Personal Information

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Investment Goals

What are you looking for in a real estate investment?

Capital growth
Rental income
Short term ROI
Long term ROI
Investment diversification

Which do you prefer?

Negative gearing
Positive gearing
Either

What is your deposit budget (mortgage)?

$30K to $50K
$50K to $80K
$80K to $150K
$150 to $250K
$250K+

What is your cash budget (to hold R/E outright)?

$50K to $250K
$250K to $500K
$500K to $1M
$1M+

How long do you plan to hold this property?

1 to 2 years
2 to 5 years
5 to 10 years
10+ years

Investment experience

How many properties have you invested in before?

1
2
3
4+

How did they perform?

ROI was less than I expected
ROI was as expected
ROI was more than I expected
Too early to tell

What challenges did you face?

I had issues around finance
I had issues at settlement
I had issues with local government
I had issues with neighbors
I had issues with tenants (conduct)
I had issues receiving rent
I had issues selling
I did not face any significant challenges

Investment questions:

Do you have any questions or concerns about investing in real estate?

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What are the most important factors for you when making an investment decision?

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Disclaimer
*Rental income and capital appreciation (growth) are subject to many market variables and conditions and past performance is not a guarantee of future performance. The market can change and asset values and rental returns can unexpectedly decrease. Holding real estate assets during a downturn is the best way to minimize any potential losses.

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