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Client Needs Assessment: Property Investor
First Name
Last Name
Phone
*
Email
*
Please assign me to the following Agent
Andre Esterhuizen
Erhardt Joubert
Frans Badenhorst
Gert Snyman
Jacques Grove
Mark Stokell
Mike Visser
Newton Jordaan
Philip Swanepoel
Richard Cedras
Tania Hanslo
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Name of Business
Current business address
Profession
How experienced are you in property investing?
First time investor/buyer
I own 1 or 2 buy to let properties
Experienced Investor (5+ or commercial)
I buy and resell properties
I own my primary residence
Seasoned investor (2-5)
Own a large portfolio
Property developer
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Are your properties located in the Western Cape?
Yes
No
Which areas are you interested in?
Pick one or more
Western Cape - Northern Suburbs
Western Cape - Southern Suburbs
Western Cape - City and surrounds
Western Cape - Western Seaboard
Western Cape - Helderberg and Winelands
Gauteng North
Gauteng Central
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Can we assist you with property management?
Yes please
Maybe, tell me more
No thank you
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What are your main objectives regarding property investment?
Generate a monthly cashflow to subsidise my income
Retirement planning
Live in now, and rent out later
Get a monthly income from my capital
Grow my capital
Buy a commercial property for my business to occupy
Build a commercial property portfolio
Build a large residential portfolio
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What types of investment opportunities are you interested in?
Direct ownership (active investments)
Buy to let - single tenant
Buy to let - multi tenant
Off plan, sectional title
Off plan freestanding.
Commercial
Industrial
Retail
Residential - multiple units
Fix and flip
Development opportunities
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Indirect ownership (passive investments)
High capital growth investments
Monthly income from my capital
Mixture of income and capital growth
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Joint ventures
Yes, interested
No, thank you
Price range of investments you are interested in
Less than R1 million
R1 million - R1,5 million
R1,5 million to R3 million
R3 million to R5 million
R5 million to R10 million
R10 million to R20 million
R20 million to R50 million
Over R50 million
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Do you know how much you quality for in terms of bond finance?
Yes
No
Can our friends from Betterbond contact you to prequalify you?
Yes
No
How much?
R
Cash available to invest
R
Areas you are interested in
Western Cape - Northern Suburbs
Western Cape - Southern Suburbs
Western Cape - Cape Town and surrounds
Western Cape - Western Seaboard
Western Cape -Helderberg and Winelands
Offshore - buy to let
Offshore - Golden Visa or residency
Offshore - Commercial/or multi let
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List is empty.
Areas not listed that you're interested in
When are you planning to buy an investment?
I am ready to buy right now
1-3 months
3-6 months
6-9 months
9-12 months
We buy as the opportunities arise
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How did you find us
Property24
Facebook
Other
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Anything else we should know about?
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