New Real Estate Investor Information Form
Welcome to the world of real estate investment! I'm excited to assist you in your first steps into real estate investing. Please fill out the following form to help me better understand your preferences and requirements
Name
*
Email
*
example@example.com
Phone #
*
Preferred Method of Contact
Call
Text
Email
Investment Objectives
Fix and Flip
Short-Term Rentals/AirBNB
Long-Term Rentals
Other
Risk Tolerance:
Low Risk Tolerance (liking safe and steady investments and not wanting things to change a lot or lose money)
Moderate Risk Tolerance (Okay with taking some risk to have the chance of making more money, looking for a middle ground between safety and growth)
High Risk Tolerance ( comfortable with taking more significant risks to potentially earn more money and not bothered by significant changes in the market.
Financing Preferences
Bank Financing
Hard Money Lending
Private Lending
Cash
Other
What are your primary reasons for investing in real estate? (e.g., wealth accumulation, passive income, diversification of investments, retirement planning)
What is your WHY?
Submit
Should be Empty: