Investor Survey
Discovering Your Ideal Investment Fit
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About You
First Name
Last Name
Co-Investor Name
First Name
Last Name
Business Email
example@example.com
Best Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Your Investment Entity Name
Full Business Name
State of Registration
Company Address - if different from yours (Enter "same" if same)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Company Phone Number (if different)
Please enter a valid phone number.
Format: (000) 000-0000.
Company Email (if different)
example@example.com
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Your Investing Plan: What is your total budget?
$10,000 - $50,000
$50,000 - $100,000
$100,000 - $500,000
$500,000 +
Other
What type of risk/return are you comfortable with?
Low Risk: 6 - 8%
Mid-Risk: 10 - 12%
High Risk: 11 - 15%
Other
What types of lending do you prefer? (Check as many as apply)
Real Estate Notes
Hard Money Lending
Transactional Funding
JV Equity Positions (Accredited Investors only)
Other
What assets classes are you interested in? (Check as many as apply)
Land
Single Family Residence (1-4)
Multi-Family
Condominium
Commercial
Other
How long would you like your money to work for you?
< 1 year
Short term: 1-5 years
Mid-term: 6-10 years
Long term: 10+ years
WHERE do you prefer to invest? Where do you NOT want to invest (e.g. what states?)
Are you an Accredited Investor?
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That's it! Thank you for your input! Please sign and submit and we'll go from here.
Co-Signature
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