Passive Real Estate Investor Intake
This questionnaire is designed to help better understand your investment goals, preferred timelines, and general interest in passive real estate investing opportunities. The information provided helps determine whether future opportunities may align with your financial objectives and risk tolerance. Completion of this form does not represent an offer to sell securities or guarantee investment opportunities.
Basic Information
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Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number (Optional)
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred contact method
*
Email
Phone
Other
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Investment Experience
Have you invested in real estate before?
*
Yes
No
Indirectly/passively
Which investment type are you familiar with?
*
Rental Properties
Fix/Flips
Private Lending
Notes Investing
Syndication
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Capital Availability
How much would you generally feel comfortable putting into passive investment opportunities?
*
Under $10K
$10K - $25K
$25K - $50K
$50K - $100K
$100K+
Liquidity Preference
How long are you generally comfortable keeping funds allocated to an investment opportunity?
*
Less than 6 months
6-12 months
1-2 years
2-5 years
5+ years
Other
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Repayment Preference
Which investment return structure generally interests you most?
*
Monthly cashflow distribution
Quarterly Distributions
Deferred payments with larger upside later
Combination of growth + periodic income
Open to multiple structures
Risk Tolerance and Goals
What is your primary investment objective?
*
Cashflow
Long-term growth
Capital preservation
Tax advantages
Diversification
Learning about real estate investing
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Just two more questions to go....
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Accredited / Sophisticated
Which best describes your investing background?
*
Accredited investor
Experienced investor
Beginner investor
Prefer not to say
Open Response
Is there anything you would want me to understand about your goals, timeline, or expectations?
This block is optional
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