Investor Questionnaire

Care Block has created a fund for investors who care about historic buildings and the prosperity of the people who live in them—values that Care Block considers non-negotiables as it fields prospective investors.

Investor Questionnaire

U.S securities laws limit the types of investors who can invest with us. The following questionnaire is intended to assist us in determining whether you meet suitability requirements for future investments. Any information you provide here will be kept in strict confidence.

"*" indicates required fields

Name*

First Last

Phone*

Email*

Address*

Street Address Address Line 2 City State ZIP Code

Occupation*

Title*

Date of Birth*

MM slash DD slash YYYY

What type of investments do you currently have?*

Real Estate

Stocks

Bonds

Retirement Funds Gold / Silver Bitcoin

Running Business

What are your overall investment goals?

Drag the goals to place in order or highest to lowest

Cash Flow
Appreciation
Preservation of Capital
Tax Mitigation

What is your risk tolerance?*

Highly Aggressive

Somewhat Aggressive

Moderate

Conservative

Very Conservative

Are you an Accredited Investor?*

Yes (Income)

Yes (Net Worth)

What is the value of your investments?*

Less than $100,000

Between $100,000 - $500,000

Between $500,000 - $1,000,000

Above $1,000,000

What is your approximate net worth?*

Less than $250,000

Between $250,000 - $500,000

Between $500,000 - $1,000,000

Between $1,000,000 - $2,000,000

Above $2,000,000

Number of Private Placements Invested:*

What is your approximate Income?*

Less than $100,000

Between $100,000 - $250,000

Between $250,000 - $500,000

Over $500,000

Estimated Liquid Assets*

(Cash in Bank, Readily Marketable Stocks/Bonds, Precious Metals)

Less than $100,000

Between $100,000 - $200,000

Between $200,000 - $300,000

Over $300,000

Please estimate when you will need your liquidity back*

(such as a need for a house down payment or some other major financial need)

Less than 2 years

From 2 to 5 years

From 5 to 10 years

More than 10 years

Other Considerations:

Please feel free to add any other considerations you feel would be relevant to establishing your suitability for private placement investments, including other education, business or financial experiences, investment considerations, financial situations, trainings (including seminars, contenting education, etc) or professional licenses and certifications.