Client Questionnaire — CRE Property Search for Nonprofit & Faith-Based Organizations

Client Questionnaire — CRE Property Search for Nonprofit & Faith-Based Organizations

Share your organization details, property needs, timeline, and budget so we can match you with the right commercial space.
Organization & Contact Info
Name

First NameLast Name
Organization Name
Denomination/Affiliation
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Primary Contact Role/Title
Decision-makers involved
Organization Type
501(c)(3) Status
Lease or Purchase
Lease or Purchase Preference
Desired Lease Term Length
Is this your first owned property?
Property Details
Type of Property Needed
Preferred Address/Area
Desired Size (sq ft)
Lot Size
Current Location and Reason for Change
Anticipated Weekly Attendance/Program Size
Days/Times of Primary Use
Minimum Parking Needed
Desired Use
Required Amenities
Zoning Awareness
Financial Info
Estimated Budget
Funding Sources

Other
Pre-Approval/Reserve Status
Pre-Approval/Reserve Details
Need Financing/Grant Assistance
Need TI Funds
Rent Reserve or Down Payment Readiness
Mission & Space Objectives
Primary objectives for the new property
Target timeline for occupancy
Preference: turnkey or value-add opportunity

Other
Projected growth over the next 3-5 years
Legal & Regulatory
Specific legal, zoning, or regulatory requirements
Need due diligence assistance?
Board or congregational approval process
Need legal counsel review?
Additional Info
Concerns or considerations
Prior broker or advisor experience
Preferred Timeline
Target move-in date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Deadline or timeline constraints
Should be Empty:

Client Questionnaire — CRE Property Search for Nonprofit & Faith-Based Organizations

Organization & Contact Info

Lease or Purchase

Property Details

Financial Info

Mission & Space Objectives

Legal & Regulatory

Additional Info

Preferred Timeline