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Investor's Questionnaire
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20
Questions
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1
Name
First Name
Last Name
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2
Email
example@example.com
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3
How much money have you saved for your investment?
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4
What is your budget?
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5
What percentage are you able to down?
10%
20%
15%
Other
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6
Where are you looking to invest?
Virginia
Maryland
DC
Other
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7
What is your investment goal?
Long-term appreciation
Regular rental income
Combination of both
Other
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8
What type of property aligns with your investment strategy?
Residential properties
Commercial spaces
Vacation rentals
Other niche markets
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9
How will you finance your investment?
Traditional mortgages
Private loans,
Partnerships
Other
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10
Are you looking to buy and hold?
YES
NO
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11
Are you looking to buy and flip?
YES
NO
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12
What is your exit strategy?
Looking to sell it after a certain period.
Hold it for ongoing rental income.
Explore other options
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13
Do you need access to capital?
YES
NO
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14
What is your risk tolerance?
Low
High
Medium
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15
How are you looking to take Title
Sole Proprietor
Partnerships
LLC
Corporation
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16
How long would you like to hold the property?
# of Years
# of Months
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17
Are you interested in Fix and Flip?
YES
NO
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18
Do you have Real Estate Investment Experience?
YES
NO
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19
Do you plan on living in the property at some point in future?
YES
NO
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20
Will there be more than 1 Borrower on the loan?
YES
NO
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