In San Diego, call: (619) 435-7780
Nationwide: (800) 931-8816

Investor Accreditation Questionnaire

Click Here if you have already completed the accreditation questionnaire and proceed directly to our Newest Offerings Page.

SEC regulations limit certain types of investments to "accredited investors" only. The criteria below will help us determine if you are accredited (according to SEC regulations) to invest in our ventures.

  Individual Investor
  Institutional Investor
  Net Worth: I am a natural person whose individual net worth, or joint net worth with my spouse, exceeds $1 million (excluding equity in my principal residence).
  Individual Income: I am a natural person who had individual income in excess of $200,000 in each of the most recent two years, or joint income with my spouse in excess of $300,000 in each of those years, and expect to reach the same income level in the current year.
  Trust: I am a trust not formed for the specific purpose of making this investment, with total assets in excess of $5 million, whose purchase is directed by a person who is financially sophisticated within the meaning of the United States federal securities laws and regulations.
  Business Entity: I am a business entity in which all the equity owners are accredited investors.
  Corporation: I am a corporation, limited liability company, or partnership, not formed for the specific purpose of making this investment, with total assets in excess of $5 million.
  Institutional Account: I represent an institutional account with $50 million or greater of investable assets and, therefore, satisfy the institutional customer exemption pursuant to FINRA Rule 2111 (b).
  None of the above
I understand that McKee Private Capital will rely on the Accreditation Certification that I have provided herein, as a condition of making investment opportunities available to me. I may be asked to provide evidence of my net worth and/or annual income to confirm my Accreditation prior to investing.
  I Agree
All real estate investments involve a high degree of risk. You could lose a portion or all of your investment. Please consult with your financial advisor and accountant prior to making a commitment to invest.
  I Agree


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McKee Properties

Office Location
1001 B Avenue, Suite 203
Coronado, CA 92118

Mailing Address
P.O. Box 180980
Coronado, CA 92178-0980

Contact Us
By Telephone: (619) 435-7780
By Fax: (619) 435-2661