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Confirm your accredited-investor status

Confirm one of three accredited-investor categories applies and our broker-dealer partner takes the next step — verifying your status and walking you through the relevant 721 UPREIT or 1031 strategy.

Step 1 of 2 — Accreditation

Confirm your accredited-investor status.

Required by SEC Regulation D and used only to route you to the partnered broker-dealer for further qualification.

Accredited-investor categoryNet worth over $1 million, excluding primary residence (individually or with spouse/partner)SEC Rule 501(a)(5). Net worth is calculated jointly with a spouse or spousal equivalent and excludes the value of the primary residence.Income over $200,000 individually (or $300,000 with spouse/partner) in each of the prior two years, reasonably expected the same this yearSEC Rule 501(a)(6). Income must have been at the same threshold in each of the prior two years with a reasonable expectation it will continue.Investment professional in good standing holding the general securities representative license (Series 7), investment adviser representative license (Series 65), or private securities offerings representative license (Series 82)SEC Rule 501(a)(10). License must be in good standing at the time of investment.