PERSONAL BACKGROUND INFORMATION
* Name (First, MI, Last)
* Date of Birth (mm/dd/yyyy)
* Social Security No.
* Home Address
City
* State --select state-- ALABAMA-AL ALASKA-AK AMERICAN SAMOA-AS ARIZONA-AZ ARKANSAS-AR CALIFORNIA-CA COLORADO-CO CONNECTICUT-CT DELAWARE-DE DISTRICT OF COLUMBIA-DC FEDERATED STATES OF MICRONESIA-FM FLORIDA-FL GEORGIA-GA GUAM-GU HAWAII-HI IDAHO-ID ILLINOIS-IL INDIANA-IN IOWA-IA KANSAS-KS KENTUCKY-KY LOUISIANA-LA MAINE-ME MARSHALL ISLANDS-MH MARYLAND-MD MASSACHUSETTS-MA MICHIGAN-MI MINNESOTA-MN MISSISSIPPI-MS MISSOURI-MO MONTANA-MT NEBRASKA-NE NEVADA-NV NEW HAMPSHIRE-NH NEW JERSEY-NJ NEW MEXICO-NM NEW YORK-NY NORTH CAROLINA-NC NORTH DAKOTA-ND NORTHERN MARIANA ISLANDS-MP OHIO-OH OKLAHOMA-OK OREGON-OR PALAU-PW PENNSYLVANIA-PA PUERTO RICO-PR RHODE ISLAND-RI SOUTH CAROLINA-SC SOUTH DAKOTA-SD TENNESSEE-TN TEXAS-TX UTAH-UT VERMONT-VT VIRGIN ISLANDS-VI VIRGINIA-VA WASHINGTON-WA WEST VIRGINIA-WV WISCONSIN-WI WYOMING-WY
* Zip
* In what state are you registered to vote? --select state-- ALABAMA-AL ALASKA-AK AMERICAN SAMOA-AS ARIZONA-AZ ARKANSAS-AR CALIFORNIA-CA COLORADO-CO CONNECTICUT-CT DELAWARE-DE DISTRICT OF COLUMBIA-DC FEDERATED STATES OF MICRONESIA-FM FLORIDA-FL GEORGIA-GA GUAM-GU HAWAII-HI IDAHO-ID ILLINOIS-IL INDIANA-IN IOWA-IA KANSAS-KS KENTUCKY-KY LOUISIANA-LA MAINE-ME MARSHALL ISLANDS-MH MARYLAND-MD MASSACHUSETTS-MA MICHIGAN-MI MINNESOTA-MN MISSISSIPPI-MS MISSOURI-MO MONTANA-MT NEBRASKA-NE NEVADA-NV NEW HAMPSHIRE-NH NEW JERSEY-NJ NEW MEXICO-NM NEW YORK-NY NORTH CAROLINA-NC NORTH DAKOTA-ND NORTHERN MARIANA ISLANDS-MP OHIO-OH OKLAHOMA-OK OREGON-OR PALAU-PW PENNSYLVANIA-PA PUERTO RICO-PR RHODE ISLAND-RI SOUTH CAROLINA-SC SOUTH DAKOTA-SD TENNESSEE-TN TEXAS-TX UTAH-UT VERMONT-VT VIRGIN ISLANDS-VI VIRGINIA-VA WASHINGTON-WA WEST VIRGINIA-WV WISCONSIN-WI WYOMING-WY
Home Telephone
2nd Telephone
Fax No.
* E-mail Address
Cellular
BUSINESS INFORMATION
* Business / Profession
* Title
* Company Name
* Employed Since (mm/dd/yyyy)
* Business Address
* City
Business Telephone
Business Fax
Business Cellular
To which address would you prefer that correspondence be sent? Home Address Business Address
Overall Investment Objectives (Rank from 1 through 4 in order of priority; 1 being the highest)
* Overall Investment Objectives (Growth) 0 1 2 3 4
* Overall Investment Objectives (Current Income) 0 1 2 3 4
* Overall Investment Objectives (Tax Deferral) 0 1 2 3 4
* Overall Investment Objectives (Liquidity) 0 1 2 3 4
* Risk Tolerance (Check One ) Aggressive Moderate Conservative
* Do Investment Objectives Allow Speculation? No Yes
* Primary Source of Income Investments Compensation
Please indicate your Real Estate Objectives (Rank from 1 through 4 in order of priority; 1 being the highest)
* Real Estate Objectives (Growth) 0 1 2 3 4
* Real Estate Objectives (Current Income) 0 1 2 3 4
* Real Estate Objectives (Tax Deferral) 0 1 2 3 4
* Real Estate Objectives (Liquidity) 0 1 2 3 4
Please estimate the percent of real estate in your investment portfolio (excluding personal residence) %
DETERMINATION OF ACCREDITED INVESTOR STATUS
The undersigned is an accredited investor by reason of at least one of the following (check every item that applies)
1. My net worth (either individually or with my spouse‚ if any)‚ including home(s)‚ investments and all property and other assets‚ is at least $1‚000‚000. 2. My individual annual income was at least $200‚000 in each of the two most recent years‚ and I expect such income in the current year. 3. My annual income‚ jointly with my spouse‚ was at least $300‚000 in each of the two most recent years‚ and I expect such income in the current year. 4. All of the undersigned entity’s equity owners meet at least one of the three tests listed above. 5. The undersigned is (a) trust with total assets in excess of $5‚000‚000 whose investment decisions are directed by a sophisticated person‚ or (b) a revocable trust created by an investor for his or her own benefit who meets at least one of the first three tests listed above.
PRIOR INVESTMENT EXPERIENCE
My business or investment experience is such that I can analyze a prospective real estate investment and determine whether it is suitable for me. I normally consult with an investment advisor before making a real estate investment decision.
I have experience as an investor in
Stocks which are listed on a national securities exchange. Mutual funds which hold a portfolio primarily consisting of stocks. Taxable bonds or other debt instruments. Tax exempt bonds. Partnerships‚ limited liability companies‚ corporations which invest in real estate or real estate investment trusts (REITs).
* Other types of investments not mentioned in any of the previous categories (describe)
* I was referred to Red Brick Properties by
9301 Wilshire Blvd., Ste. 506
Beverly Hills CA 90210
310.273.3333
info@cpf1.com