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Property - Info Intake - Worksheet

This property info sheet provides details on a potential real estate investment property. It includes the sale date, owner contact information, property address, number of bedrooms and bathrooms, square footage, construction type, loan details, estimated property values, monthly payments, potential rents, and the analyst's notes on best end use. The owner is behind on payments and needs to relocate, suggesting an opportunity for acquisition.

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Star Gazon
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38 views

Property - Info Intake - Worksheet

This property info sheet provides details on a potential real estate investment property. It includes the sale date, owner contact information, property address, number of bedrooms and bathrooms, square footage, construction type, loan details, estimated property values, monthly payments, potential rents, and the analyst's notes on best end use. The owner is behind on payments and needs to relocate, suggesting an opportunity for acquisition.

Uploaded by

Star Gazon
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Source:

______________

Property Info Sheet

Sale Date:

___ / ____________

Date Called: ______________ Type FSBO Ad Pre-4C Realtor Other _____________


Owner Name: ___________________________________________________

Home: ______________

Address ________________________________________________________

Work: _______________

_______________________________________ Zip _____________

Fax :

_______________

Bdrms _______ Baths _______ Gar. ________ Age _____ Sq. Ft. _________

Cell:

_______________

Type: Concrete Block or Frame? _________

Email Address: ____________________________________

What are you hoping to accomplish: ____________________________________________________________


Are you Living in the Property? _________ If NO, Rented or Vacant ________ Monthly Rent is: ________
Are your Payments Current? YES or NO ________ Months Behind ________ Monthly Payment ________
PI/TI [Circle] Loan Balance $ __________________ (Approximate) Estimated Market Value: __________
Any Other Liens: YES or NO? __________________ How Arrived: ______________________________
Plans for relocating: ______________________________________________________________________
Realtor Involved: YES or NO? ___________________Does Property Need Repairs: YES or NO_________
Brief Description of Repairs Needed: _______________________________________________________________
_______________________________________________________________________________________
1st Lenders Name: __________________________ Original Loan Amount: _________________________
2nd Lenders Name: __________________________ Original Loan Amount: _________________________
Comments: _____________________________________________________________________________
_______________________________________________________________________________________________________

_______________________________________________________________________________________
Owners Address if Different from Above: ______________________________________________________________________________________
______________________________________________________________________________________

SCHEDULED TIME TO PREVIEW PROPERTY: __________________________________________

ANALYSIS:
ARV /Market $ ______________
Loan Balance $ ______________
ReInstatement $ ______________
Atty. Fees
$ ______________
Closing Costs $ ______________
Net Equity $ ______________
Front End Profit: $ ____________
Back End Profit: $ ____________

MONTHLY:
P&I Payment $ ______________ Note Terms: _________________
Taxes
$ ______________
Insurance
$ ______________ ___________________________
2nd Note P&I $ ______________ ReInstate or Discount [circle one]
Total Monthly:$ ______________
Market Rent
$ ______________ CASH FLOW : $ ____________
End Use: ___ Wholesale ___ Retail ___ RTO ___ Buy/Hold & Rent
___ Develop Other: _________ Priority ______________

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