- Point B Investment

Name*

Email*

Phone*

Address*

City*

Province*

Do you own your own home?*

What is your goal from investing in real estate?*

If your goal is not listed, please specify:

In which area are you interested in investing?*

Vancouver, Lower Mainland
Calgary & Edmonton Alberta
Fraser Valley (Surrey, Abbotsford, Maple Ridge, Chilliwack)
Kelowna

How well do you know your investment area of choice? On a scale from 1-5:*

Are you taking any Real Estate Education?:

Yes
No

If you are taking Real Estate Education, which group?

How can the Investor Team help you? Where do you believe the most guidance is needed? (i.e.: confidence, economics, demographics, finding good cash flow, steering clear of bad areas/investments, etc.)?*

How soon were you thinking about purchasing an investment property when we find you the right one?*

Tell us about the type of property you would like to buy:*

Why are you interested in this type of property?

Describe your ideal tenant demographic: (i.e. professionals, students, young family, etc.)

What first hand real estate experience do you already have?*

What did you like/dislike about that experience? If you are just starting out, what fears do you have with investing?*

How would you rate your risk tolerance level? *

What strategy would you consider to be your focus at this time for your investment portfolio? Rank in order of importance ( 1 = most important ; 5 = least important)

Growth (mortgage pay-down and property appreciation)

Passive Income (supplement your monthly income)

Active Income (doing property flips)

Tax Deferral (pay less taxes today)

Capital Preservation/Safety (investing in secure tangible assets vs. paper assets)

Time available:

Have you been pre-approved positioned for financing?:

Yes
No

Who is the Mortgage specialist you have been pre-approved positioned by?:

How much capital do you have for your down payment?*

How long does your plan for investing reach?*

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