Let’s get to know you better Lets Get to Know You Better HiddenEmail HiddenName First Last Hidden1031 Interest HiddenDPP Interest HiddenQOF Interest HiddenIRA Interest HiddenCash Interest You indicated interest in DST, DPP, QOF, IRA, Cash.Years of experience with traditional investments (stocks, bond, mutual funds, etc)?No experience<5 years>5 yearsYears of experience with non-traditional or alternative investments (real estate, limited partnerships, private loans, etc.)?No experience<5 years>5 yearsAre you comfortable with illiquid investments that have a time horizon of 5 to 7 years or longer? Yes No What are your primary investment objectives? Generate income Long term appreciation Income and appreciation Benefit of Heirs Market Speculation How do you make investment decisions? I/we make decisions independently I/we consult with investment professionals I/we consult with friends and family Are you willing to accept a high level of risk due to illiquidity, complexity, lack of control, speculation and other potential risks associated with Private Placements? Yes No You indicated interest in 1031 DST's.Is this your first 1031 Exchange? Yes No What is the value of the property you are selling or contemplating selling? If your property is encumbered by financing, what is the current loan balance? What is the original cost basis of the property you are selling? Approximate total tax liability of the sale if 1031 was not utilized?
