Learn to Invest Interview

Lou's "Learn to Invest" Questionnaire

Answer a few questions and we'll tell you the best NEXT STEP for you to take in your journey to become a successful real estate investor! (Your information is kept STRICTLY confidential it is NOT shared with any 3rd party).
Okay, the first step is to create a snapshot of what you already know and what your immediate and long-term goals are.
Let's start with your name. *

First Name Middle name (optional) Last Name
Your never too young or too old to invest. What's your current age?
Are you a Mr. or a Mrs. or a Mystery? *
Select all of the following that apply: (Be honest- remember, we’re not concerned with what you’ve done in the past, just where you are today so we can give you the right guidance.) *

I have written out my financial and business goals. I am willing to dedicate the time needed into real estate investing to live a prosperous life with less stress and complete security. I regularly take long weekends, vacations, or other time off to “rejuvenate” myself. I feel guilty about not giving enough time to my spouse, children or other relationships in my life.
What areas of real estate investing interest you? Select all that apply: *
Okay, now let's chat a little about your current real estate "know-how."
How would you describe your level of experience in real estate investing?

Novice - Total beginner, know very little. Consumer - Are or have been a homeowner Aware - Have knowledge of the basics Intermediate - Have completed 2-3 real estate deals for profit, or own 1-2 rentals. Advanced - Have completed 6 or more real estate transactions, own 3 or more rentals Veteran - Have completed 12 or more transactions, are making money but life is unmanageable or business is not growing.
How many investment properties do you currently own? (If you are currently paying a mortgage on the home you live in, DO NOT INCLUDE THAT as part of your total). *
When it comes to investing in real estate, what are some of the goals, dreams or desires you want to accomplish at this point in your life?. *
How do you prefer to learn? Books, videos, live seminars, hands-on training, webinars. Share a little about what you enjoy and prefer. *
If you have previously spent money on books, courses, people or programs to learn the business of real estate investing, list the ones you remember. *
If your job or career is the primary source of your income, explain a little about what it's like. (Do you enjoy it or hate it, how many hours a week, stressful or fun, etc.) *
What is your personal net income in the past 12 months? *

$12,000 - $25,000 $26,000 - $35,000 $36,000 - $55,000 $56,000 - $100,000 $101,000- $150,000 $151,00 - $200,000 Over $200,000
How much would you like to increase your net income in the next 12 months? *
Why do you want to invest in real estate? *
Which figure best describes what you can comfortably invest in your real estate education and training? *

$100 - $250 $500 - $1,000 $1,500 - $3,000 $3,500 - $5,000 More than $5,000 if I see the benefit Nothing, I am barely making it paycheck to paycheck
In most cases, we suggest you start investing near your home. Where do you live? *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Do you feel you deserve a better life than you have now?

Yes No Not sure
Is there anything else we should know about you or your circumstances that will help us build a recommended real estate investing plan for you?
GREAT JOB!

You are amazing for taking the time to complete this questionnaire.

We're going to honor your commitment by analyzing your responses and putting together a simple report that will list what we believe to be the BEST next steps for you.

Please include your email so we can send you your results and include your mobile number so we can send you a text notification that your report is ready.

We look forward to getting this into your hands and helping you achieve your dreams.
What's Your Mobile Number? *
What e-mail do you use for important communications? *
example@example.com
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Lou's "Learn to Invest" Questionnaire