Resources

A personal note: I value relationships, integrity, confidentiality, honesty, trustworthiness, responsiveness, service, listening before responding, collaboration, a relaxed but professional approach with RESULTS. My personal commitment to my clients is to be a reflection of what I value.

Over the course of my 20+ year career, I’ve worked with thousands of different people having different goals, needs and situations and that certainly keeps it fun. Thinking about real estate transactions, one phrase comes to mind regarding this is: “you often don’t know what you don’t know,” unless you’re in the business. That holds true for all businesses! Because of this, I decided to list a few topics that can impact your business financially, functionally and from a culture/ business branding perspective. If you have questions like these, please contact me.

FINANCIAL AND BUDGETING IMPACT

What’s the financial difference with these lease structures: Full Service, Modified Gross, Triple Net, Double Net, Net, etc.? What is included or not included in the rent?
If the property isn’t ADA compliant who typically pays for this?
What is a base year? How does it impact rent?
What is a gross up? How does it impact rent?
What is a load factor? How does it impact rent?
Who typically pays for a real estate broker?
Who typically pays for a property manager?
Who typically pays for improvements to a leased property?
What are the multiple ways to generate cash flow when owning a property?
What are the multiple ways to maximize cash flow from an owned property?
How can I minimize risk and maximize property value when buying?
Do I need a property manager?
Is it better for my business to lease or own?
What can be done about escalating taxes?
I own a property, what is it worth?
I own and occupy a property, I need cashflow for business but don’t want to move: what are various options?

BUYING A PROPERTY

Does the market support the price I have in mind?
Are there financing opportunities that might be beneficial to my situation?
What is my budget and capital source?
Finding a property: will it support my intended use? Is it ready to go or will there be a delay?
What should I budget for improvements?
What cash reserves or allocations should I budget?
Is the current timing good or bad for buying ?
What are ways to minimize negative and increase positive future financial impact?

SELLING A PROPERTY

Does the market support the price I have in mind?
What is a market price?
What type of buyer will be interested in my property? An investor? An owner occupant? How do I reach them?
What can I do to make my property more valuable?
What do I need to prepare for a sale?
Is the current timing good or bad for selling?
What are ways to address capital gains?

CULTURE/BUSINESS BRANDING

Property Classifications: A, B, C – what is the best classification for my business needs and budget?
Building Types: Office, Medical Office (on Campus/off Campus), Retail, Flex, Industrial, Non-traditional – What is the best property type for my business needs?
What can I do to protect my business success at a certain location?

FUNCTIONALITY

What’s a parking ratio and how does it impact my business operations? What does my business need?
How can I expand if my lease has not expired?
How can I reduce my rent if I’m under a lease?
Is the property zoned for my intended business use?
How will the surrounding businesses impact my potential business?
What is better for my business: a build to suit or retrofit of an existing property?
My business is changing, so I don’t want to make a long term commitment, what are some choices?

INSIGHT FROM EXPERIENCE

Factors to consider when selecting an architect
Factors to consider when selecting a contractor
How long will it take to buy a property?
How long will it take to occupy a property?
How long before a lease expires should my business start planning for the future?
What should I budget to build out a space? How long will it take?
Starting a business: how many square feet do I need?