Robert Shemin's Personalized Wealth Survey

GEorgia REIA - 11/22/08
PREIG Teleconference - 12/02/08
Captial Area REIA - 01/15/09
Capital REIA - 01/17/09
Investor Palooza 2009 - 01/23/09
Lake Erie Landlord Assoc - 03/03/09
Florida Real Estate Group - 03/04/09
Florida Real Estate Group - 03/07/09
Pittsburg CRE - 03/20/09

Personalized Wealth Survey

To understand your needs and hopes, please answer these questions so that one of our personal consultants can help you get started:

(*) = required fields

First Name:*

Last Name:*

1. Are you currently investing in Real Estate?

YES
NO

2. Are you working full time?

YES
NO

3. Are you retired?

YES
NO

4. How would you rate your credit?

YES
NO

5. Have you set aside capital for investing?

YES
NO

6. Are you married, with a partner, or single?

Married
Single
Partner

7. What is your definition of success in real estate?

8. What experience have you had investing in Real Estate?

9. Why are you interested in real estate investing at this time?

10. What would you do if you had an extra $50,000?
(Check all that apply)

Take a vacation
Purchase a home
Save for my future
Pay off debts
Purchase a new car
Look for other investment properties Other:

11. How soon do you want to retire?

12. We are very committed to the success of the people we work with - please list three reasons why you will be a successful real estate investor:

13. Would you be interested in personalized help from a member of Robert Shemin's team of professional investors?

YES
NO

14. What is the phone number I can best reach you at?

Phone:*

Alt Phone:

15. What is the date and time* that you would like a consultant to call you?
*Office hours are Monday-Friday 9am-9pm Mon-Fri and 11am-6pm on Saturday, MST

Date:

Time:

Zone: