Investor Club Join the Ohana Investor Club Aloha! We are so excited you have decided to invest by joining the Ohana Investors Club and we are here to help you create paradise wherever you are through passive investing. To start, we would like to get to know you and your investing experience a little bit better. This will allow us to best match opportunities with your investment goals. Please note: This material does not constitute an offer to sell nor is it a solicitation of an offer to buy any securities. Contact Information First Name* Last Name* Email* Phone* How did you first hear about the Ohana Investor Club?* Why did you decide to join the Ohana Investor Club?* Financial Information The SEC has strict guidelines on the opportunities we can present to different types of investors depending on the offering and the investor qualifications. In order to invest in the majority of our opportunities, you either need to be an accredited investor or a sophisticated investor. The purpose of the information below is to determine whether you meet the requirements needed in order to invest in potential offerings. Option 1: I am an Accredited Investor (select any and all that apply) My individual income has been $200,000 or more in the past 2 years and I have reasonable expectation of reaching the same income level this year. My joint income with my spouse has been $300,000 or more in the past 2 years and I have reasonable expectation of reaching the same income level this year. My individual net worth (or joint net worth with my spouse) exceeds $1,000,000 excluding my primary residence. Option 2: I am a Sophisticated Investor (please select any and all that apply) My individual income has been between $100,000-$199,999 in the past 2 years and I have reasonable expectation of reaching the same income level this year. My joint income with my spouse has been between $200,000-$299,999 in the past 2 years and I have reasonable expectation of reaching the same income level this year. My individual net worth (or joint net worth with my spouse) is between $350,000 and $999,999 excluding my primary residence. Option 3: Neither of the Above I do not meet any of the above described accredited or sophisticated investor requirements. Investment Experience Education* Occupation* Do you have any of the following investment experience? (check all that apply)* Stock market investing for at least 2 years Real estate investing for at least 2 years Investing in trust deeds for at least 2 years Bond investing for at least 2 years Mutual fund investing for at least 2 years When are you looking to invest in a deal? * As soon as possible Within 3 months 3-6 months from now 6 months or more from now What is your ideal timeframe (hold time) for an investment? * Under 12 months Between 12-24 months Between 2-5 years 5 years or more Submit
