First & Last Name:
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Phone:
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Email:
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Purchase Date:
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Purchase Price:
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Date Property Placed In-Service:
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Property Address:
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City
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State
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Does this property have HOA?
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Yes
No
Not Sure
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Property Type:
Property Description:
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Parking *# of spaces, concrete, asphalt, lighting, etc)
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Have you made improvements to this building?
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Yes
No
Not Sure
If improvements, estimated amount $ and detail of improvements?
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Do you have any upcoming improvement projects scheduled? If so, please share the anticipated budget and expected timeline.
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Please list the details of the improvements, (Ex. adding a swimming pool, new lighting, etc)
Are you a Real Estate Professional for Tax Purposes?
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Yes
No
Not Sure
What is Your Tax Rate?
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37%
35%
32%
24%
Not Sure
Tax Filing Year
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2025
2026
2027
Not Sure
Tax Filing on Time?
*
On Time (March/April)
Extension (Sept./Oct.)
Not Sure
Is this property a long term or short term rental?
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Long Term (Normal Annual Rental)
Short Term (Air BnB type)
Other
Referred By:
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(If Applicable) Who is the Real Estate Agent You Are Working with:
*
Who is your Innovate Real Estate Rep?
Rob Schell
Lauren Burgess
Allen Lambert
Nick LeVanti
Kevin Peterson
Cody Hitchcock
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Upload any Supportive Documents (ex. AIA, Closing Docs, Construction Costs, Appraisal, Improvement Invoices, Blueprints for larger buildings, etc.)
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
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