Real Estate Investment Suitability Assessment Form
Use this form to evaluate your real estate investment readiness, preferences, and overall suitability for different investment opportunities.
Investor Profile
Full Name
*
First Name
Middle Name
Last Name
Email Address
*
example@example.com
Investor Experience Level
*
Beginner
Some Experience
Experienced
Investment Purpose
*
First property purchase
Rental income
Capital appreciation
Diversification
Other
Financial Readiness and Preferences
Annual household income
*
Under $50,000
$50,000-$99,999
$100,000-$149,999
$150,000-$249,999
$250,000+
Prefer not to say
Available investment budget
*
Under $25,000
$25,000-$49,999
$50,000-$99,999
$100,000-$249,999
$250,000+
Prefer not to say
Preferred investment horizon
*
Less than 1 year
1-3 years
3-5 years
5+ years
Preferred property type
*
Residential
Multi-family
Commercial
Vacation rental
Land
Risk tolerance
*
Very conservative
1
2
3
4
5
6
7
8
9
Very aggressive
10
1 is Very conservative, 10 is Very aggressive
Suitability Assessment Details
Willingness to handle vacancies
*
Not willing
1
2
3
4
5
6
7
8
9
Very willing
10
1 is Not willing, 10 is Very willing
Comfort with market fluctuations
*
Not comfortable
1
2
3
4
5
6
7
8
9
Very comfortable
10
1 is Not comfortable, 10 is Very comfortable
Preferred level of management involvement
*
Hands-on
Moderate involvement
Passive
No preference
Preferred financing approach
*
Cash
Mortgage
Unsure
Geographic investment preference
*
Local
Regional
National
Open to any market
Ready to move forward with an investment consultation?
*
Yes
No
Need more information
Submit
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