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Comments
Referred by
I. Investment Strategies & Goals
 
A. What are the hurdles you face that keep you from succeeding in Real Estate investing? (Multiple Selections)
 
 Finding properties w/ adequate equity
 Acquiring financing
 Unexpected cost after assessing budget for rehab
 Outbid by other investors
 Holding Property too long
 Unsure
 
B. What is your primary investment strategy? (Multiple Selections)
 
 Resale – Short term
 Lease Option – Medium term
 Rental – Long term
 Unsure
 
C. What are your financial goals?
 
 Part time – under $30K/year
 Transitional - $40 – 60K/year
 Full Time - Over $60K/year
 
D. How many deals would you like to close per year?
 
 2 or less deals per year
 2 – 5 per year
 6 – 10 per year
 Over 10 per year
 
E. When are you ready to commit to your Investment Plan?
 
 Immediately
 Within 30 days
 Within 60 days
 Unsure
II. Financing Information
 
A. How much financing are you approved for?
 
 $100 – 200K
 $201 – 300K
 $301 – 400K
 $401 – 500K
 $501 +
 All Cash Offers
 Not Approved at this time
 
B. How much cash do you have to use for down payment and/or repairs?
 
 No Cash Available
 Less than $10,000
 10,001 to 15,000
 15,001 to 20,000
 20,001 to 30,000
 30,001 to 50,000
 50,001 or more
 
C. What type of financing program do you use most often? (Multiple Selections)
 
 Conventional
 Rehab Loan
 Construction Loan
 Hard Money Loan
 Not sure what program is best for me
III. Investing Criteria
 
A. What is the Highest Price Range you are comfortable investing in?
 
 Under $150k
 151,000 – 175,000
 176,000 – 200,000
 201,000 – 250,000
 251,000 – 300,000
 301,000 – 350,000
 351,000 – 400,000
 401,000 – 500,000
 501,000 – 750,000
 751,000 and above
 Any Price Range
 
B. What type of property would you like to target? (Multiple Selections)
 
 SFR – Single Family Residence
 Multi-Family – Duplex, Triplex or 4-Plex
 Apartment Building – 5 or more units
 Condo
 Townhouse
 
C. Please indicate the largest repair project you are willing to do?
 
 Light Cosmetic – Under 5% of Purchase Price (Paint, Carpets & Landscaping)
 Medium Fixer – 10% of Purchase Price (Remodel Bath & Kitchen, New Roof, Windows, etc.)
 Major Fixer – 15% or More of Purchase Price (Moss, Water Damage, Fire Damage, Additions, Wall Restructuring, etc.)
 No Preference
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