Commercial Real Estate Proposal Checklist
Organize a commercial property proposal around tenancy, income, operating costs, lease constraints and documented scenario analysis.
Direct answer: this checklist is for commercial agents preparing a first-stage property or acquisition brief. The useful output is a diligence-oriented brief that distinguishes supplied facts, calculated scenarios and unresolved questions.
Required inputs
- Current rent roll and lease abstracts
- Trailing income and operating-expense records
- Vacancy, concessions, capital work and rollover schedule
- Source documents, review dates and unresolved diligence questions
Review sequence
- Confirm the audience, scope and decision owner.
- Attach approved sources and their review dates.
- Generate or assemble the draft without filling evidence gaps.
- Check every fact, calculation, permission and disclosure.
- Approve, version and record unresolved questions.