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Application for Real Estate Company Listing/Advertising onThe White Coat Investor WebsiteNote: This application becomes part of the listing on The White Coat Investor website, so please fill it out with care. Be sure to fill out pages 1-2, 9-10, and any pages applicable to your company in 3-7. Personal and Firm InformationYour Name:Name of Firm:Insert link to your website:Best Phone number for investors to contact your company:Best email address for investors to contact your company:What year was your company founded?Is your company profitable yet?How long have you been working in real estate?Please describe your real estate investing experience:What type of company are you? (check all that apply)A real estate platform connecting investors and developersA private real estate fundA real estate syndicatorA Real Estate Investment Trust (REIT)A turnkey real estate companyOther (please describe) What types of real estate asset classes do you invest in? (check all that apply)DebtSingle family homesMulti-familyRetailStorageIndustrialOfficeMobile HomesOther (please list)Have you personally or your company had any events in the past that are reportable to regulatory agencies? If so, please attach explanation.Have any of your former clients sued you or a company you owned or worked for? What was the outcome? Please attach explanation.Are you currently involved in a lawsuit by a client or former client? Please attach explanation.Have you or any company you had ownership stake in declared bankruptcy? Please attach explanation.Do you accept investors that are not accredited?Questions for Real Estate Platforms (syndicators, REITs, and Funds may skip this section)How do you vet investors?How do you vet sponsors?How many deals are currently available on your platform to invest in?How many deals have been available over the last year?How many of the deals on your platform have gone round trip already? Please insert link to returns on prior round trip deals through your platform: How do you get paid? What are the typical waterfall structures for sponsors using your platform?What is your plan to take care of investors if your platform goes out of business?How do you ensure your interests are aligned with the investors?Questions for Syndicators (Online platforms, REITs, and Funds may skip this section)How do you find investors?How do you choose projects?How much leverage do you typically use in your projects?What are the typical hold periods for your projects?What is your typical waterfall structure?What fees are paid to you?What is the minimum investment in your projects?Are there any special deals for repeat or high dollar investors?How many projects does your company currently have?How many projects have you gone round trip with?Please insert link to your track record with this company:How do you ensure your interests are aligned with the investors?Will you be filing a composite state tax returns? What states do you expect to invest in?Questions for Real Estate Funds (Online platforms, Syndicators, and REITs may skip this section)How do you find investors?How do you choose properties or loans? Please explain your use of leverage.How many funds have you previously managed?What fees will the investors in this fund pay?What is the waterfall structure for the fund? How long will the fund be open?Will my commitment be called at at once or as properties/loans are identified? If all at once, what will be done with the money until properties/loans are identified? If over time, what is your expectation of the time period over which capital calls will occur? What are the liquidity options with the fund?What is the minimum investment in the fund?Are there any special deals for repeat or high dollar investors?Please insert link to your track record with previous funds: Will you be filing a composite state tax returns? What states do you expect to invest in?Questions for REITs (Online platforms, Syndicators, and Funds may skip this section)How do you find investors?How do you choose properties or loans for the REIT? If you are also an online platform, how do you decide which assets go into the REIT versus on to the platform?Please explain your use of leverage.What are the fees and/or waterfall structure for the REIT?What are the liquidity options with the REIT?What is the minimum investment?Are there any special deals for repeat or high dollar investors?Please insert link to your track record with this and previous REITs: Questions for Turnkey CompaniesHow many properties have you sold?How many properties are you currently managing?Please list your fee structure for buying, managing, and selling?How many properties have gone “round trip” through you company-bought, managed, and sold?Additional Questions for All CompaniesWhy should an investor invest with you instead of the Vanguard REIT Index Fund?What is unique about your company compared to your competitors? What are your strengths and why should a high income professional like a physician invest with you instead of your competitors?Anything else that you would like us to take into consideration with regards to your application? (Attach additional documentation as desired)Additional Questions for All CompaniesNote: This section of the application will not be made publicWhat sort of relationship are you looking for with The White Coat Investor, LLC? (Check all that apply)Flat-fee advertising options (listing, banner ads, newsletter/podcast/ FB Group sponsorships)Affiliate marketing relationshipProvide sponsored contentIf affiliate marketing, please outline the terms of your affiliate marketing deal (i.e. define a conversion and the amount you are willing to pay per conversion):If you are interested in providing sponsored content, are you aware that we do not take sponsored posts or podcasts except for 5 posts a year for the WCI Scholarship?More details about our guest post policy can be found here: details about our podcast gust policy can be found here: ................
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