ClENT FORM

Client Information Request

Please complete this survey so we can better assist in your commercial real estate needs. Then we can set up a meeting to review the information and discuss next steps in this process.

First Name

Phone

Last Name

Email Address

Address

Current business name?

What is your desired timing?

Current Occupation

For Buyers/Tenants Only

Do you currently/own or lease property?

How much square footage do you need?

If leasing, specify length of term for signing

How much capital/equity do you plan on using?

Are there any other partners involved?

If so, please list location(s)

Where is your desired location?

Are you planning on obtaining a loan?

What is your anticpated budget?

What is your annualized revenue? (existing or proforma)

Any specific requirements for your future property?

For Sellers/Landlords Only

What is the address of the current property?

Are there any specific issues with tenants?

Do currently have debt on the property?

Is is currently leased out?

Any deferred maintenance issues wth property?

Are you open to seller financing (if applicable)?

Any specific requirements for your selling/listing your property?

For All Potential Clients

What is your most important motivation for this transaction?

Who were you referred by?

Who is the broker that you are working with?

Would you sign an exclusive agency agreement?

Once we determine next steps, we will send out an email with additional follow up information needed to start proceeding with the transaction. Please don't hesitate to contact us with any questions.

Thanks for submitting!