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General Information

Please Read Before Proceeding
U.S securities laws require that we develop substantive relationships with our investors prior to discussing investment opportunities with them in order to determine whether investors are sufficiently sophisticated and any investments are suitability for them. The following questionnaire is intended to start the process of getting to know you a little better. Any information you provide here will be kept in strict confidence. 

Are You an Accredited Investor?++

Are you an individual with a net worth or joint net worth with a spouse or spousal equivalent of at least $1 million, not including the value of your primary residence?

Are you an individual with income exceeding $200,000 in each of the two most recent calendar years or joint income with a spouse or spousal equivalent exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year?

Are you an SEC-registered broker-dealer, SEC- or state-registered investment adviser, or exempt reporting adviser, or an individual holding in good standing any of the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)?

Are you a bank, savings and loan association, insurance company, registered investment company, business development company, or small business investment company or rural business investment company?

What types of investments do you currently have? check all that apply)

What are your primary investment objectives?
(check all that apply)

What types of investments are you interested in? (check all that apply)

Investment Term
(check all that you would consider)

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, training (including seminars, contenting education, etc) or professional licenses and certifications.

Other Considerations

++ An accredited investor is an investor that is authorized to trade or deal in financial securities that are not registered by financial authorities.

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"I've been investing with Brent and Amy at Synergy Investment Fund for the past 15+ years, and I've been very impressed with their team and their investment process.  They're always transparent about their investments, and they're consistently available to answer my questions.  I’ve been very pleased with my returns.  I feel confident that my money is always in good hands with Synergy."

Jeff Lewis

Investor

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"I was looking for a way to invest in real estate, but I didn't have the time or expertise to do it on my own. I found Synergy Investment Fund, and they've been a great partner. Brent and Amy have helped me to understand the risks and rewards of passive real estate investing, and they've put together a portfolio of investments that meets my goals. I'm very happy with my decision to work with Synergy."

Suellen Vickers

Investor

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"I have invested in real estate for over 30 years, but I was new to the world of syndication investing.  Brent Miller and the team at Synergy Investment Fund were extremely informative and helpful in introducing me to the process. The team at Synergy took the time to answer all of my questions and they helped me to understand the risks and rewards of syndication investing with investing in commercial real estate with Synergy Investment Fund.  I receive monthly income and expense statements, property inspection reports and accounting snapshots.  I'm so glad that I decided to work with them. I can COUNT the benefits that I was rewarded with in the investment I participated in. I highly recommend working with this outstanding team."

Mark Hardesty

Investor from Bridgeville, Delaware

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