Contact Details:
Preferred Contact Method:
- Phone
- SMS
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How often would you like to receive investment updates?
- Monthly
- Quarterly
- Biannually
- Annually
- Only for major milestones
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Preferred Involvement
- I'm a Soloreneur
- I have one VA or employee
- I have a team of 2-4 people
- I have a team of 5-10 people. Everyone reports to me
- I have a team of 5-10 people, with 1-2 Managers.
- I have a team of 11+ people with managers and leadership
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Investment Experience:
Financial Qualifications:
Investment Goals:
Financial Objectives
- Option 1
- Option 2
- Option 3
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Risk Tolerance
- Aggressive – High risk, high reward. Willing to endure major market swings for the potential of higher returns.
- Moderate – Balanced approach. Accepts some risk for growth but prefers a mix of stable and volatile assets.
- Conservative – Low risk, prioritizing capital preservation. Prefers stable, predictable returns over high growth.
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Investment Capacity & Timeline:
What's your preferred Property Type?
- Fix n Flips
- Multifamily
- Co-Living
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