Name
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First Name
Last Name
Email
*
Phone
(###)
###
####
Age
*
Gender
*
Male
Female
Non-Binary
Prefer not to say
Race/Ethnicity
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American Indian or Alaska Native
Asian
Black or African American
Hispanic or Latino
Native Hawaiian or Other Pacific Islander
White
Employment Status
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Student
Part-Time
Full-Time
Self-Employed
Business Owner
Unemployed
Retired
Name of Your Company or Institution
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Annual Income
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Less than $10,000
$10,000 - $50,000
$50,000 - $100,000
$100,000 - $200,000
$200,000 +
Asset Ownership Net-Worth
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Less than $10,000
$10,000 - $100,000
$100,000 - $500,000
$500,000 - $1,000,000
$1,000,000 +
I don't own any assets YET
Are you currently investing?
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Yes
No, I am new to investing
What would you consider to be your level of financial/investment experience?
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Beginner
Moderate
Pro/Expert
Are you an Accredited Investor
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Net worth exceeds $1 million, excluding the value of Primary Residence OR Annual Income exceeds $200,000 for last two years (or $300,000 combined if married) and Has expectations to make same amount this year
Which assets do you currently invest in?
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How do you currently prefer/choose to invest?
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Online/Robo advisor or online platform
In-person Investment advisor
In-person via financial institution (i.e. Bank)
Other
As an investor, what % of your annual income do you invest on an annual basis?
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Less than 10%
10 - 25%
25 - 50%
50 - 75%
75% +
BEQUITY specializes in multi-family and residential commercial real estate investing, which in general may require that we hold your investment for at least 8 years. Our strategy will feature a mix of investment projects with variable returns - often a mix of quarterly payments and returns from your investment. Based on returns, in which type of projects would you prefer to invest?
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Lower quarterly payments with higher overall return
Medium quarterly payments with the medium overall return
Higher quarterly payments with a lower overall return
What real estate specific topics would you be interested in learning more about?
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What is your preferred investment experience?
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Passive Investor: Hands off. You trust an adviser, platform, or institution to make investment decisions on your behalf
Active Investor: Hands on. You execute your own investment decisions
Would you be open to receiving our Investors Pitch Deck for future Fund opportunities?
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