PREDICT Survey

Please circle the letter that best describes your perspective for each question. Your responses will help us tailor our financial planning services to meet your specific needs and goals.

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Cash Flow

Cash flow refers to the after-tax income that you can spend.

Cash flow is the net income you receive from your investments after all taxes have been deducted. It represents the actual amount of money available for you to spend or reinvest.

If the rental income from your investments was reduced by 30% how long before this would affect your lifestyle?The amount of rental income received is not going to affect my lifestyleA year or more6 months3 months

If the rental income from your investments was temporarily stopped completely how long before this would affect your lifestyle?The amount of rental income received is not going to affect my lifestyleA year or more6 months3 months

Do you use some of your rental income to support someone else? If it stopped what would happen?It would not affect my ability to support othersI could find alternative means of support after a year or moreI could find alternative means of support after 6 monthsIt would immediately impact my ability to support others

How important is the stability of rental income to your financial security?Not important at allSlightly importantModerately importantVery important

If you had to choose between a property with high appreciation potential but low cash flow versus steady cash flow which would you prefer?High appreciation potential low cash flowSlight preference for appreciation potentialBalanced preference for bothSteady cash flow low appreciation potential

Liquidity

Liquidity means taking some of the exchange proceeds in cash instead of reinvesting them.

Liquidity refers to the ease with which you can access cash from your investments. In the context of a 1031 exchange, it involves receiving a portion of the proceeds in cash rather than reinvesting all of it, giving you immediate financial flexibility.

If your rental property needed a new roof costing $25000 could you pay for it?Yes I have money set aside for emergenciesI could easily borrow the moneyIt would be a struggle to come up with itThis would significantly affect my lifestyle

If you had a need for long term care how would you pay for it?I have a long term care plan in placeI would use my savings or liquidate some assetsI would need to borrow money or seek assistanceI do not have a plan and it would be a financial burden

If you could take some of the sale proceeds and pay only a small amount of tax would you do it?I have no need for extra moneyI would just reinvest the extra money so I would not take it unless there were no tax consequencesIf I had some extra cash I would take it for something I have wanted to buyI have a specific amount I want to net no matter what

If you received an extra $50000 that was not taxable what would you do with it?Invest itKeep it liquid as an emergency fundUse it to fulfill a dream or make a significant purchasePay urgent living expenses or debt

How important is having quick access to cash for unexpected expenses?Not important at allSlightly importantModerately importantVery important

Tax Efficiency

Tax efficiency equates to tax savings.

Tax efficiency is the strategy of minimizing tax liability to maximize after-tax returns on your investments. It involves structuring your investments and transactions in ways that reduce the amount of tax you owe, thereby increasing your net income.

What is your income level?Below $50000$50000 - $100000$100000 - $200000Above $200000

How would you feel about investing in a property with debt if it saves you taxes?There is no way that I would buy a property with debt no matter what advantages it hasI think my income is too low to worry about taxesI would consider it if it saves me taxesIf doing so saves me taxes and I am not personally responsible for the debt I would strongly consider it

How important is tax efficiency in your investment decisions?Not important at allSlightly importantModerately importantVery important

How do you feel about deferring taxes on your real estate gains?I am not interested in deferring taxesI might consider it but it’s not a priorityIt’s important to me but not the main factorIt’s a top priority for me

Would you prefer a lower return on investment if it meant higher tax efficiency?No I prioritize high returnsProbably not but it depends on the situationI am open to balancing returns and tax efficiencyYes I prefer higher tax efficiency even with lower returns

Additional Considerations

How important is the property location in your investment decision?I would want it close enough that I can keep an eye on itI would consider properties in other regions if they offer better returnsI definitely want to get out of the state I live inI am only interested in buying property in specific states (e.g. red states)

How important is the diversification of your real estate portfolio?Not important at allSlightly importantModerately importantVery important

How do you view the trade-off between property management ease and investment returns?I prefer higher returns regardless of management complexityI am open to some complexity for better returnsI prefer a balance between ease of management and returnsI prefer easier management even if it means lower returns

What is your risk tolerance for real estate investments?Very low I prefer stable and secure investmentsLow I can tolerate minor fluctuationsModerate I am open to some risk for better returnsHigh I am willing to take significant risks for potential high returns

How important is it for your real estate investments to align with your personal values (e.g. sustainability community impact)?Not important at allSlightly importantModerately importantVery important

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