Real Estate Syndication Investor Intake Form

Real Estate Syndication Investor Intake Form — Form Fields

This finance template includes 10 fields. Collects accredited investor details for real estate syndication deal access. Free to customize and use on ZenBuild.

• Full Legal Name (text, required)
• Email Address (email, required)
• Phone Number (text, required)
• Accredited Investor Status (multiple choice, required) — options: Yes – Income Based, Yes – Net Worth Based, No
• Available Capital to Invest ($) (number, required)
• Preferred Investment Type (dropdown selection, required) — options: Multifamily, Industrial, Self-Storage, Mobile Home Parks, Mixed Use, Other
• Target Annual Return (dropdown selection, required) — options: 6-8%, 8-12%, 12%+, No Preference
• Minimum Hold Period Comfortable With (years) (number, required)
• Prior Investment Experience (checkboxes, optional) — options: Single Family Rentals, Commercial Real Estate, REITs, Real Estate Crowdfunding, None
• Goals or Questions (long text, optional)