Broker & Investor Toolkit
Commercial Real Estate Checklists & Guides
Field-ready, printable checklists for every stage of a commercial deal — sourcing, touring, underwriting, LOIs, due diligence, leasing, and closing. Built from the MaxLife Academy curriculum and the way real deals actually get done. Check items off online, save your progress, or print the whole list. Free, no signup.
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Deal-Making
From first offer to signed deal — LOI, terms, and closing.
Commercial Letter of Intent (LOI) Checklist
Every term to nail down in a commercial LOI so the PSA is a formality — price, contingencies, timeline, and the protective language buyers forget.
Commercial Buyer Representation Checklist
A start-to-finish checklist for commercial buyer's agents: engagement and fee agreement, buy box, screening, underwriting, LOI, PSA, due diligence, financing, 1031 timing and closing for NNN and industrial buyers.
Commercial Agent Business Setup Checklist
A first-year setup checklist for newer commercial real estate agents: budget and runway, weekly calendar, CRM, deal files, tech stack, broker and network, reputation and 12-month milestones.
Commercial Agent Compliance Self-Audit Checklist
A quarterly compliance and ethics self-audit for newer Florida commercial agents: license and broker, agency and disclosure, conflicts, deposits and escrow, records, advertising and the licensed name, calls, texts and email, federal flags and a quarterly review.
Commercial Real Estate Closing Checklist
From the go-hard decision through funding and post-closing — the final-stretch checklist that gets a CRE deal across the line.
Commercial Purchase & Sale Agreement (PSA) Checklist
The PSA terms a buyer-side broker must negotiate and verify before signing — deposit and go-hard mechanics, contingencies, reps, remedies, and the specific-performance and assignment language buyers forget.
Commercial Deal Sourcing Checklist — The Weekly Routine
A repeatable weekly system for sourcing off-market and on-market commercial deals across four channels: brokers, LoopNet/Crexi, direct-to-owner, and distress.
1031 Exchange Execution Checklist
Step-by-step checklist for executing a 1031 like-kind exchange without disqualifying it — QI setup, the 45/180-day deadlines, identification rules, and boot avoidance.
Due Diligence
Verify everything before earnest money goes hard.
Commercial Real Estate Due Diligence Checklist
The complete 50-point DD checklist — legal, physical, environmental, financial, and tenant — to run from LOI to closing without surprises.
Commercial Property Tour & Site Inspection Checklist
What to look at, photograph, and ask on a commercial site visit — before you ever write an offer.
Financial Analysis
Read the numbers like a broker, not a brochure.
Rent Roll & T-12 Review Checklist
How to read a rent roll and trailing-12 like a broker — verify income, normalize NOI, and catch the six classic seller tricks.
CRE Metrics & Formulas Cheat Sheet
A one-page reference card with the 15 commercial real estate formulas brokers and investors actually use — cap rate, NOI, DSCR, IRR, debt yield, and more — with Florida benchmark ranges.
Commercial Loan & Financing Terms
A reference card for commercial real estate debt — loan products, recourse and structure, and prepayment terms — so you can talk financing like a lender.
Florida CRE Tax & Deadline Reference
Current Florida commercial real estate taxes, rates, and key dates — transfer taxes, property tax calendar, the repealed rent tax, and the federal items that ride along.
Leasing
Net leases, abstracts, and the clauses that move yield.
NNN (Net Lease) Review Checklist
The clauses, escalations, and tenant-credit factors that determine whether a net lease is truly passive — and truly worth the cap rate.
Commercial Lease Abstract Checklist
The fields to pull from any commercial lease into a clean one-page abstract — so the key terms are never buried in 60 pages again.
Commercial Leasing Deal Checklist
A start-to-finish checklist for commercial leasing agents: engagement and commission agreement, space specs, market survey, deal economics, LOI, lease negotiation, commission protection and possession handoff for industrial and retail deals.
Net-Lease Tenant Credit Analysis Checklist
A step-by-step framework for vetting the credit behind a net-lease tenant — entity, guaranty, agency ratings, store-level health, and brand trajectory — before you price the deal.
Commercial Lease Clauses Decoder
A plain-English decoder for the commercial lease clauses that move value and risk — what each one means and who it favors.
Listing & Marketing
Package and launch a listing that actually sells.
Listing a Commercial Property — Broker Checklist
Everything to gather, prepare, and launch when you take a commercial listing — from owner intake and financials to the marketing package and go-to-market.
Commercial Listing Appointment Prep Checklist
The 14-item packet for a commercial listing appointment: public-record research, the underwrite, the BOV and net sheet, the presentation, and the listing agreement.
Commercial Prospecting Weekly Plan Checklist
A weekly prospecting plan for new commercial agents: farm setup, a public-records owner list, compliance, call and mail blocks, referral touches, and a 90-day plan for industrial and NNN owners.
Guides & Downloads
Longer-form references and downloadable documents.
Commercial RE Transaction Guide
A complete reference for commercial real estate transactions — from Letter of Intent through post-closing. Every stage explained.
Read guide →PDF DownloadNNN Build-to-Suit Business Plan
The full NNN development model — pro forma economics, tenant requirements, target markets, financial projections, and disposition strategy.
Download PDF →Interactive tools
Run the numbers as you work the checklist.
Go deeper — free courses
Every checklist is distilled from the MaxLife Academy CRE curriculum — 27 courses, free to access.
Browse the Academy →Have a deal you're working through?
Walk a specific scenario with Ryan Solberg — co-broke a Central Florida deal, pressure-test your underwriting, or get a second set of eyes before you go hard.
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