Our Process
Our process provides structure and accountability within the often times chaotic environment of a commercial real estate transaction. We skillfully guide you through the competitive landscape, provide detailed insight into your target landlord’s key motivations, and then position your company for success. When the process is complete, the entire team debriefs and documents the results for future reference.
We have experience representing corporations with their creative offices, R&D laboratories, manufacturing and distribution operations. We have relocated corporate headquarters, setup branch locations, handled high rise sublease dispositions and built to suit assignments across the nation. We are solution oriented always.
Our process outlined below is the platform through which we continually achieve superior results for our clients.
| 1.0 | Define Requirements |
| 1.1 | Analyze and validate requirement and programming |
| 1.2 | Ensure alignment with strategic goals |
| 1.3 | Define specialized expertise needed |
| 1.4 | Assemble team and assign responsibilities |
| 1.5 | Review existing lease |
| 1.6 | Conduct preliminary due diligence of existing landlord |
| 1.7 | Establish reporting requirements |
| 1.8 | Build Project Schedule |
| 1.9 | Create preliminary scenario assessment |
| 2.0 | Develop Analysis & Strategy |
| 2.1 | Refine understanding of spatial and financial requirements |
| 2.2 | Analyze prevailing market conditions & forecasts |
| 2.3 | Prepare preliminary budgets for all scenarios |
| 2.4 | Create baseline financial analysis |
| 2.5 | Identify alternative location scenarios |
| 2.6 | Analyze alternative transaction structures |
| 2.7 | Compile employee information and develop workforce profile |
| 2.8 | Develop hypothetical space plan |
| 2.9 | Identify ideal lease term |
| 3.0 | Survey Market |
| 3.1 | Conduct comprehensive market survey |
| 3.2 | Analyze prevailing market conditions & forecasts |
| 3.3 | Match potential facilities with requirements |
| 4.0 | Qualify & Select Alternatives |
| 4.1 | Prepare and issue RFP |
| 4.2 | Conduct physical facility assessments |
| 4.3 | Review any test fits |
| 4.4 | Perform financial analysis of each option |
| 4.5 | Review proposals against market conditions |
| 4.6 | Conduct due diligence of landlord |
| 4.7 | Establish short list |
| 4.8 | Conduct tours of the most qualified options |
| 5.0 | Finalize Negotiations |
| 5.1 | Formulate negotiation strategies |
| 5.2 | Present counter proposals |
| 5.3 | Negotiate scope of final tenant improvements |
| 5.4 | Update financial analysis |
| 5.5 | Present final documentation |
| 5.6 | Negotiate final lease agreement |
| 6.0 | Execution, Planning & Construction |
| 6.1 | Ensure lease documents are executed by all parties |
| 6.2 | Finalize design drawings |
| 6.3 | Ensure completion of all reviews and documentation |
| 6.4 | Arrange project kickoff between with landlord |
| 6.5 | Participate in project meetings |
| 6.6 | Attend final walk thru and ensure punch list is completed |
| 7.0 | Ongoing Service |
| 7.1 | Project close out including final savings overview & KPIs |
| 7.2 | Provide assistance as needed during lease term |
| 7.3 | Abstract lease |
| 7.4 | Audit annual operating expenses |
| 7.5 | Notify client of all critical dates |
| 7.6 | Strategize renewal or restructuring opportunities |
Do you have a specific location you would like to discuss? Contact us today.
Additional Services
Opinion of Value
Our team combs through the market and utilizes information along with our expertise to analyze the precise maximum market value of your property.
Portfolio Management
We have senior partners across the country who plug into our team to help us represent your needs in every market you do business.
Lease Review
It is imperative that you analyze your lease annually to maximize your companies profit potential and flexibility while protecting your downside.