Madison Private Equity Investor Portal

Start Your Investment Journey with Madison Private Equity

Thank you for your interest in Madison Private Equity. We develop ground-up, Class A multifamily across the Midwest, building durable income and lasting value through transparent, single-asset ownership. The brief questionnaire below allows a member of our team to prepare an investment approach suited to your objectives before we speak. It takes approximately three minutes, and your responses are held in strict confidence.

Name

Email address

Phone number

What level of investment are you presently considering?

Do you currently hold real estate investments? If so, approximately what share of your portfolio do they represent, and in what form? (e.g., direct ownership, private partnerships / syndications, REITs, or none at present)

What is your current profession or occupation? If you own or lead a business, please tell us about it. This helps us understand how an allocation might complement your wider financial position.

What matters most to you in a real estate investment? e.g., dependable income, long-term growth, building wealth to pass to family, tax efficiency, or diversification beyond public markets.

Over what time horizon do you generally prefer to invest? e.g., 3–5 years · 5–7 years · 7–10+ years · no fixed timeline

How important is the ability to access your capital earlier rather than later? e.g., “I value the option of liquidity within a few years,” or “I am comfortable committing for the long term.”

Which would you value more: regular distributions during the hold, or a larger realization when the asset is sold? A balance of the two is an equally valid answer.

Beyond returns, what would make an investment most valuable within your overall financial picture? — e.g., tax-advantaged income · offsetting income from a business or profession · deferring or sheltering gains from a recent or upcoming sale · transferring wealth to the next generation · straightforward capital growth

Do you anticipate any significant financial events over the next 12–24 months? For instance, the sale of a business, property, or other appreciated asset. Optional — this helps us time any allocation thoughtfully around your circumstances.

Private real estate offerings are generally available to accredited investors. Do you believe you meet that standard? e.g., net worth above $1M excluding your primary residence, or income above $200K individually / $300K jointly. Yes · Not sure · Prefer to discuss

Is there anything else you would like us to know, or any question you would like addressed when we speak? Optional. If you were referred to Madison Private Equity, we would be glad to know whom we may thank.

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∙ 262.269.2300

262.269.2300