Real Estate Syndication Investment Form

Real Estate Syndication Investment Form — Form Fields

This finance template includes 10 fields. Collect investment commitments for real estate syndications with investor type and amount. Free to customize and use on ZenBuild.

• Investor Full Name (text, required)
• Email Address (email, required)
• Phone Number (text, required)
• Entity Type (dropdown selection, required) — options: Individual, Joint, LLC, Trust, Self-Directed IRA, Corporation
• Intended Investment Amount ($) (number, required)
• Accredited Investor Status (dropdown selection, required) — options: Yes - Income-Based, Yes - Net Worth-Based, Yes - Professional, Not Accredited
• Investment Experience (dropdown selection, required) — options: First-Time Real Estate Investor, Some Experience (1-3 deals), Experienced (4-10 deals), Highly Experienced (10+ deals)
• Preferred Asset Class (dropdown selection, required) — options: Multifamily, Commercial, Industrial, Self-Storage, Mixed-Use, Any
• Preferred Hold Period (dropdown selection, required) — options: 1-3 Years, 3-5 Years, 5-7 Years, 7+ Years
• Questions or preferences (long text, optional)