AA Real Estate Partners has strict criteria for potential investors. We need to be sure that both parties are a good fit as well as meeting the regulatory requirements.
The process begins when the applicant fills out our Accredited Investor Qualification Form. If a potential private investor does not meet the SEC’s standard for income or assets, he or she could still be eligible if considered a Sophisticated Investor.
As the definition of a Sophisticated Investor varies, it is up to us to determine if the applicant has the extensive knowledge required to understand the investment opportunity and its inherent risks.