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1031 Exchange Questionnaire

 

To help better select appropriate properties for you, please complete the following questionnaire.

First Name:

Last name:

Phone Number:

Email:

Address:

City:

State:

Zip Code:

Are you presently in an exchange?

Yes      No

Are you presently in escrow?

Yes      No

If sold or closed, how many days remaining to identify properties?

How much cash is available or expected for new purchase?

How much debt, if any, to replace?

Total value of property seeking to purchase:

Please describe the type of property you are seeking:

Property type:

Apartments

Shopping Center

Triple Net (NNN)

Other

Location preferred:

Sunbelt

California

Other

Minimum acceptable cap rate or cash on cash return:

Please add any other information that may help us.

              


Please call us at (408) 392-8822 if you have any questions.

 

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