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Investor Questionnaire

So that we may better help you, please fill out the form below.

Required fields are marked *

Who referred you to our office?*
Your Information
Your Name*
First Last
Your Email*
Your Phone Number*
What is your current mailing address?*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
What is your primary purpose for investing (e.g. rental income, vacation home, etc.)?
What is your investing Wish List?
Approximate location?*
Style of home or property?*
What is your price range?*
What is your potential down payment?*
1031 Exchange?
- Yes
- No
How many bedrooms?*
How many bathrooms?*
Any specific features?*
Any additional MUST haves?*
Are you an experienced real estate investor?*
- Yes
- No
Do you have a Living Trust based estate plan to protect your family and your property?
- Yes
- No
Would you be interested in a new or updated estate plan, if it was provided as part of our representation, at no additional cost?
- Yes
- No
Do you have an asset protection LLC to hold your new investment property?
- Yes
- No
Would you be interested in an LLC to hold your new investment property, if it was provided as part of our representation, at no additional cost?
- Yes
- No
Are you a police officer, firefighter, first responder, health care provider or teacher?
- police officer
- firefighter
- first responder
- health care provider
- teacher
- none of the above
Would you appreciate free legal advice from our in-house attorney regarding issues of title, estate planning and/or property taxes as part of our representation of you as a purchaser?
- Yes
- No

NextHome Estates Realty Group is real estate company serving Los Alamitos, Seal Beach, Rossmoor, Cypress, Long Beach, Lakewood, Buena Park, Anaheim, Huntington Beach, Cerritos, Garden Grove, Leisure World and surrounding areas.

Contact Us

2631 Copa De Oro Drive, Los Alamitos, CA 90720

(562) 594-4200

tom@NextHomeEstatesRealty.com

Our Neighborhoods

Anaheim
Buena Park
Cerritos
Cypress
Garden Grove
Huntington Beach
Lakewood
Leisure World
Long Beach
Los Alamitos
Rossmoor
Seal Beach

Copyright © 2023 NextHome Estates Realty Group. Each office is an independently owned and operated business.

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