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Forms & Checklists

Marketing Forms

Search over 250 downloadable forms for residential, retail and commercial properties.

Market Analysis
Building Analysis
Document the condition and features of a given property in order to conduct an initial building analysis. Use this form to evaluate and rate the overall structural, mechanical, and functional state of a building site.

Market Survey - Office Building
Use this office building market survey to record the rental information and features of properties and the property's competition. This customizable form includes space to request information about location, building features, vacancies, tenant charges, and deal-making rates.

Building Data Sheet
Use this Building Data Sheet to help assess the floor-by-floor usage allotment of a property. Features included as data are a floor's usable, common and rentable areas, as well as its floor load factor.

Market Survey - Shopping Center
Use this shopping center market survey to record the rental information and features of properties and the property's competition. This customizable form includes space to request information about location, building features, vacancies, tenant charges, and deal-making rates.

Commercial Comparison Grid
Evaluate a subject property to comparable properties on a feature-to-feature basis in order to set appropriate rental rates. Compare and contrast items such as location, building conditions, available space, amenities and effective

Marketing Activity Report
FormsKeep the client informed of leasing activity by documenting activity in the customizable report. Document showed space, proposals sent and received and Leasing of Intent (LOI).

Exclusive Leasing Commissions Agreement
FormsUse this customizable form to negotiate the terms of a leasing agreement. This 6 page document includes the following negotiated items: amount of the commission, incentive commissions, indemnity, term/termination, timing of the payment of the commission, and so much more!

Office Building Research Worksheet
Create an overview of a building's tenants and characteristics with this worksheet. Use tenant, service, and facility descriptions to analyze criteria such as rent and desirability.

Executed Lease Negotiation
FormsAfter you have executed your lease use this customizable form to document tenant information, security deposit information, rent, commission and TI allowance.

Residential Comparison Grid Worksheet
Form Use the Residential Comparison Grid Worksheet to help document the data required for a comparison grid. This Excel worksheet includes comparison criteria such as location, proximity to public transportation, building condition, and current rent.

Leasing Action Plan
FormsA Leasing Action Plan allows you to document leasing information. Use this customizable form to document current tenants and rent, new tenants, new rent, costs, begin dates, and square footage.

Retail Comparison Grid
Evaluate a subject property to comparable properties on a feature-to-feature basis in order to set appropriate rates. Compare and contrast items such as appearance, parking, street visibility, and vacancy rate.

Leasing Prospects Report
FormsUse this leasing prospects report to outline the status of each property prospect. This customizable form includes useable space, the date a space was shown, contact information, type of business, rent quoted, status remarks, and so much more!

Yield Analysis Form
FormsWith the yield analysis form you can analyze the economics of a new lease. This customizable form helps you decide if a lease makes economic sense and if it meets the owner's minimum requirements. The top portion of this form lets you document summarized lease information. Use the bottom portion of this form to calculate the annual yield analysis.

Market Survey - Industrial Properties
Use this industrial properties market survey to record the rental information and features of properties and the property's competition. This customizable form includes space to request information about location, building features, vacancies, tenant charges, and deal-making rates.

Marketing
Commercial Prospect/Guest Card
A Commercial Prospect/Guest Card allows for an organized way to track future clients. Document potential resident/tenant visits and detail their specific property interests or needs.

Retailer Prospect/Guest Card
A Retailer Prospect/Guest Card allows for an organized way to track future clients. Document potential resident/tenant visits and detail their specific property interests or needs.

Condominium Guest Card and Welcome Assessment
Use this customizable guest card to enhance your marketing and sales. Use this guest card to open up conversation with prospects and begin the interview process. The second page of this form is meant to assist you in the review of your session with the prospect by answering questions about what they found out about the prospect.

Shopper Report
Use this customizable shopping report to document and identify shopper demographics. Use this report to document the level of satisfactions from a variety of questions and categories including: telephone procedures, contact with office personnel, closing techniques, property appearance, and much more!

Housing Comparison Grid
Use this customizable form to assist in the evaluation of your property's competitive strengths. The Housing Comparison grid is beneficial to both single-family and rental housing units. This form will help you determine the value and composition of the neighborhood market and assist you in figuring out the appropriate sales prices or rent ranges.

Tenant Demographics Survey
This customizable letter and tenant demographic survey supplies resident managers with a structured form that allows them to identify their property's tenant demographics. This includes: unit number, age, sex, marital status, number of children, cars, yearly income, and much more!P>

Marketing Schedule
Use a marketing schedule to plan projects and their budgets. Schedule and coordinate brochures, advertisements, public events, and more.

Tenant Space Requirements Questionnaire
This Tenant Space Requirements Questionnaire provides specific information about a prospect's space requirements. Information includes the prospect's contact information, general usage area specifications, and equipment needs.

Press Release
Customize this "fill-in-the-blank" press release form for immediate release when the need arises during a disaster. The form includes room to input contact information, incident information (i.e. what happened, where, when, cause, injuries, etc.).

Traffic Report
Keep track of the activity and the interest surrounding a property site.  This Traffic Report logs how prospects came across property information and documents prospect inquiries and requirements.

Residential Prospect/Guest Card
Document a prospective tenant's inquiries on this guest card. The card details a prospect's interest in the property and specific needs or requests.