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jl@dst1031connect.com
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Accredited investors typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years; or have an active Series 7, Series 82, or Series 65. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.
An accredited entity is typically a private business development company or an organization with assets exceeding $5 million; or if an entity consists of equity owners who are accredited investors, the entity itself is an accredited investor provided the organization was not formed with a sole purpose of purchasing specific securities.