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Confidentiality Protocol

Seller Safety Commitments Are Built Into Our Process

Confidentiality is not an afterthought. It is the first layer of our transaction workflow and is enforced before sensitive information moves.

Seller Safety Commitments

  • NDA before rent roll or sensitive financial documents when requested.
  • No tenant or staff contact without explicit owner permission.
  • No assignment or wholesale contract structure.
  • Document access limited to diligence participants with a clear purpose.
  • Communication cadence agreed up front and tracked by milestone.

Information Handling Standards

  • Initial review can begin with high-level summaries only.
  • Sensitive files are requested only when needed for next milestones.
  • Site visits are coordinated privately and by appointment.
  • Any third-party specialist use is disclosed with scope defined.
NDA Timing

When an NDA Is Used

If detailed rent roll, tenant-level, or other sensitive information is required, NDA execution is handled before those files are exchanged.

Initial Fit

High-level property and timeline review.

NDA Trigger

Identified before any sensitive document request.

NDA Execution

Completed quickly to avoid process delays.

Controlled Exchange

Only relevant diligence documents are requested.

Milestone Updates

Owners and brokers receive clear status communication.

Start with a Private, Controlled Review

Share light details first and choose what to disclose at each stage.

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