RedSwan CRE Capabilities Brochure – RedSwan Digital Real Estate

Reg A+ Investment Process

Basic Info Investor Info Funding Info Sign & Finish Disclosures

Have the KoreID Mobile App? Scan the QR code and complete your Investment in the KoreID Mobile App for a faster experience.

Contact Information

Email Address

Mobile Number

Please enter OTP

How Much Would You Like to Invest?

Update Limit

This information is only used to calculate your investment limit as required by law.

Let’s make sure you are within your limits!

Considering your recent investments, this amount would put you over your personal limit in 4(a)(6) investments for the past 12-months.

Yearly Income

Net Worth

The above includes my spouse’s income and net worth.

Spouse's First Name

Spouse's Last Name

I have invested in crowdfunding offerings in the last 12 months.

How much have you invested in regulation crowdfunding offerings in the last 12 months?

I am an "accredited" investor (meaning do you earn over $200,000 per year, have a net worth of $1m or more, or are an institutional investor, or a registered person or internal person)

Accredited info

Income/Asset

I am an individual with an income of over $200,000 in each of the last two years, or joint income with my spouse exceeding $300,000 in those years, and I reasonably expect at least the same this year.

401k/Other

I have an individual net worth, or joint net worth with my spouse, that exceeds $1 million including any IRA's, 401K's, and other retirement accounts, but excluding the net value of my primary residence.

Registered Person

You hold any of the following licenses from the Financial Industry Regulatory Authority (FINRA): Series 7, Series 82, or Series 65.

Internal

You are a director, executive officer, or general partner of the company selling the securities, or any director, executive officer, or general partner of a general partner of that issuer or a knowledgeable employee.

Total investment limit:

Based on your income & net worth

Previous investments:

Last 12 months

Remaining investment limit:

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Investor Information

Investing As

Position

First Name(Must match government-issued ID)

Middle Name(Must match government-issued ID)

Last Name (Must match government-issued ID)

Country

Physical Address(Please do NOT use P.O.Box)

Apartment/Suite/Unit Number

City

State/Province/Territory

Zip/Postal Code

Date of Birth

Why do you need to provide SSN, DOB, Drivers license, or Passport information?

This is a fully qualified offering with a FINRA Broker-dealer escrow provider, an SEC registered transfer agent who are all required to collect this information to approve your investment and meet SEC and State securities regulations.

Month:

Day:

Year:

SSN

Why do you need to provide SSN, DOB, Drivers license, or Passport information?

How Did You Hear About Us?

Please Enter Source

A financial advisor is assisting me or is filing out these forms on behalf of the investor.

Financial Advisor's Name

Financial Advisor's Email Address

Identity Check

Our FINRA Broker Dealer is required to keep on file a form that accurately describes who you are. This is "Know Your Client" information.

Document for Identity Check

Why do you need to provide SSN, DOB, Drivers license, or Passport information?

Month:

Day:

Year:

Issuing State

License image (Front)

Add file

Remove Supported Extensions: jpeg, jpg, png, pdf

License image (Back)

Add file

Remove Supported Extensions: jpeg, jpg, png, pdf

Passport image (Photo Page)

Add file

Remove Supported Extensions: jpeg, jpg, png, pdf

Legal Entity

Company Type

Company Sector

Country

State/Province/Territory

City

Address

Address 2

Zip/Postal Code

Company's Phone Number

Tax ID #

Year of Formation

Month:

Day:

Year:

State/Province/Territory of Formation

Joint Investor’s Information

First Name

Middle Name

Last Name

Mobile Number

Email Address

Accredited Investor Verification

I am an "accredited" investor (meaning do you earn over $200,000 per year, have a net worth of $1m or more, or are an institutional investor). I am going to do my verification by providing (select one).

Letter from Lawyer

Letter from CPA

Letter from Broker-Dealer

Letter from Investment Advisor

Letter from 3rd Party Verification

Registered Person

Income Verification

Asset Verification

Individual

an individual who, either alone or with a spouse, beneficially owns financial assets having an aggregate realizable value that before taxes, but net of any related liabilities, exceeds $1,000,000

an individual whose net income before taxes exceeded $200 000 in each of the 2 most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300 000 in each of the 2 most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year

Non-Individual

a person, other than an individual or investment fund, that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements

a person in respect of which all of the owners of interests, direct, indirect or beneficial, except the voting securities required by law to be owned by directors, are persons that are accredited investors

Investor Suitability

Our investment is open to both accredited ad non-accredited investors. Accredited investors, all you need to do is simply indicate what best describes you as an accredited investors.

Non-accredited investors, we need you to provide your annual income and net worth, we are then able to calculate the maximum amount you can invest in our company.

I am an "accredited" investor (meaning do you earn over $200,000 per year, have a net worth of $1m or more, or are an institutional investor)

Income/Asset

401k/Other

Registered Person

You hold any of the following licenses from the Financial Industry Regulatory Authority (FINRA): Series 7, Series 82, or Series 65.

Internal

I am not an "accredited" investor.

As you are not an "accredited investor" the law limits the total amount you can invest based on your annual income and your net worth. Please provide these so that we may determine if the amount you wish to invest is within these limitations.

Annual Income

Net Worth

You are under your investment limit of

You are over your investment limit of

Citizenship

Funding Information

Funding Method

Please make sure that the name you provided on this application matches the name on your bank account.

Name on Account

Routing Number

Account Number

Account Type

Note: After you Submit your credit card information, your card will only be authorized for that amount but not charged until KYC verification is completed successfully. You may see a 'Pending' status on your account.

Please make sure that the name you provided on this application matches the name on your credit card.

Name on Card To ensure success for your investment, we match the name on your account and the billing postal code with your investor information.

Zip/Postal Code To ensure success for your investment, we match the name on your account and the billing postal code with your investor information.

Card Number

Expiry Date

CVV

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Wire Transfer Information

Mail a Check Information

Crypto

Invest through existing Self-Directed IRA

Use your existing IRA at these IRA custodians

IRA Custodian Firm

IRA Custodian Tax ID

Country

State

City

Address 1

Address 2

Zip/Postal Code

Phone Number

Email Address

Name on IRA Account

IRA Account Number

Invest through existing Self-Directed IRA

Upon approval of your investment application, we will reach out to you to coordinate payment through your Self-Directed IRA.

TAPGO IRA

Individual Retirement Account

For your convenience, we have provided a quick and easy way for you to set up an IRA for this investment. All you need to do is simply click yes and it will auto-generate the documents and set up the account. A representative from the IRA custodian will contact you with more details on the type of IRA account.

This investment is eligible to be put into a new IRA account with New Direction Trust. The process is very simple. Would you like to open an IRA Account?

Yes, open IRA account

No, not at this time

Total Invested

Payment Method

Disclosures

To continue making your investment, please acknowledge each of the following items. You will be sent an email with these acknowledgements when you complete payment for your investment

Investment details provided in follow-up email

NDTCO Account Terms and Conditions Agreement

I acknowledge that I have reviewed and accept the NDTCO Account Terms and Conditions Agreement

NDTCO Per Asset Fee Agreement

I acknowledge that I have reviewed and accept the NDTCO Per Asset Fee Agreement

NDTCO Buy Direction Letter/Directive

I acknowledge that I have reviewed and accept the NDTCO Buy Direction Letter/Directive Agreement

NDTCO Private Equity Disclaimer

I acknowledge that I have reviewed and accept the NDTCO Private Equity Disclaimer

Platform Agreement

I acknowledge that I have reviewed and accept the Platform Agreement Form.

Broker Dealer Form

I acknowledge that I have reviewed and accept the Broker Dealer Form.

Subscription Agreement

I acknowledge that the entry of my name in the field below represents an e-signature as detailed in our terms of use. I agree with the Subscription Agreement and have reviewed the SEC Offering Circular.

E-signature (Type Full Legal Name as Displayed Below)

Thank you!

WHAT HAPPENS NOW?

Please note that it may take 14-30 days or more to completely process your investment. During this period, the compliance team at is performing mandatory ID and AML checks before your investment can be confirmed.

You are going to receive an email with instructions on how to log in to view your pending Investment with our company and receive updates on the status of your investment.

We received your investment request of $ in , to be paid via .

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RedSwan CRE Capabilities

Raising Equity for Sponsors. Creating Wealth for Investors.