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Commercial Real Estate Investment Specialists

Accredited Investor Qualifications 

Accredited Investor Qualifications

Based on restrictions from the SEC (Securities and Exchange Commission) rule 506c, only accredited investors can invest with Vitalis Capital Group.

Each investment is accompanied by an ‘investor questionnaire’ to verify each investor meets one of the below qualifications. Most accredited investors qualify under item #3.  

How to determine if you are an accredited investor:

To qualify as an accredited investor, you must meet one of the following five requirements.

1.    Individuals who have earned $200,000 or more in gross income, each year, for the past two years and expect to continue to do so.

–or–

2.    Individuals whose gross income, when combined with a spouse's income, totals $300,000 or more, each year, for the past two years.

–or–

3.    Individuals who maintain a net worth of $1 million or more, excluding the value of his or her primary residence.

–or–

4.    An entity with at least $5 million in assets, or a business in which all equity owners are accredited investors.

–or–

5.    Individuals holding General Securities Representative (Series 7), Private Securities Offerings Representative (Series 82), or Licensed Investment Adviser Representative (Series 65) registration in good standing.

VCG's focus on relationships is truly remarkable. They don't just treat you as an investor; they make you feel like part of a family. Through their extensive network, I've had the opportunity to connect with like-minded investors and industry professionals. This sense of community, combined with their investment expertise, has made VCG my go-to choice for real estate investments.

Sarah L., Long-term Partner

Have Questions? Get in Touch with Us Today!

If you have any questions, require additional information about our services, or simply want to get in touch, our dedicated team is here to assist you. Feel free to reach out with your general inquiries, and we'll respond promptly to address your needs.

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