INVESTMENT
SUITABILITY FORM

 

1100 VIA CALLEJON #A SAN CLEMENTE, CA 92673 | +1(800) 580 – 1031 | ICON1031.COM

1100 VIA CALLEJON #A SAN CLEMENTE, CA 92673 | +1(800) 580 – 1031 | ICON1031.COM

1100 VIA CALLEJON #A SAN CLEMENTE, CA 92673

+1(800) 580 – 1031 | ICON1031.COM

Investor Suitability Conversational
Name
Name
First Name
Last Name
What Are Your Primary Investment Objectives?
Geographical Allocation
How Much Equity Are You Looking to Place?
Asset Type Preference (if any)
Preferred Holding Period for Investments?
Please Rank in Order of Importance
Real Estate Investment Experience
Current Holdings
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)
Where Are You in the Investment Cycle?
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