Real Estate Investment Risk Assessment Form
Assess the risk level of a real estate investment opportunity by providing property, market, financial, and strategy details.
Investor Profile and Experience
Current real estate investing experience level
*
Beginner
Intermediate
Advanced
Professional
Years of real estate investing experience
*
Primary investment strategy
*
Please Select
Buy-and-hold
Fix-and-flip
Rental income
Commercial
Development
Other
Preferred property type(s)
*
Single-family
Multi-family
Condo
Townhouse
Commercial
Land
Mixed-use
Other
Investment Objective and Deal Scope
Intended Investment Goal
*
Cash flow
Appreciation
Tax benefits
Portfolio diversification
Short-term profit
Long-term hold
Other
Target Property Location / Market
*
Property Type Being Evaluated
*
Single-family home
Multi-family property
Condominium
Townhouse
Mixed-use property
Commercial property
Vacant land
Other
Expected Holding Period
*
Please Select
Less than 1 year
1–3 years
3–5 years
5–10 years
10+ years
Planned Purchase Timeline
*
Please Select
Immediate
Within 3 months
3–6 months
6+ months
Property and Market Risk Assessment
Neighborhood Stability
*
Unstable
1
2
3
4
5
6
7
8
9
Highly Stable
10
1 is Unstable, 10 is Highly Stable
Vacancy Risk
*
Low Risk
1
2
3
4
5
6
7
8
9
High Risk
10
1 is Low Risk, 10 is High Risk
Tenant Demand
*
Weak Demand
1
2
3
4
5
6
7
8
9
Strong Demand
10
1 is Weak Demand, 10 is Strong Demand
Crime and Safety Perception
*
Poor
1
2
3
4
5
6
7
8
9
Excellent
10
1 is Poor, 10 is Excellent
Market Liquidity
*
Illiquid
1
2
3
4
5
6
7
8
9
Highly Liquid
10
1 is Illiquid, 10 is Highly Liquid
Property Condition
*
Poor Condition
1
2
3
4
5
6
7
8
9
Excellent Condition
10
1 is Poor Condition, 10 is Excellent Condition
Structured Risk Scoring
Rows
Rating
Notes
Location Risk
1
Property Risk
2
Financing Risk
3
Exit Risk
4
Financial Capacity and Return Expectations
Estimated Purchase Price Range — Minimum
*
Estimated Purchase Price Range — Maximum
*
Renovation / Improvement Budget Range — Maximum
Expected Monthly Rent or Resale Price
Estimated Operating Expenses
Expected Cap Rate or Return Target (%)
Financing Approach
*
Cash
Mortgage
Private Lender
Partnership
Not Decided
Tolerance for Negative Cash Flow or Delayed Returns
*
1
2
3
4
5
Risk Factors, Constraints, and Follow-Up
Known deal risks or constraints
Preferred exit strategy
Refinance
Sell
Hold long-term
Rent
Convert use
Not sure
Acceptable risk level
*
Low
Moderate
High
Very high
Would you like follow-up or an advisory review after this assessment?
*
Yes
No
Submit Assessment
Should be Empty: