Real Estate Syndication Investor Accreditation Form

Real Estate Syndication Investor Accreditation Form — Form Fields

This real estate template includes 9 fields. Verify accredited investor status for real estate syndication offering eligibility. Free to customize and use on ZenBuild.

• Full Legal Name (text, required)
• Email (email, required)
• Phone Number (text, required)
• Accreditation Method (dropdown selection, required) — options: Income (200K+ Individual or 300K Joint), Net Worth ($1M+ excl. Primary Residence), Series 65/82 License, Entity (5M+ assets)
• Investment Experience (dropdown selection, required) — options: First Real Estate Investment, <5 Deals, 5-20 Deals, 20+ Deals
• Total Net Worth (approx. $) (number, required)
• Investment via Entity (LLC/Trust)? (multiple choice, required) — options: Yes, No
• Accreditation Verification Document (file upload, optional)
• Investment Goals (long text, optional)