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Investor Profile
In order for Frank to figure out your needs better, please fill out the following form or contact Frank directly via
email
or phone, 630.416.3311.
Date:
Name:
Street Address:
City:
State:
Zip:
Phone:
Alt Phone:
Fax:
Email:
Amount to invest [not total cost]:
Timing [when do you want to invest]:
Investment Horizon [how long do you want to own]:
Expected Investment Return:
Risk Tolerance:
Location preference:
Property Type [check all that apply]:
office
retail
industrial
multi-family
hospitality
land
single-tenant
multi-tenant
vacation
other:
Investment Type [check all that apply]:
new development
renovation
speculative
existing/stabilized cash flow
other:
Do you want to be a sole investor or do you want to be part of a larger group?
Sole
Group
Do you want to manage the property? [Shepherd Group LLC can manage the property for you]
Yes
No
Do you intend to occupy all or some of the property?
Some
All
Do you need assistance with Property Financing:
Yes
No
Loan Type and Amount:
floating
long term
short term
amoritization
Loan Amount $
1031 Exchange Issues:
Other Tax Issues: