Potential Joint Venture Questionnaire

Please note that investment opportunities are currently available only to accredited investors and our associates (including family and friends).

General Information
Name
First Last
Address
Street Address Address Line 2 City Province ZIP / Postal Code
Home Phone
Cell Phone
Fax
Email
Current employment and income?
Do you own your home?
- Yes
- No
Amount of equity?
Current value of investments?
Satisfied with current return?
- Yes
- No
Investment Goals & Objectives
Please provide responses to the following questions as openly as possible. This provides the framework for determining how compatible you are with our investing programs, and which of those programs best suits your situation.
What are your financial and personal plans and objectives for the next five years?
What first-hand real estate related experience do you have? If applicable, please briefly tell us about the types of deals you have been involved in.
How “hands on"do you wish to be with the investment? In which decisions would you want to participate?
- Purchase decisions
- Finance decisions
- Property management decisions
Comments
What is your main investment focus? Do you wish to become an investor yourself, or do you just want a good return on your money and are fine letting someone else manage the problems?
What returns are you looking for?
How soon do you need to realize those returns?
What are your expectations for monthly cash flow?
Is there someone in your life who will be taking part in your investment related decisions?
What financial resources do you have available?
How much money can you invest in a single project and what is your total investment capability?
Are you prepared to sign personal guarantees? (This is a pre-requisite, as lenders do not operate without guarantees.)
Are the funds you are using cash or borrowed? If borrowed, is the Line of Credit (LOC) secured against a property or other asset?
How available are your investment resources? If they are not readily available, how much notice would you require to access funds?
Do you know anyone else interested in investing in excellent real estate investments? Note: We will not contact your referral until we have spoken to you about your referral first!
How did you hear about us?
Untitled
Phone
This field is for validation purposes and should be left unchanged.

Potential Joint Venture Questionnaire

General Information

Investment Goals & Objectives

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