Investor Kit - Jan 15th

Investor Kit Jan 15th

Next Steps to Ownership
Name*

First NameLast Name
Email - ( for 2nd timer - the email you used last class) *
example@example.com
Phone (Used only for event reminders or quick follow-up if needed)*
Please enter a valid phone number.Format: (000) 000-0000.
How would you describe your investment experience?

Brand new – no investments yetOwn a primary residence onlyOwn 3+ investment propertiesOwn 1–2 investment properties
By the end of 2026, what does success look like for you as an investor? (Primary goal)

Buy my first investment propertyHouse hack (live in one unit, rent the rest)Add an ADU or cottageBuy & hold rental(s)Fix & flip / value-addStill exploring / need guidance
When would you ideally like to take action?

Within 3 months3–6 months6–12 monthsJust learning for now
What is the biggest challenge preventing you from reaching your 2026 investment goal?

Not sure how to financeUnsure what to buyNot enough cash savedUnsure about zoning / rent caps / ADUsConcerned about riskTime / confidence
💰 Financial Readiness
Are you currently a Homeowner
Roughly how much capital could you access if the right deal came up?

Under $10,000$10,000–$25,000$50,000+Prefer not to say yet
How do you expect to finance your first (or next) investment?

FHA / low down paymentConventionalHELOC / equityDSCR / investor loanAssumable loanSeller carry / creativeNot sure yet
Location & Property Type
Where are you primarily looking to invest?

Clark County, WACowlitz County, WAPortland Metro, ORFlexible
What type of property are you most interested in purchasing next?

Single-Family RentalDuplexTriplex / FourplexApartment (5+ units)Land / Development
Event + Next Steps
Have you attended a Team Black investor event before?

YesNew
What of these topics would strengthen your Investment Goals (Select all that apply)

Financing options for investorsSetting up LLCs & tax structuresRenovation & value-add strategiesinsurance requirementsProperty managementADU / cottage rules
What would you like to happen next?

Attend the Jan 15 workshopSchedule a 15-minute roadmap callJust receive resources for now
Should be Empty:

Investor Kit Jan 15th

💰 Financial Readiness

Location & Property Type

Event + Next Steps