Investor Kit - Jan 15th

Investor Kit Jan 15th

Next Steps to Ownership
Investor Profile Section
Name

First NameLast Name
Email*
example@example.com
Phone
Please enter a valid phone number.
City & State of Residence
Are you currently a Homeowner
How would you describe your investment experience?

New / First-time investor1–2 properties ownedExperienced investor (3–10 units)Full-time investor / 10+ doors
How many units or investment properties do you currently own?

UnitsDoors
Investment Goals
What types of real estate investments are you most interested in?

Fix & FlipBRRR (Buy, Rehab, Rent, Refinance, Repeat)Short-Term Rental (Airbnb / VRBO)Mid-Term Rental (Travel Nurse / Corporate)Long-Term Buy & HoldMultifamily (2–4 units)Commercial / Mixed UseLand Development / New Construction
What is your main goal with investing in real estate?

Monthly cash flowLong-term appreciationTax advantages / depreciationRetirement incomeReplace current income / financial freedom
What industry do you currently work in (or previously worked in)?
What is your ideal timeline for purchasing your next property?

Within 3 months3–6 months6–12 months12+ months
Do you already have a trusted Realtor or Lender you work with?
If yes, specify name:
💰 Financial Readiness
Do you have funds set aside for your next investment?
If yes, approximately how much do you currently have available to invest?

Under $25,000$25,000–$75,000$75,000–$150,000$150,000+
What is the source of your investment capital?

Cash savingsHome equity / HELOC401(k) or IRA (self-directed)Business or partnership fundsOther
Are you interested in using financing options like DSCR, 5% down investor loans, Assumable Loans or creative financing (seller carry, HELOC, etc.)?
Portfolio Vision
What type of property are you most interested in purchasing next?

Single-Family RentalDuplexTriplex / FourplexApartment (5+ units)Mixed-Use / CommercialLand / Development
Where are you primarily looking to invest?

VancouverPortlandClark CountyCowlitzOther
What is your ideal monthly cash flow goal per property?
Would you like to be matched with off-market or investor-only opportunities?
Education & Next Steps
What would you like to learn more about? (Select all that apply)

Financing options for investorsSetting up LLCs & tax structuresFinding off-market dealsRenovation & value-add strategiesShort-term / mid-term rental setupProperty management & automationPartnerships & raising private capital
How did you hear about this course or event?

FacebookInstagramFriend / ReferralRealtor / LenderREVIN / Team BlackOther
Would you like a free consultation to review your goals and financing options?
Should be Empty:

Investor Kit Jan 15th

Investment Goals

💰 Financial Readiness

Portfolio Vision

Education & Next Steps