Investment Services Documents

Click Below to Access Documents:

Accredited Investor Questionnaire (AIQ)

Letter for Accreditation

Sample PFS for AI Verification

JIDI accredited investor

JIDI Investment Opportunities & Asset Classes

Residential Renovation

Assisted Living

Mixed Use Development

Opportunity Zone

New Construction

Storage, Student Housing & Multifamily Hold

Options for Investment with JIDI

Investment Funds (Individual or Joint)

Financial Trusts

Partnerships (LLC, LP)

Tax Deferred

Corporations (S & C-Corps)

Self-Directed IRA

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