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Let’s get started with a few pieces of information!

Investment Management Strategies

(For example: You have handled the maintenance or renovations/turns but not rent collections & evictions.)
Selected Value: 0
0 = Completely Hands-Off 5= Moderately Hands-Off 10= Completely Self-Managed
(Check all that apply)
(Check the boxes for those you already HAVE on your team.)

Investment Operational Specifics

(Are you setting aside $$ for maintenance and renovations in the future? Are you allocating and reserving funds for this?)
Checking the box above indicates YES in regard to that item.
Click or drag files to this area to upload. You can upload up to 2 files.
Click or drag files to this area to upload. You can upload up to 2 files.
If there are none, simply answer N/A

Investment Objectives / Goals

Questions about this form? Contact us via the email form above.