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503-297-2542

Info@milestonepm.net

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Landlord Investment Goals Survey

Purpose: To align our management with your long-term goals

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Property Address

Type of Ownership

Individual

LLC

Trust

How long have you owned the property?

What is your primary goal?

Cash Flow

Appreciation

Low Maintenance / Passive Ownership

Preparing for Sale

Value-Add / Rehab

1031 Exchange Strategy

What is your ideal monthly net income (after expenses)?

Are you open to rent increases if market supports it?

Yes

No

Depends on tenant situation

How long do you plan to hold the property?

<2 years

2-5 years

5+ years

Indefinite

Are you interested in:

A full asset management plan

Quarterly performance reviews

Maintenance & CapEx budgeting assistance

Resident retention strategies

Green upgrades / cost-saving improvements

Do you have any major projects planned or pending?

No

Yes (describe)

What would success look like in the first 6 months of working with us?

Thank you for contacting us.
We will get back to you as soon as possible.

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503-297-2542

info@milestonepm.net

6823 SW Canyon Rd

Portland, OR 97225

Office Hours

M - F: 9AM - 6PM

Sat - Sun: 10AM - 5PM

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