Investor Intake Form

Help me understand your investment goals so I can find the perfect opportunities for you

Contact Info

First Name *

Last Name *

Phone *

Email *

What are your primary real estate investment goals? *

Are you investing as an individual or part of a company/entity? *

What is your investment timeline? *

What is your investment budget? *

Are you pre-approved or using cash? *

Are you working with a broker? *

What types of properties are you interested in? *

What areas are you looking to invest in? *

Do you have a minimum cash flow return or cap rate in mind? *

Are you looking for turnkey properties or value-add opportunities? *

How experienced are you with real estate investing? *

Do you plan to manage the property yourself or hire a property manager? *

Are you open to out of area investment opportunities? *

What's the most important factor when choosing an investment property? *

Is there anything else you'd like to share that can help us better serve you? *