Single-Family Investment Property Owner Intake Sheet
Owner Information
Full Name
Email Address
Phone Number
Mailing Address
Property Information
Property Address
Property Type
Single Family
Duplex
Triplex
Fourplex
Year Built
Lot Size (sq ft)
Number of Bedrooms
Number of Bathrooms
Living Area (sq ft)
Occupancy
Current Occupancy Status
Vacant
Owner Occupied
Tenant Occupied
Lease Terms (if applicable)
Financial Information
Asking Price ($)
Estimated Property Value ($)
Annual Property Tax ($)
HOA Dues (if any) ($/mo)
Monthly Gross Rent ($)
Annual Operating Expenses ($)
Property Condition & Notes
Recent Upgrades / Repairs
Known Issues or Needed Repairs
Additional Notes