Free Quote

  1. Owner Information: Please provide the following information on the entity that will own the property:

    Name:

    Title:

    Company Name:

    Company Address:

    City, State, Zip Code:

    Email Address:

    Work Phone:

    Fax:

    What is the nature of your company?

    Company Tax Information:

    What is your fiscal year-end?:

    When is your tax return due?

    Can your tax return be extended?

    (Yes/No)if yes, till when?  

    How long do you plan to hold the property:

    Years

    What is your Federal and State tax rate?

    Federal:  State:

    Do you plan to tax-free exchange your property?

    (Yes/No) If yes, when?

  2. Project Information:

    Project Name:

    Project Location (Physical Address):

    Project City, State, Zip Code:

    How was the property financed?

    Regular Financing Stock Financing  Tax-Exempt Financing  1031 Tax-Free Exchange 

    Project Cost Information:

    What type of property is this ?

    Apartment 
    Bank
    Car Dealership
    Distribution Facility
           (Please Describe)


    Grocery Store
    HealthCare/Medical Facility
          (Please Describe)


    Hotel
    Manufacturing Facility
          (Please Describe)


    Office Restaurant
    Retail  Warehouse
    Winery
    Other
    (Please describe) 

    Was the property purchased?      (Yes/No)   If yes, when?

    Was the property constructed?    (Yes/No)   If yes, when?

    Did you acquire the property through a 1031 tax-free exchange? (Yes/No)If yes, when?  

    Please provide a copy of your depreciation schedule.

    Is there a real estate appraisal available for our review?  (Yes/No)  

    Are blueprints available? (Yes/No)  Site    Buildings Tenants 

    How many buildings does this property consist of?  

    Total square footage of land and buildings:   Land   Buildings

    Is the property owner occupied or tenant occupied?   Owner Tenant Both

    If this property is occupied by tenants, how many tenants are there? 

    Please provide a copy of your rent roll at the time of purchase.

    Please describe your tenant mix:  

    Did any renovations take place after the property was purchased? (Yes/No)  If yes, please describe 

    Land Costs:

    $

    Land Improvements (i.e. paving, sidewalks, landscaping, etc.):

    $

    Building:

    $

    Renovations:

    $

    Furniture, Fixtures & Equipment:

    $

    Total Project Costs:

    $

    Are there any plans for demolition of the walls or, other parts of the structure for future expansion?  If yes, please describe.

    Are there any environmental/remediation costs associated with this property such as asbestos removal, hazardous waste cleanup, etc.?  If yes, please describe the problem and when it was discovered (i.e. before, during or, after property was purchased, renovated, constructed, and/or acquired).

       

                   

 

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This website was created by John "Crash" Kennedy & Martin L. Harski
This website was last updated on October 22, 2003