*Name:

Address:

*Email:

Phone:

Current Employment:

Do you own your own home?

Equity? $

Current Value of RSP's?

Happy with Current Return?
Yes No

Please provide responses to the following questions as openly and freely as you are able. This will provide the framework for determining how compatible you are with our investing programs and which of those programs best suits your situation.

1. If we were meeting five years from today and you were looking back over those five years, what must have happened both personally and professionally, for you to feel contented today with your progress?

2. What first hand Real Estate related experience do you have already? Have you participated in the market? What aspects of it? And what size of deals have you been involved in?

3. *How 'hands on' do you wish to be with the investment? What decisions do you want to be a part of?

• Purchase decisions- Yes No
  
• Financing decisions- Yes No
  
• Property Management decisions- Yes No
  

4. *What is your primary focus in investing? Are you an 'Active' or 'Passive' investor? An active investor is involved on a daily basis on all decisions respecting the property. A passive investor simply requires a good return on the investment, while someone else manages the problems.

Active Passive

5. *What returns are you seeking?

6. *How soon do you need to realize those returns?

7. *What, if any are your expectations for monthly cash flow?

8. *What financial resources do you bring to the table? How much money can you invest in a single project and what is your total investment capability?

9. Are the funds you are using cash or borrowed? On borrowed funds, financial institutions require personal quarantees. Are you prepared to sign a personal quarantee?

10. How available are your investment resources? Are they readily available or, if not, how much notice will you require to access funds?

11. Is there someone in your life who will be participating in your decisions related to investments, and do you expect that person to be named as a benificiary of the investment?

12. *What is your personal risk tolerance on a scale of 1-10? 1- No Risk 10- Extreme Risk

13. *Are you prepared to take action? Or just wanting information?

14. Do you know anyone else that may be interested in investing?

15. Do you own any other investments, if so what does your portfolio consist of?

16. Comments: