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Real estate investment questionnaire

real estate investment questionnaire

Looking to delve deeper into your client's real estate investment strategies?

Businesses in the finance sector, particularly Financial Planners or wealth management firms, can greatly benefit from our Real estate investment questionnaire.

It's designed to assess your clients' knowledge and preferences around real estate investments, ensuring you deliver the most effective advice. Let's unlock those insights!

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Questions to include on your Real estate investment questionnaire

1. Personal Details

We need to know who we're dealing with in order to keep records and to communicate effectively.

  • What is your full name?
  • What is your contact number?
  • What is your email address?

2. Professional Background

Understanding your professional situation allows us to assess your financial planning expertise and tailor our recommendations.

  • What is your current title?
  • How long have you been a financial planner?
  • What are your areas of specialty? (Retirement planning, Estate planning, Tax planning, Investment management, Risk management)

3. Knowledge About Real Estate Investment

These questions help us gauge your understanding of real estate as an investment option.

  • How would you rate your knowledge about real estate investments? (Novice, Intermediate, Advanced)
  • Have you ever advised your clients about real estate investments?
  • If yes, what types of real estate investments have they chosen? (Residential, Commercial, Industrial, Land)

The question about types of real estate investments chosen by clients allows us to understand what type of properties are preferred by your clientele.

4. Preference Towards Real Estate Investment

By knowing your thoughts on real estate investment, we can provide more relevant information.

  • Do you consider real estate investment a good choice for your clients?
  • What factors do you consider while recommending real estate investments?

The question about factors considered for real estate investments helps us understand your decision-making process, which can aid in providing more targeted investment options.

5. Information Requirements

We want to ensure you receive the most relevant information based on your needs.

  • What additional information or resources would you like to receive about real estate investments?
  • Would you like to be contacted for further discussions?

The question about additional resources provides us insight into gaps in your knowledge or information about real estate investments, allowing us to create more effective educational and promotional materials.

Other question ideas

When you are creating your Real estate investment questionnaire, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.
  • What is your preferred method of communication? (Email, Phone, Text, Video Call)

    • This will give insight into your preferred way to be contacted for further discussions or sending over resources.
  • Have you ever personally invested in real estate?

    • This can provide insight into your firsthand experience with real estate, which may influence your advice to clients.
  • Do you have any clients looking to invest in real estate in the next 6 months?

    • This will help gauge the immediacy and potential volume of business that could come from providing you with more information.
  • What is the average investment portfolio size of your clients?

    • This will give an idea of the level of investment your clients might make in real estate, helping us tailor our recommendations.
  • Are there any specific regions or property types that your clients are interested in?

    • This can help us provide you with more specific and targeted investment options, enhancing the relevance of the information shared.
  • How comfortable are your clients with taking on debt to finance real estate investments? (Not comfortable, Somewhat comfortable, Very comfortable)

    • This could provide insight into the risk appetite of your clients, helping us suggest suitable real estate investment options.
  • Have you or your clients faced any challenges while investing in real estate? If yes, please elaborate.

    • This could help us understand the pain points in real estate investments, allowing us to address them in our materials or services.

Things to consider

  1. Clarity of Questions - Make sure your questions are straightforward and easy to understand. Confusing or ambiguous language can lead to inaccurate responses.
  2. Simplicity is Key - Don't overcomplicate the form. More complex fields, like dropdowns with too many options or open-ended questions can deter users. Where possible, use simple field types like text, checkboxes, or radio buttons.
  3. Mobile-Friendly Design - Ensure the form is easily accessible and functional on mobile devices, as many users will likely access it on a smartphone or tablet.
  4. Privacy Concerns - Be transparent about why you're collecting certain personal information and how it will be used and stored. Also, make sure to include a checkbox for users to consent to this.

  5. Progress Indicators - If the form is long, consider using a progress indicator to show users how far they've come and how much is left. This can make the process seem less daunting and help increase completion rates.

  6. Optional vs. Required Fields - Clearly mark which questions are optional and which are required. This helps prevent users from getting frustrated if they can’t submit because of a missed required field.
  7. Thank you/Confirmation Page - Once the form is submitted, direct users to a thank you or confirmation page. This reassures them that their responses have been successfully received.

How to create your Real estate investment questionnaire

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

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