Investment requirement questions for private investor

[Xavier Cabo]

Good morning, I am preparing for an upcoming meeting with a private real estate investor and I compiled a list of questions to better understand his investment requirements so I can present the right deals to him. He has been in this space for a couple of decades and has a broad portfolio ranging from small multifamily properties, to 100+ unit apartment complexes and shopping malls.

1. What type of real estate investments are you currently interested in?
2. What investment strategy do you prefer?
3. What markets are you interested in?
4. Would you consider a deal outside of these markets?
5. What property price range are you looking for?
6. What type of ROI are you looking for?
7. How do you like to structure your investment deals?
8. What is your ideal investment duration?
9. If equity deal, what ownership percentage do you want?
10. If debt, what interest rate do you want?
11. How involved do you want to be with the management of the property?

Please let me know if you think these questions are appropriate and if I should ask additional questions.

Thank you for your help.