💼 Investor Intake Form

Help us understand your investment goals and experience so we can match you with the perfect opportunities.

👤 Personal Information

First Name *

Last Name *

Email Address *

Phone Number *

Preferred Contact Method *

Call

Text

💰 Investment Profile

Investment Experience *

Available Investment Capital *

Investment Timeline *

🎯 Investment Preferences

Investment Types of Interest *

Fix and Flip

Rental Properties

Commercial Real Estate

Land Development

Wholesale Opportunities

Target Annual Return *

Risk Tolerance *

Geographic Preference

🏦 Financing Preferences

Financing Methods of Interest

Hard Money Loans

Private Lending

Joint Ventures/Partnerships

Seller Financing

Self-Directed IRA

📝 Additional Information

Investment Goals & Objectives

Questions or Comments

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