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INVESTOR
SUITABILITY FORM
+1(800) 580 – 1031 • ICON1031.COM
+1(800) 580 – 1031 • ICON1031.COM
+1(800) 580 – 1031 • ICON1031.COM
Investor Suitability-Application
Investor Suitability Conversational
Name
*
Name
First Name
First Name
Last Name
Last Name
Phone
Email
*
What Are Your Primary Investment Objectives?
Increase Income
Diversification
Long-Term Growth
Tax Deferral/Avoidance
Retirement
Preservation
Short-Term growth
Other
Other
Geographical Allocation
1-2 Properties
3-5 Properties
Portfolio: 5+ Properties
Preservation
No Preference
Other
Other
How Much Equity Are You Looking to Place?
$100,000 – $250,000
$250,000 – $500,000
$500,000 – $1,000,000
$1,000,000 – $5,000,000
$5,000,000 – $10,000,000
$10,000,000+
Asset Type Preference (if any)
Student Housing
Assisted Living
Multifamily
Office
NNN Retail
Multi-Tenant Retail
Self Storage
Residential REO’s
Other
Other
Preferred Holding Period for Investments?
3 Years of Less
4 to 5 Years
5 to 6 Years
7+ Years
Staggered Portfolio
Please Rank in Order of Importance
—
1
2
3
4
5
Capital Preservation
—
1
2
3
4
5
Cash-on-Cash Rate of Return
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1
2
3
4
5
Types of Property
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1
2
3
4
5
Location of Property
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1
2
3
4
5
Appreciation Potential
Real Estate Investment Experience
Limited
Good
Extensive
Professional
Current Holdings
Cash
Stocks
Mutual Funds
Bonds
Annuities
Options
Commodities
Real Estate
Alternative
Other
Other
Current Occupation
I Am an Accredited Investor ( Generally speaking, an 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
No
Where Are You in the Investment Cycle?
Young
Middle-Aged
Retired
Signature
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