Find out in less than 5 minutes if you’re positioned to invest smarter in real estate, without years of study or hands-on management

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First Name *

Last Name *

Email *

Phone

What matters most to you when it comes to building wealth? *

Creating passive income for freedom

Building long-term financial security

Diversifying beyond stocks and bonds

Learning about new strategies but not sure how to apply them

What would achieving your investment goals mean for your lifestyle? *

Complete financial freedom and flexibility

More choices and reduced financial stress

A stronger safety net for the future

Just starting to think about this

What concerns you most about traditional investment approaches? *

Market volatility and lack of control

Complexity and time requirements

High fees eating into returns

Not sure what the main issues are

Which statement best describes your biggest investment challenge? *

Finding truly passive investments with good returns

Understanding how to evaluate opportunities

Having enough time to research properly

Getting started with investing at all

How do you feel about investment risk? *

Comfortable with calculated risks for better returns

Accept moderate risk with proper due diligence

Prefer very safe investments even with lower returns

Risk makes me very uncomfortable

What's your level of familiarity with group investment structures such as real estate syndications or private funds?

Very familiar, have invested in several

Good understanding of how they work

Some knowledge but limited experience

Completely new concept to me

How do you typically make important financial decisions? *

Quickly after thorough due diligence

Decide after consulting advisors or spouse

Take time to research and think it over

Struggle with making investment decisions

What would need to happen for you to move forward with a passive investment? *

Just need the right opportunity with proper vetting

Clear understanding of risks and expected returns

Trusted referral and detailed education

Significant education and hand-holding

How comfortable are you with investment timeframes? *

Comfortable with 5-7+ year holds for better returns

Prefer 2-5 year investments with clear exit strategy

Prefer commitments under 2 years

Need access to funds within 12 months

How is your current financial foundation? *

Strong emergency fund, low debt, excess capital to invest

Good savings, manageable debt, ready to diversify

Some savings but focusing on debt reduction first

Building basic emergency fund before investing