Buyer Questionnaire

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Your Name

Business Name

Phone

Email

Best way to contact

Best time to call

Referred by

Are you working with another agent?

Yes
No

Would you like our firm to represent you in your search, negotations and purchase?

Yes
No

About the property:

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Where is your ideal property location (county/ area/ city/ etc.)?

Ideal building size and layout?

Property type?

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Property size?

Lot size?

Any particular type of area/neighborhood/demographics?

Traffic requirements (main road, secondary, etc)?

Client/customer access (foot traffic)?

Space requirements (a must have). Check all that applies.

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Ceiling Height

Forklift Height

Electrical Requirements

Number of Parking Spaces

About the purchase:

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What are the goals and objectives of the purchase?

What is the range of purchase price?

How much cash is available for the purchase?

Where does the source of cash come from?

How much time is required to liquidate assets, if any, to ensure the cash is available in the U.S.?

Is the purchase part of a 1031 Exchange?

Yes
No

What is the average bank account(s) balance in the last six months? Explain any large deposits.

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How is the purchaser's credit history?

What is the purchaser's credit score?

Are the last two years tax returns available?

Yes
No

Are the current profit & loss (P & L) states and balance sheets available?

Yes
No

Please explain.

How will the property be titled?

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Please list other currently owned assets and/or real estate.

What are the most important factors in the purchase (price, location, payments, terms of loan, return on investment, cap rate, etc)?

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9327 Fairway View Place, Suite 300 Rancho Cucamonga, CA 91730

909-786-4300

909-786-4301

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