CRE Education & Strategy

ProTech Commercial Realty’s Comprehensive 10-Step CRE Transaction Process

ProTech's 10-step commercial real estate transaction process for buyers and sellers from broker selection through closing.

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1. Interview and Select a Broker

Evaluate market knowledge, transaction experience, communication and valuation capability.

2. Discuss Goals and Expectations

Sellers evaluate market value and positioning; buyers define property type, location, budget and timing.

3. Sign Representation Agreements

Establish the brokerage relationship, responsibilities and compensation structure.

4. Market or Identify Property

Sellers launch targeted marketing; buyers begin a structured property search.

5. Property Tours

Qualified prospects tour properties and refine requirements.

6. Offers

Offers are analyzed or prepared with attention to price, contingencies, timing and deal structure.

7. Negotiations

The broker works to improve price and terms while preserving transaction viability.

8. Contract Execution and Key Dates

Escrow, inspections, financing, due diligence and closing deadlines are tracked.

9. Pre-Closing Responsibilities

Inspections, surveys, appraisals, title matters, lender requirements and property access are coordinated.

10. Closing

Settlement documentation is reviewed and the transaction is completed through the closing agent.

Michael Bruni, CFA®
Broker/Owner · ProTech Commercial Realty
Talk to ProTech about your commercial real estate objective.

Call 813-995-5544 or email mike@protech-cr.com.