Real Estate Investor Intake Template
Build a qualified investor database with a structured intake form. Capture investment strategy, entity type, budget per deal, financing method, target returns, and detailed deal criteria — so you can match investors to properties the moment the right deal comes across your desk.
Fields in this template
- Investor Namerequired
- Email Addressrequired
- Phone Numberrequired
- Investor Typerequired
Individual investor · LLC · Limited partnership · Real estate fund · Family office · REIT · Other entity
- Investment Strategyrequired
Fix-and-flip · Buy-and-hold (rental) · BRRRR (Buy, Rehab, Rent, Refinance, Repeat) · Wholesale · Commercial acquisition · Short-term rental / Airbnb · Land development · Ground-up construction
- Target Marketrequired
Local — same metro area · Regional — within my state · National — anywhere in the US · International
- Investment Budget per Deal ($)required
- Financing Typerequired
Cash buyer · Conventional mortgage · Hard money loan · Private money · Bridge loan · Partnership / Joint venture · Seller financing
- Target Annual Return (% ROI)
- Investment Criteriarequired
- Are you currently working with a buyer's agent or wholesaler?required
Yes · No — looking for representation · I source deals independently
Who uses this template
About this template
A real estate investor intake form is the cornerstone of building a high-quality buyer or JV partner list. For wholesalers, agents, and syndicators, knowing an investor's strategy, budget, financing method, and specific deal criteria before you send them a deal saves everyone time — you stop blasting opportunities to the wrong people, and serious investors get relevant deals instead of noise.
The investment strategy question alone segments your list in ways that transform your outreach. Fix-and-flip buyers want distressed properties with high ARV potential; buy-and-hold investors care about cap rate and cash-on-cash return; BRRRR investors need properties that appraise well post-renovation. Sending the same deal to all three wastes your pipeline and erodes trust with serious buyers.
formformform makes it easy to collect and organize this intake data without a CRM. Embed the form on your investor landing page or include the link in your buyer list recruitment emails. Every submission is stored in your dashboard and exportable to CSV for import into your deal management system or spreadsheet — giving you a clean, searchable database of buyer criteria from day one.
12 form ideas you can build with this template
Wholesaler Buyer List Registration
Collects cash buyer criteria, target neighborhoods, and max purchase price for wholesale deal matching and assignment distribution.
Fix-and-Flip Investor Profile
Gathers ARV targets, maximum rehab budget, preferred property condition, and target neighborhoods for flip deal sourcing.
Buy-and-Hold Rental Investor Intake
Captures target cap rate, minimum NOI, preferred property class, and long-term hold period for buy-and-hold deal matching.
Real Estate Syndication Investor Intake
Collects accredited investor status, preferred asset class (multifamily, industrial, retail), and minimum investment amount for syndication fundraising.
Short-Term Rental Investor Profile
Gathers target market (beach, mountain, urban), STR regulation awareness, and target occupancy rate for Airbnb/VRBO investment matching.
Commercial Real Estate Investor Intake
Captures target asset class (office, retail, industrial, multifamily), minimum deal size, and cap rate requirements for commercial deal sourcing.
BRRRR Strategy Investor Form
Collects target after-repair value, preferred loan-to-value for refinance, and minimum cash-on-cash return for BRRRR deal identification.
Land Development Investor Intake
Gathers target entitlement stage, preferred acreage, zoning type, and exit strategy for raw land and development site investors.
Turnkey Rental Buyer Intake
Captures target market city, preferred bedroom count, minimum monthly cash flow, and property management preference for turnkey rental buyers.
Ground-Up Construction Investor Profile
Collects preferred product type (single-family, townhome, small multifamily), lot acquisition budget, and required profit margin for new construction investors.
Joint Venture Partner Intake
Gathers capital contribution capacity, preferred JV deal structure, geographic focus, and past investment experience for joint venture partner matching.
1031 Exchange Buyer Intake
Captures exchange deadline, relinquished property value, preferred replacement property type, and target equity for 1031 exchange deal matching.
What's included
How to create a real estate investor intake
- 1
Click 'Use this template' to open this form in your formformform account with all fields ready.
- 2
Customize the target market dropdown to include specific cities or regions where you source deals.
- 3
Add a checkbox field for 'Property types interested in' if your buyers have multi-strategy portfolios.
- 4
Set notification emails to your acquisitions team so they see new investor profiles immediately.
- 5
Share the form via your email list, social media, or embed it on your investment firm's landing page.
- 6
Export submissions monthly to your buyer list CRM or spreadsheet to keep investor criteria current.
Best practices for your real estate investor intake
investors who can articulate their criteria in writing are more likely to close quickly when the right deal appears; vague investors often ghost.
maintain separate deal alert lists for flippers, buy-and-hold investors, and commercial buyers so each gets only relevant opportunities.
active investors often have capital deployed within days; a fast response to a new intake signals you work at the speed of real estate.
investor criteria change as markets shift and portfolios grow; resend the form once a year to update records.
cash buyers close faster and with fewer contingencies, which matters in competitive markets.
if your minimum wholesale fee requires a certain purchase price, filter out investors whose budgets don't support it.
Frequently asked questions
Who should use a real estate investor intake form?
Wholesalers, real estate agents with investor clientele, syndicators, and turnkey rental companies all benefit from a structured investor intake form. Anyone building a buyer list or JV partner network needs a repeatable way to document investor criteria.
How do I use submitted investor profiles to match deals?
Export submissions to a spreadsheet or CRM and filter by investment strategy, budget, and target market when a new deal comes in. Over time this becomes your go-to buyer list sorted by deal type.
Can I use this form to onboard investors into a syndication?
This form works well for initial qualification. For formal syndication onboarding you'll need additional legal documents (accredited investor verification, subscription agreement), but this intake form is an effective first step.
Should I require the target ROI field?
We made it optional because some investors haven't calculated a precise target. However, investors who fill it in are typically more sophisticated; you may want to make it required if you're building a list for high-return commercial or value-add deals.
How do I keep my investor database up to date?
Send the form link to your existing investor list once per year with a note asking them to resubmit with updated criteria. New submissions replace old ones in your records when you export and sort by date.
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