Transaction Support Services

Market Survey

  • Identify Target Markets.
  • Identify Brokerage Candidates to support the Transaction.
  • Interview and qualify target Brokers.
  • Finalize Broker Selection.
  • Finalize market selection.
  • Secure proposals from short list candidates.
  • Conduct a market analysis for the target market(s).
  • Conduct Market Survey of selected market.
  • Review survey, recommendations for building/site considerations.
Site/Building Selection

  • Tour Candidate Locations.
  • Prepare Request For Proposals to selected candidates.
  • Prepare work letter or improvement allowance.
  • Supervise test fits of selected locations.
  • Building due diligence on selected locations.
  • Prepare thorough Lease Analysis and comparative analysis of RFP’s.
  • Shortlist building candidates and negotiate business terms.
  • Recommendation for selected site/building.
Lease and Business Terms Negotiations

  • Finalize business term negotiations.
  • Receive/Prepare lease and review against business terms.
  • Markup lease with suggested language changes.
  • Submit suggested changes to Clients Attorney.
  • Negotiate lease language on behalf of the Client.
  • Supervise final lease language review.
  • Follow to lease execution.
Post Transaction Follow-up

  • Prepare lease abstract.
  • Review building operating expenses.
  • Supervise expense audit (if necessary).
  • Coordinate with Clients accounting group as needed.
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