investor buyer Pre-Qualification Questionnaire

As your professional realtor, my goal is to help you identify the best investment opportunities based on your unique financial goals, preferences, and risk tolerance. By completing this questionnaire, we can ensure that we’re aligned in your objectives and that I can tailor the property search to meet your investment needs. Please take a moment to think about the following questions.

• Full Name(s):
• Phone Number(s):
• Email Address:
• Current Address:
• Preferred Method of Contact: (Call, Text, Email)

• What is your primary investment goal? (Cash flow, appreciation, flipping, etc.)
• What types of real estate investments are you interested in? (Single-family homes, multi-family properties, commercial real estate, etc.)
• Do you have prior experience with real estate investing? (Yes/No)
• If yes, how long have you been investing in real estate?
• What is your preferred investment strategy? (Long-term hold, fix-and-flip, BRRRR, rental properties, etc.)
• What markets or locations are you interested in?
• What is your expected return on investment (ROI)?
• Are you open to out-of-state or international investments? (Yes/No)

• Have you been pre-approved or pre-qualified for financing? (Yes/No)
• What is your total available investment capital?
• How much are you willing to allocate for each investment property?
• Do you plan to purchase properties with cash or finance them? (Cash/Finance)
• What is your current credit score? (Optional, if comfortable sharing)
• Are you working with a lender who specializes in investment properties? (Yes/No)
• What is your typical down payment percentage for investment properties?
• Do you plan on using a traditional mortgage, hard money loan, or other financing options?
• Do you have funds available for property repairs and renovations (if applicable)?

• What is your preferred property type? (Single-family, multi-family, commercial, etc.)
• What price range are you targeting for each investment?
• What are your criteria for location? (Neighborhoods, proximity to schools, public transportation, etc.)
• Do you have a preference for properties that need renovation or those that are turnkey? (Renovation/Turnkey)
• What is the minimum and maximum number of units you’re interested in for multi-family properties?
• Are you looking for properties with a certain cap rate or cash-on-cash return?
• Are you interested in properties that have existing tenants or vacant properties?
• Are you open to different property conditions, or do you prefer newer properties?

• What is your preferred level of risk? (Low, Medium, High)
• Are you looking for stable cash flow or high-risk, high-reward investments?
• What is your ideal investment horizon? (Short-term flip, long-term hold, etc.)
• How much involvement do you want in the property management? (Hands-on, passive, hire property manager)
• Are you open to joint ventures or partnerships for larger investments? (Yes/No)

• Do you plan to manage the property yourself or hire a property management company?
• If hiring a property manager, what are your expectations from them?
• Are you familiar with property management fees and the associated costs?
• Would you prefer to purchase properties that are already cash-flowing or properties with potential to add value?

• What is your preferred timeline for acquiring your first property?
• How soon are you looking to close on your first investment property?
• Do you plan on making one purchase, or do you intend to invest in multiple properties over time?
• What is your expected holding period for an investment? (1-5 years, 5-10 years, indefinite)

• Do you have a specific entity for your investments? (LLC, S-Corp, etc.)
• Are you familiar with tax deductions available for real estate investors? (Yes/No)
• Would you like referrals for attorneys or accountants specializing in real estate investing? (Yes/No)
• Are you familiar with 1031 exchanges, or would you like more information?

• What is your preferred exit strategy for investment properties? (Sell, refinance, hold, etc.)
• Do you plan to leverage equity from your properties for future investments?
• How do you intend to handle a downturn in the market or unanticipated expenses?
• Would you like assistance with long-term investment planning and portfolio diversification?

• Is there anything else I should know to assist you in your investment journey?
• What are your key expectations from me as your realtor?
• Do you have any concerns or questions about the investment process?

Thank you for taking the time to complete this questionnaire! Your responses will help me understand your goals and tailor the search for investment properties to meet your specific needs. I’m excited to work with you and help you achieve your investment success.