Transaction services

Brokerage execution for sales, acquisitions, and leasing assignments.

Property sales, acquisitions, and lease transactions require a defined assignment, clear authority, and coordinated execution. Depending on the engagement, the work may cover preparation, market outreach, proposal or bid review, negotiation, documentation, due diligence, delivery, and closing.

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The assignment comes first

The scope depends on the client and the transaction.

A property sale, acquisition, tenant assignment, and landlord leasing assignment require different information, counterparties, economics, documents, and approvals. The brokerage scope is set around the client’s position and the transaction to be completed.

Owner dispositionInvestment Sales

Prepare the property for sale, establish the marketing and pricing position, contact prospective buyers, compare offers, negotiate terms, and coordinate the commercial work through closing.

↗ Investor executionAcquisitions & Dispositions

Define acquisition criteria, identify opportunities, review pricing and property information, negotiate terms, coordinate diligence, and support the client’s decision through closing.

↗ Occupier executionTenant Representation

Define the space requirement, survey the market, compare properties and full occupancy costs, negotiate business terms, and track the lease and premises-delivery process.

↗ Owner leasingLandlord Representation

Position available space, identify and qualify prospects, manage tours and proposals, compare net lease economics, negotiate business terms, and coordinate lease execution and delivery.

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Transaction execution

Each transaction requires defined approvals, comparison criteria, and closing controls.

The client’s role determines the information to prepare, the parties to engage, the terms to compare, and the approvals required to advance the transaction.

Seller control

Run a consistent sale process for prospective buyers.

Use consistent information, access procedures, bid instructions, deadlines, and communications so the seller can compare price, terms, qualifications, contingencies, and timing.

Market
Buyer universe and outreach record
Offers
Common bid structure and exceptions
Award
Price, certainty, timing, and terms

Transaction documentation

The transaction file should document offers, approvals, diligence, and closing conditions.

The transaction file records the property or requirement, market activity, proposals or offers, revisions, approvals, open conditions, documents, and responsibilities through completion.

Transaction briefAssignment / market / authority

Client objective and authority

The asset or occupancy requirement, commercial objective, authority, constraints, timing, and acceptable outcome.

Market field

The relevant buyers, properties, landlords, tenants, comparables, competing opportunities, and current conditions.

Offer and approval record

Offers or alternatives normalized for economics, terms, qualifications, exceptions, dependencies, and execution risk.

Closing conditions

The documents, approvals, diligence, financing, delivery items, dates, and responsibilities required to complete the assignment.

Process controls

Clear responsibilities and comparison standards keep the assignment on track.

Although the assignments differ, each one benefits from defined authority, consistent financial comparison, organized communications, and active tracking of open items.

Authority

Define approval authority before launch.

Know who directs, reviews, approves, and signs before the market begins to move.

Comparability

Compare offers and alternatives consistently.

Normalize price, economics, terms, timing, conditions, and exceptions before comparison.

Leverage

Maintain a credible competitive process.

Sequence information, access, deadlines, and negotiation without weakening the client’s position.

Close

Assign and track every open item.

Track documents, diligence, approvals, financing, delivery, and responsibilities through completion.

Supporting advisory and research

Research and advisory work should be complete before brokerage begins.

All services →
ValueBroker Opinion of Value

A broker opinion of value can inform the seller’s pricing and marketing decisions before a disposition.

↗ CourseAsset Strategy

Asset strategy helps ownership determine whether a sale, lease, capital project, refinancing, or continued hold should be evaluated.

↗ EvidenceComparable Analysis

Comparable analysis supports pricing and term review but does not replace transaction representation.

↗ MarketSubmarket Research

Submarket research identifies the competitive properties and current conditions relevant to the assignment.

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Discuss the transaction

What transaction are you preparing to complete?

Provide the property or space requirement, client role, transaction objective, geography, decision authority, and target timing.

Speak with a transaction advisor ↗

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