Investment Questionnaire

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

    Full Name:












    Current Home Status:



    Current Investment Properties Owned:


    Previous Investment Property Types:

    ApartmentHouse rentalHouse flipFactoryRetailOffice


    Are you presently looking for property for investment?



    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?



    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?    



    Are you an accredited investor?



    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?



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



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



    Questions or Comments: