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To Purchase a Commercial Property

As a small business owner, you’re most likely not a commercial real estate expert. That’s why it’s important to surround yourself with the right team of experts. They can help you determine the right time to buy or sell, the right locations to consider, and the nuts and bolts of closing the deal.

Please gather the following:

    • Personal Financial Statement w/ schedule of real estate owned (see downloadable form at the bottom)
    • 14’, 15′ & YTD Profit & Loss Rent Roll (if applicable)
    • YTD Rent Roll (if applicable)
    • Pictures of the property (exterior most importantly)
    • Purchase and Sale Agreement (if executed)
    • Source of funds to close

Personal Financial Statement

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