Co-Living Feasibility Study — Client Intake Form

Step 1 of 8

Owner / Contact Information

Fields marked with * are required.

Owner Full Name *

Phone Number *

Email Address *

Mailing Address If different from property address

Entity Name LLC, Trust, or Corp if property is held in an entity

Step 2 of 8

Property Details

Tell us about the property you'd like analyzed.

📍 Year built, living area, lot size, construction type, and zoning will be pulled automatically from MLS and public records using your property address — no need to look those up.

Property Address * Street address only — no unit/apt number

City & State *

ZIP Code *

Property Type *

Parking Situation

Total Bedrooms *

Total Bathrooms * e.g. 2 full + 1 half = 2.5

Step 3 of 8

Major Systems & Condition

Helps us estimate capital expenditure reserves and rehab timeline.

Roof Type & Approx. Age

HVAC Type & Approx. Age

Water Heater Type & Age

Electrical Panel

Overall Condition

Recent Renovations Last 5 years

Known Issues or Needed Repairs Be thorough — we use this to estimate rehab costs and set a realistic launch timeline

Interior Style / Finishes Helps us estimate what updates are needed before launch

Smart Home Features?

Currently Furnished? List any furniture that would stay — we'll factor it into the furnishing plan and budget

Step 4 of 8

Floor Plan & Layout

This helps us determine how many rooms can be leased and how easily the home converts to co-living. The more detail you provide, the more accurate your feasibility study.

How Many Living / Lounge Rooms? Count the main living room plus any den, loft, or bonus room — not bedrooms

Full Kitchens or Kitchenettes? Count the main kitchen + any secondary kitchen or wet bar. A second kitchen can increase leasable rooms.

Split Floor Plan? Are bedrooms on opposite sides of the home? (e.g. master on one end, other rooms on the other) — improves tenant privacy

Yes No Not Sure

Washer / Dryer

Any Rooms Without a Window Exit? A legal bedroom must have a window large enough to escape through. Rooms without this cannot be rented as bedrooms — list any you're unsure about.

Spaces That Could Become Additional Bedrooms? Think: office, den, formal dining room, bonus room, enclosed porch. Each extra bedroom adds $600–$1,000/mo in co-living rental income.

Step 5 of 8

Acquisition & Ownership

Select your ownership status — the fields below will update to match your situation.

Ownership Status *

Step 6 of 8

Monthly Expenses

Enter actual or estimated monthly amounts. The more you fill in, the more accurate your feasibility study. Leave blank if unknown — we'll estimate.

💡 Fields marked * are required. Enter 0 for any expense that doesn't apply to your property.

Mortgage Payment P&I * Principal & interest only — do not include taxes or insurance here

Property Taxes * Annual ÷ 12

Homeowner's Insurance * Annual ÷ 12

Flood Insurance Enter 0 if none

HOA Dues Enter 0 if no HOA

Electric Bill Monthly average

Water / Sewer Monthly average

Gas Bill Enter 0 if all-electric

Lawn Care / Landscaping

Pest Control If under contract

Other Recurring Expenses Pool service, alarm monitoring, etc.

Step 7 of 8

Current Rental Status

Skip this section if the property is vacant or owner-occupied. If tenants are in place, this helps us plan the transition timeline to co-living.

Currently Rented?

Yes No — Vacant / Owner-occupied

Current Monthly Rent Total from all tenants

Number of Current Tenants

Lease Expiration Date(s)

Current Lease Structure One lease for the whole house? Individual room leases? This affects the transition to co-living.

Additional Properties Optional

Have more than one property to analyze? Add each one below. Our team will prepare a feasibility study for each one.

Step 8 of 8

Investment Goals & Preferences

Help us tailor the feasibility study to your specific objectives.

Primary Goal

Management Preference Full service = we handle everything. Hybrid = you stay involved in some decisions.

Furnishing Budget Range For furniture, bedding, décor — a fully furnished co-living room typically costs $2,500–$5,000 per room

Target Monthly Cash Flow Net profit after mortgage, taxes, insurance, and management fee

Timeline to Launch

Open to Converting Spaces Into Additional Bedrooms? e.g. adding a wall in a large room, converting a den or office — every extra bedroom adds $600–$1,000/mo

Anything Else We Should Know?

🔒 Your information is kept strictly confidential and used exclusively to prepare your personalized co-living feasibility study.

Client Intake Form