Investment in Mortgage Notes Application Form

Personal Information:

Full Name*

Mailing Address*

City*

State*

ZIP Code*

Email Address*

Phone Number*

Investment Details

Desired Investment Amount*

Please enter a number greater than or equal to 100000.

Min. Investment: $100,000

Investment Type*

Individual Investor

Institutional Investor

Private Fund

Other

Investment Objectives (select all that apply)*

Capital Appreciation

Regular Income

Portfolio Diversification

Tax Advantages

Other

Please specify*

Investment Horizon*

Risk Tolerance*

Source of Funds (select all that apply)*

Personal Savings

Retirement Account (IRA, 401(k), etc.)

Inheritance

Sale of Property

Other

Please specify*

Financial Information

Annual Income (USD)*

Net Worth (USD)*

Liquid Assets (USD)*

Experience and Qualifications:

Have you previously invested in mortgage notes?*

Yes

If yes, please provide details of your previous mortgage note investments, including the investment amount, duration, and outcomes.

Please briefly describe your experience in real estate or investment-related activities, if any.*

Additional Information:

How did you hear about our mortgage note investment opportunities?*

Is there any additional information you would like to provide or any specific questions you have?*

Declaration: By signing below, I confirm that all the information provided in this application form is true, accurate, and complete to the best of my knowledge. I understand that this application does not guarantee an investment opportunity and that further due diligence may be required.

Signature:*

Date*

MM slash DD slash YYYY

Thank you for your interest in investing in mortgage notes. We appreciate your time and consideration. Our team will review your application and contact you with further details and potential investment opportunities.