Mortgage is the Vehicle. Wealth is the Destination

First Name *

Last Name *

Email *

Phone *

A - ASSETS & Portfolio Positioning

Let's assess your current assets and resources for real estate investing.

Do you currently have equity in your home or other properties? *

I don't own any property yet

I own my home but have minimal equity (less than 10%)

I have moderate equity in my home (10-20%)

I have substantial equity in my home (more than 20%)

I have equity in multiple properties

Do you have savings, retirement funds, or other resources that could be leveraged for an investment? *

Minimal savings available for investing (less than $10,000)

Some savings ($10,000-$25,000)

Moderate savings or accessible retirement funds ($25,001-$50,000)

Substantial resources ($50,001-$100,000)

Significant investment capital available (more than $100,000)

Have you spoken to a lender or financial advisor about using your assets to invest in real estate? *

No, I haven't had any conversations about this yet

I've done some research but haven't consulted a professional

I've had initial conversations but no concrete plans

I've received pre-approval or specific advice for my situation

I have an established relationship with lenders/advisors who support my investment strategy

R - READINESS For Your Next Investment

Let's explore your preparation and readiness for real estate investing.

How familiar are you with what it takes to manage an investment property (e.g., tenants, repairs, cash flow)? *

Very limited understanding

Basic awareness but little practical knowledge

Moderate understanding from research or observation

Good understanding from education or limited experience

Comprehensive understanding from direct experience

Are you currently budgeting or managing your personal finances well? *

I struggle with consistent budgeting

I have a basic budget but don't always stick to it

I consistently follow a budget and track expenses

I have a detailed financial system with regular reviews

I have sophisticated financial management and excellent credit

How would you describe your understanding of real estate financing options? *

Very limited understanding

Basic understanding of conventional mortgages

Familiar with several loan types (conventional, FHA, VA)

Good understanding of creative financing strategies

Expert-level knowledge of multiple financing approaches

I - INTENT & Investment Strategy

Your investment intent and strategy significantly impact your real estate success.

What is your primary goal for investing in real estate? *

General wealth building without specific targets

Building equity and appreciation over time

Generating immediate cash flow income

Replacing my current income within 2-5 years

Building a legacy portfolio for generational wealth

Are you more focused on: *

I'm not sure which approach is best for me yet

Buying and holding properties for long-term appreciation

Maximizing monthly cash flow from rental properties

Fixing and flipping properties for quicker returns

Building a diversified portfolio with multiple strategies

How much monthly cash flow are you aiming to generate through real estate? *

I haven't set specific cash flow targets

$500-$1,000 per month to supplement my income

$1,001-$3,000 per month for significant income supplementation

$3,001-$5,000 per month to potentially replace my current income

$5,000+ per month to fully replace my income and build wealth

V - VISION For Long-Term Wealth

Your long-term vision guides your investment decisions and wealth-building journey.

How many properties would you like to own within the next 5 years? *

Do you have a location or property type in mind for your investments? *

I'm completely open and haven't decided

I have general preferences but remain flexible

I've identified target neighborhoods or property types

I have specific criteria and target markets identified

I have a detailed acquisition plan with multiple property types and markets

What is your timeline for achieving your real estate investing goals? *

I'm just exploring without a specific timeline

Long-term (10+ years)

Medium-term (5-9 years)

Short-term (2-4 years)

I have specific milestones mapped out across multiple timeframes

E - EXECUTION Excellence

Your ability to execute effectively determines your investing success.

What stage are you currently in regarding your real estate investments? *

Information gathering and learning

Planning and preparing to take action

Actively searching for my first/next property

Managing existing investments while looking to expand

Systematically growing a portfolio with established processes

Have you joined any investor groups, taken courses, or built relationships with realtors or mentors? *

No, I haven't connected with the real estate community yet

I've done some online research but have no personal connections

I've attended a few events or taken basic courses

I actively participate in investor groups and have some key relationships

I have a strong network of professionals and mentors supporting my strategy

How do you plan to handle property management and day-to-day operations? *

I haven't thought about this aspect yet

I plan to handle everything myself (may be good or challenging)

I'll handle some aspects and outsource others

I plan to hire property management from the beginning

I have systems and teams in place for efficient property management