Please Complete Your New Investor Assessment:

2. Have you ever invested in a real estate mortgage note or trust deed?

• Yes
• No

3. On a scale of 1 to 10 how satisfied were you with your note or trust deed investment(s)?

1	2	3	4	5	6	7	8	9	10
1	2	3	4	5	6	7	8	9	10

3. Please rate your note or trust deed investing experience: *This question is required.

• Novice
• Intermediate
• Advanced

3. Do you currently own your own home?

• Yes
• No

4. Have you ever purchased real estate in the past, other than your own home? *This question is required.

• Yes
• No

5. Please rate your real estate investing experience: *This question is required.

• Novice
• Intermediate
• Advanced

5. What rate of return are you looking to make on your money?  *This question is required.

• 4-5%
• 6-7%
• 8-9%
• 10%+

6. Do you currently have a self-directed retirement account? *This question is required.

• Yes
• No

7. If yes, with who?

• Equity Trust
• IRA Services
• Quest IRA
• Preferred Trust
• MidAtlantic IRA
• Horizon Trust
• Other Please enter an 'other' value for this selection.

7. What type of self-directed accounts do you currently have set up? (choose all that apply)

• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Solo 401(k)
• Roth 401(k)

8. On a scale of 1 to 10, how happy are you with the performance of your current invesments? *This question is required.

0	1	2	3	4	5	6	7	8	9	10
0	1	2	3	4	5	6	7	8	9	10

9. Are you currently employed? *This question is required.

• Yes
• No

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.

• 10-20%
• 20-40%
• 40-60%
• 60-80%

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.

• $25,000 to $50,000
• $50,000 to $100,000
• $100,000 to $250,000
• $250,000 to $500,000
• $500,000 to $750,000
• $750,000 to $1 million
• $1 million +

14. What time of day is best for Patty to call you to schedule a phone appointment with Travis?

• Morning
• Afternoon