Investments and Private Lending Form — Legacy Wealth Holdings

Step 1 of 4

Are you interested in (select only ONE):

Investing

Private Lending

Private Lending partners are the lifeline of the Single Family wholesale and fix'n'flip business. However, Private Lending can also apply to commercial real estate in cases where the private lender is capable of bringing enough cash to act as the primary lender on a deal. This generally means the placement of $1M or more in a single asset secured by a promissory note and mortgage in the first lien position of the property.

If this is what interests you, send us the following information to schedule a followup phonecall with a member of our team.

Name

First Last

Phone

Address

Street Address Address Line 2 City State ZIP Code

What is the minimum and maximum loan amount you are looking to deploy into any one asset/loan?

What asset class would you like to deploy it in (apartments, new construction, short term loans, etc…)?

What other information can you give us about your lending criteria?

Are you also an Accredited Investor as that term is defined by Rule 501 of Regulation D?

DEFINITION OF ACCREDITED INVESTOR:
You are an accredited investor if your Net Worth (individual or with spouse) exceeds $1,000,000 (calculate fair market value of assets, less total liabilities, but (i) exclude the value of your primary residence, and (ii) include any debt secured by such residence in excess of the value of such residence).
or
Your Income in each of the last two years exceeded $200,000 (individual) or $300,000 (with spouse), and you reasonably expect to reach the same income level in the current year.

Accredited investor

Non-accredited investor

Would you like to schedule a meeting to discuss investing with Legacy Wealth Holdings?

Yes

Phone

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