Investor Mindset Worksheet

Part 1: Your Current State

Be honest with yourself. There are no wrong answers—only clarity.

How would you describe your current investing experience?

What's been your biggest frustration with real estate investing so far?

On a scale of 1-10, how confident do you feel about building wealth through real estate?

5

1 = Not confident at all | 10 = Extremely confident

Part 2: Identifying Limiting Beliefs

Check all the thoughts that have crossed your mind about coliving or real estate investing.

What's your #1 limiting belief? (The one that stops you most)

Now, write a counter-argument to that belief. What evidence exists that it might NOT be true?

Part 3: Your "Why"

A clear "why" will carry you through the hard moments. Dig deep here.

Why do you want to invest in coliving real estate?

What will your life look like in 5 years if you DON'T take action?

What will your life look like in 5 years if you DO build a coliving portfolio?

Part 4: Your Investor Identity

You become what you repeatedly tell yourself. Let's create your investor identity.

Example Identity Statement

"I am a coliving real estate investor who builds wealth by providing quality, affordable housing to working professionals. I make decisions based on data, not fear. I take imperfect action and learn as I go. Every property I add creates financial freedom for my family."

Write YOUR investor identity statement:

Include: who you are, what you do, how you operate, and what it creates

What's one word that describes the investor you're becoming?

Part 5: Your Commitment

Writing it down makes it real.

What specific action will you take in the next 7 days to move toward your first (or next) coliving property?

Who will you tell about your coliving investing goal?

I commit to completing this course and taking action on what I learn.

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