SPARK SMART
Goals For Real Estate Investor Form
Name
First Name
Last Name
Email
example@example.com
Investor Structure & Planning
Do you have a team? (Check All That Apply)
Financial Planner
Real Estate Attorney
CPA or Tax Strategist
Life Insurance Agent
Insurance Agent
Other
What Are Your Goals in Real Estate Investing (Check All That Apply)
To Replace Your Job With Real Estate Income
To be a Hands-on Investor Managing Properties
To be a Business Owner Running a Real Estate Operation
To be a Sponspr/Investor Focused on ROI
Other
Which Area(s) of Real Estate Are You Currently in or Interest in? (Check All That Apply)
Residential (Single-Family, Multifamily, Rentals)
Commercial (Retail, Office, Mixed Use)
Industrial (Warehouses, Manufacturing)
Institutional (Schools, Hospitals, Government)
Energy (Solar, Wind, Oil, Gas)
Agriculture (Land, Water Rights, Farming)
Recreational (Resorts, RV Parks, Marinas, Tiny Homes)
Other
What Level of Investor are you Currently?
Beginner (0-1 years, Just Getting Started)
Intermediate (2-5 Years, Have a Few Deals)
Advanced (5+ Years, Multiple Deals & Strategies)
Expert (10+ Years, Full-Time Investor, Large Portfolio)
What Level of Investor Do You Hope to be?
Passive Investor (Cash Flow & Wealth-Building)
Active Investor (Hands-on Deals & Property Management)
Full-Time Business Owner (Scaling Operations & Assets)
Industry Expert (Mentor, Developer, or Large-Scale Investor)
How Long Have You Been Involved in Real Estate?
Describe Your Current Real Estate Portfolio: EXAMPLE: Own 3 rental properties, 1 commercial building, and 2 fix & flip projects.
Why Are You Here? What Do You Hope to Gain From This Experience?
SMART GOALS - DEFINE YOUR STRATEGY (Specific, Measurable, Attainable, Relevant, Time Bound/Trackable)
What is Your Specific Real Estate Investment Goal? EXAMPLE: Acquire 3 rental properties generating $5,000/month in passive income.
How Will you Measure Success? EXAMPLE: I will track cash flows, property appreciation, and debt reduction.
Is Your Goal Achievable? What Resources or Skills Do You Need? EXAMPLE: I need financing options, property management training, and understand private lending.
Why is This Goal Relevant to You? EXAMPLE: I want financial freedom and long-term wealth for my family.
What is Your Timeline for Reaching This Goal? EXAMPLE: I will acquire my First Property within 6 months and the next within 18 months.
Additional Notes & Commitments: Please Describe Any Additional Commitments, Training, or Networking Activities you Plan to Engage in to Support Your Goals.
Signature
Date
-
Month
-
Day
Year
Date
Continue
Continue
Should be Empty: