Are you looking for an income stream that will last until long after you’ve retired?


Are you looking for an income stream that will last until long after you’ve retired?

Wealth creation for our Landlords is one of our key objectives.

Try our Real Estate Investor Questionnaire and see if your ready to invest.

1. Are you looking to add to your current investment portfolio?
o Yes o No

2. If Yes, when do you plan on purchasing another property?
o 0-3 months o 3-6 months o 6-12 months o 1-2 years

3. What is your approximate budget for your next purchase?
o Less than $300,000
o $300,000 – $350,000
o $350,000-$400,000
o $400,000 – $500,000
Over $500,000

4. In what areas are you planning to invest?
o Rosebud o Capel Sound o Tootgarook/Rye ____________________________

5. Please select the real estate investment property types you are interested in:
o Acreage/semi-rural
o Apartment
o Block of Units
o House
o Land Development
o Semi-detached/duplex
o Terrace o Townhouse o Unit
o Vacant Land o Villa

6. Choose which property classes interest you:
o Class A: Recently refurbished ready to lease
o Class B: Un-renovated but ready to lease
o Class C: Property needs refurbishing or renovated prior to leasing

7. What is your investment strategy?
o Short Term
o Long Terms
o High Rental Yield
o Capital Growth
o Positive Gearing
o Negative Gearing
o Undecided

8. How will you finance your real estate investments?
o Bank o Mortgage Broker o Super Fund o Cash
o Other ____________________________

9. Are you interested in a strategy for ways your rental return could be improved?
o Yes
o No

Are you looking for an income stream that will last until long after you’ve retired?

Investment Objectives

10. Have you ever had a tax depreciation report done for your investment property or portfolio?
o Yes o No

11. To make my investment financially viable I will investigate services to assist during the investment process (please tick):
o Lawyer/Conveyancer
o Mortgage Broker
o Taxation Accountant
o Quantity Surveyor
o Insurance Broker
o Financial Planner
o Property Managers
o Contractors
o Buyers Advocate
o Sales Team
o Other ____________________________

12. What are your key motivators for investment in Real Estate?
o Retirement
o Cash Flow
o Life Style Change
o Vacation
o Minimising Tax
o Other ____________________________

13. Would you like First National Burnie to give you a market opinion of what our current property is worth?
o Yes o No

14. Other Comments:
We hope to be able to serve you with your investment decision.

Please forward your questions and we will be in touch to discuss the details with you.

If you have any friends or family who would be interested in Property Management Services or buying an investment property, please have them visit OUR WEBSITE for our Mailing List.

If you are interested in the area or would like to know more about living on the Mornington Peninsula. Please feel free to contact our office Click Here for Details.

If you are interested in the Real Estate Market and want to find out the prices of recently sold properties, you can download our FREE report HERE.

You can also review our current listings
Click Here

What is my home worth?

Simply fill in the required information to discover what your property is worth

Find Out Now

Paul Basso

Author Paul Basso

Established in 2000, First National Basso is a business based on transparency, honesty, personal service and trust. With a commitment to innovation, First National Basso has continually evolved and grown to become one of the longest running and most trusted real estate teams on the Mornington Peninsula.

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