Welcome to the Income for Life Investor Matrix Survey! Welcome to your Personal Investor Matrix Survey This survey will help us understand different options and strategies to help you in determining which real estate investing strategy may work for you. Please respond completely with the most accurate information available. If you have questions about any of the questions, please feel free to reach out to me. I look forward to learning about your investor matrix results so that we can develop a winning strategy for your real estate investing goals. Now, let's get right into it! First Name Email Phone Are you "bankable"? Are you a W-2 employee? Please check all that apply: Capacity-ability to pay loan back, good income level, duration of time at your job Collateral-assets, has some insurance cash value Credit-credit score, how well do you pay Capital-liquid funds, 401k, savings Are you able to refinance more than 1 property? Has your company or your personally filed taxes for the last 2 years? Please check all that apply: You've been in business for 2+ years, taxes are current, business is profitable You have a strong income (house hold $100K or more) You have a good credit score of 700+ or more You have a low debt to income ratio (for home, car, student loans, etc.) You have strong liquid cash reserves (with 3-6 months income + 10K available) You can manage others, with work history of 3+ years management experience How many years until you retire? Please select one of the following: Short term : Less than 10 years Middle term : 10 to 15 years Long term : Greater than 15 years What is your level of debt aversion? Please select one of the following: Low I prefer debt less than 1.5 million Middle I'm comfortable with up to 5 million in debt High I'm comfortable with greater than 5 million in debt Which rental class area(s) do you prefer? Please select all that apply: A Quality, priced $150K+ per unit, strong appreciation, up to 30 yr. mortgage, cash flow is okay B Quality, priced $85 - 150K+ per unit, some appreciation, 20-25 yr. mortgage, cash flow is good C/D Quality, priced $35 - 75K+ per unit, little to no appreciation, 15-20 yr. mortgage, cash flow is great Which type(s) of properties do you prefer? Please select all that apply: SFH Single Family Homes (1 - 4 units) MF Multi-family (4+ units) OP Other properties (mobile home, condo, townhome, etc.) Which type(s) of tenants do you prefer to work with? Please select all that apply: Market tenants who are easy to market to and identify Government sponsored although the process requires red tape Both market and government sponsored tenants How much time will you devote to your business? Please select one of the following: 3 - 6 hours 10 - 20 hours 30+ hours How far from your home are you willing to invest? Please select one of the following: Within 20 minutes driving distance Within up to 2 hours driving distance Within up to 6 hours driving distance How many rental units do you plan to purchase each year? Please select one of the following: 1 - 3 units 4 - 6 units 7+ units How would you rate your rehab skills? Please select one of the following: I don't have rehab experience Very little maybe paint My tool belt is ready let's go Who will manage your investment properties? Please select one of the following: I plan to self-manage: save 10%, taking care of collections, investing my time An urban property manager: spend 10% of rental income, headaches, collect rent directly A high-end property manager: spend 1-% of rental income, easy tenants, collect rent online How quickly do you make decisions? Please select one of the following: Slowly I need time to think Medium it depends Quickly I know what I want If your spouse or someone who knows you well were to rate you.... How coachable would he / she say that you are? Please select one of the following: Not coachable Somewhat coachable Very coachable Congratulations! You have completed the survey! Now we have useful information to help us determine various strategies that you can use for your journey into real estate investing. We look forward to working with you to help you make this a successful experience for you. Here's to you and your Amazing Life! Tim Time is Up! Time's up
