Investment Questionnaire

Find out how you can reach your investment goals and what property suits you best, with this short questionnaire.

    Full Name:

     

    Email:

     

    Phone:

     

    Age:
        

     

    Occupation:
        

     

    Current Home Status:
        

     

    Current Investment Properties Owned:

     

    Previous Investment Property Types:
    ApartmentHouse rentalHouse flipFactoryRetailOffice

     

    Are you presently looking for property for investment?
    YesNoSoon

     

    Do you prefer to invest short, medium, or long term?
    Short term (1 or 2 years)Medium (3 to 6 years)Long (7 to 10 years)Very long (10+ years)

     

    Why do you want to invest in property?
    Ongoing IncomeRetirement savingsChildrens’ educationChanging careerSaving for vacationTax shelterOther

     

    When do you plan to purchase your first or next investment property?

     

    What has been your biggest challenge in purchasing an investment property?

     

    Which property investment strategy do you prefer?
    Short term – flip.hort term - pool investmentsShort term - buy and subdivideLong term- buy and holdLong term - buy land developUndecided

     

    What types of properties are you considering investing in?
    Vacant landSingle unit apartmentSingle houseWaterfront propertyCommercial property

     

    Would you consider opening a new business or buying an existing business in Ontario?
    YesNo

     

    Which of the following commercial property would you consider purchasing for your investment portfolio?
    Retail storeRestaurantFarmOfficeFactory siteApartment buildingB&B or HotelRetirement care home

     

    Do you have any specific locations in Ontario you are planning to invest?
    Downtown PeterboroughPeterborough CountyHastings CountyBancroft AreaGTAI Don't CareOther

     

    What is your price range for an investment property?

     

    Are you a cash buyer?    
    YesNo

     

    Are you an accredited investor?
    YesNo

     

    How much capital do you have available to invest?

     

    How will you finance your investment property?
    Family loanMortgage from my primary residencePre-approved mortgageCredit loanNot sure

     

    Would you like me to arrange the necessary finance or mortgage for you?
    YesNo

     

    Would you like me to send you investment opportunities that match your particular investment requirement?
    YesNo

     

    Would you like to speak with a professional regarding your investment plan?
    YesNo

     

    Questions or Comments: