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Investor Strategy Workbook
Misty Spears
2021-02-17T17:01:25+00:00
Ready to Invest with Auben?
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Your Property Address
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Tell Us a Little About Your Property (or portfolio)
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Let’s get started with a few pieces of information!
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Name
*
First
Last
Email
*
Cell Number
*
Investment Management Strategies
Has any individual or company other than yourself ever managed your property?
*
Yes
No
If yes, please describe what you did or did not like about that relationship.
What have you personally handled in the past for your investments and why?
*
(For example: You have handled the maintenance or renovations/turns but not rent collections & evictions.)
How active do you want to be in your investments?
Selected Value:
0
0 = Completely Hands-Off 5= Moderately Hands-Off 10= Completely Self-Managed
What is your personal strategy for managing and growing your investments?
*
Do you wish to invest in single-family only? OR Are you open to multifamily, commercial, mixed use, furnished rentals (short-term, mid-term)
*
Single Family ONLY
Adding Multifamily
Commercial
Mixed Use
Furnished Rentals
Other (Describe below)
(Check all that apply)
Describe your (OTHER) choice above?
Do you have the necessary members on your team to lead you to success in your investments?
*
Real Estate Agent
Lender
Attorney
Insurance Agent
Contractors / Vendors
None of the above
Other (Describe below)
(Check the boxes for those you already HAVE on your team.)
Describe your (OTHER) choice above? (copy)
Were you intending to invest in only one market? OR Are you open to taking advantage of market diversification across multiple markets? Please describe any thoughts.
*
Investment Operational Specifics
Most investments need an annual maintenance reserve as well as major system upgrades every 5-10 years. What is your plan for preserving/reinvesting in your assets? Describe your savings and action plan.
*
(Are you setting aside $$ for maintenance and renovations in the future? Are you allocating and reserving funds for this?)
Are any of your properties in need of any of the following:
*
Large capital improvements
Preparation for sale
Improvements to achieve market-rate rents
Replacement of major mechanicals or systems
Checking the box above indicates YES in regard to that item.
If you answered YES above please describe what is needed and estimate when this will need to be taken care of. (or attach spreadsheet)
Upload a file or spreadsheet outlining any option you indicated in the last question.
Click or drag files to this area to upload.
You can upload up to 2 files.
Are you able to self-fund renovations or do you need financing?
*
YES, I have cash reserves.
NO, I will need financing.
What class asset(s) do you have?
I believe that my properties are below Market Rent.
Most of my properties are at Market Rent
Some of my properties are at Market Rent
Some or all of my properties are subsidized housing.
What are the rental rates of your current properties? (or attach a spreadsheet)
Upload a file or spreadsheet outlining any option you indicated in the last question.
Click or drag files to this area to upload.
You can upload up to 2 files.
Do you believe you are achieving the maximum rental income potential? If not, why?
*
YES
NO
If you indicated NO above, explain a bit about why you believe this.
Are there any arrangements, contracts, service agreements or home warranties or HOA's that are transferrable or that we should be aware of?
*
If there are none, simply answer N/A
Is there anything else we should know about your current property portfolio?
Investment Objectives / Goals
Please describe your short-term goals. (These are goals that you hope to accomplish in the next 12 months.)
*
Please describe your mid-term goals. (These are goals that you hope to accomplish in the next 2-5 years.)
Please describe your long-term goals. (These are goals that you hope to accomplish in the next 5+ years or over the lifetime of your portfolio.)
*
Questions about this form? Contact us via the email form above.
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