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Accredited Investor & Suitability Review

This confirms your accredited status and records the suitability information the broker-dealer needs before sharing private 506(b) offerings. Your figures compute your accreditation and liquidity automatically as you go — account-opening paperwork comes later.

Net worth · excl. residence
$0
Illiquid
0%of net worth
Accreditation
—
Risk band
—
1 Net Worth
2 Risk Tolerance
3 Suitability
4 Review & Sign

Statement of Net Worth

Enter your figures below. We use them to determine accredited status and your liquidity profile — the same worksheet your registered representative would complete. Leave anything that doesn't apply at zero.

Who's investing income test uses the joint thresholds when filing jointly
Investment real estate & 1031 exchange
Primary residence & hard assets
Other illiquid investments
Liquid assets §4 — cash and marketable holdings
Total assets$0
Liabilities §6
Total liabilities$0
Annual income §7 — last full year
Total annual income$0
Discretionary income$0
Accredited-investor determination
Enter your figures above
Accredited if net worth (excluding your primary residence) is at least $1,000,000, or income is at least $200,000 individually / $300,000 jointly.

Risk Tolerance

Ten questions that produce your risk-tolerance band, scored exactly as on Aurora Securities’ Risk Tolerance Form. Choose the answer that best fits how you think about this money.

Risk tolerance result
Answer the questions above
0 points

Suitability

These questions mirror Aurora Securities' DST and Private Placement suitability forms — the profile, experience, and objectives your representative documents for a recommendation.

Primary objective for this investment select all that apply
Experience
How do you feel about the principal invested? select all that apply
Time horizon & liquidity

Review & sign

Confirm the summary below, acknowledge the disclosures, and sign to complete your review.

Acknowledgements
Attestation & signature

Signing below is not a commitment, obligation, or agreement to invest, and creates no obligation on your part or on Baker 1031's. It is solely your attestation that the information above is accurate and complete.

Review complete — full access unlocked

Thank you. Your accredited investor & suitability review is on file and you now have access to our full range of offerings, including our 506(b) private programs. An investment professional will follow up shortly.

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Baker 1031 Investments does not provide tax or legal advice. "Accredited investor" is defined in Rule 501(a) of Regulation D. The accreditation result shown here is an estimate from the figures you enter; investing in a 506(c) offering requires independent verification. Suitability and Regulation Best Interest determinations are made by Aurora Securities, Inc. (Member FINRA/SIPC), the broker-dealer of record. All offerings are made solely by Private Placement Memorandum.