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Buyer Onboarding

Name

Phone Number

Which best describes the status of the 1031 exchange?

Downleg is For Sale

Does the buyer have an agent representing them?

No

Who will be filling out the exchange requirement information.

I Will.

Property Search Parameters

*Please select a property type and / or property subtype.

Property Type

Residential Land

*Condos

*Ground Lease

Note: The leasehold interest must have a remaining term of at least 30 years, including any renewal options. A shorter-term leasehold interest (under 30 years) will likely not qualify for a 1031 exchange with a fee interest.

Ground lease remaining term (years)

*Are you interested in Delaware Statutory Trust (DST) opportunities?

No

*Do you plan on occupying all or a portion of the property for your own use?

Yes

*Approximate amount of space needed for personal occupancy.

*What is the approximate price range for your 1031 exchange requirement?

$

$

Desired Cap Rate Range

%

%

Target IRR Range

%

%

Building

$/SF

$/SF

Land

$/Acres

Year Built

*Construction Type

*Desired Parking

Building Class

Number of buildings

Number of stories

Power (Amps)

Dock Doors

Grade Doors

Clear Height (feet)

Elevators

Yes

Tenancy Preference

(Select all that apply)

Occupancy Preference

Min %
Max %

Remaining Term

Min Years
Max Years

Preferred Lease Structure

Tenant Credit Profile

(Select all that apply)

Number of store locations

Preferred Tenant(s)

Financing Parameters

*Will this be an all-cash purchase?

Location Parameters

State

California

Demographics

2023 Avg HH Income

Min Max within
10,000 100,000 1 mile

2023 Population

Min Max within
1,000 5,000 1 mile

Requirement Specifics

Yes I’m Interested