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Real Estate Investor Questionnaire
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* Indicates required question
Beacon & Bond Group
First Name
*
Your answer
Last Name
*
Your answer
Phone Number
*
Your answer
Email Address
*
Your answer
Company Name
Your answer
What is your primary investment goal?
*
Capital Appreciation
Passive Income
Diversification
Tax Benefits
Flipping Properties
Other:
Required
What is your preferred property type?
*
Residential (Single-family, Single townhouse, Single condo)
Residential (Multi-family, 1-4 units)
Commercial (Multi-family, 5+ units)
Commercial (Office)
Commercial (Retail)
Commercial (Mixed Use)
Industrial
Land
On a scale of 1 to 10, how comfortable are you with risk?
*
Not Comfortable
1
2
3
4
5
6
7
8
9
10
Very Comfortable
What is your experience with Real Estate Investing?
I've been studying, but no investments yet
I have one rental property, or I've done one project
I own multiple rentals and/or I've done multiple projects
I'm a full time real estate investor and do 12+ deals per year
Clear selection
What is your approximate real estate investment budget?
*
$100 -499k
$500 - 999k
$1m - 1.999m
$2m - 4.999m
$5m +
Required
How do you plan on financing the acquisition?
*
Cash
Hard Money
Conventional
1031 Exchange
Other:
Required
Would you like recommendations for financing options?
*
Yes
No
Maybe
Which of the following describes your investment strategy?
Currently Employ
Interested In
Not Interested
Buy and Hold
Fix and Flip
BRRRR
Wholesaling
Other
Currently Employ
Interested In
Not Interested
Buy and Hold
Fix and Flip
BRRRR
Wholesaling
Other
What is your preferred investment timeline?
*
Choose
Short-term (1-3 years)
Medium-term (4-7 years)
Long-term (8+ years)
Are you interested in opportunities outside of MA? If yes, where?
Your answer
Please provide any additional comments or specific investment criteria.
Your answer
Submit
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