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RE 870 Investor Questionnaire - California Department of Real Estate - dre ca 2026
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- Click ‘Get Form’ to open the RE 870 Investor Questionnaire in our editor.
- Begin by entering your name and, if applicable, your co-investor's name. If you are completing this on behalf of an entity, provide the entity's name and type.
- Fill in the general information section, including addresses and telephone numbers for both investors. Ensure that dates of birth are accurately entered.
- In the employment information section, detail your current position and previous positions. Include titles and lengths of time in each role.
- Complete the education section by indicating the highest year completed, graduation year, and degree or diploma obtained.
- Provide financial details such as estimated annual income, net worth (excluding principal residence), and liquidity needs by selecting appropriate options from the provided ranges.
- Report your investment experience in years across various categories like mutual funds, stocks, real estate, etc., ensuring to specify any experience with notes secured by trust deeds.
- Finally, review all entries for accuracy before signing at the bottom of the form. Ensure both investor and co-investor signatures are included along with dates.
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