Don Meredith - 1031 Exchanges and TICs

Investor Questionnaire

Name:	Street:
Company:	City:
Email:	State:	Postal:
Telephone:	Country:


Section 1031 Exchange Requirements
Is your property currently listed?	Yes No
Estimated close date of your property:
Your 45-day identification period ends on:
Sale price:
Amount of debt:

Investment Objectives
What type of property do you prefer?	Residential Retail Office Industrial No Preference
Do you prefer to invest in property located in a particular region of the United States?	North-West South-West Mid-West North-East South-East No Preference
What is your minimum investment?
What is your primary investment objective?	Growth Income Diversification
Are you adverse to taxable boot?	Yes No Not Sure
How long is your preferred holding period for the investment property?	3 years or less 4 to 5 years 6 to7 years Greater than 7 years

Investor Attributes
Rank the following items in order of importance: (1 being the most important)	Minimal load (fees & commissions)
	Cash-on-cash rate or return
	Appreciation potential
	Location of property
	Type of property
Where are you in the investment cycle?	Young investor concerned
	Middle aged professional concerned with current tax deductions and tax deferral
	Retirement age investor concerned with estate preservation and retirement income
What is your occupation?
Are you an accredited investor?	Yes No
Please note that an accredited investor has a net worth of $1 million or net income the last 2 years of $200,000 (if spouse works $300,000) with a reasonable expectation of equal or greater earnings in the current calendar year.

Please send me a listing of available tenants-in-common properties
Please send me more information on section 1031 exchanges

Comments / Questions: