Real Estate Investor Intake
There are so many ways to invest in real estate...this questionnaire will help us narrow down your specific needs and how I can help fulfill them. I look forward to investing in your success!!
Spouse's Name (if applicable)
Spouse's Email (if applicable)
Spouse's Phone Number
How did you hear about me?
Who referred you? (if applicable)
Do you own your primary residence?
If Yes, How long?
Are you a business owner?
If yes, in what industry is your business in?
Do you own any investment properties?
If yes, How Many Properties/How many doors? (ie. 3 bldgs, 6 units - in this case, they are all duplexes)
Why do you want to invest in real estate? Check all that apply.
I don't know
I want to be rich!
I have the money, and its not making enough returns sitting in the bank
It sounds like a good idea
What are your preferred real estate investment strategies? (Check all that apply)
I don't know.
Buy and Hold
Fix and Flip
Where are you looking to invest? (ie. North/Central/South Jersey, specific county, out of state, etc.)
How much do you have available to invest into real estate?
What payment methods are you looking to use?
Private Money Lenders
Hard Money Lenders
Minimum acceptable return on investment (ie. 10-15% ROI)
Timeline for Purchasing
Type of property
Multi-Family 2-4 units
Multi-Family 5 units+
Do you have a lender?
Do you have an attorney?
Do you have a retirement plan?
Yes. But not really, its so far away I am not worried about it yet.
Yes. I have a retirement plan and I put money away consistently.
Do you have an estate plan? Check all that apply.
What is an estate plan?
I have life insurance
I have a will
I have a living trust
What is the one thing that worries you the most about investing in real estate?
Do you have any specific questions you would like answered?
Send me a copy of my responses.
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