How We Avoid Surprises
- Diligence scope is defined before new document requests.
- Assumptions are stated and confirmed in writing.
- Seller controls pace with direct milestone updates.
- Pricing changes are tied to documented findings only.
Process
Our Buying Process — From Intro to Close
Clear steps, defined expectations, no surprises.
Milestones
Transaction Timeline
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1
Confidential Intro Call
- Goal: Align fit, priorities, and timeline.
- Deliverable: High-level fit feedback.
- Expected Duration: 1 business day.
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2
NDA (If Needed)
- Goal: Protect sensitive documents.
- Deliverable: Signed NDA.
- Expected Duration: Same business day.
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3
Indicative Range / LOI
- Goal: Agree assumptions and economics.
- Deliverable: Draft LOI range.
- Expected Duration: Typically 2-5 business days.
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4
Defined Diligence Plan
- Goal: Set scope, deliverables, and timing.
- Deliverable: Diligence checklist with milestones.
- Expected Duration: Timeline aligned to deal complexity.
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5
Target Closing
- Goal: Complete closing process.
- Deliverable: Sale completion.
- Expected Duration: Confirmed early and updated by milestone.
Site Visit Discretion Policy
- Schedule visits by owner-approved appointment only.
- Avoid tenant or staff engagement without explicit permission.
- Limit attendance to required participants and minimize disruption.
Information Needed
Before NDA Checklist
After NDA: Additional Diligence Items
- T12 P&L and rent roll
- Delinquency and bad debt summary
- Capex history and known near-term projects
- Material legal, title, or lease considerations