Fractional Real Estate Investment Risk Disclosure

Fractional Real Estate Investment Risk Disclosure — Form Fields

This finance template includes 9 fields. Capture investor acknowledgment of fractional real estate investment risks and liquidity limitations. Free to customize and use on ZenBuild.

• Investor Full Name (text, required)
• Email (email, required)
• Date (text, required)
• Property Address or Investment Name (text, required)
• Investment Amount ($) (number, required)
• Investment Structure (dropdown selection, required) — options: Tenancy in Common, LLC Interest, REIT Share, DST, Crowdfunding Platform
• Risks Acknowledged (checkboxes, required) — options: Illiquidity Risk, Market Value Fluctuation, No Guaranteed Returns, Dependence on Manager, Tax Implications
• Accredited Investor Status Verified? (multiple choice, required) — options: Yes, No
• Have You Read the Private Placement Memorandum? (multiple choice, required) — options: Yes, No