Parameters
Interested in Structuring a 1031 Exchange
Property Sold: Upleg Needed
Deadline Protection

Our meeting face-to-face is my preferred way to begin our successful business relationship. However, if you'd like me to begin working for you right away, please tell me more about your investment goals by answering the following questions.

Your privacy is important to me. Your information will not be shared, sold or exchanged with anyone else.

First, help me identify an upleg for you by answering the following questions:

What is the status of the property you're exchanging?
Already sold; need to identify by (mm-dd-yyyy)
In escrow; estimated closing by (mm-dd-yyyy)
Listed, but not yet in escrow
Not listed, do have an interested buyer
How much did your property sell for?
How much equity do you have available to re-invest?
In addition to your exchange proceeds, how much cash are you willing to invest?
What price range are you interested in?
What is the product type you're looking for?
Multi residential
Retail
Office
Industrial
If Multi Residential, how many units would you like?
In what area would you like to buy?
In addition to your 1031 Exchange needs, what other reasons do you have for buying income property?

Finally, how would you like me to contact you to discuss your investment priorities?

 
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