1. How flexible is the seller on a scale of 1-10? 
  1 2 3 4 5 6 7 8 9 10

2. Are they open to creative financing?
Yes No

3. What is the CAP rate at THIS moment in time (not projection)?

4. What is the proposed asking price for the property?


5. What is the current tax-assessed value?

6. Current Net Income

7. Current Debt Service

8. List of All Expenses

9. When do they want to close?

10. When was the last sales date of the property and how much did it sell for?

11.Is the seller willing to consider signing an assignable option?   Yes No

12.Would they be interested in an installment sale? Yes No

13.Have they attempted to sell the property before?  If so, what happened?

14. Where are they looking to invest the proceeds if we close?

15. Are they looking for cash now and a long stream of income? Explain.

16. What kind of discount would the seller be willing to offer if we help them 
save/make money on another deal?

17. How are they structuring the properties that are selling and have already 
sold?  Are they selling all?  Partial?  Phases?

18. Demographics of the Area – As much information about the property 
and surrounding area as possible

19. Describe access points – Breakfast turns, major intersections, nearby landmarks, other retail/industrial/residential proximities

20. What is the current loan information on the property?

Information required (as applicable):

21. Current Zoning

22. Age and condition of roof

23.  Age and condition of all major systems

24. . Total square footage for property

25. Total usable square footage

26. What is the traffic count?

27. Visibility – Poor, fair, good, excellent

28. Who is the anchor tenant and what is their current lease status?

29. What are the current lease details on all tenants?

30. Current rent roll

31. If multi-family, what is the breakdown?  (ex. 15-2/1, 15-1/1, 14-3/2.5)