Accreditation Verification

We’ve partnered with Accredd, an independent third party verification provider, to make confirming your accredited investor status secure, simple, and straightforward.

Getting Started

Complete Your Accreditation Verification

01

Create Your Account

Create an account with Accredd to get started.

02

Start a New Verification

Click “New Verification” in the top-right corner and select how you’ll be investing.

03

Upload Your Documentation

Follow the prompts to upload the requested verification documents.

04

Submit Your Verification

Once submitted, we’ll take it from there and help complete the next steps.

Am I Accredited?

Many private real estate offerings are available only to accredited investors, as defined by the SEC. You may qualify if you meet any one of the following.

What Is an Accredited Investor?

Individual income over $200,000, or joint income with a spouse or partner over $300,000, in each of the past two years, with the expectation of the same this year.

Net Worth

Individual or joint net worth over $1 million, excluding the value of your primary residence.

Professional Credentials

Holders in good standing of a Series 7, Series 65, or Series 82 license.

How It Works

Three Simple Steps

01

Begin Verification

Click Begin Verification to start your secure application with Accredd, our third party verification partner.

02

Accredd Confirms Your Status

Accredd reviews your information and confirms your accredited investor status.

03

We Handle the Rest

Once you’re verified, our team gathers the documentation and uploads it to your investor portal on your behalf.

Ready to Get Verified?

The process takes just a few minutes to start. 

Have questions?

Our Investor Relations team is happy to help. Call our office at 480-534-7066 and a member of our team can walk you through the process.