INVESTMENT
SUITABILITY FORM

180 AVE LA PATA SAN CLEMENTE, CA 92673 | +1(800) 580 – 1031 | ICON1031.COM

180 AVE LA PATA SAN CLEMENTE, CA 92673 | +1(800) 580 – 1031 | ICON1031.COM

180 AVE LA PATA SAN CLEMENTE, CA 92673

+1(800) 580 – 1031 | ICON1031.COM

Investor Suitability

*We respect your privacy. All information received is for suitability purposes only and will not be shared, distributed or sold. 

Investor Suitability Form
Name
Name
First Name
Last Name
Are You Doing/Considering A 1031 Exchange?
Are You Within Your 45 Days?
How much do you need to replace in:
What Are Your Primary Investment Objectives?
Diversification Preference
If 1031, How Much Equity Do You Need to Replace?
Asset Type Preference (if any)
Preferred Holding Period for Investments?
Real Estate Investment Experience
Investment Experience/Knowledge
Where Are You in the Investment Cycle?
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)
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HOW WE HELP CLIENTS

  • Investment
  • Real Estate
  • 1031 Exchange
  • Property Managment
  • Construction
  • Design & Remodel
  • Analytics & Acquisition

LOCATIONS

  • TEMPE, ARIZONA
  • FLAGSTAFF, ARIZONA
  • ALISO VIEJO, CALIFORNIA
  • DENVER, COLORADO
  • SALT LAKE CITY, UTAH
  • LOGAN, UTAH
  • DRAPER, UTAH
  • ST. GEORGE, UTAH
  • CLOVIS, CALIFORNIA
  • SAN CLEMENTE, CALIFORNIA
  • TUCSON, ARIZONA
  • GREENLEY, COLORADO
  • BELLINGHAM, WASHINGTON
  • WEST LAFAYETTE, INDIANA
  • PULLIAM, WASHINGTON
  • FORT WORTH, TEXAS
  • HOUSTON, TEXAS
  • MORGANTOWN, WEST VIRGINIA
Icon logo

SUBSCRIBE TO NEWSLETTERS

HOW WE HELP CLIENTS

  • Investment
  • Real Estate
  • 1031 Exchange
  • Property Managment
  • Construction
  • Design & Remodel
  • Analytics & Acquisition

LOCATIONS

  • TEMPE, ARIZONA
  • FLAGSTAFF, ARIZONA
  • ALISO VIEJO, CALIFORNIA
  • DENVER, COLORADO
  • SALT LAKE CITY, UTAH
  • LOGAN, UTAH
  • DRAPER, UTAH
  • ST. GEORGE, UTAH
  • CLOVIS, CALIFORNIA
  • SAN CLEMENTE, CALIFORNIA
  • TUCSON, ARIZONA
  • GREENLEY, COLORADO
  • BELLINGHAM, WASHINGTON
  • WEST LAFAYETTE, INDIANA
  • PULLIAM, WASHINGTON
  • FORT WORTH, TEXAS
  • HOUSTON, TEXAS
  • MORGANTOWN, WEST VIRGINIA