Real Estate Intake (Leases • PSAs • Addenda)
Who’s sending this? (Routing)
Your name
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Your email
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Your role
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Urgency
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low
normal
high
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Deal Basics
Real estate matter type
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Lease (Commercial)
Lease (Residential)
PSA (Purchase & Sale Agreement)
Real Estate Addendum/Rider
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Negotiation stance (“position tier”)
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strong = our side-favorable
standard = balanced
concession = counterparty-favorable
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Effective Date
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Jurisdiction (governing law)
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Venue (optional)
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Parties
Party A
Party A – Legal name
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Party A – Entity type
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Party A – Address
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Party A – Signer name
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Party A – Signer title
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Party B
Party B – Legal name
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Party B – Entity type
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Party B – Address
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Party B – Signer name
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Party B – Signer title
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Lease Module (shown if matter type = Lease)
Property
Property address
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Building / Unit / Suite
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Square footage (SF)
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Use type
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office
retail
industrial
residential
hospitality
mixed-use
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Parking (stalls/spaces)
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Term & Economics
Lease type
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NNN
Gross
Modified Gross
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Lease term (months)
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Commencement date
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Rent commencement date
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Base rent
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Escalations
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3% annual
CPI
FMV reset
stepped schedule
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Free rent (if any)
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Security deposit / LOC
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CAM / OpEx allocation
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Taxes & insurance allocation
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Renewal options (count × years)
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Option rent basis
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FMV
Fixed step
Prior year + % increase
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Delivery & Build-Out
Delivery condition
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as-is
white box
turn-key
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TI allowance
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Critical dates
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Operations & Use
Permitted use
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Exclusive use?
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yes
no
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Co-tenancy (retail)?
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required
not required
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Signage rights
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Hazardous materials handling (if applicable)
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Maintenance & Risk
Structural vs non-structural
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HVAC responsibility
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Common areas / parking upkeep
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Casualty / condemnation thresholds
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Transfers & Options
Assignment / sublease standard
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landlord consent (not unreasonably withheld)
notice only (affiliates)
strict consent
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Recapture right on transfer?
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yes
no
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Renewal option
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Expansion / ROFO / ROFR
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Holdover rate
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Insurance & Indemnity
Required coverages & limits
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Waiver of subrogation
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yes
no
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Estoppel delivery (days)
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SNDA required?
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yes
no
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Guaranty required?
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yes
no
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PSA Module (shown if matter type = PSA)
Property description / legal description ref
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Purchase price
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Deposit(s) & hard/soft dates
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Escrow agent
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Due diligence period (days)
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Access rights during diligence
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Title company
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Survey type
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Title objections / cure period
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Closing date (target)
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Prorations/adjustments
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As-is sale?
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yes
no
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Reps/indemnity caps & survival
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Risk of loss / condemnation
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1031 exchange cooperation
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yes
no
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Financing contingency
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yes
no
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Inspection contingency
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yes
no
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Brokers involved?
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yes
no
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Broker details / commissions
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Seller credit amount (if any)
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Closing costs split
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Addenda / Riders (if matter type = Addendum)
Addendum type(s)
Environmental (Phase I/II)
ADA / Accessibility
Green Building / Sustainability
Construction / TI Rider
SNDA
Estoppel Certificate
Guaranty (personal/corporate)
Co-tenancy (retail)
Operating Covenants
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Special terms for selected addendum(s)
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Attachments & Notes
Reference documents (URLs)
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Special instructions / priorities
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Confirmations
Conflict check is okay
– You’re fine with us checking for conflicts.
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Aligned with our policies
– You accept we’ll apply our standard drafting policies.
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Okay to contact you
– Permission to email/call you about this matter.
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