Real Estate Action Plan

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First Name

Last Name

Phone *

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CURRENT REAL ESTATE ASSETS

What is the market value of your primary residence?

What is the Mortgage Balance of your Primary Residence:

Income Property #1

What is the Market Value of your Income Property:

What is the Mortgage Balance of your Income Property:

Income Property #2

What is the Market Value of Income Property #2:

What is the Mortgage Balance of your Income Property #2:

Other Assests

Cash/Line of Credit

RRSPs:

Stocks & Bonds:

Mortgage Investments:

Time for Next Investment: *

What areas are you considering?

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