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Investor Questionnaire


Please enter your information below. Required fields are marked with an asterisk (*)

First Name *
 Last Name *
Spouse Name
 Email *
Address*
 City *
State *
 Zip *
Home Phone *
 Work Phone
Cell Phone
 How Did You Hear About Us?
Do you own your home?
Yes No
What does your profolio consist of?
 Individual Stocks  Bonds
 Mutual Funds  REITs
 Cash
Funds / Equity in in stocks, bonds, REITs,
TICS, 401k, IRA, SEP, other? *
Have you ever done a financial plan or asset allocation? *
YesNo
Funds available for real estate investing *
Do you own investment property?*
Yes No
If so Where?
Geographic areas of interest *
What type of properties are you interested in?*
 Condos  Single Family Homes
 2-4 Unit Plexes  Apartments
 Commercial Property
What are your primary goals in order of importance?*
(Please assign numbers - 1 being the most important)
Capital Appreciation Cash Flow / Income Early Retirement
Tax Savings Asset Protection
What is your investment style / risk tolerance?*
  Conservative     Moderate     Aggressive  
What are your real estate investing goals for the following?*
Within... One Year Two Years Five Years
# of properties ($15,000 per house)
How soon are you looking to start investing? *