(GP) (LP) Real Estate Investor Rescue Program – Client Intake Form

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(GP) (LP) Real Estate Investor Rescue Program – Client Intake Form

Legal Entity Name(s) That Own The Properties

Legal Address of Entity

Contact Name (Owner/Partner) *

Contact Phone # *

Contact Email Address

Corporate Structure

Number of Owners/Partners

Years in Real Estate Investment

Total Number of Properties in Portfolio

Types of Properties (check all that apply)Rental Real EstateHotels/MotelsApartment BuildingsCondosOffice BuildingsWarehousesIndustrial PropertiesLandOther (please specify):

Total Estimated Portfolio Value

USD

Total Current Debt on Portfolio

USD

Property Details (Please provide for each property)

Property Address

Property Type

Current Market Value (Approximate)

USD

Current Debt Amount

USD

Lender Name

Type of Debt (e.g., Mortgage, Tax Lien, Mechanics Lien)

Is there a QDRO on this property?YesNo

Total Portfolio Annual Revenue

USD

Total Portfolio Annual Expenses

USD

Total Portfolio Net Operating Income

USD

Are there any properties currently in default?YesNo

Are there any properties currently in default? Details

Are there any ongoing foreclosure or bankruptcy proceedings?YesNo

Are there any ongoing foreclosure or bankruptcy proceedings? Details

Total Tax Liens (if any)

USD

Total Mechanics Liens (if any)

USD

Any other significant debts or liens? Please describe

USD

Do you have any personal guarantees on the property debts?YesNo

Do you have any personal guarantees on the property debts? Details

What is your preferred timeframe for portfolio liquidation?30-90 days91-180 days181 days - 1 yearMore than 1 year

Have you attempted any previous portfolio sales or debt restructuring?YesNo

Have you attempted any previous portfolio sales or debt restructuring? Details

Are you interested in a complete portfolio sale or partial liquidation?Complete portfolio salePartial liquidation (please specify which properties)

Partial liquidation

Please provide any additional information that you believe is relevant to your situation

HTMLPlease provide the following documents as applicable to your situation. This list ensures we have all necessary information to assist you effectively.

Third Party Authorization Form

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Fill the form and upload here Click here to Download

711 Rescue Advisory Agreement

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Fill the form and upload here Click here to Download

Payment confirmation

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(via Zelle or PayPal to Saveme@711Rescue.com)

Personal Financial Statement(s) for all partners

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Personal and Business Tax Returns - Past two years

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Year-to-date P&L for the entire portfolio

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Balance Sheet - Last two years

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Current Accounts Receivable/Payable Aging

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Most Current Mortgage Statement(s) (for all properties)

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Tax Lien documentation (if applicable)

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Mechanics Lien documentation (if applicable)

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QDRO documentation (if applicable)

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All letters and correspondence from your Lender(s) regarding present situation

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Notes and Deeds of Trust for all properties

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Profit & Loss Statement for each property, last 2 years

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Short write-up of present situation and investment strategy

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Recent Appraisals (if available, do not order new appraisal reports)

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Property Tax Statements for all properties

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Rent Rolls and Lease Summaries for all properties

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Current Rental and/or Lease Agreement(s)

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Formation Documents (LLC, S Corp, C Corp, etc., ignore if sole proprietor)

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Hotel/Motel: ADR Reports, STAR Reports, Marketing Plans

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Land: Engineer's Reports, Municipality Approvals, Tract Maps

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Commercial: Tenant Lists, Lease Abstracts, Operating Statements

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Your Name *

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_{text-21}_ (Initial here) By submitting this form, you certify that all information provided is true and accurate to the best of your knowledge. 711 Rescue.com will review your submission and contact you to discuss the next steps in the (GP) (LP) REAL ESTATE INVESTOR RESCUE program.

Thank you for choosing 711 Rescue.com for your real estate investment portfolio needs.