Jason Hartman > Blog > Investor Questionnaire
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Investor Questionnaire

InvestorQuestionnaire_StuartMiles_fdp_150x150

Please enter your information below. Required fields are marked with an asterisk (*)

(photo courtesy of FreeDigitalPhotos.net / Stuart Miles)

First Name *

 Last Name *
Spouse Name

 Email *
Address*

 City *
State *

 Zip *
Home Phone *

 Work Phone
Cell Phone

 How Did You Hear About Us?
Do you own your home?
Yes No
What does your profolio consist of?
 Individual Stocks  Bonds
 Mutual Funds  REITs
 Cash
Funds / Equity in in stocks, bonds, REITs,
TICS, 401k, IRA, SEP, other? *
Have you ever done a financial plan or asset allocation? *
Yes No
Funds available for real estate investing *
Do you own investment property?*
Yes No

If so Where?
Geographic areas of interest *
What type of properties are you interested in?*
 Condos  Single Family Homes
 2-4 Unit Plexes  Apartments
 Commercial Property
What are your primary goals in order of importance?*
(Please assign numbers - 1 being the most important)

Capital Appreciation Cash Flow / Income Early Retirement
Tax Savings Asset Protection
What is your investment style / risk tolerance?*
  Conservative   Moderate   Aggressive
What are your real estate investing goals for the following?*

Within... One Year Two Years Five Years
# of properties ($15,000 per house)
How soon are you looking to start investing? *