Guides
CRE due diligence and transaction management guides
Frameworks, checklists, and references for CRE due diligence and managing a transaction from LOI through close.
A CRE pipeline template that actually works
A practical template for a commercial real estate deal pipeline. Stages, fields, owners, and what to track at each step.
Commercial real estate deal management best practices
Durable best practices for managing commercial real estate deal flow. How top CRE teams structure pipelines, workspaces, and workstreams.
Commercial real estate due diligence checklist
A practical due diligence checklist for commercial real estate acquisition teams. Financial, physical, legal, environmental, and financing workstreams.
How to compare lender quotes on commercial real estate deals
How to compare lender quotes on commercial real estate deals. Terms to track, how to normalize across lenders, and the mistakes that cost basis points.
How to organize commercial real estate deal files
A practical guide to organizing commercial real estate deal files. Folder structures, naming conventions, versioning, and the signals you need a real system.
How to share commercial real estate deal documents with lenders
A practical guide for sharing commercial real estate deal documents with lenders and equity partners. Security, access control, and audit trails.
How to track a commercial real estate deal pipeline
A practical guide to tracking a CRE deal pipeline when the spreadsheet stops working: structure, fields, workflow, and the tools top teams use.
IC memo template for commercial real estate deals
A practical IC memo template for commercial real estate acquisition teams. Structure, required sections, and the fields investment committees actually ask about.
Scaling commercial real estate deal operations
What changes when a commercial real estate team doubles deal volume. Operational discipline, hiring, and the tooling transition that has to happen.
The deal tracking spreadsheet, honestly assessed
When a deal tracking spreadsheet works for CRE teams and when it breaks. What to put in it, and what to do when you outgrow it.