Registration Form – Compass Capital

Company/Entity Name

First Name

Last Name

Phone Number

Address

City

State

Zip Code

I am interested in exploring real estate opportunities. I understand that I must meet one of the following requirements; income (Section A) or net worth (Section B) or have significant investment, business, educational, or financial experience and expertise (Section C).

A. Income: My annual net income was at least $200,000 in each of the last two years, or my joint income with my spouse was in excess of $300,000 in each of those years, and I have reasonable expectations of the same income level for the immediate future.

B. Net Worth: My individual net worth or joint net worth, with that of my spouse, exceeds One Million Dollars ($1,000,000), disregarding any positive equity in my personal residence. (Note, however, that negative equity with respect to a personal residence should also be considered in this calculation).

C. Business, Educational, or Financial Experience and Expertise. I am a sophisticated investor as demonstrated by my following business, educational, or financial background information.

Occupation/Profession

Describe your Business/Financial experience.

Tell us more about your degree and designations.

Current Real Estate Portfolio

Current Number of Properties

Investor Preference (Equity)

Amount Willing to Invest (Minimum of $50,000)

Sector(s) Interested Investing In (Retail, Multi-Family, Industrial, Office, Medical)

Would you be interested in a Core investment that returns 4%-7%?

Would you be interested in a Core-Plus investment that returns 8%-12%?

Would you be interested in a Value-Add Investment that returns 13%-19%?

Would you be interested in an Opportunistic investment return of 20%+?

Lender Preference (Debt)

Are you interested in investing as a lender?

Amount Willing to Invest (Minimum of $1,000,000)

Sector(s) Interested Lending In (Retail, Multi-Family, Industrial, Office, Medical)

Most Investments will be 75% LTV, is this acceptable?

Yes No

I would be willing to lend at ____% LTV

Most Interest Rates will be 9% - 11% for these loans, is this acceptable?

Yes No

I would like ____ % to lend funds

Most loan fees will be 1%, is this acceptable?

Yes No

I would like ____ % for loan fees

Investor Registration Form

I am interested in exploring real estate opportunities. I understand that I must meet one of the following requirements; income (Section A) or net worth (Section B) or have significant investment, business, educational, or financial experience and expertise (Section C).

Current Real Estate Portfolio

Investor Preference (Equity)

Lender Preference (Debt)

Contact Info

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