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Transactions 17 tasks Letter of intent Drafting, negotiating and tracking the letter of intent (LOI), the short and mostly non-binding outline of price and... Per deal Deals faster Purchase and sale agreement Negotiating, abstracting and administering the purchase and sale agreement (PSA), the binding contract that governs a... Per deal Deals faster Due diligence coordination Running the buyer's investigation of a property inside the due diligence period - ordering third-party reports... Per deal Time back Estoppel certificates Preparing, sending, chasing and reviewing tenant estoppel certificates, the signed statements in which each... Per deal Time back SNDAs Collecting subordination, non-disturbance and attornment agreements (SNDAs) from commercial tenants, the agreements... Per deal Time back Title and survey review Reviewing the title commitment, its exception documents and the ALTA/NSPS survey on a property purchase or financing... Per deal Deals faster Closing coordination Bringing a property sale to closing - confirming every closing condition is met or waived, assembling the deed... Per deal Time back Post-closing handoff The work after a property purchase closes - sending tenant notice letters, clearing post-closing escrow items and... Per deal Time back Critical date tracking Keeping every contract deadline on every live deal in view - the end of the due diligence period when the deposit... Per deal Time back 1031 exchanges Coordinating a like-kind exchange under Section 1031 of the Internal Revenue Code, where an owner sells investment or... Per deal Time back Data room management Building and running the virtual data room, or deal room, that holds a property's diligence files - loading and... Per deal Time back Seller diligence delivery Assembling and delivering the documents a seller owes the buyer under the purchase and sale agreement - leases with... Per deal Time back Third-party report ordering Engaging and tracking the outside consultants whose reports a property deal depends on - the Phase I environmental... Per deal Time back Lease audit The buyer's check in due diligence that the seller's rent roll matches the signed leases - every lease, amendment... Per deal Deals faster Settlement statement review Checking the draft closing statement for a property sale line by line against the purchase and sale agreement, the... Per deal Time back Property takeover Moving a newly acquired or newly managed property into the new manager's operation - the transition timeline and... Per deal Time back Reliance letters Getting the consultant who wrote a third-party report, such as a Phase I environmental site assessment, a property... Per deal Time back Show all 17
Acquisitions and research 8 tasks Deal screening The quick first pass an acquisitions team makes on every new deal, usually from the broker's offering memorandum, to... Per deal Deals faster Underwriting The financial analysis that prices a real estate deal and tests its risk Per deal Deals faster Rent roll analysis Testing the rent roll, the unit-by-unit or tenant-by-tenant list of leases as of a date, to judge how real and... Per deal Deals faster Investment committee memo The internal document an acquisitions team writes to win investment committee approval for a deal - the thesis, the... Per deal Deals faster Comp research Finding, verifying and assembling comparable transactions - sale comps that show what similar properties sold for and... Per deal Deals faster Market reports The quarterly reports a brokerage research team publishes for each property type in each market, carrying vacancy... Quarterly Time back Deal pipeline management Keeping the acquisitions team's record of every deal it sees - the pipeline or deal log - current, with each deal's... Daily Time back Market leasing assumptions Setting and maintaining the market leasing assumptions (MLAs) that say what happens to each commercial space when its... Deals faster Show all 8
Brokerage marketing 11 tasks Broker opinion of value The broker's written estimate of what a commercial property would sell for, built from the rent roll, operating... Per deal Deals faster Offering memorandum Producing the offering memorandum (OM), the listing broker's confidential sales book for an investment property... Per deal Deals faster Listing launch Taking a newly signed commercial listing to market - gathering photography and property data, building the flyer, OM... Per deal Time back Confidentiality agreements Processing the confidentiality agreements (CAs) prospective buyers sign before a listing broker releases the offering... Per deal Time back Call for offers Running the bid process on a marketed investment sale - setting the offer deadline, answering buyer questions... Per deal Deals faster Pitch production Building the material a broker uses to win a listing or an exclusive - the broker proposal with the team's... Per deal Deals faster CRM hygiene Keeping a brokerage team's CRM accurate - logging every inquiry, buyer and owner contact, tagging records by property... Daily Time back Marketing collateral Producing and keeping current the public marketing pieces for a commercial listing - flyers and brochures, for sale... Per deal Time back Marketing activity reports The listing broker's report to the owner on how a listing is being marketed and who is responding - where it is... Time back Buyer list building Building the targeted list of buyers and investors a listing is marketed to - pulling matching contacts from the... Per deal Time back Listing prospecting A commercial broker's search for owners who may sell before they call a broker - filtering ownership data for signals... Deals faster Show all 11
Commercial leasing 13 tasks Market survey The list and comparison of available spaces or competing buildings that a commercial leasing team builds for a tenant... Per deal Deals faster Lease proposals The written offer of lease terms that moves a commercial lease from tour to letter of intent - the tenant rep's... Per deal Deals faster Lease abstraction Reducing a commercial lease to a short structured summary of its dates, money terms, rights and obligations, so the... Per event Time back Lease expiration tracking Keeping the schedule of when every lease in a building or portfolio expires, and the option notice windows ahead of... Deals faster Tour coordination Scheduling, preparing and following up building tours - a tenant rep broker's tour of the short list, a landlord... Per event Time back Leasing activity reporting The recurring report and call in which a commercial leasing team or landlord broker tells the owner where every... Weekly Time back Stacking plans Building and keeping current the floor-by-floor diagram of a multi-tenant building that shows each tenant, its space... Per event Time back Broker outreach The landlord side's ongoing work of keeping available commercial space in front of the tenant rep brokers who bring... Per event Deals faster Lease documentation Turning agreed commercial deal terms into signed paper - drafting the lease or the amendment for a renewal, extension... Per deal Time back Leasing commission tracking Tracking the leasing commissions a landlord owes brokers under its commission agreements - calculating each one from... Per event Time back Percentage rent reporting Collecting retail tenants' gross sales reports, checking them against each lease's breakpoint and definition of gross... Monthly Time back Lease option exercises Handling a commercial tenant's option once it comes into play - the written notice that exercises a renewal option... Per event Deals faster Tenant sales audits A retail landlord's audit of a tenant's gross sales records under the lease's audit clause, to check the sales the... Per event Deals faster Show all 13 
