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INVESTOR INTAKE FORM
Help us understand your investment goals so we can find the perfect opportunities for you
Contact Info
First Name
*
Last Name
*
Phone
*
Email
*
Investment Goals
What are your primary real estate investment goals?
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Are you investing as an individual or part of a company/entity?
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What is your investment timeline?
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Financial Info
What is your investment budget?
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$
Are you pre-approved or using cash?
*
Please select
Are you working with a broker?
*
Please select
Property Preferences
What types of properties are you interested in?
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Please select all that apply
What areas are you looking to invest in?
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Do you have a minimum cash flow return or cap rate in mind?
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Are you looking for turnkey properties or value-add opportunities?
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Experience & Management
How experienced are you with real estate investing?
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Do you plan to manage the property yourself or hire a property manager?
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Are you open to out of area investment opportunities?
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Additional Info
What's the most important factor when choosing an investment property?
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Is there anything else you'd like to share that can help us better serve you?
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SUBMIT QUESTIONNAIRE