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Edit Investor
Karen Whitfield
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First name
Last name
Company / entity
Email
Phone
Investor type
—
Individual
Accredited Investor
Family Office
Broker
Private Lender
Institutional
Strategic Partner
Investment interest
—
RV Parks
Assisted Living
Veteran Housing
Real Estate Income
Other
Min investment
Target investment
Preferred return (%)
Source
—
Referral
Facebook
Instagram
LinkedIn
Website
Event
Existing Relationship
Cold Outreach
CSV Import
Status
New Lead
Contacted
Interested
Follow-Up Needed
Documents Sent
Call Scheduled
Soft Commitment
Hard Commitment
Funded
Not Interested
Tags (comma-separated)
Next follow-up
Notes
Wants to focus on veteran housing deals specifically.
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