Real Estate Intake Form
Name
First Name
Last Name
Type a question
Email
example@example.com
Phone number / What's app
Please enter a valid phone number.
Country of Residence
How did you hear about this opportunity?
What best describes your primary objective right now?
Long-term cashflow & portfolio growth (Hold & Operate)
Capital appreciation & redeployment (Strategic Exit)
A blend of both
Exploring / not sure yet
Which statement feels most accurate?
I want assets that pay me monthly with minimal involvement
I want to deploy capital efficiently and recycle it
I’m still clarifying my strategy
How much capital could you realistically deploy over the next 90 days if aligned?
Under $25,000
$25,000–$50,000
$50,000–$100,000
$100,000+
Which best describes your funding profile?
Cash-focused
Credit-leveraged (personal or business)
Combination of both
Exploring options
Are you comfortable with phased payment structures (off-plan construction milestones)?
Yes
No
Need Clarity
If we determine this is a fit, what is your realistic timeframe to move forward?
Immediately (0–30 days)
Short-term (30–90 days)
Future consideration (90+ days)
Just learning
How do you typically make investment decisions?
Independently
With a partner/spouse
With financial counsel
Still developing my process
Have you invested in real estate or alternative assets before?
Yes
No
Which statement do you agree with most?
I prefer structured systems over hands-on control
I prefer direct involvement even if it costs time
I’m open to both depending on the opportunity
What would make this a successful investment for you?
What concerns or questions do you still have?
Why do you feel this opportunity aligns with you right now?
Are you prepared to engage in a private investor conversation to assess fit?
Yes
No
I understand this is an application, not a guarantee of acceptance.
Yes
What is your current credit score?
720+
680+
620+
Below 600 Needs Repair
Submit
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