What brings you to real estate right now? *

I’m ready to replace my 9–5 and build something of my own

I’m looking to add an extra stream of income

I want to build long-term wealth for me (and my family)

I’m still figuring that out and exploring options

How much time could you realistically carve out each week for real estate? *

Less than 5 hours (I’m pretty maxed out)

5–10 hours

10–20 hours

20+ hours (I’m all in or planning to be)

How would you describe your current financial season? *

I need to bring in consistent income ASAP

I’m financially steady and looking to grow

I have some capital and want to invest it wisely

I’m in a rebuilding season and exploring next steps

When it comes to your role in real estate, how hands-on do you want to be? *

Very hands-on (I want to be in the action and learning everything)

Somewhat hands-on (I’d love to be involved, but not in every detail)

Not very hands-on (I want to invest passively and let others run the show)

Have you had any experience in real estate so far? *

If a family emergency came up tomorrow, how would you access $5,000 quickly? *

I have it saved and could access it right away

I’d put it on a credit card or line of credit

I’d need to borrow or sell something

I don’t have a clear plan for that right now

How much liquid cash (or funding) could you put toward a real estate opportunity in the next 30 days, without it stressing your household? *

Do you currently have your finances structured in a way that makes it easy to qualify for a loan or funding? *

Yes—W-2 income or clean business financials

Sort of—I’m self-employed but still figuring it out

Not really—my income is unpredictable or cash-based

I’m not sure

If you needed to fund a deal or business move, do you have someone close who might lend or invest in you? *

Yes, definitely

Possibly, depending on the deal

No, I’d be doing this on my own

Which of the following best describes your current network? *

I’m surrounded by successful professionals and/or business owners

I have a few financially strong people in my circle

My network is mostly peers who are also figuring things out

I’m actively building my network now

Have you ever had someone ask you for advice, to teach them, or to connect them to an opportunity? *

Yes—all the time

Occasionally

Not yet, but I’d love to be that person

Nope—not really my thing

If you found a great real estate deal or opportunity, would you know who to call to help fund or partner on it? *

Yes

Partly

How do you feel about working within structure, deadlines, and clear instructions? *

I actually love that—I thrive with structure and direction

I’m okay with it, but I like some freedom to problem-solve

Honestly, I prefer to create my own structure—I’m more of a free thinker

When faced with a challenge, what's your first instinct? *

Ask someone who’s done it before

Research it and create a step-by-step plan

Take action and figure it out as I go

Which work style best describes you? *

I like helping a team behind the scenes

I like running point on tasks and owning results

I’m best when I’m building, leading, or creating something new

How do you feel about risk and uncertainty? *

I prefer stability—I like to know what’s coming

I’m open to some risk, as long as it’s calculated

I’m not afraid of risk—I trust myself to figure it out

What gives you the most energy? *

Being part of a team and supporting a shared goal

Getting results and checking things off a list

Dreaming up ideas and seeing them come to life

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