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: