REFM Private Coaching Prospect Intake Form

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Name, Company, Title, and Phone

How did you first hear about REFM?

Search engine search

Referred by a friend/peer/colleague/contact

Bucky reached out to me personally

Bruce reached out to me personally

Through Valuate

Through your blog

Through an online ad

Through a Bisnow newsletter ad

Other:

Clear selection

What are your expectations for REFM Coaching?

What is your overall goal of being coached?

learn new skills and knowledge

sharpen old skills

both of the above

prepare for job interviews

I want you to guide me on how to model a specific transaction I have, but I want to do the work

Other:

When you have completed the Coaching, if everything were to have gone perfectly, what specific items would you have learned, and what would you walk away with in terms of Excel files and contents of those files?

Did you grow up learning about the real estate business from your family?

Yes

Clear selection

What is your highest level of formal education?

High School

Associates

Bachelors

Masters (non-real estate)

Masters in Real Estate

MBA

Ph D

Clear selection

At which school did you study at this highest level?

Have you ever taken an Excel modeling or a computer programming course? (which one?/in what?)

For how long have you been working in the professional world?

For how long have you been working in the commercial real estate business in particular?

For how many years have you been using Excel?

On a scale of 1 to 5, where 1 is pure beginner and 5 is us at REFM, how would you rank yourself in terms of Excel skills as they relate specifically to real estate analysis?

Please email me an unlocked version of the most advanced model that you have personally built so we can assess your skills

Are you willing to take our Level 1 and Level 2 assessment tests online so we can see where you are strong and where you are weak?

Who will be paying for the coaching service?

Self

Employer

Clear selection

What technical skills are you interested in learning?

Level 1 Bootcamp skills - http://www.getrefm.com/select-a-category-refm-self-study-video-tutorials-c-1_12/level-1-bootcamp-excel-for-real-estate-bootcamp-self-study-video-tutorial-with-excel-file-level-1-certification-prep-material-download-to-own-p-91

Level 2 Bootcamp skills - http://www.getrefm.com/select-a-category-refm-self-study-video-tutorials-c-1_12/level-2-bootcamp-real-estate-finance-bootcamp-self-study-video-tutorial-with-excel-file-level-2-certification-preparatory-material-download-to-own-p-92

Level 3 Bootcamp skills - http://www.getrefm.com/select-a-category-refm-self-study-video-tutorials-c-1_12/level-3-bootcamp-joint-venture-partnership-and-waterfall-modeling-bootcamp-self-study-video-tutorial-with-excel-file-level-3-certification-prep-material-download-to-own-p-273

Other:

Clear selection

On which property type or types are you interested in being coached?

no type in particular

apartment (for-rent multifamily)

condominium (for-sale multifamily)

office

industrial

retail

hotel

storage

land for sale to single family home builders

single family homes

Other:

What is/are the nature of the real estate transaction(s) on which you would like to be coached?

acquisition of an existing stabilized property

value-add re-development/renovation/rehab/repositioning

ground-up development

raising a multiple-transaction fund

Other:

Do you have your own Excel model already built that you would like us to teach you? Or would you like us to use our own teaching materials?

Yes, I want you to use my model as the teaching material

No, I want you to provide the teaching materials

Clear selection

By what date would you like the Coaching sessions to be complete?

Submit

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