Investor Profile Sheet
The purpose for this form is to assist us in better serving you. Having detailed and accurate information concerning the specific desires and needs of each client can streamline this process, saving time and ultimately producing a better outcome for everyone involved.
If there are more details you would like to provide, or if the drop-down selections do not accurately reflect your situation, please type them in the section marked “Additional Criteria”
in the space provided below.
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Personal Contact Information
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First Name
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Last Name
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Email Address
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Office Phone
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Mobile Phone (optional)
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How did you find us?
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What Country Are You In?
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Investment Information
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Investment Budget:
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Financing Preferred
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Investing Experience
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What types of property
interest you the most?
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Do you have any other
rental properties in Tampa?
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What investment strategy
interests you the most?
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What types of neighborhoods
interest you the most?
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What business entity do you
prefer to invest under?
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Does you business entity qualify
for institutional lending?
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Additional Information
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The more information you provide,
the better we can determine how we can assist you.
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