1031 Investor Tools
Self-Screening
Accredited Investor Self-Screening
Answer the questions below to receive an educational, self-reported indication of whether you may qualify as an accredited investor under current SEC guidelines. This is not verification or certification.
Have you earned more than $200,000 in each of the prior two years and reasonably expect the same this year?
Or, with your spouse / partner, more than $300,000 in each of the prior two years and reasonably expect the same this year?
Do you have a net worth (alone or jointly) over $1,000,000, excluding the value of your primary residence?
Do you hold a Series 7, Series 65, or Series 82 license in good standing?
Are you submitting on behalf of an entity with assets over $5,000,000 (and not formed for the purpose of investing)?
Educational use only. This tool provides general educational information about 1031 exchanges and does not constitute tax, legal, accounting, or investment advice. Always consult qualified professionals before making any investment or tax decision. This tool does not verify accreditation, does not issue certifications, and is not a substitute for the formal verification required to invest in private securities.