General Investor Information

PERSONAL PROFILE

First Name   Last Name  

Address    Province

Phone (with area code)   Email Address

Do you have free time to manage an investment property? (approx. 10hr a week) Yes No

Do you have a need for monthly cash income from your investments? Yes No

Do you plan to eventually become a full time real estate investor? Yes No

Are you prepared to invest? Now At a Later Date

Do you understand the basic principles of a joint venture agreement? Yes No

What type of investment do you prefer?
Condo   Semi-Detached  Detached  Multi-Family  Apartment  Commercial

For larger investments, are you willing to “pool” your money with other investors? Yes No

INVESTOR PROFILE
(Risk Assessment) Score yourself from 1 to 5 ( 5 most important, 1 least important to you)

You want your investments to outpace inflation
You are willing to take risk to achieve higher returns on your investments
Due to your income (high / low), you have a need to defer paying tax
You are prepared to leave your funds invested for more than 5 years to obtain a better return
You depend on your investment returns to cover short-term expenses
You want to be able to cash in your investments on short notice (for emergency purposes)
You would be extremely upset if you did not make a profit (or broke even) from your investment
You would be upset if you lost even a small amount of money from your investments

FINANCIAL PROFILE

What is your employment status? Self Employed Professional Tradesman Other
How long have you been in this employment position? 1 or less years 1 to 3 years 3 to 5 years Over 5 years
Do you presently own your own home? Own Home Rent Staying with Family Other
Do you presently own investment property? Not Yet One Property 2 to 3 Properties 3 or More Properties
How much money are you prepared to invest in real estate? Under $10,000 $10 K to $100 K $100 K to $500 K Over $500K
Is this amount borrowed or from savings? Borrowed Savings RSP Other
Do you know your credit score (FICO score? If so, what is it?) FICO Score
Do you think you would qualify for a mortgage on an investment property? Yes No
Do you presently retain the services of a lawyer? Yes No