Real Estate Investor & 1031 Exchange Intake — Kickoff intake form (public) for Real Estate. Standalone version — a hosted mini landing page (an embeddable twin is also available).

Tell us about your investment strategy, targets, and timeline so we can source deals that fit your numbers — including 1031 exchange opportunities.

What it collects (by section):

• About you — First name [short text]; Last name [short text]; Email address [short text]; Investor Strategy [multi-select: Buy & hold / House-hack / Short-term rental / Mid-term rental / Flip / …]; Units you currently own [number].
• Your targets — Target purchase price [dropdown: <$250k / $250-499k / $500-749k / $750k-$999k / $1-1.99M / …]; Target Gross Yield / Cap Band [dropdown: <5% / 5-6.9% / 7-8.9% / 9-10.9% / 11%+]; Desired Rent Band (per unit) [dropdown: <$1k / $1k-$1.5k / $1.5k-$2k / $2k-$2.5k / $2.5k+]; Asset types you’re targeting [multi-select: Single-family / Condo / Townhome / Multi-family (2-4) / Small multi-family (5-20) / …]; Target markets (neighborhoods or ZIPs) [long text].
• Financing & 1031 — Financing Approach [dropdown: All cash / Conventional mortgage / FHA/VA/USDA / DSCR/Investor loan / Other / …]; Pre-Approval / Proof of Funds Status [dropdown: Not started / In progress / Obtained / Expired / Not applicable]; 1031 Exchange Interest [dropdown: No / Considering / Actively planning]; Acquisition timeline [dropdown: ASAP (<30 days) / 1-3 months / 3-6 months / 6-12 months / Exploring].
• Anything else — Real Estate Notes (client-specific) [long text].

Required: Email address, Investor Strategy, 1031 Exchange Interest (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Real Estate. Deployment: standalone.

Best for / surface when: Real Estate client workflow — real estate investor & 1031 exchange intake.