Investor Qualification Questionnaire
This questionnaire is designed to assess your eligibility and readiness as a potential investor, particularly in the context of real estate investments, including Miami-specific pre-construction opportunities. Please provide accurate and complete responses to each question. Your answers will help determine the most appropriate next steps for your investment journey.
Simon co-founded a ten-person boutique firm in 2004 that evolved into a leading real estate investment firm with a team of up to 100 award-winning real estate professionals. The firm boasts more than 450 sophisticated high-net-worth clients from around the globe and includes industry titans who consult and work with Simon on their own personal real estate investments.
Often recognized as one of the architects of the pre-construction condo investment sector, with over $11 billion in transactions and a reputation that spans across North America as the creator of the bulk condo investment segment dating back more than 20 years.
Consistent deal flow is based on strong relationships with North America’s largest and most prestigious developers. These high-level personal connections allow TCS of Miami clients to have an advantage in the sector providing the trust and reliability that is required when investing into a real estate project.
Simon has long-term relationships with hundreds of clients that include doctors, business professionals and international athletes from across the globe. These clients account for over $500 million to $1 billion in annual investments. Simon’s long-standing relationships with leading developers, private equity firms, and hedge funds continues to fuel TCS of Miami’s investment engine.
Darin has called Miami home for over 18 years, dedicating his career to specializing in luxury waterfront properties across South Florida. Backed by extensive real estate experience, Darin brings innovative, client-focused service and exceptional market insight to the TCS of Miami team.
Darin’s expertise includes overseeing the construction of multi-million-dollar properties from concept to completion, working closely with developers to bring visionary projects to life. His deep-rooted passion for real estate began in property management, particularly in large-scale residential buildings, giving him a comprehensive understanding of the industry.
Darin has spearheaded the sales of 185 luxury residences at The EDITION Residences Edgewater and boasts over $260M+ in sales at The Ritz-Carlton Residences, Miami Beach, where he is also a current owner and resident. As the leading agent in the building, Darin exclusively handles $60M+ in active listings and has firmly established himself as the go-to professional for all transactions within the community. His extensive portfolio also includes contributions to The Miami Beach EDITION, Villa17, and Bay Harbor Villas, among other luxury developments.
With a professional network that includes high-net-worth individuals and key industry connections, Darin approaches every transaction with discretion, unparalleled professionalism, and a results-driven mindset. His career sales volume of over $4+ Billion underscores his proven success in prime and super-prime luxury real estate, solidifying his reputation as a trusted leader in South Florida’s luxury property market.
Matt has more than two decades of financial and commercial experience building businesses including CRO & VP leadership roles. Matt brings extensive revenue growth, deal structuring, contract negotiation, strategy and P&L responsibility to the TCS of Miami leadership team.
A chartered accountant by background with a mergers & acquisitions pedigree, Matt is a dual UK and US citizen whose attention to detail will support the TCS of Miami deal process by ensuring all financial analyses, deal structures, and investor opportunities are executed with precision and transparency.
With a background navigating complex business landscapes for Fortune 500 companies, private equity, and independent businesses, Matt’s unrivaled financial acumen will help support and facilitate the foundation of the return-based offerings brought to market by TCS of Miami.
Matt’s ability to construct deals and bring unrivaled value and support to each client’s wealth creating goals will be an important factor for TCS of Miami.
Scott is a seasoned professional with a robust background in management, operations, marketing, and strategic leadership. With extensive experience in technology, sales, and business operations, he brings a fresh, innovative perspective to the real estate industry at TCS of Miami.
A serial entrepreneur, Scott has founded and successfully exited multiple startups across diverse sectors, including energy, art, technology, and real estate. His ventures have attracted both private equity and strategic investors, showcasing his ability to create value and drive growth. Scott's entrepreneurial mindset and commitment to excellence are central to TCS of Miami's mission to deliver exceptional investment opportunities to its members.
Scott’s broad expertise allows him to oversee and enhance operations, finance, and strategic innovation at TCS of Miami. His leadership is instrumental in driving the company’s growth and ensuring the continued success of its investment initiatives. With a wealth of experience across industries, Scott’s insights help position TCS of Miami at the forefront of the real estate market.
