Olivia Hathaway offers real estate investment opportunities including lending opportunities, single-investor opportunities, and multiple-investor (syndication) opportunities. Some investment require that investors are pre-qualified. Please complete the following form so that you can be qualified and entered into our investor portal.

First Name *

Last Name *

Email *

Phone *

Have you had an existing relationship with Olivia for more than 30-days? *

Yes

No

Would you consider your relationship with Olivia to be substantive? *

Yes

No

A “Substantive Relationship” exists when the person offering an investment, knows the person investing the money, through multiple conversations, meetings, etc.

Are You a Member of any Club? *

YES

NO

If yes, then list the club name and for how long have you been a member? Who referred you to us?

What investment role are you interested in? *

Please provide your investor category. *

Are you are a Sophisticated Investor? *

Yes

No

A “Sophisticated Investor” is an investor that is deemed to have sufficient knowledge and/or training and/or experience to make good investing decisions. This should include knowing how to evaluate a real estate investment to determine if it is a sound investment and to understand the risks.

Are you an Accredited Investor? *

Yes

No

An “Accredited Investor” is an individual that has made $200,000 a year for the last 2 years, or a couple that has made $300,000 a year for the last two year, with in each case a reasonable expectation that they will continue to made that much money, An “Accredited Investor” is an individual that has a net worth greater than $1,000,000, not including the equity in their homestead. If you have these income and/or net worth criteria met, you are an accredited investor.

What is your experience with investing in real estate? * *

No Properties (new to investing)

1-5 units (some experience)

5+ units (experienced)

What is your approximate net worth?