Commercial Tenant Questionnaire

Welcome to our Commercial Real Estate Tenant Questionnaire.

This questionnaire is designed to help us better understand your business, financial profile, and space requirements so we can identify commercial opportunities that are the right fit for you. Your responses will allow us to prepare effectively, evaluate feasibility, and focus on properties that align with your operational needs, budget, and growth plans.

Please take a few moments to answer the questions as thoroughly and accurately as possible. The more detail you provide, the better we can advocate for you and streamline the leasing or purchase process.

Thank you—we look forward to working with you.
Section 1: Business Information
Legal Business Name*
DBA (if applicable)
Entity Type *
State of Incorporation *
Date Business Established*

MonthDayYear
Date
Primary Business Activity / Use of Space *
Current Business Address *
Number of Operating Locations
Business Contact Name*

First NameLast Name
Email*
example@example.com
Best Contact Number*
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Method(s) of Communication (Select all that apply)

PhoneEmailTextNo preference
Section 2: Commercial Lease History
Are you currently leasing commercial space?*

YesNo
Current Monthly Base Rent, if applicable ($)
Length of Time at Current Location
Current Landlord or Property Manager Name
Have you ever defaulted on or broken a commercial lease?*

YesNo
If Yes, explain circumstances
Section 3: Revenue and Financial Performance
Gross Annual Business Revenue (Last 12 months)*

Under $100,000$100,000 - $250,000$250,000 - $500,000$500,000 - $1,000,000$1,000,000+
Average Monthly Gross Revenue ($) Landlords typically look for 2.5–3x the proposed monthly rent.*
Net Operating Income (Monthly or Annual)
Primary Source(s) of Revenue (Check all that apply)*

Retail SalesServicesContractsOnline SalesMembershipsOther
Section 4: Financial Documentation

(Available upon Request)
What Financial documents can you provide? (Check all that apply)*

Last 2 Years Business Tax ReturnsYear to Date Profit & Loss StatementsBalance SheetLast 3-6 Months Business Bank StatementsPersonal Financial Statement (if required)
Section 5: Pro Forma Financials

A pro forma is a forward-looking financial projection showing expected revenue, expenses, and rent performance for the proposed location. It helps landlords assess affordability and sustainability.
Have you prepared a pro forma for this proposed location?

YesNoI need assistance preparing one
Projected Monthly Gross Revenue at This Location ($)
Projected Monthly Operating Expenses (excluding rent) ($)
Projected Monthly Rent You Can Comfortably Support ($)
Section 6: Capital & Liquidity
Cash Available for Lease Start-Up (deposit, build-out, fees) ($)*
Can you provide proof of funds upon request?*

YesNo
Estimated Tenant Improvement Budget (if applicable) ($)*
Section 7: Credit & Guaranty
Does your business have an established business credit profile?

YesNo
Approximate Business Credit Score (if known)
Approximate Personal Credit Score of Principal(s)*

Below 600600 - 649650 - 699700+
Are you willing to provide a personal guaranty if required by the landlord?*

YesNoNegotiable
Section 8: Space, Proposed Lease Terms & Timeline
Desired Space Type*

RetailOfficeRestaurant/FoodMedical/WellnessIndustrialOther
What is your desired square footage range for the commercial space?(Select one)
Is this square footage range flexible based on location, condition, or rental rate?

YesSomewhatNo
Which amenities and features are important for your ideal commercial space?(Select all that apply)*

On-site or dedicated parkingOutdoor space / yard areaADA-compliant accessHigh ceilings / open layoutPrivate offices or classroomsFlexible floor planNatural lightRestrooms on-siteKitchen or break areaStorage spaceLoading accessStreet visibility / signage opportunityProximity to public transportationMove-in ready / minimal buildoutAbility to customize or improve spaceQuiet / low-noise environmentOther, please use space below to specify
Please specify
Target Monthly Base Rent Range ($)*
Desired Lease Term*

1-3 Years3-5 Years5+ Years
Desired Occupancy Date*

MonthDayYear
Date
Are you aware of and prepared for CAM/NNN charges (if applicable)?

YesNo
Section 9: Additional Information
Do you anticipate any major financial changes in the next 12 months?*
Acknowledgment*

I confirm that the information provided is accurate.
Thank you for taking the time to complete this questionnaire. Your responses will help us better understand your needs and tailor our services to meet your requirements.
Should be Empty:

Section 1: Business Information

Section 2: Commercial Lease History

Section 3: Revenue and Financial Performance

Section 4: Financial Documentation

Section 5: Pro Forma Financials

Section 6: Capital & Liquidity

Section 7: Credit & Guaranty

Section 8: Space, Proposed Lease Terms & Timeline

Section 9: Additional Information