💡How To Make An Info Packet For Your Property💡

Commercial Real Estate Agent with Next Wave RE Investments LLC Bullhead City AZ Commercial RE Broker AZ BR 528507000

LOL! Yesterday morning I compiled an info packet for one of my Mohave County AZ Commercial Real Estate offerings, as is standard practice for my business.

58 pages! 

I do this for one main reason:

To make it so easy for the buyer's broker and client to decide to buy my properties that they can move quickly.

I've done much (MOST) of the legwork for them.

It occurred to me that yall might want to know what and how I do this.

This is NOT specific to CRE - it can be very much used in residential offerings to a degree (the differences may be that you include area amenities, school info, local dog parks, city council information, utility resources).

Tip: go to your Seller's Property Disclosure Statement and see what information would pertain to the property you are marketing. Find that information and make it available via the source (HOA, architectural board, etc.)

It IS, in my opinion a necessity for CRE.

FIRST, I think in terms of my own due diligence. What about this property would a buyer ask me, that I would want to know and where to find out? 

So first stop is the County for a full permit file including building, business, well and septic if applicable. Let's go back in time as far as possible to see what has been done to this building and how it has been used. Use is good to know - if a buyer wants to use the property similarly to recent uses on that property, there may be less requirement from the permitting departments in terms of improvements.

Next, seller disclosures. I ask for sellers to provide comprehensive info and I include collateral for the statements they are making; for example if there was a roof leak and insurance claim was made, let's include the claim and any history. A lease extension document. Basic financial statement, etc. 

Demographics. My CCIM tools come in so handy here. I can run reports from market gap analysis (whether there is an overabundance or need for certain types of businesses) to flood maps, traffic count reports to psychographics. Include those specific to the property type and location.

Tax bills. Plat maps to show easements. County setbacks for the zoning type.

And last but not least, a color flyer with the basic property info and pics as a cover page. 

This package answers most of the questions a buyer could possibly have, makes their agent look like a superstar, and allows us all to either rule out or move forward on a deal with confidence.

My sellers think I'm Superchick. They're right. It's a lot of work but this is how I earn my money! 


Comments (17)

Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Good morning Candice. A complete information packet including copies of back-up documents for issues disclosed on the property disclosure form alleviate potential future problems upfront. Yes, it is a lot of work but success is a lot of work. That is why success only appears before work in the dictionary. Kudos to you. Enjoy your day.

Sep 12, 2023 06:10 AM
Candice A. Donofrio

That is why success only appears before work in the dictionary

It's a Capricorn thing, right?  ♑😎

Sep 12, 2023 06:43 AM
Bill Salvatore - East Valley
Arizona Elite Properties - Chandler, AZ
Realtor - 602-999-0952 / em: golfArizona@cox.net

Great information. Thanks for sharing and enjoy your week!

Bill Salvatore, Realtor- Arizona Elite Properties

Sep 12, 2023 06:32 AM
Kristin Johnston - REALTOR®
RE/MAX Platinum - Waukesha, WI
Giving Back With Each Home Sold!

Great post!  Thanks for sharing and enjoy your day!

Sep 12, 2023 06:34 AM
Katina Hargrove 352-551-0308
Stake Your Land Realty, Inc. - Eustis, FL
Broker/Owner, SFR®, e-PRO®, GRI, AHWD, REALTOR®

Candace A. Denofrio,

That is what makes you a super agent, you go beyond what it is required. You go girl.

Sep 12, 2023 06:49 AM
Candice A. Donofrio

Thank you maam.💖

It's a ball buster but it does help! LOL

Sep 12, 2023 06:53 AM
Brian England
Ambrose Realty Management LLC - Gilbert, AZ
MBA, GRI, REALTOR® Real Estate in East Valley AZ

Wow, that is awesome!  You would certainly be someone that I would enjoy working a transaction with!!!  🧠

Sep 12, 2023 07:21 AM
Candice A. Donofrio

And I would hire you as a client 🧠  LOL 

Sep 12, 2023 07:41 AM
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Hello Candice and Good information to pass on to us here in the Rain.  Hope you are getting ready for fall.

Sep 12, 2023 08:18 AM
Candice A. Donofrio

I'm past ready! 💖

Sep 12, 2023 08:45 AM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

Good evening Candice,

Now you are a SUPER agent going above and beyond. Buyer agents should love you for doing all the leg work and I'll bet love selling your listings. Well done and thank you for outlining all that you do!

Sep 12, 2023 04:02 PM
Candice A. Donofrio

Thank you! 💖

I have spoiled the buyer agents. But they're my customers too!

Sep 12, 2023 04:23 PM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Candice- you show them what a professional agent does...what you do sets you apart from many others!!! I viewed a listing many years ago and was so impressed by what the listing agent did, I told Larry that I'd want to use her!  Libra

Sep 12, 2023 06:46 PM
Candice A. Donofrio

Thank you ♎💖!
I want listings, and to show that I will work them! 💪

Sep 13, 2023 05:07 AM
Dr. Paula McDonald
Beam & Branch Realty - Granbury, TX
Granbury, TX 936-203-0279

You are a rockstar and yes, for commercial properties and residential, the more we can provide ahead of a sale, the better.

Sep 13, 2023 03:13 PM
Candice A. Donofrio

For sure! I am always trying to think a few moves down the chess board and ward off those surprises we'd rather not have! LOL

Sep 13, 2023 03:35 PM
Adam Feinberg
Elegran - Manhattan, NY
NYC Condo, Co-op, and Townhouse Advisor

I agree- a great packet to kick things off is a wonderful tool. Sure, CRE and Resi sales are a different process- but the concept is the same. Resi is complicated enough here that for the most part I don't want to get too involved on the CRE side of the business (other than multi-family or mixed use properties) - but it never hurts to be prepared and were that preparedness on your sleeve as a badge of honor. 

Sep 13, 2023 07:49 PM
Candice A. Donofrio

I would imagine where you are, a huge benefit from having comprehensive information for your clients and their agents!

Sep 14, 2023 05:17 AM
Laura Cerrano
Feng Shui Manhattan Long Island - Locust Valley, NY
Certified Feng Shui Expert, Speaker & Researcher

The packaging to remember people doesn’t really change over time and it’s all about the actual legacy of every 

Sep 13, 2023 09:56 PM
Kat Palmiotti
406-270-3667, kat@thehousekat.com, Broker/REALTOR® - Kalispell, MT
Helping your Montana dreams take root

Excellent tip on what kind of information to provide. I showed a multi-family home yesterday which had just about nothing on the MLS form filled out. Leases in play and if yes, when do they expire? # meters? How is electric handled? What kind of heat is there?  I love when agents provide specifics!

Sep 14, 2023 04:53 AM
Candice A. Donofrio

Right, I can't count the number of multifamily listings I see with NO tenant mix, no expenses, nothing! Then you're lucky to get a return call when you ask!

Sep 14, 2023 05:16 AM
Doug Rogers
RE/MAX Coastal Properties - Destin, FL
Your Real Estate Resource!

You certainly do your homework!

Sep 14, 2023 06:49 AM
Candice A. Donofrio

I do because I hate high drama! A LOT! LOL

Sep 14, 2023 10:42 AM
Ginger Harper
Coldwell Banker Sea Coast Advantage~ Ginger Harper Real Estate Team - Southport, NC
Your Southport~Oak Island Agent~Brunswick County!

Excellent.    Thanks for this information.

Sep 14, 2023 07:52 AM
Candice A. Donofrio


Sep 14, 2023 10:42 AM
Leanne Smith
Dirt Road Real Estate - Golden Valley, AZ
Relocation to NW AZ with elbow room & more freedom

We think much alike Candice A. Donofrio I believe in removing as many possible obstacles that may prevent a decision to moving forward.  Great post. Hopefully someone like Carol Williams or Debe Maxwell, CRS will read this post. 

Sep 14, 2023 10:01 AM
Candice A. Donofrio

We ALL 'should' think like that . . . make it smooth so it's fun!
Plus, I rather enjoy compiling the info . . . it's actually one of my favorite things to do in this job! 😋

Sep 14, 2023 10:44 AM
Buzz Mackintosh
Mackintosh REALTORS - Frederick, MD
“Experience, reliable, leadership”

That is allot of leg work and the Buyer's agent should thank you. What do you do if you find permits were not pulled for something on the property? You would be uncovering a latent defect?

Sep 15, 2023 04:19 AM
Candice A. Donofrio

FREQUENTLY there are unpermitted improvements to properties here, that is a huge reason to have the permit file and often the parties can do an 'as built' after-the-fact permit. Or choose not to, if they want to live with it. Lenders are sensitive to such things, if it's not a cash deal so yeah we check. 

In AZ an owner can build their own home if they're gonna live in it for a year minimum . . . yes you're to pull permits but we are no longer surprised at non-permitted improvements--though the seller may be when it impedes their sale! LOL 
This was and in some ways still is the Wild West!

Sep 15, 2023 12:05 PM
Carla Freund
Keller Williams Preferred Realty - Raleigh, NC
Carolina Life RealEstate & Relocation 919-602-8489

Candace, Great info! I do this for my listings as well. I wish others would too. I add it to agent docs and put it in the house so agents and potential buyers can see it for themselves. I so appreciate when other agents do this. It is important when you have to get an offer in quickly. Enjoy your day!

Sep 15, 2023 06:47 AM
Candice A. Donofrio

I LOVE when listing agents are thorough! It's not always a given!

Sep 15, 2023 12:06 PM