Investor Intake Form

Bellevista Investments is a vertically integrated real estate development and advisory firm specializing in large-scale projects, strategic acquisitions, and capital partnerships.

Your Name *

Your Phone Number *

Your Email *

State *

Are you an accredited investor? *

Yes

Not Yet

I will be in two years

Unsure

Accredited Investor Definition: 1 - Net worth over $1 million, excluding primary residence (individually or with spouse or partner). 2 - Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

Capital & Investment Capacity

Preferred Investment Structure (Select all that apply)

Strategic Interests

Which opportunities are you most interested in? *

Ground-Up Development

Value-Add Real Estate Projects

Large Residential or Mixed-Use Developments

Commercial Real Estate

Business Acquisitions & Mergers

Capital Partnerships with Developers

General Contractor / Build Partnerships

Long-Term Portfolio Investments

Timing & Readiness

Experience & Background

Have you previously invested in real estate or private deals? *

Yes — Extensive Experience

Yes — Some Experience

No — First Opportunity

Professional Background / Industry

Strategic Alignment

Anything else you’d like us to know?

Final Step

By submitting this form, you acknowledge that you are requesting information regarding private investment and development opportunities. Submission does not constitute an offer to sell securities.

A member of the Bellevista team will contact qualified applicants.