Bill Shelby
Coldwell Banker Realty 614.638.4920

Three Phase Approach

Phase I: Client Market Analysis 

Client Profile

  • Business Strategy
  • Competitors
  • HR
  • Image/Culture
  • Operations
  • Technology
  • Organizational Chart

Needs Analysis

  • Present Occupancy Scenario
  • Location Requirements
  • Building Requirements
  • Space Requirements
  • Floor Layout Requirements
  • Improvement Requirements
  • Amenity Requirements
  • Timing Requirements

Market Review 

  • Identify Markets
  • Identify Buildings and/or Sites
  • Assemble & Verify Data
  • Present Opportunities and Market Information

Market Tour

  • Pre-visit selected Properties
  • Schedule Property Showings
  • Tour Properties with Client 

Phase II: Select Building & Negotiate Lease

RFP Process

  • Draft Request for Proposal
  • Review RFP
  • Send RFP with Short List 

Deal Analysis

  • Receive Proposals
  • Financial Analysis
  • Functional Analysis 

Preliminary Negotiation

  • Select 1-3 top alternatives
  • Approval of space plan. Request final and best offer
  • Development of construction budget
  • Select top choice and backup
  • Recommend legal counsel
  • Prepared letter of intent (LOI)
  • Receive and review these documents
  • Negotiate lease terms
  • Execute lease documents

Phase III: Manage Design, Construction, and Move-in

Design

  • Appoint tenant contact
  • Prepare construction documents
  • Ordinate FF&E package

Construction

  • Issue bid packages
  • Analyze and recommend
  • Higher contractor
  • Value enginee
  • Manage construction
  • Tour premises

Move-in

  • Install furniture
  • Install voice and data
  • Complete punch list
  • Execute start date agreement