Investor Questionnaire

1. What would need to have happened 5 years from today, for you to feel that this was a good investment? (eg. answer in words, $ amount, % ROI)*

2. Imagine that we made $100,000.00 in 5 years. What would you do with that money?*

3. What Real Estate experience do you have already?(eg homeowner, REIT, investment property(ies), landlording, multi-family investing, international real estate investments)*

4. How “hands-on” do you want to be? What decisions do you want to be part of?*
Purchase decisions?Financing decisions?Property Management decisions?
[group handson][/group]

5. What returns are you seeking? (use dollar amounts or percentages)*

6. How soon do you need or want to access your profits?*
1 year or Less3-5 years5 years or moreDepends on the property and/or the market conditions
[group where-other][/group]

7. What are your expectations for monthly cashflow?*

8. How much money would you like to invest in a single project?*
$50,000.00 or less$100,000.00 or lessUp to $200,000.00$500,000.00 or more

9. Are the funds cash or borrowed?*

10. How available are your investment resources? Are they readily available (one week or less), or, if not, how much notice will you require to access the funds?*

11. Where does your investment income come from? (eg. HELOC, RRSP, cash or equivalent)*

12. Is there someone else in your life who will be participating in your decisions related to investments and do you expect that person to be named as beneficiary of the investment?*

13. Any additional comments or information you would like us to know?*

Please leave this field empty.