Investor Readiness Quiz
Question 1 out of 10
What best describes where you are currently?
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I am looking for my first investment opportunity
I have invested passively once or twice before
I actively invest & operate real estate
I consistently invest passively & look for new opportunities
I was burned on a past investment, I am hesitant to commit capital again
Kaybridge Capital
Investor Readiness Quiz
Question 2 out of 10
What are you primarily looking for right now?
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General information on how syndications work
Tools to better protect my capital in a deal
Information specifically on Kaybridge Capital
To build an actual relationship with an operator I can trust
I'm looking for strong opportunities to place capital
Kaybridge Capital
Investor Readiness Quiz
Question 3 out of 10
What is your main goal with passive investing?
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I'm still figuring that out
Creating long term wealth
Taking advantage of the tax benefits
Gaining more control over my time
Building/Diversifying my portfolio
Kaybridge Capital
Investor Readiness Quiz
Question 4 out of 10
How do you currently evaluate investment opportunities?
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I don't have a process yet
Basic numbers (cash flow, price)
I follow a due diligence checklist
I prefer to review each deal one on one with the operator
The relationship matters to me most, I have to trust the operator
Kaybridge Capital
Investor Readiness Quiz
Question 5 out of 10
How do you feel about placing capital into an investment for 3-5 years?
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Uncomfortable
I'm not sure
Neutral
Comfortable
I prefer it
Kaybridge Capital
Investor Readiness Quiz
Question 6 out of 10
What concerns you most about investing passively?
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Not fully understanding the deal
Tying up my liquidity
Trusting the operators
I feel confident, just want the right opportunity
Something else
Kaybridge Capital
Investor Readiness Quiz
Question 7 out of 10
Which of these terms do you understand best?
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Cash Flow
Forced Appreciation
Tax Benefits (depreciation, cost seg)
None of them
I understand all of them
Kaybridge Capital
Investor Readiness Quiz
Question 8 out of 10
How much liquid capital do you have available right now?
< $50k
$50k-$100k
$100k-$200k
$200k-350k$
$350k +
Kaybridge Capital
Investor Readiness Quiz
Question 9 out of 10
How much are you realistically looking to invest in the next 6-12 months?
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< $50k
$50k-$100k
$100k-$200k
$200k-$350k
$350k +
Kaybridge Capital
Investor Readiness Quiz
Question 10 out of 10
If the RIGHT opportunity came across your desk today, what would you do?
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I'd miss out, I am not serious about investing yet
I'd seriously consider it but I'd have to talk with my partner
I'd schedule a one on one call to do a careful review
I'd likely move forward if I had time to liquidate my capital
I'd move forward if it was right
Kaybridge Capital
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