Let’s invest!

I’m so excited to work with you! You’ve made the decision to follow our Inside Investor™ technique which already puts you far ahead when it comes to building wealth through real estate. This questionnaire helps me get to know you and your investor position as part of our preliminary consultation and investment assessment work.

The Basics

Name

First Name

Last Name

Phone

(###)

###

####

How did you hear about me?

Your Investment Style

What does your ideal investment property look like?

Will you be using financing for your investments or paying cash?

What constitutes a good deal for you?

e.g., % of value, minimum profit, minimum cash flow

What are your long term investing goals (motivation)?

Do you have previous experience with real estate investing?

Your Next Investment

Preferred Investment Asset

Ideal Investment Strategy

Preferred Price Range for Prospective Investment

How early do you want to get financial returns?

e.g., immediately, within six months, within one year, undetermined

What type of property data do you need to check to make a go/no go decision?

How soon are you looking to buy, and how much time do you typically need to close?

The Expectations

What criteria have you set for hiring a Realtor®?

What are your expectations of the Realtor® you hire?

Are there specific services you are looking for from your Realtor®?

How will you measure success in our relationship?

The Fun Stuff

What's your birthday?

YYYY

Tell me about your hobbies and interests.

What type of work do you do? How did you get into that field?

What's your favorite restaurant?

Do you have any pets? What are their names?

What is a fun fact about you? Or something people wouldn't guess?

Do you have any pets?

Let’s invest!

Thank you for taking the time to fill out this form! This information helps me set up our partnership for ultimate success where you and your property are completely taken care of.

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Expertise

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