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.
PhoneEmailTextNo preference
Section 2: Commercial Lease History
YesNo
Current Monthly Base Rent, if applicable ($)
Length of Time at Current Location
Current Landlord or Property Manager Name
YesNo
If Yes, explain circumstances
Section 3: Revenue and Financial Performance
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)
Retail SalesServicesContractsOnline SalesMembershipsOther
Section 4: Financial Documentation

(Available upon Request)
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.
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 ($)
Section 6: Capital & Liquidity
Cash Available for Lease Start-Up (deposit, build-out, fees) ($)*
YesNo
Estimated Tenant Improvement Budget (if applicable) ($)*
Section 7: Credit & Guaranty
YesNo
Approximate Business Credit Score (if known)
Below 600600 - 649650 - 699700+
YesNoNegotiable
Section 8: Space, Proposed Lease Terms & Timeline
RetailOfficeRestaurant/FoodMedical/WellnessIndustrialOther
What is your desired square footage range for the commercial space?(Select one)
YesSomewhatNo
On-site or dedicated parkingOutdoor space / yard areaADA-compliant accessHigh ceilings / open layoutPrivate offices or classroomsFlexible floor planNatural lightRestrooms on-siteKitchen or break areaStorage spaceLoading accessStreet visibility / signage opportunityProximity to public transportationMove-in ready / minimal buildoutAbility to customize or improve spaceQuiet / low-noise environmentOther, please use space below to specify
Please specify
Target Monthly Base Rent Range ($)*
1-3 Years3-5 Years5+ Years
Desired Occupancy Date*

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