How to Invest
How do I invest? – KBS Investment Process
First, and most importantly, download and read the current offering prospectus for each of the REITs you are considering. Be sure to consider the suitability of each product based on your individual circumstances, including but not limited to such factors as: risk tolerance, investment time horizon, income and principal growth needs, previous investing experience and your current net worth and income.
Next, speak with your financial advisor. Based on your current portfolio and other considerations, your advisor may have specific recommendations on the amount and allocation of your investment dollars.
Finally, with your financial advisor, fill out the required subscription documents and, if necessary, complete any transfer forms or IRA paperwork. For information on KBS offerings click here.
Thank you for considering KBS.