Commercial Real Estate Strategy Session: Pre-Consult Intake

To ensure our initial strategy session is highly productive, please provide a brief overview of your real estate objectives. This allows me to pull preliminary market data and align our discussion with your specific financial goals.
Primary Engagement Objective







Target Asset Class(es)







Capital Stack & Liquidity Status





Projected Investment Basis (Price Range)
Primary Performance Metric Goal (e.g., "8% Cap Rate" or "9%+ IRR")
Risk Profile Preference




Target Closing or Execution Timeline




Other
Who else is involved in the decision-making process?



Please list names and roles of additional stakeholders (e.g., Managing Member, LP, Equity Partner)

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Are you buying or selling a home?

Buying
Selling
Both
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When are you planning on buying a new home?

1-3 Mo
3-6 Mo
6+ Mo
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Are you pre-approved for a mortgage?

Yes
No
Using Cash
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Would you like to schedule a consultation now?

Yes
No

When would you like us to call?

Thanks! We’ll give you a call as soon as possible.

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When are you planning on selling your home?

1-3 Mo
3-6 Mo
6+ Mo

Would you like to schedule a consultation or see your home value?

Schedule Consultation
My Home Value

or another way