Owner's Investment Goal Questionnaire Please complete this form to help us better understand your investment goals and needs. Your responses will help us serve you more effectively. Section 1: Personal and Contact InformationFull Name(Required)Phone Number(Required)Email Address(Required)Preferred Method of Communication(Required) Phone Email Text Current Primary Location (City, State)(Required)Section 2: Current Investment PortfolioHow many properties do you currently own?(Required)What types of properties do you currently own? (select all that apply)(Required) Single-family homes Multifamily (2-4 units) Multifamily (5+ units) Where are your properties located?(Required)Section 3: Investment ObjectivesPrimary Investment Goals (select all that apply)(Required) Cash flow / Passive income Appreciation / Long-term value growth Tax benefits Equity build-up / Wealth accumulation Portfolio diversification Retirement planning Legacy/estate planning OtherRank Cash Flow Importance(Required) 1 2 3 4 5 6 7 8 9 10 Rank Appreciation Importance(Required) 1 2 3 4 5 6 7 8 9 10 Section 4: Financial InformationTypical investment budget per property(Required)Renovation/CapEx Budget(Required)Preferred Financing Strategy (select all that apply)(Required) All cash Conventional mortgage Private money Seller financing Partnerships Open to value-add or distressed properties?(Required) Yes No Maybe OtherSection 5: Risk Tolerance and TimelineRisk Tolerance(Required) Very Conservative Moderate Aggressive Preferred Investment Horizon(Required) Less than 1 year 1–3 years 3–5 years 5–10 years 10+ years Plan to expand portfolio in next 12–24 months?(Required) Yes No Section 6: Management PreferencesPreferred management method(Required) Self-manage Professional property management Hybrid Have you had Landlord/investor challenges? Please explain.(Required)Section 7: Markets and Asset ClassesInterest in investing(Required) Locally Out-of-state Out-of-country Preferred asset classes(Required)Specific markets of interest(Required)Section 8: Tax and Legal PlanningStructures currently used (check all that apply)(Required) LLCs Trusts Partnerships S-Corp/C-Corp OtherWorking with a real estate CPA/attorney?(Required) Yes No Interest in tax strategies(Required) Yes No Section 9: Exit StrategiesPreferred exit strategy (check all that apply)(Required) Buy and hold indefinitely Fix and flip BRRRR Sell after hitting value targets Pass down to heirs OtherPlanned timelines for exiting assets?(Required)Section 10: Final NotesDream achievement for next 3–5 years?(Required)Anything else you want us to know? Δ Owners Owner Account PortalRental Listing Information FormCommonly Asked QuestionsRights and Duties of LandlordsManagement AgreementOwner Reporting Buyers Benefits of Hiring a REALTOR®Your Ideal HomeBuyers Purchase Time-line Sellers Request a Property ValuationPrepare Your Home For SaleSell Smarter with Seller Intelligence Tenants Available RentalsMy Rental CriteriaTenant PortalTenant Portal InstructionsLease Offer FormApplication ProcessTenant HandbookRights & Duties of Tenants Resources Local SchoolsUtilities & ServicesTestimonialsBlog RE/MAX Action First 17 Dr. MLK Jr. St S, Suite 200 St. Petersburg, FL 33705 (727) 641-1162
