Investment Services Documents

Click Below to Access Documents:

Accredited Investor Questionnaire (AIQ)

Letter for Accreditation

Mixed Use Development

Multifamily, Student Housing & Storage

Assisted Living

Investment Options

New Construction

Residential Renovation

Opportunity Zone

Investment Funds

Financial Trusts

Partnerships (LLC, LLP)

Tax Deferred

Corporations

Self-Directed IRA or 401K

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