Who referred you?
Who referred you?
Checking, savings, bank CDs or other bank deposits.
Stocks, bonds or mutual funds.
Retirement account funds that must stay inside the retirement account.
Retirement account funds that can be withdrawn from the retirement account.
No funds available for investment within the next 30 to 60 days. I have completed the questionnaire, however.
Name (First, Middle, Last):
Name (First, Middle, Last):
Date of Birth:
Date of Birth:
Employed Since: (ex: 03/2001)
How would you prefer that we send communications to you?
Check any of the following boxes that apply:
The undersigned is any bank as defined in Section 3(a)(2) of the Securities Act of 1933 (the “Act”), or any savings and loan association or other institution as defined in Section 3(a)(5)(A) of the Act, whether acting in its personal or fiduciary capacity; any broker or dealer registered pursuant to section 15 of the Securities Exchange Act of 1934; any insurance company as defined in Section 2(a)(13) of the Act; any investment company registered under the Investment Company Act of 1940 or a business development company as defined in Section 2(a)(48) of that Act; or a Small Business Investment Company licensed by the U.S. Small Business Administration under section 301(c) or (d) of the Small Business Investment Act of 1958.
The undersigned is any plan established and maintained by a state, its political subdivisions, or any agency or instrumentality of a state or its political subdivisions, for the benefit of its employees, if such plan has total assets in excess of $5,000,000; any employee benefit plan within the meaning of the Employee Retirement Income Security Act of 1974 if the investment decision is made by a plan fiduciary, as defined in section 3(21) of such act, which is either a bank, savings and loan association, insurance company, or registered investment adviser, or if the employee benefit plan has total assets in excess of $5,000,000 or, if a self-directed plan, with investment decisions made solely by persons that are accredited investors.
The undersigned is a private business development company as defined in Section 202(a)(22) of the Investment Advisors Act of 1940.
The undersigned is any organization described in section 501(c)(3) of the Internal Revenue Code, corporation, Massachusetts or similar business trust, or partnership, not formed for the specific purpose of acquiring the securities offered, with total assets in excess of $5,000,000.
The undersigned is any corporation, partnership, business trust, or charitable organization with assets of at least $5 million, not formed to acquire securities offered by the company presenting this questionnaire, and whose purchases are directed by a sophisticated person who, either alone or with his/her independent purchaser representative, has such knowledge and experience in financial and business matters that he/she is capable of evaluating the merits and risks of a prospective investment.
The undersigned is a corporation, partnership, business trust, or charitable organization with assets in excess of $5 million that was not formed to acquire securities offered by the company presenting this questionnaire.
The undersigned is a natural person whose individual net worth, or joint net worth with that person's spouse, exceeds $1,000,000.
The undersigned has an annual income of at least $200,000 in each of the last two tax years, or joint income with their spouse was in excess of $300,000 in each of those years, and who has reasonable expectations of the same income level for the immediate future.
The undersigned represents any trust, with total assets in excess of $5,000,000, not formed for the specific purpose of acquiring the securities offered, whose purchase is directed by a sophisticated person as described in §230.506(b)(2)(ii).
Please check each item that applies:
I have such knowledge and experience in financial, investment, and business matters such that I am capable of evaluating the merits and risks of any investment.
I am using a financial advisor, planner, or consultant, or some other advisor who has such knowledge and experience in financial and business matters that he/she is capable of evaluating the merits and risks of any investments. (If this is checked, please complete the following):
Please rank your investment objectives from 1 through 4 in order of priority (1 being the highest):
Please select one:
Degrees and Designations:
Please select all that apply:
Stocks listed on a national securities exchange.
Mutual funds holding a portfolio primarily consisting of stocks.
Taxable bonds or other debt instruments.
Tax exempt bonds
Partnerships, limited liability companies, corporations that invest in real estate or real estate investment trusts (REIT)
Other types of investments not mentioned in any of the previous categories (please describe):
Please estimate the percentage of your assets currently held in each category and write it in next to that category:
Your answers should total 100%
Stocks (including mutual funds):
Certificates of Deposit/Loans or Notes Payable/Savings Accounts:
Ownership of Businesses in which you are actively involved:
Should I choose to make an investment with the company, the amount of funds that I will invest is:
(Note: Investment Funds Available must be funds that are liquid or can be liquidated within a 30-day period. This distinction is necessary because, in the proposed real estate transactions, time is of the essence.)
(Please check the most appropriate response)
$100,000 to $250,000
$250,000 to $500,000
$500,000 to $1,000,000
$1,000,000 or more
What is the nature of your previous personal or business relationships, if any, with the Principals of Venture Real Estate Company?
I confirm, by typing my name in below and electronically submitting this form that the information supplied herein is current and accurate. I agree to sign a printed copy if asked to do so by recipient.
This is not an offer to sell or solicitation of an offer to purchase an investment or security. This information relates to possible real estate opportunities for qualified purchasers who have established an existing substantive relationship with members of venture companies. Interested persons may qualify as investors by virtue of a pre-existing relationship and by proof of business experience, income, and/or net worth.
If you are in doubt as to the meaning or implication of any of the terminology used in the questionnaire, or as to the significance of any particular question, please contact us via email or call the telephone number below.