Rob Bonahoom
TOTAL WEALTH BUILDER TM INVESTOR PROFILE
What's the most important reason for investing in real estate?
Instant Equity Cash Flow Tax Savings Appreciation
How Many Properties do you want to buy in the next 12 months?
1 2 3 4 or more
What kind of properties do you want to buy?
Rehabs Commercial Multi-units or Duplex Single Family or Town homes
How soon do you want to start investing in real estate?
In the next year In the next 6 months In the next 3 months Right Now
How long have you thought about investing in real estate?
Just Started Not long For awhile Since I can remember
What has stopped you from buying up to this point?
Credit Down Payment Finding good properties Finding the right team to work with
Do you or your spouse agree that real estate is a wise investment?
No Sometimes Usually Absolutely
How much income do you want to receive off your investment properties and when do you expect to receive it?
I want to quit my job and live off the income $500 or more $100 or more I am not concerned about this
How is your personal cash flow?
Horrible Very Tight Comfortable Excellent
How much did you get back on taxes last year or how much did you pay in?
Over $5000 $3000 - $4999 0 to $2999 I paid in
Which of the following is most important for you to do right now?
Pay off credit cards Pay off mortgage Save 6 months of your salary in a short term account Invest in Real Estate
How important to you is it to pay off principle on your mortgage?
Very important Somewhat important Not very important Not important at all
How much do you have to put down?
Nothing 1% - 5% 5% - 10% 10% - 20%
How long do you want to hold your properties?
More than 5 years 3 years or less More than 1 year Less than a year
What is most important to you about the mortgage company you work with?
Price Knowledge Service Options
What kind of mortgage do you have on your house?
Fixed ARM Interest Only Option ARM
How many times have you refinanced in the last 10 years?
None Once or Twice 2 - 3 More than 3
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