• Mon - Fri: 8AM - 5PM

  • 1380 Lead Hill Blvd. Suite 180 Roseville, CA 95661

Client Login

Join Our Accredited Investor Community!

Are You An Accredited Investor?

Qualified Accredited Investors who are a member of our Accredited Investor Community, have access to special events and alternative investment opportunities not available to the general public:

  • 1031 Exchange/DSTs
  • Securitized Real Estate
  • Strategies & Investments to Help Reduce Income Taxes
  • Opportunity Zones
  • Advanced Estate Planning

To be considered for our Accredited Investor Community, you must qualify under at least one of the following:

  • As an individual, have an annual income and net worth of $200,000.
  • With a spouse, have an annual income and net worth of $300,000 in each of the two most recent years, with an expectation of reaching the same income level in the current year.
  • Either individually or jointly with a spouse, have a net worth of $ 1 million, excluding the positive equity in such person’s primary residence.
  • Be 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.

Not Sure if You Qualify?

Give us a call at 916.965.1879 or complete the form above and we’ll reach out to you right away to discuss.

Join Our Accredited Investor Community!