COACHING: Real Estate Investor Evaluation Form
Please take a moment to complete this form so we can better understand your goals as a real estate investor and how our coaching program can help you achieve success.
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Email *

Have You Done Your First Deal?

Yes / No If yes, please explain the deal and its outcome (e.g., profits, lessons learned, etc.).
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On a Scale of 1-10 (10 being the highest), How Important Is Achieving Your Real Estate Goals to You?

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Tell Me a Little About Yourself:

Share some background about yourself and your journey in real estate investing. What steps have you taken to build your real estate portfolio so far?
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What Is Currently Holding You Back from Reaching Your Real Estate Goals?

Is it a lack of time, resources, deals, financing, or something else?

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Do You Currently Own Real Estate Investment Properties?

Yes / No If yes, how many properties do you own?
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What Is the Biggest Problem You’re Trying to Solve Right Now in Real Estate Investing?

Tell us about the key challenges you face in your real estate investing journey.
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What Is Your Long-Term Vision for Your Real Estate Business?

Where do you see your real estate portfolio or investment business in the next 3 to 5 years?
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What Is Your Experience Level with Real Estate Investing?

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What Specific Real Estate Strategies Are You Hoping to Learn or Improve On?

(e.g., seller financing, subject-to deals, lead generation, closing deals, marketing to motivated sellers)
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Why Do You Believe Now Is the Right Time to Invest in Your Real Estate Education?

What’s motivating you to seek out coaching at this point in your investment career?

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What Would Success Look Like for You After Completing This Real Estate Coaching Program?

Define the results you expect from participating in this program.

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Do you own your own business?  *
If you own a real estate investment business, please provide your company’s website URL (if applicable):
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Current Monthly Income
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Annual Revenue Take Home 
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Income Goal for the Next 12 Months:

What is your desired take-home income from real estate investing in the next year?
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Name *
Cell Phone *
How did you hear about me? *
Which coaching program are you interested in?  *
Required
A copy of your responses will be emailed to the address you provided.
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