Client Information
Name
*
First Name
Last Name
2 Company Name
*
3 Email Address
*
example@example.com
4. Phone Number
*
5 Position / Title
*
6 Website
*
7 Company HQ Location
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Investment Focus
1. What type of assets are you currently investing in?
*
Value-Add (improving properties to increase returns)
Opportunistic (higher risk/reward projects)
Core/Core-Plus (stable, income-producing properties)
Development Projects (ground-up construction or major redevelopment)
2. Target Investment Size (Deal Size Range):
*
3. Investment Strategy Focus:
*
Value-Add Multifamily
Opportunistic Projects
Core/Core-Plus
Development
Other
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Capital Structure and Funding Preferences:
1. Preferred Equity Investment Size:
*
2. Current Funding Sources (e.g., family offices, institutional investors, private equity firms):
*
3. Typical ROI Expectations:
*
Number in %
4. Typical Investment Hold Period:
*
Short-Term (1-3 years)
Mid-Term (3-5 years)
Long-Term (5+ years)
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Growth and Partnership Goals:
1. What is your current pipeline size (investor prospects)?
*
2. How do you currently source family office leads?
*
3. What is your track record in real estate investment?
*
4. Are you currently looking to scale beyond your existing network?
*
5. What are you looking for in strategic partnerships?
*
Deal Flow
Investor Sourcing
Capital Raises
LP Relationships
Other
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Deal Sourcing & Introduction Preferences:
1. What are the typical check sizes you’re looking for from investors?
*
2. How much dry powder (available capital) do you have to invest currently?
*
3. What types of deal flow are you currently prioritizing?
*
Value-Add Multifamily
Opportunistic Projects
Core/Core-Plus Properties
Development Projects
Other
Would you be interested in introductions to:
*
Family Offices
Single-Family Offices (SFOs)
Multi-Family Offices (MFOs)
Institutional Investors
LPs
Private Equity Firms
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Other Notes/Comments:
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