What's your full name?
We'll need your name to identify your account for security.
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When it comes to real estate investing, you are:
Informed
You know more than the average person.
Curious
You know a bit, but want to learn more.
Skeptical
You're not convinced yet.
Please select your preference. We need this info to understand how we can help you early on.
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Have you invested in real estate in the past?
Rentals, pre-constructions, REITs, or other alternatives.
Yes
No
Please select Yes or No. This helps us better understand how we can help you.
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Have you invested in other financial products in the past?
Stocks, bonds, mutual funds, ETFs, hedge funds, or robo-advisors.
Yes
No
Please select Yes or No. This helps us better understand how we can help you.
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In the past year, how often did you check on your investments?
Rarely
Couple months
Very frequently
Not applicable
Please select your preference. We'll filter investment companies based on your selection.
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What's on your mind?
Specific need
You have a goal, concern, or gap in your portfolio.
General
You just want to invest for a better future.
Discovery
You're looking for something new.
Please select your preference. We'll use this info to better understand how to help you.
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Which of these best describes your current objective?
Capital preservation
Balanced growth
Aggressive growth
Not sure
Please select your preference. We'll filter investment companies based on your selection.
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What kind of real estate investing would you like to explore?
It's a tough question, we know. Go with your gut.
Income properties
4-10%+
avg. target return
Growth
risk level
New developments
12-20%+
avg. target return
Aggressive growth
risk level
Private REITs
7-12%+
avg. target return
Growth
risk level
Mortgage investing
7-12%+
avg. target return
Growth
risk level
Please select your preference.
We'll use this information to better understand how to help you.
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Are you looking to invest in real estate for longer than 3 years?
Yes
No
Please select Yes or No. We'll use your answer to match you with companies that can fit your unique needs.
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When it comes to annual income, individually you've earned:
Don't worry, your information is secure and will only be used to determine if you're a good match with other companies.
Less than $75,000
Between $75k and $125k
Between $125k and $200k
Over $200k
Please select an annual income range.
We'll use this information to help make sure there is a good fit for both your needs and the investment companies.
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Approximately how much would you consider investing in real estate?
No commitments are required. Again, this helps us identify companies that are best suited for your unique needs.
Less than $25,000
Between $25k and $100k
Between $100k and $200k
Over $200k
Please select a potential investment range.
We'll use this information to help make sure there is a good fit for both your needs and the investment companies.
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When it comes to investing with companies, you prefer working with:
Small to mid-sized companies
Larger investment companies
No preference
Please select your preference.
We'll use this information to better filter the investment companies that are discussed.
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Last question! What's your email?
So we can send over your company matches. We promise it's not spam.
We need your email address to confirm your account for security.
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Thank you! Your submission has been received!
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