Intake Form

To help us better guide you on your path to success, we must first learn about who you are and what you are looking to achieve. The following worksheet will serve as a guide and discussion piece for you and your Real Estate Investor Coach. Being as open and honest as you can will help you get the most precise plan created for you. Only give the information you feel comfortable giving as this exercise is useful for you to start the beginning of your Real Estate Investor Workshop as well as help direct your path to success. This information is solely used to help you in your education choices and your information will remain private and confidential. The information is restricted to only those who have a need to know in order to assist you coach. Lastly, OdisJames and its employees are not Broker/Dealers, CFPs or Registered Investment Advisors and therefore do not provide you with any advice as to investment or management of your finances. Let’s get started:

Home Address:

Phone

Best time of day for 1 on 1 meetings:

Let’s start from the beginning, let’s discuss your background in Real Estate. Are you currently?

Are you putting money aside for Investing in Real Estate? How much?

Are you brand new to real estate or are you a well seasoned investor? Scale of 1 – 10?

What style of Investor do you think you are? (Select all that apply):

Long term hold - Long-Term Buy and Hold (LTBH). This strategy involves buying a rental property with the intention of a long holding period, typically 5-10+ years.

Fix and Flip - Fix-and-flip is the strategy of purchasing a property, renovating it, then selling it at a profit.

Multifamily Investing - One of the most popular ways to invest in real estate is to own a collection of rental properties. Properties that only have one residential rental unit are commonly referred to as single-family properties, while apartment complexes that have multiple rental units are known as multi-family properties.

Wholesale - In real estate wholesaling, a wholesaler contracts a home with a seller, then finds an interested party to buy it. The wholesaler contracts the home with a buyer at a higher price than with the seller, and keeps the difference as profit.

Syndication - Real estate syndication is “crowdfunding for real estate” before crowdfunding for real estate ever existed. In its most simple form, both syndication and crowdfunding involve pooling capital with other individuals for a common purpose or a common goal.

If you have invested in the past, have you made money as real estate markets went lower?

Yes

It is said that three things keep people from making money in the real estate: Time, Money, and Knowledge. What would you say has been the obstacle or obstacles that have kept you from being successful? Lack of:

Time

Money

Knowledge

Tell us why you want to invest: (What’s your Why?)

Are you currently working, if so what do you do?

What are your hours in a typical work week?

Would you take vacation to become a better Investor? Explain what a “typical” day looks like for you: If you were making as much money in real estate as work, would you leave your job?

What would you say your commitment level is to becoming financially free in Real Estate?

If you have invested in the past, have you made money as real estate markets went lower?

Little Comitted

Very Committed

Let’s talk about you as a Investor and discuss your personality a bit: How would you describe your work ethic on a project you are really excited about?

Would you go above and beyond to help it succeed?

What about your personality will help you to become the Investor you want to be?(traits or examples)

What about your personality will make your transformation into a Investor more difficult? (We all have these)

The last section is typically the hardest for people to talk about, and for us to ask because we value your privacy but have to make sure that investing is a good fit for where you are in life. If you are serious about making the changes you want, this section is by far the most important.

Have you ever been a coach or mentor to someone else? Was this a positive experience?

Do you see a benefit in being held accountable for what you say you are going to do? Do you want your coach to be easy or tough?

Have you ever lost money gambling? How did you react to that?

If you had to give a dollar figure, how much would you need each week to feel comfortable in your life with low stress? (It’s ok to think big but be realistic.)

In thinking about your goals, what would your initial goal daily/weekly goal be and what would you want your longer term annual income to be? Initial Goal Daily/Weekly:

Initial Goal Long Term:

Do you have a budget to start your real estate career and if so how much do you plan to open and start with?

Have you ever run a small business before?

Do you have a retirement plan thru your job or an old 401k from a prior job?

If yes, do you understand what investments you are currently holding in there? (Most people do not so no worries if you don’t, coach can help explain them to you).

Have you ever experienced draw down in your retirement accounts and did that affect your retirement date?

Do you currently have disposable income beyond what you need each month for your bills and living expenses? If yes approximately how much?

Do you have a savings account for the future that you actively increase?

Do you have a retirement date set yet? (or a retirement date goal) What annual income will you need in retirement to cover your expenses? Does your current portfolio meet those current needs?

Congratulations!

Completing this Investor Profile is a major step in fulfilling your goals. Many people wonder “ok now what?” Your coach will be reaching out to discuss your replies to the questions above and help you put pen to paper on the steps to reach the goals you listed above. Having a well thought out plan gives you the best chance of success in any new journey, remember, without a map it’s really hard to find the way.