Introduction Questionnaire

Simple 3 Step Process:

1. Please fill out this short questionnaire to help us learn more about you and your investment goals.

After submitting this questionnaire, you can:

2. Set up your Investor Portal account for future investment opportunities at:
McKee Family Real Estate LLC

3. Schedule a consultation with Jeff McKee at: can we put mckeecapitalgroup/meet then have it link to my calendy (https://calendly.com/jeff-real_estate_investing/30min) or I may switch to be your own boss scheduler.

I look forward to building a long and productive relationship!

Jeff McKee | Principal and Founder
McKee Capital Group

First Name

Last Name

Phone Number

Company Name

Street Address

Apt/Suite/Office

City

State/Province

Zip/Postal Code

How were you first introduced to Jeff McKee? (check all that apply) *

If Personal Referral please list Referral's name

When did you first learn of / meet Jeff McKee? (approximate date) *

Do you have any previous Real Estate experience? (check all that apply) *

Have you previously invested in Multifamily / Apartments? (check all that apply) *

No Yes - Passive Investor / Limited Partner Yes - Key Principal / Loan Guarantor Yes - Deal Sponsor / Lead Investor / General Partner

How long have you been investing in Multifamily / Apartments? *

What are your investment goals? (check all that apply and list any other goals in "Other")

Passive Investor / Limited Partner Key Principal / Guarantor Deal Sponsor / Co-sponsor / General Partner Other

Which factors are important to you when making multifamily investments? (check all that apply)

Are you an "Accredited Investor" as defined by the following SEC definition: For an individual to qualify as an Accredited Investor, one of two conditions must be met: A) A person must have earned income exceeding $200,000 (or $300,000 for joint income) during the previous two full calendar years, and a reasonable expectation of the same for the current year. Or B) Have a net worth over $1,000,000, individually or jointly, excluding their primary residence.

Yes No

What is your Net Worth?

What amount of funds are available for multifamily investments?

Please provide any additional information that you like for us to know about you (hobbies, interests, etc).

STAY IN TOUCH

Privacy Policy | Disclaimer

All investments involve risk and my result in loss. Content on this site should be used for informational purposes and is not considered an offer to sell or solicitation of an offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of the Confidential Private Placement Offering Memorandum (PPM) relating to the specific investment. Access to information about the investments are limited to investors who either qualify as accredited investors withing the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they can evaluate the risks and merits of prospective investments. Any historical returns, expected returns, or profitability projections may not reflect actual future performance.

Introduction Questionnaire

© 2023 McKee Capital Group
All material presented herein is intended for information purposes only.

STAY IN TOUCH

Privacy Policy | Disclaimer

Enter your information below to download a free eBook of my newest #1 best selling book, "Lessons from Thought Leaders"

Introduction Questionnaire

© 2023 McKee Capital Group All material presented herein is intended for information purposes only.

STAY IN TOUCH

Privacy Policy | Disclaimer

Enter your information below to download a free eBook of my newest #1 best selling book, "Lessons from Thought Leaders"

© 2023 McKee Capital Group
All material presented herein is intended for information purposes only.