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Real Estate Investor Intake
Hi — I'm Zack O'Connor, a licensed Realtor at Coldwell Banker. I use this to understand your strategy so I can bring you deals that actually fit — not waste your time. Takes about 3 minutes.
About You
What's your full name?
*
Best email address?
*
Phone number? (optional)
Company or LLC name (if applicable)
How would you describe your investor experience level?
Untitled multiple choice field
A
Brand new — haven't closed a deal yet
B
Beginner — 1 to 3 deals completed
C
Intermediate — 4 to 10 deals completed
D
Experienced — 11 to 25 deals completed
E
Veteran — 25+ deals completed
How many deals are you looking to close in the next 12 months?
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A
1 deal
B
2 to 3 deals
C
4 to 6 deals
D
7 to 10 deals
E
10+ deals
Investment Strategy
Which strategies do you actively use? (select all that apply)
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Fix & Flip
Buy & Hold (long-term rental)
Short-term rental (Airbnb / VRBO)
BRRRR (Buy, Rehab, Rent, Refinance, Repeat)
Wholesale
House hacking
New construction / ground-up development
Commercial / mixed-use
Turnkey / passive
What property types do you target? (select all that apply)
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Single-family residential
Small multifamily (2–4 units)
Large multifamily (5+ units)
Condos / townhomes
Commercial / retail
Mixed-use
Land / lots
Mobile home parks
What is your typical purchase price range per deal?
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A
Under $100,000
B
$100,000 – $200,000
C
$200,000 – $350,000
D
$350,000 – $500,000
E
$500,000 – $750,000
F
$750,000 – $1,000,000
G
$1,000,000+
What minimum cash-on-cash return are you targeting per deal?
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A
8% or higher
B
10% or higher
C
12% or higher
D
15% or higher
E
20% or higher
F
I evaluate case by case
Financing & Capital
How do you typically finance your deals? (select all that apply)
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All cash
Conventional investment loan (20–25% down)
DSCR loan
Hard money loan
Private money / personal lender
HELOCs or cash-out refinance
Seller financing / creative finance
Syndication / partnership capital
Still figuring out financing
How quickly can you close once you find the right deal?
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A
7 days or less (cash buyer)
B
14 to 21 days
C
21 to 30 days
D
30 to 45 days
E
45+ days (conventional)
Are you currently pre-approved or have proof of funds ready?
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A
Yes — pre-approved and ready
B
Yes — proof of funds (cash buyer)
C
In process of getting pre-approved
D
No — I need help with financing first
How much liquid capital do you have available to deploy right now?
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A
Under $25,000
B
$25,000 – $75,000
C
$75,000 – $150,000
D
$150,000 – $300,000
E
$300,000 – $500,000
F
$500,000+
Market & Deal Criteria
What is your primary geographic target market?
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A
New Britain, CT
B
Greater Hartford, CT
C
Central CT (Berlin, Newington, Southington)
D
Statewide CT
E
Multiple states / national
F
Flexible — wherever the numbers work
Specific towns, zip codes, or areas to target or avoid? (optional)
What condition of properties do you target?
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A
Turnkey / move-in ready
B
Light cosmetic updates only
C
Moderate rehab (kitchens, baths, flooring)
D
Heavy rehab (structural, systems, full gut)
E
Any condition — I evaluate case by case
What deal sources interest you most? (select all that apply)
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MLS listed properties
Off-market / pocket listings
Distressed / foreclosure / REO
Probate or estate sales
Auction properties
Wholesale deals from other investors
Your Portfolio & Goals
How many investment properties do you currently own?
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A
None yet
B
1 to 3 properties
C
4 to 10 properties
D
11 to 25 properties
E
25+ properties
What is your timeline for your next deal?
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A
Actively looking right now
B
Within the next 30 days
C
Within 1 to 3 months
D
3 to 6 months
E
Just exploring — no firm timeline yet
What does your ideal deal look like? Describe as specifically as you can.
What's been the biggest obstacle to finding or closing deals?
What would make me the most valuable realtor partner for you?
Let's Go