Name: Email: Date: MM slash DD slash YYYY What types of real estate have you invested in? Residential 1-4 Units Land Residential Development Commercial Multi-Family 5+ Commercial Development Commercial Office Commercial Retail Commercial Industial Commercial Hospiality Other None How soon are you planning on investing? 1-3 months 3-6 months 6-12 months 1-2 years What is your approximate cash investment budget?In what area are you planning to invest? Northern California Southern Califirnia Nothwestern USA Midwest USA Southeastern USA Southwestern USA Other Identify the real estate investment types you are interested in: Residential 1-4 Units Land Residential Development Commercial Multi-Family 5+ Commercial Development Commercial Office Commercial Retail Commercial Industrial Commercial Hospitality Commercial Self Storage Other Choose which property classes interest you: Class A: Property ready to take over and run Class B: Property needs work but is ready to rent Class C: Property needs work to be rentable What is your investment strategy? Short Term (i.e., Flipping, Pooled Investment) Long Term (i.e., Buy and Hold, Flip and Hold) Both Undecided What services do you need for your real estate investments? Real Estate Broker Lender Property Manager Lawyer CPA Insurance Asset Management 1031 Intermediary Inspectors Contractors Other How many hours per week will you dedicate to your real estate investment business? What are your key motivators for investing in real estate? Retirement Cash Flow Tax Shelter Career Change Other What role are you interested in as an investor? Choose one or more. Sole Investor Equity Investor Partner Silent Investor NameThis field is for validation purposes and should be left unchanged.