Templates
Free and premium templates for commercial real estate underwriting, leasing, asset management, and operations.
Acquisition Due Diligence Checklist
A comprehensive due diligence checklist covering leases, financials, title, survey, environmental, and physical inspection items.
Broker Listing Package Template
A complete listing package template including property overview, financial summary, and tenant roster sections.
Covenant Compliance Tracker Template
A loan covenant compliance tracker for monitoring DSCR, leverage, and reporting covenants against required thresholds each period.
Draw Request Package Template
A construction or renovation draw request package template covering the draw request form, sources and uses summary, and supporting documentation checklist.
Loan Assumption Due Diligence Checklist
A checklist for loan assumption transactions covering lender requirements, reserve accounts, and required certifications.
Monthly Asset Management Report Template
A monthly owner reporting template covering occupancy, leasing activity, financial performance, and capital projects.
Multifamily Acquisition Underwriting Model
A full acquisition underwriting model for multifamily properties, including unit mix, rent roll, and a 10 year cash flow projection.
Office Lease Abstract Template
A lease abstract template covering rent schedule, renewal options, expense reimbursement, and key dates for office leases.
Operating Statement and Reporting Template
A monthly operating statement template with income and expense line items, budget comparison columns, and a summary reporting page.
Property Marketing Flyer Template
An editable marketing flyer template for promoting available space.
Quarterly Variance Report Template
A simple quarterly budget to actual variance report with commentary fields for major line item variances.
Quick Cap Rate Screening Worksheet
A simple worksheet for screening deals on going-in cap rate and price per unit or square foot before a full underwrite.
Rent Roll Template
A standard commercial rent roll template covering tenant suite, square footage, lease term, base rent, escalations, and recovery structure.
Retail Lease Abstract Template with CAM Tracker
A retail lease abstract with a built-in CAM and percentage rent tracker for shopping center leases.
Tenant Move-In/Move-Out Inspection Form
A condition inspection form for documenting unit or suite condition at move-in and move-out.
Vendor Bid Comparison Worksheet
A worksheet for comparing multiple vendor bids side by side on scope, price, and terms.