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the following basic information regarding the property owner and the
property that you are requesting a no-cost evaluation on.
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Bold fields are
required
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Owner
Information
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You were referred by: |
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Owner's
Name/Entity |
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Mailing
Address |
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City |
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State |
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Contact Name |
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Fax # |
Property Information |
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Property
Address |
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Building/real estate description(be as
specific as possible) |
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Building
Usage |
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Building Sq
Footage |
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Site
Size/Acreage |
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No. of
Floors |
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Do you have
tenants? |
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No. of Units |
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Property Contact
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Phone |
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Fax # |
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Email: |
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Property
Type |
If your property is existing property, please complete section 1,
if new construction, please complete section 2, and if your property
is a an acquisition please complete section 3.
Section 1 (for existing property
only)
If you have the following, please check the appropriate boxes
below: |
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Depreciation Schedule? |
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Site Survey? |
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Original purchase was |
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*Total Cost or Purchase Price |
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*Placed in Service or Purchase Date |
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*Land Value Allocated |
*This information is normally found on the
depreciation schedule.
Section 2 (for new construction
only)
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Cost on new construction? |
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Placed in Service |
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Date (Month/Year) Leasehold
Improvements & Renovations Completed
If you have the following, please check all that
apply:
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Capitalized Costs Supported by A/A Payment Application
(form G702/G703), change orders including description
costs |
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Project budget summarizing all associated costs:
- Indirect costs not included in pay application (architectural
fees, engineering fees, etc.)
- Costs paid directly to subcontractors outside general
contract (landscaping, carpet, phone system, etc...)
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Site Survey Available? |
Section 3 (for Acquisitions
only)
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Purchase Price |
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Purchase Date |
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Land Value Allocated |
Please check all that apply:
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Closing Statement Available? |
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Recent Appraisal Available? |
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Property rent roll as of the acquisition date
(multiple tenants only) |
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Historical Information Available?:
- Tax Depreciation Schedules or Fixed
Assets Schedule
- Inventories of furniture, fixtures, &
equipment |
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Site Survey Available? |
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Construction drawings available? |
Misc. Required
Information
The following items must be understood before a proper flat bid
can be developed:
1. Are you paying federal taxes currently? Will the study
create a Net Operating Loss that must be carried back to previous
years?
2. Are you currently under examination with the IRS?
3. Do you have other personal property that was placed in service
the same year as the building that may need to be recalculated
as a result of a cost segregation analysis?
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Your response to the above
questions? |
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