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Please Complete Your New Investor Assessment:

1. Please enter your name and where you're from: *This question is required.
2. Have you ever invested in a real estate mortgage note or trust deed?
3. On a scale of 1 to 10 how satisfied were you with your note or trust deed investment(s)?
3. Please rate your note or trust deed investing experience: *This question is required.
3. Do you currently own your own home?
4. Have you ever purchased real estate in the past, other than your own home? *This question is required.
5. Please rate your real estate investing experience: *This question is required.
5. What rate of return are you looking to make on your money?  *This question is required.
6. Do you currently have a self-directed retirement account? *This question is required.
7. If yes, with who?
7. What type of self-directed accounts do you currently have set up? (choose all that apply)
8. On a scale of 1 to 10, how happy are you with the performance of your current invesments? *This question is required.
9. Are you currently employed? *This question is required.
10. What percentage of your overall bucket are you looking to invest in real estate notes, trust deeds or other cash flow generating assets? *This question is required.
11. If Capstone Funding Group had a cash flow producing note or trust deed investment right now that fill all of your criteria, how much would you be looking to invest? *This question is required.
14. What time of day is best for Patty to call you to schedule a phone appointment with Travis?