Commercial Property Questionnaire | Unlimited Transaction Solutions

Step 1 of 14

Your name & your agent

Just two names, so we know whose property this is. Everything after this is about the property itself.

Property owner's name(s)

Your real estate agent's name

If you were sent a link, this may already be filled in.

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Step 2 of 14

About the property

What the property is and how it's used.

Is it new construction?

YesNoNot sure

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Step 3 of 14

The building

Sizes are fine as estimates.

Number of buildings

Number of stories

Square feet available (for sale or lease)

Space by type

Fill in only the kinds of space the building has.

Total sq ft

Available sq ft

Ceiling height (ft)

Office

Retail

Warehouse

Manufacturing

Residential

Leased now

Vacant now

Vacancy rate (%)

Number of units

Number of leases

Number of residential units

Total bathrooms

Building class

A = newest / best, C = older / basic. Skip if you're not sure.

ABCNot sure

Other — please describe:

Is it attached to another building?

YesNoNot sure

Is it an investment property (rented to others)?

YesNoNot sure

Entry floor number

Number of elevators

Elevator type

Check all that apply.

PassengerFreightBothNo elevator

Other — please describe:

Highest ceiling height (feet)

Clear span (feet)

Tallest overhead door (feet)

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Step 4 of 14

Loading, parking & equipment

How trucks, cars and equipment work at the property.

Loading docks

Drive-in / grade-level doors

Overhead doors

Truck bays

Tailboards

Weight limits or floor load (if known)

Total parking spaces

Restrictions on use (if any)

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Step 5 of 14

Inside

Finishes, floors, basement and accessibility.

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Step 6 of 14

Heat, power & water

Heating, cooling, electric and water.

Boiler type

Check all that apply.

High-pressure steamLow-pressure steamHot water boilerNo boiler

Other — please describe:

Number of heating zones

Where is the well? (if any)

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Step 7 of 14

Construction & roof

What the building is built of and what's on top.

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Step 8 of 14

Outside & the lot

The land and the surroundings.

Who maintains the road?

Check all that apply.

Other — please describe:

Distance to the nearest train station (miles)

Which way does the building face?

Check all that apply.

NorthSouthEastWest

Other — please describe:

Is the property on the water?

Lake, pond, river, creek, reservoir — any water the property touches or has rights to.

YesNoNot sure

Name of the lake, river or pond

Feet of water frontage

Riparian rights (rights to use the water next to your land)?

YesNoNot sure

Is the property on an island?

YesNoNot sure

Island name

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Step 9 of 14

Association

Only if the property is part of an association or business park.

Is there an association?

YesNoNot sure

Association fee — how much?

How often is it paid?

MonthlyQuarterlyTwice a yearYearly

Other — please describe:

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Step 10 of 14

Apartments or living quarters

Only if people live in part of the property.

Are there apartments or living quarters?

YesNoNot sure

How many of each?

	How many
Studios
1-bedroom
2-bedroom
3-bedroom

How many

Studios

1-bedroom

2-bedroom

3-bedroom

Living quarters are…

Check all that apply.

An apartment in the buildingA detached houseA trailer

Other — please describe:

Total rooms in the living quarters

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Step 11 of 14

Leasing & tenants

Only if the property has tenants now, or will be leased.

The lease includes

Check all that apply.

Building and landBuilding onlyBusiness and building

Other — please describe:

Security deposit

Yearly NNN / extra expenses (if any)

Other lease terms

Check all that apply.

Tax escalatorRent escalator (CPI)Right of first refusalRenewal option

Other — please describe:

Who pays for each?

Pick one for each line. Leave a line blank if you're not sure.

	Owner / landlord pays	Tenant pays	Doesn't apply
Rent	Rent: Owner / landlord pays	Rent: Tenant pays	Rent: Doesn't apply
Real estate taxes	Real estate taxes: Owner / landlord pays	Real estate taxes: Tenant pays	Real estate taxes: Doesn't apply
Building insurance	Building insurance: Owner / landlord pays	Building insurance: Tenant pays	Building insurance: Doesn't apply
Repairs & maintenance	Repairs & maintenance: Owner / landlord pays	Repairs & maintenance: Tenant pays	Repairs & maintenance: Doesn't apply
Common area maintenance	Common area maintenance: Owner / landlord pays	Common area maintenance: Tenant pays	Common area maintenance: Doesn't apply
Association fees	Association fees: Owner / landlord pays	Association fees: Tenant pays	Association fees: Doesn't apply
Electric	Electric: Owner / landlord pays	Electric: Tenant pays	Electric: Doesn't apply
Heat	Heat: Owner / landlord pays	Heat: Tenant pays	Heat: Doesn't apply
Gas	Gas: Owner / landlord pays	Gas: Tenant pays	Gas: Doesn't apply
Oil	Oil: Owner / landlord pays	Oil: Tenant pays	Oil: Doesn't apply
Water	Water: Owner / landlord pays	Water: Tenant pays	Water: Doesn't apply
Sewer	Sewer: Owner / landlord pays	Sewer: Tenant pays	Sewer: Doesn't apply
Trash collection	Trash collection: Owner / landlord pays	Trash collection: Tenant pays	Trash collection: Doesn't apply
Snow removal	Snow removal: Owner / landlord pays	Snow removal: Tenant pays	Snow removal: Doesn't apply
Grounds care	Grounds care: Owner / landlord pays	Grounds care: Tenant pays	Grounds care: Doesn't apply
Janitorial services	Janitorial services: Owner / landlord pays	Janitorial services: Tenant pays	Janitorial services: Doesn't apply
Security	Security: Owner / landlord pays	Security: Tenant pays	Security: Doesn't apply
Management	Management: Owner / landlord pays	Management: Tenant pays	Management: Doesn't apply
Hot water	Hot water: Owner / landlord pays	Hot water: Tenant pays	Hot water: Doesn't apply
Central air	Central air: Owner / landlord pays	Central air: Tenant pays	Central air: Doesn't apply
Internet	Internet: Owner / landlord pays	Internet: Tenant pays	Internet: Doesn't apply
Cable TV	Cable TV: Owner / landlord pays	Cable TV: Tenant pays	Cable TV: Doesn't apply
Telephone	Telephone: Owner / landlord pays	Telephone: Tenant pays	Telephone: Doesn't apply
Parking fees	Parking fees: Owner / landlord pays	Parking fees: Tenant pays	Parking fees: Doesn't apply
Garage fees	Garage fees: Owner / landlord pays	Garage fees: Tenant pays	Garage fees: Doesn't apply
Special assessments	Special assessments: Owner / landlord pays	Special assessments: Tenant pays	Special assessments: Doesn't apply
Other utilities	Other utilities: Owner / landlord pays	Other utilities: Tenant pays	Other utilities: Doesn't apply

Current tenants and leases (what they use, how much space, when each lease ends)

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Step 12 of 14

Sale, business & income

What a sale would include, any business at the property, and income.

Is there a business operating at the property?

YesNoNot sure

Business name

Is it a franchise?

YesNoNot sure

Number of employees

Years in business

Seating capacity (restaurants)

Gross annual income

Annual operating expenses

Net operating income

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Step 13 of 14

Documents & anything else

Last questions.

What's included? (equipment, fixtures, signs, furniture that stay)

What's NOT included?

Recent updates and the year they were done

What makes this property a good opportunity?

Anything else your agent should know?

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Step 14 of 14

Review & send

Here is everything you filled in. Use “Change” to fix anything, then press Send to my agent.