Investor Questionnaire Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *PhoneAre you an accredited investor? *YesNoMy passive income goal is... *$0-1000/mo$1000-2500/mo$2500-5000/mo$5000-10,000/mo$10,000-20,000/moOver $20,000/moWhat percentage of your net worth is currently paying you every quarter with cashflow? *0%1-10%10-25%25-50%Over 50%How much would you currently consider investing to reach your passive income goals? *$25,000-$50,000$100,000-$500,000$500,000-$1,000,000$1,000,000-$5,000,000$5,000,000-$10,000,000$10,000,000+What is your current situation as an investor? (Check all that apply)I do not have any passive investments, but would like to start investing.I have passive investments, but I want more in order to retire early.My passive investments do not cashflow. They are set up to pay me when/after I retire.I would like to invest in real estate, but I am skeptical about the asset class.I already invest passively in syndications.I am investing for the tax benefits real estate investments provide.What projected returns are you looking for in a passive opportunity? (Well Capital has historically exceeded projections, but we like to under-promise and over deliver!)0-5% on my money - Wealth preservation only.5-10% - Very conservative returns, just looking to beat the stock market.10-15% - Typical multifamily return, most likely a stable “value-add” deal.15-20% - Above average returns, deeper repositions with more upside.20+% - Ground-up development or opportunistic investments. Larger appreciation play, with more speculation and inherent risk.Which of the following asset classes would you be interested to invest in? (Check all that apply)Multifamily DevelopmentMultifamily ExistingMobile Home ParksSingle FamilyRV ParksLandVineyardsOfficeRetailIndustrialRanch land/Working landWhich areas do you prefer to invest in? (Check all that apply)SoutheastMidwestNortheastSouthwestCoastalNorthwestNo preference on region, I just want strong city fundamentals and cashflowWhat kind of investor are you?I like to invest my money and not touch it while it grows over 10+ years.I would prefer cashflow, mailbox money coming in every month that I can use for my personal needs, in addition to my Capital growing over 10+ years.I like to invest in high risk, high reward opportunities.I like to get in and out of my investments as fast as possible, to roll into a new investment.I am in-between, I like to get my money out of an investment within 3-5 years.Where would you like to invest? (Check all that apply)Large MSA (Dallas, Orlando, Phoenix)Secondary Markets (Fort Worth, Kissimmee, Tucson)Tertiary Markets (Corpus Christi, Boise, Tallahassee)Market size does not matter to me if the opportunity makes senseHow many real estate transactions have you been involved in?01-1010-5050+How often do you like to be updated on your investment property’s performance?Once a monthQuarterlyOnce every 6 monthsYearlyAre you a Real Estate Professional? *YesNoI'm not sureAre you familiar with depreciation and cost segregation?YesNoYes, but I would like to learn moreNo, but I would like to learnHow did you hear about us?PodcastsSocial MediaReferral from a friendWebsiteCharity WaterGoogleSubmit
