CRE Client Purchase Questionnaire

Client Questionnaire

Commercial Real Estate Purchase
Welcome to our Commercial Real Estate Client Questionnaire – your gateway to tailored solutions for your unique property needs. Your insights are invaluable in helping us understand your objectives and preferences, ensuring that we can deliver a personalized and strategic approach to meet your commercial real estate goals. Please take a moment to provide us with essential information, allowing us to embark on this collaborative journey toward success in the dynamic realm of commercial real estate. Your satisfaction is our priority, and your input will guide us in crafting solutions that align seamlessly with your vision. Thank you for entrusting us with the opportunity to assist you on this exciting venture.

Monique Mitchell, Commercial Real Estate Advisor

Mitchell Team CRE
Contact Information
Name*

First NameLast Name
Company Name (If Applicable)
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Property Details
Type of Property*

Office BuildingRetail SpaceIndustrial PropertyOther
Property Address:
Size of Property (in square feet or acres):
Current Use of Property:
Desired use of Property:
Are there any specific features or amenities you are looking for in the property?
Financial Information
Purchase Budget: *
Financing - Have you been pre-approved for a commercial real estate loan?*

YesNo
If yes, please provide details of the pre-approval.
Will you require assistance in securing financing?*

YesNo
Investment Objectives
What are your primary objectives for this commercial real estate purchase?*

Rental IncomeCapital AppreciationRedevelopmentOther
What is your timeline for this property? *
Are you looking for value-add opportunities, or are you looking for a turnkey property?*
Legal and Regulatory Considerations
Are there any specific legal or regulatory requirements that the property must meet?*
Would you require assistance with due diligence, such as property inspections, environmental assessments, or title searches?*

YesNo
Additional Information
Are there any specific concerns or considerations related to the purchase of commercial real estate that you would like to discuss?
Have you worked with a commercial real estate broker or agent before? If yes, please provide details.*
Preferred Timeline
When do you plan to complete the purchase of the commercial property? *
Are there any specific time constraints or deadlines that need to be considered?
Additional Comments
Please use this space to provide any additional information or comments that you believe would be helpful in assisting you with your commercial real estate purchase.
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:

Client Questionnaire

Contact Information

Property Details

Financial Information

Investment Objectives

Legal and Regulatory Considerations

Additional Information

Preferred Timeline

Additional Comments