General
Contact Name:
Phone:
Email:
Contact is:
Principal
Broker
Amount of Sale: $
Amount of Equity at Sale: $
Amount of Debt at Sale: $
Closing Date:
Type of Investment Property Sold:
Retail:
Office:
Industrial:
Multi-Family:
City and State of Seller’s Property:
State of Seller’s Primary Residence:
State of Seller’s Secondary Home(s):
Is there a preference by the seller for properties in a geographic location?
Financial Criteria of Exchange Property
Does Seller wish to re-invest funds in single property or multiple properties?
Will Seller consider leveraging up into a larger property by adding debt?
Does the Seller have the ability to add cash to a deal for an exceptional deal?
What is the Seller’s Target Yield (after debt, before tax)?
What is more important to the Seller?
Strength of the Tenant
Return on Investment
What is the minimum length of remaining lease term that the seller would consider ?
years
Will Seller consider tenants whose lease terms are flat?
Are there tenants that are more attractive to the seller?
Seller’s estimated tax bracket:
%
Single
Multiple
Yes
No
Yes
No
%
Yes
No
Tax Situation
Tenant
Exchange Property Location