CLIENT QUESTIONNAIRE
COMMERCIAL REAL ESTATE AGENT

Thank you for taking your time to fill out this form. By providing this information, we will be able to serve your commercial real estate needs more efficiently. Our Acquisition Process is designed to minimize the demands on your time and maximize the results of our activity. Thank you for choosing Tri-Oak to be your Commercial Real Estate Partner

Real Estate Agent Information:

Name

Company

Address

City, State Zip

Telephone

Fax

Email *required

Client Acquisition Criteria

What is your client’s purchase price range?

to

What are their cap rate expectations?

Do they have a Geographical preference? Yes No
Region State
Are they in an exchange? Yes No
Have they closed on their relinquished property? Yes No

When did they close?

What is the sale price of their relinquished property?

When does their 45 days identification period expire?

How much cash do they have for down payment?

Do you know if they are working with any other real estate agents? Yes No
Client's Current Portfolio

Briefly describe their current real estate portfolio.

Total number of investment properties owned?

Type of investment properties owned?

Single Family

Multi Family

Retail

Industrial

Office

Other

Additional Comments.
Select a recipient