Formal Preliminary Analysis Request

Formal Preliminary Analysis Request Form

Submit this form and attached documents to be sent to CSSI to generate a formal PA.
Sales Rep Name*

First NameLast Name
Your Email Address:*
Email
NOTE for choosing Type of Analysis:
- selecting Existing Building w/ Renovations: should only be selected when improvements are 100% complete at time of submitting PA request
- selecting Existing Building w/ Renovations (two separate jobs Base Study -01 and Renovations -02): should be selected if renovations are not yet complete at time of PA request.
Existing BuildingExisting Building w/ RenovationsExisting Building w/ Renovations (two separate jobs Base Study -01 and Renovations -02)Leasehold ImprovementNew ConstructionRenovation including Partial Asset DispositionCapital to Expense Reverals179(D)
Property Legal Name / Reference Name:*
For Property Legal Name Field

Instructions for David Trahan: Ask the client how they prefer to reference the property, the name they call it.

Instructions for CSSI Staff: Please include the "Property Legal Name" noted above exactly as it appears after the Job # on ALL FILES generated for this property
- Preliminary Analysis Request / LOE
- Cost Reports
- Full Reports, etc.
Street Address of Property

Street Address

Street Address Line 2

CityState / Province
Property Owner Name:
Applicable Tax Year
REGULAR: 1. on page 5 eliminate columns with decreasing depreciation/tax benefits 2. Eliminate page 6 graphSHORT: 1. Eliminate pages 2, 3 & 4; 2. On page 5 eliminate columns with decreasing depreciation/tax benefits; 3. Eliminate graph on Page 6
Preliminary Analysis FORMAT
Property Type*
Other Property Type Description:
Enter % of SF that is Office Space
Enter the # of Buildings
Enter the # of units for Multifamily
Enter the % of climate-controlled units
# of Stories
Surface ParkingParking GarageNo Parking
Depreciation ScheduleCost Basis
Remember to upload the Depreciation Schedule below!
Amount to be Depreciated excluding Land Value*
(Dollar Amount)
Cost of Improvements to be Done
(Dollar Amount)
Placed in Service Date FOR IMPROVEMENTS
(month/year)
Placed in Service Date FOR THE BUILDING
(month/year)
YesNoor BOTH WAYS
Was the building acquired as part of a 1031 exchange?
Job Details or Notes about the Property (Other Comments/Special Improvements):
Fees and Report Structure
YesNo
Referral Percentage
Example: 10% or 15%
Comments about Study Fee
Include instructions for discounts; separating out study fee with a portion for base study and a portion for improvements study, etc.
Multiple Property Power Point Format (for 3 or more buildings for the same owner - combined file)Single PDF Format (1-2 buildings for same owner, or multiple properties with single PA report files)
FILE UPLOAD

Upload relevant files CSSI will need to generate the Preliminary Analysis below.

Examples:
- Depreciation Schedule (If available please attach)
- A1A
- Breakdown of improvement costs if available
Upload Files

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Formal Preliminary Analysis Request Form

For Property Legal Name Field

Fees and Report Structure

FILE UPLOAD