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Commercial Real Estate Buyer Questionnaire
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1
Business Name:
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2
Industry / Type of Business:
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3
Years in Operation:
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4
Legal Entity (LLC, Corp, Sole Proprietor, etc.):
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5
Website / Social Media Links:
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6
Please enter the information requiered
Full Name Title / Position Phone Number Email Address
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7
Property Goals
Owner-User Occupancy
Investment Property
Mixed Use (Specify)
Other
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8
Why are you looking to purchase instead of lease?
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9
Desired Property Type
Office
Retail
Industrial / Warehouse
Flex Space
Medical
Land
Other
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10
Square Footage Needed
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11
Minimum Lot Size (if applicable)
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12
Number of Parking Spaces Needed
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13
Zoning Requirements (if known)
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14
Special Features Needed
(e.g. loading docks, HVAC, power capacity, signage, drive-thru, etc.)
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15
Estimated Purchase Budget
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16
Do you have proof of funds or financing pre-approval?
YES
NO
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17
Preferred Financing Type
SBA Loan
Conventional Loan
Cash Purchase
Other
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18
Would you like us to refer you to a lender or mortgage broker?
YES
NO
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19
When do you plan to purchase a property?
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ASAP
1-3 Months
3-6 Months
Over 6 months
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20
Are you currently occupying a space you plan to leave?
*
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YES
NO
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21
Are you open to properties that need renovation or are you seeking move-in ready?
*
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Move-in Ready
Open to Renovation
Both
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22
Preferred Cities / Areas / Zip Codes
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Type below
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23
Proximity Needs
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(clients, highways, workforce, public transport, etc.)
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24
Deal-breakers regarding location
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25
Do you anticipate growing and needing more space in the next 5–10 years?
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26
Would you consider leasing out part of the property (if excess space exists)?
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27
Additional Notes
Any specific buildings, developments, or properties of interest?
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28
What are your top 3 “must-haves” in a commercial property?
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29
Anything else you'd like us to know about your search or goals?
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