Investor Interview

Complete the questionnaire below to get started in real estate investing.
Investor Interview
* - Required fields
Name(s):
Your email address*:
  Note: Please be assured that your e-mail address will never be sold, shared or used for any other purpose without your permission.
Home phone:
Cell phone:
Current street address:
  City:  State:       Zip: 
Do you have a spouse?  Yes No
Do you have children?  Yes No   If so, how many?
Are you working with a real estate agent?  Yes No
 
Part I: Investor Goals Questions

1. What are your specific reasons for investing in real estate?

2. What are your specific goals for the property as an investment? You may choose to include personal information.
 
Part II: Investor Type Questions
1. Have you purchased residential property before?
 Yes No  
2. How many times have you purchased residential property?
 Never 1 time 2 times 3 times More than 3 times
3. Do you own a vacation home?
 Yes No
4. Have you ever rented out your primary residence?
 Yes No
5. Have you ever purchased a residential property as an investment?
 Yes No
6. How many residential investment purchases have you made?
 None 1 2 3 More than 3
7. How many residential investment proeprties do you currently own?
 None 1 2 3 More than 3
8. How often do you purchase residential investment properties?
 Never (only primary residence purchases) Once every 7 years or more
 Once every 3 years Once a year More than once a year
9. Have you ever bought property needing significant repairs or improvements?
 Yes No
 
Part III: Investor DNA Questions?
DESIRE
10. Where would you like to buy?
11. What is your strategy for the property as an investment (select all that apply)?
 Cash flow Rehab & resell Appreciation (equity) Retirement
 Build equity to re-leverage Other (notes)
Notes:
12. What type of proeprty do you intend to purchase?
 Condo Single family detached Duplex Triplex Fourplex
13. How long do you plan to hold the property?
 Less than 6 months 6 months to 3 years 3-10 years 10+ years
14. What are your short-term investment goals?
 Immediate cash flow Eventual cash flow Equaity/appreciation Reselling for profit
 Equaity/appreciation Reselling for profit
15. What are your long-term investment goals?
 Cash flow Equity/appreciation
Retirement asset Re-leveraging or multiple properties
NEED
16. How much cash flow do you need to see in the first year?
 Not a consideratin Less than $1,000 Less than $3,000 $3,000 or more
17. What is your required return on investment in the first year?
 1-5% 5-10% 10-20% 20% or more
18. Do you have a specific timetable for closing on or reselling a property?
Closing: Within 180 days 180 days to a year from today 1-2 years from today No
Resale: Less than 1 month from closing Less than 3 months from closing
 Less than 6 months from closing Within a year of closing 1-3 years
 3-10 years 10+ years No
Ability
19. Are you comfortable buying properties needing maintenance and repairs?
 No Yes, but only if minor (under $1,000)
 Yes, but only if limited (under $5,000) Yes
20. How much do you plan to put down on your investment purchase?
 20% 25% 30% 35% 40% 50% 60+% Plan to purchase all cash
Amount: Less than $10,000 $10,000-$20,000 $20,000-$30,000 
 $30,000-$40,000 $40,000-$50,000 $50,000-$75,000 $75,000-$100,000 
 More than $100,000