Self Storage Advisors, LLC

Advising the Self Storage Industry Since 1985

ACCREDITED INVESTOR INFORMATION

The U.S. Securities Exchange Commission (“SEC”) and often times state securities departments and commissions require a sponsor of private investment offerings to qualify their investors in order to prove a certain financial sophistication level to understand the general risks involved in private investment offerings.

An accredited investor according to the SEC is someone who has made (1) $200,000 per year for the last 2 years, or (2) one who has $1,000,000 in net assets or more. We are required to exhibit a “reasonable effort” to “qualify” you under the above criteria or some other exemption.

The following information is requested solely to comply with the laws on this matter and not to infringe on the privacy of an investor or delve into any personal or private information for any other reason.

To qualify an individual investor as “accredited”, the best evidence is:

1) With respect to qualifying for the $200,000 annual income, 2 years copies of signed income tax returns for those 2 years and a written statement from the investor stating that he is employed at _____________ company and expects to be employed in that capacity at the above salary, or greater, for the foreseeable future and that the copies of tax returns sent to us were filed with the IRS, or confirmation by an independent CPA, preferably on CPA letterhead, that the above criteria is true.

2) As an alternative, with respect to qualifying for the $1,000,000 in net assets, a balance sheet that has been at least reviewed by an independent CPA, preferably on CPA letterhead.

We must have evidence that a reasonable level of inquiry was completed to confirm that its investors meet the above described “accredited investor” requirements.

In lieu of providing the best evidence above (i.e., tax returns, audited balance sheet, etc.) please fill out and execute  the following Qualified Investor Letter and Waiver of Claims form.

QUALIFIED INVESTOR CERTIFICATION AND WAIVER OF CLAIMS

Investor Name: __________________________

Address: _______________________________

                 _______________________________

Phone:     _______________________________

Fax:         _______________________________

Email:     _______________________________

Dear Sir or Madam:

I have elected not to provide tax returns and a balance sheet from my CPA to evidence my qualifications under SEC guidelines as a qualified accredited investor. However, I hereby acknowledge and warrant that I am an accredited investor as defined in  Regulation D of the rules and regulations promulgated under the Securities Act of 1933. I have the requisite knowledge and experience in financial and business matters such that I am able to evaluate the merits and risks of the purchase of a limited partnership interest in a Self Storage project. Furthermore, although you are not required to confirm my warranty and representation of accredited status, I hereby grant permission for you to contact my CPA, attorney, financial planner or other qualified and appropriate professional to confirm that my income and/or net assets satisfy the minimum “accredited investor” requirements.

Contact Information for my CPA, attorney, financial planner or other qualified and appropriate professional:

Name: __________________________________

Address:__________________________________

                __________________________________

Phone:    __________________________________

Fax:         __________________________________

Email:     __________________________________

I waive all claims and causes of actions against you, your affiliates, partners, investors, agents and officers in the event that I am claiming investor status that does not meet the above criteria as required by the SEC and the state of my residence. In addition, I agree to indemnify and hold harmless you, and your affiliates, investors, agents and officers against any claim by me (and any other owners in my investment entity if I choose to act in any other form than individually) for the above stated claims and causes of action.

Investor Signature:________________________

Investor Signature:__________________________

Printed Name: ___________________________

Printed Name: _____________________________

Upon completion of this form, please mail or fax a fully executed copy to:

United Properties Group, Inc.
1828 ESE Loop323, Ste. 101
Tyler, Texas 75701
Fax 903-597-6417 and 800-878-3951

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