INVESTING

THREE STEPS TO BECOMING AN INVESTMENT PARTNER

STEP 1

ARE YOU ACCREDITED

Are you an accredited investor? If you’re not sure, review the SEC definition in step 1 below.

STEP 2

COMPLETE FORM

Once you complete the form in step 2 below, we will review your goals and form a compliant relationship.

STEP 3

INVESTOR LIST

We will add you to our investor list. Be sure to complete step 3 below and signup for our newsletter.

ARE YOU ACCREDITED?

1

How can individuals qualify as accredited?

Individuals (i.e., natural persons) may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.

    • Net worth over $1 million, excluding primary residence (individually or with spouse or partner)

    • Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

    • Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)

    • Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)

    • Any “family client” of a “family office” that qualifies as an accredited investor

    • For investments in a private fund, “knowledgeable employees” of the fund

How can entities qualify as accredited?

Depending upon the structure of the entity or its assets, entities may qualify as an accredited investor.

    • Entities owning investments in excess of $5 million

    • The following entities with assets in excess of $5 million: corporations, partnerships, LLCs, trusts, 501(c)(3) organizations, employee benefit plans, “family office” and any “family client” of that office

    • Entities where all equity owners are accredited investors

    • Investment advisers (SEC- or state-registered or exempt reporting advisers) and SEC-registered broker-dealers

    • A bank, savings and loan association, insurance company, registered investment company, business development company, or small business investment company or rural business investment company

COMPLETE THE FORM

2

As a regulated investment platform, we are required to learn more about you.

Complete the Form

JOIN THE EXCLUSIVE INVESTOR CLUB (EIC)

3

MIT Capitals will add you to our investor list and send you opportunities as they become available. Now you can enjoy the benefits of multifamily investing, knowing our team will be here to support you throughout the investment process.

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