Tommy DobczykOpportunity Zone Advisor, OZ Wizard · Director of Development | Certified Opportunity Zone Advisor

3 Questions to Find REAL Investors (No More Lies!) #shorts

5 May 2026 · 1 min

Watch on YouTube

0:32

In this YouTube short, Tommy Dobczyk explains a concise three‑question screening method used in "The Deal Room" to verify whether a prospect is a genuine accredited investor. Rather than asking directly if they are accredited—a question that often elicits false answers—Tommy asks: (1) Are you currently invested in something? (2) Is the value of that investment over $1 million? (3) Do you have 30 minutes to discuss investing another $1 million? If the prospect answers yes to all three, Tommy treats them as a qualified accredited investor; otherwise, they are redirected to a webinar offering a different investment opportunity. A second speaker affirms the usefulness of this approach, noting that non‑qualifiers are smoothly steered toward the webinar.

Chapters

Did you see the deals today in The Deal Room? So that there's basically 3 qualifying questions. And instead of just coming out and saying, are you accredited investor? Because you know damn well they're going to lie about it. I ask them if they're currently invested in something and if they're currently invested in something, is it over $1 million? And if it's over $1 million, do they have the time to sit for 30 minutes and talk about how they want to invest another million dollars? And if they answer yes to all 3 of those questions, now I know they're accredited investors. If not, they're going to get pushed over to the webinar. Right.
That's why, that's why I love that, because it's like, if they don't qualify, it's like, oh, by the way, we've got this investment. By the way, it's okay.