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Investor Questionnaire

Thank you for joining. A few quick questions help us understand your goals and get you the right information.

Why We Ask

Thanks for Stopping By

We're glad you're here. Before we talk about investing, securities laws ask us to get to know the people we work with. This short questionnaire helps us do that the right way.

Every investor is different. Your answers help us know what matters to you before we even have a conversation.

Your answers are kept private.
We never ask for your income or net worth amounts.
Not sure about a question? Pick "Not sure" and we'll talk it through.
Filling this out does not commit you to invest.

Tell Us About You

* Required

Email (the one you used to sign up)

Do you believe you are an accredited investor?

Yes No Not sure

If yes, which applies? (check all that apply)

My income was over $200,000 in each of the past two years, and I expect the same this year. My joint income with my spouse or spousal equivalent was over $300,000 in each of the past two years, and I expect the same this year. My net worth, alone or with my spouse or spousal equivalent, is over $1 million, not including my primary residence. I hold a Series 7, 65, or 82 license in good standing. I would invest through an entity (trust, LLC, etc.).

Real estate investing experience

None Some Experienced

What matters most to you?

Cash flow Long-term growth Tax benefits Not sure yet

Best time to reach you

Morning Afternoon Evening

Acknowledgment

I understand this questionnaire is not an offer to sell securities, does not obligate me to invest, and that CCI may require additional information before any investment.

Build Wealth Without Becoming a Landlord

Concord Capital & Investments buys apartment communities in growing markets and partners with accredited business owners and financial professionals who want to build wealth outside their business or career.

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Legal Disclaimer

This website is provided for informational and educational purposes only.

Nothing contained on this website constitutes an offer to sell or a solicitation of an offer to purchase any security. Any securities offering will be made only through the applicable offering documents and in accordance with applicable securities laws.

Real estate investments involve substantial risk, including the potential loss of principal, and are generally illiquid. Any projections, forecasts, or examples are illustrative only and are not guarantees of future performance.

Past performance, where referenced, is not indicative of future results.

Concord Capital and Investments does not provide legal, tax, accounting, or investment advice. Prospective investors should consult their own professional advisors before making an investment decision.

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