1. CLARIFY WHAT YOU WANT TO ACCOMPLISH

Start by describing why you are interested in owning an investment property. Your first conversation is an opportunity to explain your priorities and identify what you still need to learn.

What matters to you?
Consider how property ownership might fit into your longer-term plans and how involved you want to be in managing a property.

What is your timeline?
Share whether you are exploring the idea, researching possibilities, or preparing to take the next step. An approximate timeline is a useful starting point.

Questions to bring:
• What do I want property ownership to accomplish?
• Which locations or property types would I like to explore?
• How involved do I want to be in day-to-day management?
• What do I need to understand before moving forward?

2. IDENTIFY WHAT YOU NEED TO LEARN

Use your first conversation to ask questions, explain your concerns, and understand what information you need before considering a property.

Where do you need clarity?
Write down any unfamiliar terms or parts of the process. These might include comparing properties, understanding ownership responsibilities, or knowing what to review before making an offer.

What concerns should you share?
Be open about your available time, uncertainty, and comfort with risk. These details help make the conversation relevant to your situation.

Questions to discuss:
• What should I learn before evaluating my first property?
• What responsibilities would come with the property types I am considering?
• What information would help me compare potential opportunities?
• What should my next step be after this conversation?