The Next Coast – Investor Questionnaire

Investor Questionnaire

Confidential — For Prospective Investors. Please fill out this form to help us understand your objectives, preferences, and constraints. When you click Submit, your answers will be emailed directly to our team.

1. Basic Information Name / Entity Primary Contact Email Phone Location (City/State/Country) Investor Type If other, please describe

2. Investment Profile Primary investment objective Preferred time horizon Liquidity preference

3. Risk & Experience Risk tolerance

Prior experience with private or illiquid investments?

Yes No

If yes, which categories? Any investment constraints or policies we should be aware of?

4. Allocation & Capacity Approximate size of potential allocation Current allocation to alternatives (% of portfolio) Current allocation to real assets (% of portfolio) Preferred structure (hold Ctrl or Command to select multiple)

5. Accreditation & Compliance

Accredited Investor?

Yes No

Qualified Purchaser?

Yes No

Investing personally or on behalf of clients?

Subject to ERISA or other fiduciary requirements?

Yes No

Any need for side letters or special terms?

6. Decision-Making Who makes the investment decision? Typical diligence timeline Do you prefer capital calls or full commitment upfront?

7. Strategy Fit Geographic preferences (e.g., Texas focus)

Sector themes of interest (select all that apply)

Land Rural development Inflation hedge AI‑enhanced underwriting / analytics

Interest in future co-investments?

Yes No

8. Relationship Desired level of involvement How did you hear about The Next Coast?

9. Final Alignment Check What does a successful outcome look like for you? Any concerns, preferences, or constraints we should understand before proceeding?