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Onboarding Questionnaire
Please tell us if you would identify yourself as a Renter to Homeowner (You are renting and ready to level-up your assets and buy your first - or next - home. You have little experience and can't afford to make costly mistakes. You are willing to invest the time for some additional earned income and a bigger future), a Homeowner to Investor (You own your home and are ready to increase your income and grow your wealth with one or more Income Properties. You are willing to work part-time on your real estate business to earn a mix of active and passive income), or an Investor to Business Owner (You are already a real estate investor and it's time to get into high-gear and expand your business and your income. You are ready to work full-time on your business for massive results).
Please select one
Renter to Homeowner
Homeowner to Investor
Investor to Business Owner
Date of Birth (mm/dd/yyyy
What is your pre-tax annual household income?
Please select one
$24999 and below
$25000 - $59999
$60000 - $99999
$100000 - $149999
$150000 - $199999
$200000 - $299999
$300000 - $499999
$500000 - $999999
$1000000 - $1999999
$2000000 and above
How would you rate your level of real estate investing experience? (0-10)
Please select one
0
1
2
3
4
5
6
7
8
9
10
When it comes to real estate investing, what is your current biggest challenge or obstacle?
What are your expectations on how Keyspire’s Advanced Training Program will support you in your real estate investments?
How would you describe your personality type?
Please select one
A) I'm a pessimist. I always expect the worst.
B) I'm anxious. No matter what you say I'll worry.
C) I'm cautious but open to new ideas. Convince me.
D) I'm objective. Show me the pros and cons and I can make a decision and live with it.
E) I'm optimistic. Things always work out in the end.
What coaching style do you respond best to?
How important is it that your coach holds you accountable?
How many hours per week will you dedicate to your real estate activities?
Please select one
1 - 5
5 - 10
10 - 20
20 - 40
40+
If you were to participate in a Joint Venture, what type of investing partner would you be?
Please select one
Financial ( the partner that contributes money)
Rehab (the partner that contributes renovations and contracting)
Management (the partner that handles the paperwork and logistical aspects)
I'm Not Interested
What capital do you have available to you in cash?
What capital do you have available to you in Registered Funds (RSP, RESP, TFSA, LIRA)?
What capital do you have available to you in equity?
What capital do you have available to you available credit?
What capital do you have available to you from other sources?
How much of your available capital do you intend to invest?
Considering the time and money you have available, what real estate investing strategies interest you most? (For example: Fix and flip, fix and rent, rent to own, turnkey, underperforming, buy and hold, multi-units, private lending, mortgage lending, land development, private equity investments, etc.)
Taking into consideration your current available time, capital, and skillset, what are your financial and real estate goals for the next 5 years?
What are your lifestyle goals for the next 5 years?
Do you have an investing partner or someone supporting you with your real estate goals? If so, what is their name?
What is their relationship to you?
How many years have you been investing partners?
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