home
home contacts
 
About Us
Why Invest With Us
Acquisitions
Board of Advisors
Reports & Offerings
Newsletters
Investor Profile
 
  Investor Profile
 
     
PREFFERRED REAL ESTATE FUNDS
"Investors First"
About You
Your privacy is important to us, please review our privacy policy at the bottom of this page.
YOUR PROFILE
*Title: *First Name: *Last Name:
*Daytime Phone: Evening Phone: Fax:
Company: Occupation: Age:
*Email: *Marital Status  
*Address line1 Address line 2 Address line 3
*City: *State: *Zip:
 
INVESTMENT EXPERIENCE
*What description would best suit you?
Investor Investment Manager Service Provider Broker
*Reasons for interest In Real Estate Investment:
(prioritize with 1 = most important – through 6 = least important)

Cash Flow

Capital Appreciation (1-3 years)

Long-Term Growth (3+ years)

Portfolio Diversification

Previous Experience Other:



If you have previously invested in Real Estate, please describe:

Owned Shares of REIT or private real estate fund
Limited Partner in a Limited Partnership or Limited Liability Company
Family owned Partnership
Individual Ownership

Commercial Property Preference:

Past Experience Type of Property Future Preference
Retail
Office
Office/Warehouse
Land
Multi-Family
Other
Local Property
Non-local Property

What are you thoughts about prior experiences with commercial real estate investments?

Like Consideration Dislike
Liquidity
Liability/Limited Liability
Control
Information & Communication with Sponsors
Risk Factors
Available Information about the Investment
How Cash Was Distributed
How would you classify you risk tolerance?
 
SPECIFIC CRITERIA:
How much money do you have to invest?
For how long are you willing to set aside money in anticipation of a future opportunity?

Are you willing to accept some contingent liability (liability for some dept beyond your equity investment) if there is potential for a considerably higher return?

Yes No

 

Hold Period Expectation:

Return Expectations:

  • Would you desire to have:
  • Quarterly distributions, or
    Receive statement of your rate of return (IRR) while your money is invested
  • What is your desired return?
  • Lowest risk for real estate, % return desired
    High risk for real estate. % return desired
Tax Break Considerations:
 
If the above criteria are meet and presented to me with full disclosure I will make a good faith commitment to invest. I am not bound to any investment and desire to have reasonable time and materials to review myself and with my advisors.

 
Accredited Investor Requirements

“It is important to PREF LLC that its investors meet certain parameters. These parameters are also sanctioned by the Securities Exchange Commission under Regulation D. All PREF LLC investors must meet the requirements of an Accredited Investor.
The federal securities laws define the term accredited investor in Rule 501 of Regulation D as:

  • a bank, insurance company, registered investment company, business development company, or small business investment company;
  • an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million;
  • a charitable organization, corporation, or partnership with assets exceeding $5 million;
  • a director, executive officer, or general partner of the company selling the securities;
  • a business in which all the equity owners are accredited investors;
  • a natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase;
  • a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year; or
  • a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.

PREF LLC defines High Net Worth Investors as having a minimum net worth of $3 million.

 
Privacy Policy

At PREF LLC consider it our pleasure to serve your financial needs. As we serve your financial relationship, we are committed to safeguarding your personal information and we provide this notice to explain our privacy practices. These privacy practices described in this notice apply to individuals who apply for or obtain our financial services.

Information We Collect
As part of our business, we collect nonpublic personal financial information about you including information we receive about you on applications, and questionnaires. This information includes your name, address, social security number, income, investment experience, etc.

Disclosure Of Your Information
We do not disclose information about you or any former customer to anyone, except as necessary to assist us in providing services to you, to service your accounts or otherwise as permitted or required by law.

We restrict access to nonpublic personal information about you to those employees and third parties that need to know that information to assist us in providing services to you.

We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
If you prefer that we not disclose nonpublic personal financial information about you to nonaffiliated third parties, you may opt out of those disclosures; that is, you may direct us not to make those disclosures (other than disclosures permitted or required by law). If you wish to opt out of disclosures made to nonaffiliated third parties or if you have any questions about this privacy policy, please contact us at Info@PREFllc.com.

Thank you for this opportunity to serve you. Your relationship and trust are very important to us.

Back to Investop Profile

About Us  |  Why Invest With Us  |  Acquisitions  |  Board of Advisors  |  Reports & Offerings  |  Newsletters  |  Investor Profile