Investor Portal

Step 1: Complete the Investor Questionnaire Form

Step 2: Once the form is submitted, you will be directed to a Calendar to book a 30 minute consultation Zoom.

Step 3: After the initial call, we will give you access to the deal room.

Investor Registration / Questionnaire

Please complete the investor questionnaire as the first step in becoming an  investor in Charter Real Estate & Development.

Investors Questionnaire

PRIMARY INVESTOR'S INFORMATION

Address
Address
City
State/Province
Zip/Postal
Country/Residence

INVESTMENT AMOUNT

Next, tell us how much you'd like to invest.
Min. Investment: $50,000 - Max. Investment: $5,000,000

ACCREDITATION

Since the deal specific investment is an illiquid investment, we need to ask you a few additional questions to get to know you.
CHECK ALL THAT APPLY.

WHAT IS YOUR PRIMARY REASON FOR MAKING THIS INVESTMENT?

CHECK ALL THAT APPLY.

PLEASE INDICATE YOUR LEVEL OF EXPERIENCE WITH EACH OF THE FOLLOWING INVESTMENT TYPES:

Stocks
Bonds
Real Estate
Private Equity
Venture Capital
Restaurant/Small Business

PLEASE INDICATE WHAT INVESTMENTS YOU WOULD BE COMFORTABLE WITH. SELECT ALL THAT APPLY

CHECK ALL THAT APPLY.

WHAT IS YOUR CURRENT INCOME?

WHAT IS YOUR NET WORTH?

EMPLOYMENT

Please provide your current employment information.
Address
Address
City
State/Province
Zip/Postal
Country