How did you hear about Brown Diamond Concierge?
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Alumni Association/University Connection
Business or Wealth Networking Group
Business Partner or Colleague
Conference or Live Event
Email or Personal Introduction
Existing BDC Client
Family Member/Friend
Financial Advisor/CPA/Attorney
Google/Search Engine
NFL/NBA/MLB Franchise Contract
Podcast/Interview
Private Membership Group/Mastermind
Professional Sports Network
Social Media - Facebook
Social Media - Instagram
Social Media - LinkedIn
Social Media - TikTok
Social Media - YouTube
Other*
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If "Other" Please Specify:
Full Name
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Phone
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Email
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Where are you located? (City & State)
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What amount of capital do you currently have access to for building a real-estate portfolio?
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$250K-$500K
$500-$1M
$1M-$5M
$5M+
I have less than $250K
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Which capital sources do you currently have access to? (Select all that apply)
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Cash
Stock-backed line of credit
Crypto-backed line of credit
Home equity/HELOC
Business liquidity
Trust of family assets
Retirement account (self-directed)
Other (please specify)
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How soon are you looking to deploy capital into real estate?
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Immediately (0-30 days)
Within 30-60 days
Within 60-90 days
90+ days
Just researching (not ready to invest)
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If other, please explain:
Have you invested in real estate before?
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Yes, actively
Yes, passively
No, I’m new to this
No, and I prefer not to manage anything
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What are your top priorities right now? (Select up to 2)
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Passive monthly income
Tax reduction/Tax strategy
Diversification & Stability
Long-term family legacy
Retirement replacement strategy
Quiet wealth (privacy)
Other (please describe)*
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If "Other" Please Describe:
Are you the final decision-maker for this investment?
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Yes
No - decisions are shared
No - someone else must join the call
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BDC is a private, premium service with strategy fees that may be tax-deductible. Are you open to a premium-level engagement if the plan aligns with your goals
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Yes
Possibly
No
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This is a hands-off model. Are you comfortable allowing our team to lead execution?
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Yes
Yes, but like updates
Not sure
No, I prefer to be deeply involved
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Will all financial decision-makers be able to attend the call?
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Yes
Yes, if scheduled at the right time
No
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Why do you believe Brown Diamond Concierge may be the right fit for you?
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