Your role / title
Do you currently lease or own your space?
Select...
Lease
Own
Neither — working from home / no current space
How did you find Innovate CRE?
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Referral from a friend or colleague
Google search
Social media (LinkedIn, Instagram, Facebook)
Podcast
LoopNet / CoStar
Networking event or conference
Returning client
Other
What are you looking to do? *
Lease space
Tenant representation
Purchase property
Buyer representation
What type of space are you targeting? *
OfficeCorporate, medical, flex
IndustrialWarehouse, distribution, mfg
RetailStorefront, restaurant, strip
Multifamily / ALRApartment, assisted living
Mixed use / otherCombination or other
Target market(s) / submarket(s) *
Location must-haves
Willing to consider multiple markets?
Select...
Yes — flexible on location
Prefer primary market but open to alternatives
No — specific location only
Tenant improvement (TI) expectation
Select...
No TI needed — move-in ready
Low — $10–25/SF (paint & carpet)
Medium — $25–50/SF (moderate buildout)
High — $50+/SF (significant construction)
Lease term preference
Select...
Short-term: 1–2 years
Standard: 3–5 years
Long-term: 5–10 years
Flexible / unsure
Free rent / concessions expectations
Select...
No expectation
1–2 months free rent
3+ months free rent
Whatever the market will bear
Target purchase price range
Select...
Under $500K
$500K – $1M
$1M – $2.5M
$2.5M – $5M
$5M – $10M
$10M+
Financing approach
Select...
All cash
Conventional commercial financing
SBA 504 or 7(a) loan
1031 exchange
Not yet determined
Pre-approved / pre-qualified?
Select...
Yes — pre-approved
In progress
Not yet
N/A — all cash
Target cap rate (if income-producing property)
Select a transaction type in Section 2 to see relevant budget questions.
When do you need to be in the space? *
ASAPWithin 60 days
Soon3–6 months
Planned6–12 months
Exploring12+ months / strategic
What's driving the search right now?
Employees at this location
Select...
1–5
6–15
16–50
51–100
100+
Anticipated headcount growth (12 mo)
Select...
Likely to shrink
Stable — no major change
Moderate growth (up to 25%)
Significant growth (25%+)
How will the space primarily be used?
What is your annual revenue?
Select...
Under $250K
$250K – $500K
$500K – $1M
$1M – $5M
$5M – $10M
$10M – $25M
$25M+
Prefer not to say
Any special operational requirements?
Who makes the final decision? *
Select...
I'm the sole decision-maker
I have a business partner who must agree
Board or investors must approve
Corporate / parent company approval needed
Committee or group decision
Typical approval timeline once a space is identified
Select...
Days — I can move fast
1–2 weeks
2–4 weeks
1 month or longer
Prior broker relationships
Select...
No prior broker — clean slate
Looked on my own but no broker
Had a broker, relationship ended
Currently working with another broker
Have you toured any properties already?
Select...
No — haven't started
A few — early stages
Several — actively searching
What other additional resources would be helpful?
Do you have the ability to provide updated current business financials?
Select...
Yes — readily available
Yes — but may take some time to gather
Partial — some documents available
No — not currently available
Absolute must-haves (non-negotiable requirements)
Deal-breakers (what kills the deal)
Additional notes or context
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