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: 20-2930-3940-4950-5960+ Occupation: EmployedSelf EmployedInvestment Professional Current Home Status: Owned, mortgageOwned, no mortgageRentalOther Current Investment Properties Owned: 12-33-910+ 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? As Soon As Possible3 months4 -6 months1 Year2 Years3+ Years What has been your biggest challenge in purchasing an investment property? Can’t find good dealsRequire help with strategyToo much risk of losing moneyNot sure where to startQualifying for a loan 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? Below 300kBetween 300k and 500kBetween 500k and 800kBetween 800k and 1mAbove 1m Are you a cash buyer? YesNo Are you an accredited investor? YesNo How much capital do you have available to invest? $ 50,000 – $ 100,000$ 100,001 – $ 300,000$ 300,001 – $ 500,000$ 500,001 – $ 1 M$ 1M + 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: Sign up for Property Investments Newsletter to get investment tips, top investment picks, insider articles and news on upcoming workshops and events.