What documents do I need to prepare prior to investing with Lightstone DIRECT?

If you’re investing through an entity or trust, you should have the relevant formation or trust documents ready. All investors will also need to complete KYC/AML through Plaid, and provide a verification letter confirming their accredited investor status. Having these materials prepared in advance will help ensure a smooth and timely investment process when filling out our subscription documents within our investor portal, Agora.