Getting to know you.

We’re excited that you’ve decided to join the Smartest Real Estate Investor Club! Being that we’re heavily focused on building relationships, we have a few questions to help give us a chance to get to know you better. From there you’ll have a chance to schedule a discovery call.

Investor Information

First Name

Last Name

Phone *

Email *

Your Financial Status (select one options & see definitions below)

ACCREDITED INVESTOR - (Meet 1 or more):

Your individual income has been $200,000 or more in the past two years and expects to continue to do so.

Married persons with a combined income of $300,000 per year.

Your individual (or joint) net worth exceeds $1,000,000, excluding your primary residence.

SOPHISTICATED INVESTOR:

You have sufficient knowledge and experience in financial and business matters to make you capable of evaluating the merits and risks of the prospective investment.

Which investor type would best describe you? *

I am an ACCREDITED investor

I am a SOPHISTICATED investor

I am NEITHER an accredited nor a sophisticated investor

___________________________

Investment Capacity *

Why are you interested in passively investing in private money lending? *

How did you hear about The Smartest Real Estate Investor? *

Do you have any of the following investment experience? Check all that apply. *

Stock market investing for at least 2 years in self-managed accounts

Real estate investing for at least 2 years

Investing in trust deeds for at least 2 years

Bond investing in self-managed accounts

Mutual fund investing

____________________________

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

I hereby represent and warrant that the foregoing statements are true and accurate to the best of my knowledge, and I will promptly notify The Smartest Real Estate Investor of any changes

Office: 14237 E Sam Houston

Call 832-844-8080

Email:[email protected]

Site: www.fibicapital.com

Getting to know you.

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