|
INVESTMENT GOAL: Please check order of significance;
·
Tax Shelter First
Choice Second Choice Third Choice
·
Income
First Choice Second Choice Third Choice
·
Capital Growth First Choice Second Choice Third Choice
PROPERTY: Check properties you have or most likely would
invest in;
Income Producing Single
Family Homes Duplex
Triplex Four-Plex Multifamily 25 Units or less
Multifamily 25 Units or more Commercial Office Buildings
Warehouse Medical Facility Strip Malls Land other
MANAGEMENT: What type of management do you prefer
for yourself?
Active Manager
Passive Manager
Please check type of real estate services
& repairs you can & would do?
Paint Electric Plumbing Roof Flooring
Landscaping Maintenance Collect Rents
Tenet Land Lord Relation Bookkeeping
Major Renovation Cleaning
OWNERSHIP: Select type of ownership you prefer;
What contributions
would you offer?
Cash
Investment Mortgage Qualifying Management
INVESTOR PROFILE: Check Investment Experience;
Stock
Market Commodities Real Estate Lending
Mutual funds & Annuities Your Occupation
CAPITAL INVESTMENT: Select anticipated annual return on R. E.
investment;
Amount of capital you
would invest at that rate $
COMMENTS:
Would you like information on current
properties for sale?
Name
Address
E-mail
Phone
#
|