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Tell Us About Yourself
Basic Information
First Name
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Last Name
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Email Address
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Phone Number
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Financial Position
What are your estimated annual living expenses?
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Can you think of any major expenses that might be coming up for you within the next few years?
For example, expenses related to dependents, uninsured health care, or financial liabilities.
Yes
No
Approximately how much do you currently have set aside in liquid assets for emergencies, such as unforeseen expenses or loss of income?
We generally recommend 6 to 12 months of living expenses.
Estimated Net Worth?
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$0 - $99,000
$100,000 - $249,000
$250,000 - $999,000
$1,000,000 - $1,900,000
$2,000,000 - $4,900,000
$5,000,000 - $9,900,000
$10,000,000 - $19,900,000
$20,000,000 - $49,900,000
$50,000,000 - $99,000,000
$100,000,000+
Yearly income
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$0 - $69,000
$70,000 - $99,000
$100,000 - $199,000
$200,000 - $299,000
$300,000 - $499,000
$500,000 - $999,000
$1,000,000 - $1,900,000
$2,000,000 - $4,900,000
$5,000,000 - $19,900,000
$20,000,000 - $49,900,000
$50,000,000 - $99,900,000
$100,000,000+
Marital status
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Single
Married
Tax Position
Are you planning to sell investment real estate and seeking to complete a 1031 exchange?
Yes
No
What is your estimated sales price for the asset(s) being sold?
What is your estimated loan balance on the asset(s) being sold?
If not applicable, put “0”
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What is your estimated tax on the sale?
To estimate, use our
capital gains tax calculator
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I Don't Know
Have you sold already?
Yes
No
What day did you close escrow?
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I Don't Know
Approximately when do you expect to close on your sale?
Date
Property has not been listed yet
Unknown
How much net annual income were you deriving from the asset(s) being sold
After property taxes, operating expenses, repairs, insurance, etc.
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Approximately how much did this income represent as a percentage of your total annual income?
1-5%
6-10%
11-25%
26-50%
51-75%
76%+
What are your primary goals for this 1031 exchange (aside from tax deferral)?
Select all that apply
Income
Inflation Hedge
Capital Preservation
Passive Management
Growth
Approximately how much does this estimated net equity represent of your total net worth?
1-5%
6-10%
11-25%
26-50%
51-75%
76%+
What are your primary real estate investing goals?
Select all that apply
Income
Inflation Hedge
Capital Preservation
Passive Management
Growth
Diversification
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