Free Tool

Do You Qualify as an Accredited Investor?

Many of the most powerful real estate investment opportunities — including those at Blue Vikings Capital — require accredited investor status. Find out where you stand in just a few minutes.

There are multiple ways to qualify — you only need ONE:

💰 Income: Earned $200,000+ individually (or $300,000+ with a spouse) in each of the past two years, with the same expected this year.Most Common
🏦 Net Worth: Net worth over $1,000,000 — alone or with a spouse — not counting the value of your primary home.Most Common
📜 Professional License: Holds a Series 7, Series 65, or Series 82 securities license in good standing.
🏛️ Trust or Entity: A trust or qualifying organization with total assets over $5,000,000, or an entity whose equity owners are all accredited investors.

This tool checks the most common individual paths: income and net worth. If you qualify, you'll receive a downloadable Personal Financial Statement to share with your CPA, attorney, or investment advisor to obtain a formal verification letter.

Let's get started

Your information is used only to personalize your results and generate your Personal Financial Statement — it is never shared with Blue Vikings Capital or any third party. Everything stays on your device.

🔒 Your privacy is protected. This tool runs entirely in your browser. No financial data you enter is transmitted, stored, or seen by anyone other than you.

First Name

Last Name

City & State (optional — for your statement)

Are you calculating jointly with a spouse or spousal equivalent?

Quick Check · 1 of 3

📜

Professional Securities License

Do you currently hold a Series 7, Series 65, or Series 82 securities license in good standing?

Quick Check · 2 of 3

🏛️

Trust or Qualifying Organization

Are you investing through a trust or organization (LLC, corporation, partnership, or 501(c)(3)) with total assets over $5,000,000, not formed specifically to make this investment?

Quick Check · 3 of 3

💰

Income Test

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Would you also like to calculate your net worth?
Many investors find it valuable to know their full financial picture, even if they've already qualified. Your Personal Financial Statement will be more complete if you do.

Your Assets

Enter the current fair market value of each asset. Leave blank or $0 if not applicable.

Cash & Liquid Accounts

Checking & Savings Accounts

$

Money Market Accounts & CDs

$

Investment Accounts

Stocks, Bonds & Mutual FundsTaxable brokerage accounts

$

Passive InvestmentsSyndications, private funds, LPs, non-traded REITs

$

Cryptocurrency

$

Retirement Accounts

401(k), IRA, Roth IRA, PensionTotal current balance across all accounts

$

Real Estate (Investment / Other — not primary home)

Rental & Investment PropertiesTotal current market value of all investment/rental properties

$

Vacation / Second HomeCurrent market value

$

Primary Residence ⚠ Excluded from accreditation

Note: Your primary home's value is included in your total net worth, but under SEC rules it does not count toward the $1,000,000 accreditation threshold. We track it here so your Personal Financial Statement is complete.

Primary Residence — Current Market ValueEstimated fair market value of your home

$

Business & Other Assets

Business Ownership / EquityYour stake in LLCs, S-Corps, or other businesses

$

Accounts & Notes ReceivableMoney owed to you — loans made, outstanding invoices

$

Life Insurance Cash / Surrender Value

$

VehiclesCars, trucks, boats, RVs — current market value

$

Household Goods, Art & CollectiblesFurniture, jewelry, antiques, art — estimated value

$

Other Assets

$

Total Assets (including home) $0

Your Liabilities

Enter what you currently owe.

Primary Residence Mortgage ⚠ Excluded from accreditation

Note: Your primary home mortgage is included in your total net worth calculation, but is excluded from the $1M accreditation threshold under SEC rules. If your mortgage exceeds your home's value, we'll automatically account for that underwater difference in your accreditation net worth.

Primary Residence Mortgage BalanceFull current balance — we'll automatically handle any underwater amount

$

Real Estate Debts (Investment / Other Properties)

Mortgages on Rental / Investment PropertiesTotal balance owed on all investment properties

$

Personal & Other Debts

Vehicle Loans

$

Student Loans

$

Credit Card Balances

$

Personal Loans

$

Life Insurance LoansLoans taken against a life insurance policy

$

Notes Payable to Banks & InstitutionsLines of credit, business bank loans if personally liable

$

Unpaid TaxesFederal, state, or local taxes currently owed

$

Business Loans / DebtsOnly if you are personally liable

$

Other Debts

$

Total Liabilities (including home mortgage) $0