Commercial/Multi-Unit: Buying

Expert Strategy. Data-Driven Insights. Hands-On Support.

Step 1: Define Your Goals

     Whether you’re buying to operate a business or build your investment portfolio, we start by understanding your needs.

  • Identify property type (office, retail, industrial, etc.)
  • Determine ideal size, location and budget
  • Discuss usage plans, timeline and long-term goals

     We help you set clear targets so every next step is intentional.

Step 2: Secure Financing

     Before we shop, prep your financials

  • Connect you with trusted commercial lenders
  • Help explore different types of loans loans
  • Assist with pre-qualification and financial documentation

     We help make sure you’re financially ready to compete.

Step 3: Property Search & Site Tours

     With a strategy in place we hit the market

  • Provide access to on- and off-market listings such as MLS, LoopNet, and CREXi
  • Schedule private tours and walk-throughs
  • Share custom property packets with financials, maps and aerials

     You’ll only see properties that truly fit your vision.

Step 4: Analyze & Offer

     Numbers matter – especially in commercial deals.

  • Break down NOI, cap rates, rent rolls and expenses
  • Assess zoning, occupancy and future potential
  • Prepare and submit a competitive LOI or purchase offer
  • Negotiate price, terms, contingencies and timelines

     We help you make smart informed decisions.

Step 5: Due Diligence & Inspections

     Once under contract, we verify every detail

  • Help coordinate inspections (building, roof, environmental, etc.)
  • Review leases, CAM charges, title, survey and compliance

     You get a full risk profile before committing to close.

Step 6: Final Financing & Appraisal

     We keep the deal moving forward.

  • Support lender requests and appraisal access
  • Resolve any conditions or issues raised by the bank
  • Coordinate with title and attorneys

     No surprises – just smooth sailing to the finish line!

Step 7: Close & Take Ownership

     Welcome to your new asset

  • Review closing statement together
  • Attend closing to ensure accuracy
  • Provide all documents, keys and post-close support

     You close with clarity and confidence.

Commercial/Multi-Unit: Selling

Expert strategy. Wide exposure. Maximum return.

Step 1: Property Review & Value Assessment

     We start with a full picture of your asset.

  • Tour the property to evaluate its strengths
  • Review leases, tenant mix, operating statements and expenses
  • Deliver a Broker Opinion of Value (BOV) with comps and income analysis

     We help you price it right – and position it for success.

Step 2: Prep & Marketing Strategy

     Make the best first impression – online and off.

  • Coordinate photos, drone shots and marketing materials
  • Suggest small updates or cleanup (if needed)

     Your listing stands out from the crowd.

Step 3: Launch & Promote

     We don’t just list it. We launch it.

  • List on top platforms (MLS, LoopNet, CREXI)
  • Market to our investor and broker network
  • Promote via email, social media, signage and direct calls

     Your property gets local and national exposure!

Step 4: Qualify Buyers & Negotiate Offers

     Every offer counts – we make sure they’re solid

  • Vet buyer credentials and financials
  • Present offers with side-by-side comparisons
  • Negotiate for top dollar, ideal terms and limited contingencies

     We represent your best interest at every turn.

Step 5: Transaction Management

     We handle the details so you don’t have to

  • Coordinate due diligence: leases, inspections, estoppels, etc.
  • Work with attorneys, title, tenants and lenders
  • Keep everyone on schedule for a smooth closing

     From contract to close, we’ve got it covered!

Step 6: Closing & Beyond

     Wrap it up with confidence

  • Review all final documents and settlements
  • Deliver your proceeds and provide a full closing packet

     You walk away with clarity – and capital.