This form starts a conversation with Grey Oaks Multifamily and is not an offer to sell or a solicitation of an offer to buy any security. Grey Oaks accepts accredited investors only. The accreditation question is self-identification rather than verification: if a conversation proceeds, accredited status is confirmed by a third party through a letter from a CPA, attorney, registered investment adviser or broker-dealer, or through a document review by a verification service. Submitting creates no investment, reservation, allocation or obligation on either side.

Investor inquiry

Start a conversationTell us where you are, and we will tell you honestly whether we are a fit.

No offering material on the first call, and no obligation to verify anything before it. If we are not a fit we will say so on that call rather than after it.

Who you are

Full name required

Email required

Phone optional

Accredited investor status

Grey Oaks accepts accredited investors only. Your answer here is self-identification, not verification. If we proceed, your status is confirmed by a third party: a letter from your CPA, attorney, registered investment adviser or broker-dealer, or a document review by a verification service. We never ask you to send us financial documents. The four routes are set out in full in accredited investor requirements. The thresholds below are the SEC's own, at 17 CFR 230.501, which defines an accredited investor as including a person whose net worth “exceeds $1,000,000” excluding the primary residence, or who “had an individual income in excess of $200,000 in each of the two most recent years”. The SEC's plain-language explanation of a private placement is on investor.gov.

Income Over $200,000 individually, or $300,000 with a spouse or spousal equivalent, in each of the two most recent years, with a reasonable expectation of the same this year. Net worth Over $1,000,000, alone or with a spouse, excluding the value of your primary residence. Professional credential An active Series 7, Series 65 or Series 82 license in good standing. Entity You are enquiring on behalf of an entity that meets one of the entity tests. None of these apply to me Selecting this is the right answer if it is the true one. It is not a trick question.

What you are looking for

All optional. They exist so the first call is about your situation rather than about collecting these answers on the call.

Typical commitment size

How you would invest

What you are optimizing for

Timeline

Private placements to date

By submitting you confirm the information above is accurate to the best of your knowledge, and you acknowledge that Grey Oaks Multifamily is not a registered investment adviser, a broker-dealer, a law firm or an accountant, and that nothing here is investment, legal or tax advice. See our privacy policy and disclosures.

Or or .

What happens next

We read it. A person, not a sequence.
We reply to arrange thirty minutes.
On that call there is no offering material and nothing to sign.
If it goes further, a third party confirms accredited status before anything else.

The full seven-step process, including what verification costs and how long it takes, is on how to invest.

Compliance gate

This page assumes a Rule 506(c) posture. If Grey Oaks operates under Rule 506(b), the SEC requires no general solicitation, and a public inquiry form of this kind is withdrawn or rewritten as a relationship-start form. Counsel decides before launch, not development.