Property Portfolio Goals Survey
Help us understand your property portfolio strategy and goals by answering the following questions.
How many properties do you currently own or manage?
*
1
2-3
4-10
11+
What types of properties are in your portfolio? (Select all that apply)
*
Residential (single-family)
Residential (multi-family)
Commercial (office, retail)
Industrial
Land
Other
What is your primary investment objective?
*
Long-term growth
Short-term gains
Income generation
Capital preservation
Other
What is your typical investment time horizon?
*
Less than 3 years
3-5 years
6-10 years
10+ years
How would you rate your risk tolerance when it comes to property investments?
*
1
2
3
4
5
Which locations are you most interested in for future acquisitions? (Select all that apply)
*
Urban
Suburban
Rural
International
Other
Which investment strategies are you currently pursuing? (Select all that apply)
*
Buy and hold
Fix and flip
Value-add
Development
REITs or syndications
Other
How open are you to diversifying into new property types or markets?
*
1
2
3
4
5
Please indicate your level of agreement with the following statements:
*
Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I plan to increase my property holdings in the next 3 years.
1
2
3
4
5
I am satisfied with the current performance of my portfolio.
6
7
8
9
10
I actively seek professional advice for portfolio decisions.
11
12
13
14
15
What is your biggest challenge or goal for your property portfolio in the next year?
*
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