 Exchange?

Yes

Are You Within Your 45 Days?

Yes

How much do you need to replace in:

EquityEquity

DebtDebt

What Are Your Primary Investment Objectives?

Diversification Preference

1-2 Properties

3-5 Properties

Portfolio: 5+ Properties

No Preference

If 1031, How Much Equity Do You Need to Replace?

$100,000 - $250,000

$250,000 - $500,000

$500,000 - $1,000,000 (Preferred Client)

$1,000,000 - $5,000,000 (Select Client)

$5,000,000 - $10,000,000 (Platinum Client)

$10,000,000+ (Single Ownership Opportunity)

Preferred Holding Period for Investments?

Real Estate Investment Experience

Limited

Good

Extensive

Professional

Current Occupation

Where Are You in the Investment Cycle?

Young

Middle-Aged

Retired

I Am an Accredited Investor (Accredited Investor is a individual with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year OR an individual who has net worth, or joint net worth with the person's spouse, that exceeds $1 million, excluding the value of the individual's primary residence)

Yes

Additional Comments or Relevant Information:

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