Investment Services Documents

Click Below to Access Documents:

Accredited Investor Questionnaire (AIQ)

Letter for Accreditation

Sample PFS for AI Verification

JIDI accredited investor

JIDI Investment Opportunities & Asset Classes

Residential Renovation

Assisted Living

Mixed Use Development

Opportunity Zone

New Construction

Storage, Student Housing & Multifamily Hold

Options for Investment with JIDI

Investment Funds (Individual or Joint)

Financial Trusts

Partnerships (LLC, LLP)

Tax Deferred

Corporations (S & C-Corps)

Self-Directed IRA


  If you need to speak us about a general inquiry, please fill in the form and we will call you back as soon as possible.

    [recaptcha theme:dark]