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Investor Mindset Assessment

What's your first name?

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Did you know that 90% of millionaires invest in real estate?

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Do you believe owning investment real estate (beyond your primary home) is important for building long-term wealth?

A

YES!

B

doubtful...there are other ways to build wealth

C

No

#2. Which benefits of real estate investing matter most to you?

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(Check all that apply – up to 5)

#3. How would you describe your current motivation level to invest in real estate? (Single choice)

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A

Not interested right now

B

I’ve thought about it a few times

C

I think about it often

D

I think about it often, AND I’ve researched ideas, listen to podcasts, or read books

E

I have funds designated funds and am ready to work with trusted advisors to take action on well-researched opportunities.

#4. “I often hesitate to invest because I’m waiting for the ‘perfect’ time or market conditions.” → Scale 1–5

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A

1 - Strongly Disagree

B

2 - Somewhat Disagree

C

3 - Neutral

D

4 - Somewhat Agree

E

5 - Strongly Agree, I am waiting for the "perfect time"

#5. “I believe there are still strong real estate opportunities available right now, especially in markets like Phoenix"

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A

1 - Strongly Disagree

B

2 - Somewhat Disagree

C

3- Neutral

D

4 - Somewhat Agree

E

5 - Strongly Agree

#6. “I’m comfortable delegating tasks (to property managers, contractors, etc.) so I can scale my investments.

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A

1 - Strongly Agree

B

2 - Somewhat Agree

C

3 - Neutral

D

4 - Somewhat Disagree

E

5 - Strongly Disagree

#7. What kind of returns are you primarily looking for?

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A

Don't know yet

B

Mainly Tax Benefits

C

5-10%

D

10-15%

E

15% +

F

I'm flexible depending on the type of investment

#8. What types of real estate interest you most? (Check up to 3)

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#9. When are you looking to make your next real estate investment? (Single choice)

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A

I'm ready now if I see the right opportunity

B

3-6 Months

C

6-12 Months

D

1 Year + - Just Exploring Now...

#10. What is your #1 biggest mindset block or question about real estate investing right now?

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Ready to See Your Results?

What's your email address?

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