NuLuxe Commercial Real Estate Intake

01

What kind of commercial help do you need?

Pick one — the questions below adjust to match.

02

About You

Contact details and how we should follow up.

First name Last name

Phone Email

Company / business name (optional) Your role

Preferred contact method How soon do you need help?

Target market / city Preferred area, submarket, or side of town (optional)

Already working with a commercial broker or agent? How did you hear about us? (optional)

03

Property Categories

Select all that fit — we’ll tailor follow-up questions.

Property categories

Office / professional

Medical office

Retail

Restaurant / food service

Warehouse

Industrial

Flex space

Land

Multifamily

Mixed-use

Self-storage

Automotive

Hospitality

Special purpose

Not sure

Other

04

Lease Space Needs

Business details, budget, and space requirements.

Type of business Are you currently leasing space?

Current lease expiration date

Current monthly rent (optional) Desired property type

Office

Retail

Medical

Warehouse

Industrial

Flex

Restaurant

Land

Other

Approximate square footage needed Maximum monthly lease budget

Desired lease term Target move-in date (optional)

Employees now (optional) Employees projected (optional)

Preferred area / submarket

Office / professional layout

Private offices needed (optional) Open workspace / cubicles needed? Conference rooms needed?

How many conference rooms?

Reception / waiting area needed? Breakroom / kitchen needed?

Restaurant / food service

Grease trap needed? Vent hood needed?

Patio needed? Second-generation restaurant preferred?

Warehouse / industrial / flex

Clear height needed? (optional)

Dock-high doors needed? Grade-level doors needed?

Office portion needed? Truck access needed?

Medical office

Exam rooms needed? (optional) Plumbing needs (optional) ADA / accessibility needs (optional)

Parking requirements (optional)

Client parking

Staff parking

Covered parking

ADA access

Loading area

Visibility needs (optional) Internet needs (optional)

Special electrical / utility / buildout needs (optional)

Exterior signage required? (optional) Anticipate growth during the lease? (optional)

Growth notes

Special requirements (optional)

04

Purchase Criteria

Budget, financing, and what you’re looking to buy.

What type of property do you want to buy?

Office

Retail

Warehouse

Industrial

Medical

Restaurant

Multifamily

Land

Mixed-use

Other

Purchase budget minimum (optional) Purchase budget maximum

Financing type

SBA / Financing Note

SBA and commercial financing options may be available through third-party lenders, but NuLuxe Realty Group does not guarantee financing approval, loan terms, rates, timelines, or eligibility. Buyers are responsible for obtaining their own financing approval and should speak directly with a qualified lender.

Pre-approved or proof of funds? Intended use Desired size (optional) Target market / submarket Timeline to purchase Must-have features (optional) Deal-breakers (optional) Do you need lender options? (optional)

04

Property You’re Selling

Address, ownership, occupancy, and pricing context.

Property address Property type

Do you currently own the property? Is the property currently occupied?

Estimated property value (optional) Target sale price (optional)

Mortgage payoff estimate (optional) Other liens or judgments (optional)

Current rental income (optional) Lease expiration dates

Reason for selling (optional) Timeline to sell

Is it currently listed? Are all owners aware of the potential sale?

Known title, legal, tenant, environmental, zoning, or repair issues? (optional)

04

Space You’re Listing

Vacancy details, asking rent, and lease preferences.

Property address Property type

Office

Retail

Medical

Warehouse

Industrial

Flex

Restaurant

Mixed-use

Land

Other

Are you the owner or authorized representative?

Available square footage Asking rent (optional)

Lease type Availability (optional)

Current occupancy Minimum lease term desired (optional)

Property highlights (optional) Known restrictions (optional)

Is the space currently listed? Are all owners / decision-makers aware?

Timeline to lease the space

04

Investment Criteria

Strategy, markets, returns, and financing.

Investment strategy Property types wanted

Office

Retail

Industrial

Warehouse

Multifamily

Land

Mixed-use

Medical

Self-storage

Other

Target markets

Houston

Dallas / Fort Worth

Austin

San Antonio

Other Texas

Outside Texas

Open

Budget minimum (optional) Budget maximum

Financing type Proof of funds or lender approval ready?

Target return goal (optional) Target monthly cash flow (optional)

Risk comfort level (optional) Hold period (optional)

Properties currently owned (optional) Timeline to purchase

Deal-breakers (optional) Notes / buy box (optional)

1031 Exchange

1031 Note

NuLuxe can help identify potential replacement properties, but 1031 exchange rules, deadlines, qualified intermediary requirements, tax treatment, and exchange eligibility should be reviewed directly with your CPA, attorney, and qualified intermediary. NuLuxe does not provide tax or legal advice.

Have you already sold the relinquished property?

45-day identification deadline (optional) 180-day exchange deadline (optional)

Exchange accommodator / QI selected? (optional)

Target replacement property value (optional) Trying to replace debt? (optional)

04

Land / Development

Buy, sell, or develop — tell us the project shape.

Are you looking to buy/develop or sell land? Intended use Target market / area

Minimum acreage (optional) Maximum acreage (optional)

Purchase budget maximum

Estimated land value / desired sale price

Financing type (optional) Timeline Zoning requirement or current zoning (optional) Utilities needed or available (optional)

Water

Sewer

Electric

Gas

Not sure

Road frontage needed or available? (optional) Traffic / visibility important? (optional)

Environmental concerns acceptable or known? (optional) Development plan / land notes (optional)

04

Broker / Agent Referral

Your contact info and the client you’re referring.

Referring person

Referring person name Referring company / brokerage (optional)

Referring phone Referring email

Are you licensed? (optional)

Client details

Client name

Client phone (optional) Client email (optional)

Client type What does the client need?

Lease

Buy

Sell

List space

Invest

Land / development

Consult

Property type / category (optional)

Office

Retail

Industrial

Land

Multifamily

Other

Target area / property address (optional) Budget / price range (optional) Timeline / urgency Has the client agreed to be contacted? Referral notes (optional)

Referral Consent

By submitting client contact information, I confirm that I have permission to share this information with NuLuxe Realty Group and that the client has agreed to be contacted regarding this commercial real estate inquiry.

Submitting a commercial referral does not guarantee acceptance of the referral, compensation, commission, co-brokerage, representation, or a transaction outcome. Any referral fee, commission split, agency, or cooperation agreement must be reviewed and agreed to separately in writing where required.

04

Consultation Details

A short path for open commercial questions.

What would you like to discuss?

Lease

Buy

Sell

Invest

Land

Valuation

Strategy

Not sure

Are you representing yourself or a company? (optional) Property address or target market (optional) Budget or price range (optional) Timeline Tell us what’s going on

05

Send & Confirm

We’ll route this to the right NuLuxe contact.

Which NuLuxe agent are you working with? (if any)

Notes / anything else we should know? (optional)

Important Notices

NuLuxe Realty Group does not provide legal, tax, accounting, environmental, zoning, securities, or financing advice through this form. Please consult the appropriate licensed professional for those matters.

By submitting this form, I consent to be contacted by NuLuxe Realty Group and/or its representatives by phone, text, or email regarding my commercial real estate inquiry. Message and data rates may apply. I may opt out at any time.

I understand this form is for general commercial real estate intake and planning purposes only. Submitting this form does not guarantee property availability, financing approval, seller/landlord acceptance, investment returns, pricing, lease terms, or a transaction outcome.

No legal, tax, zoning, or financing advice is provided through this intake.

NuLuxe Realty Group · Commercial Real Estate Intake
This form does not create a brokerage agreement until separately agreed in writing.

Commercial real estate guidance, built around your next move.

What kind of commercial help do you need?

About You

Property Categories

Lease Space Needs

Purchase Criteria

SBA / Financing Note

Property You’re Selling

Space You’re Listing

Investment Criteria

1031 Note

Land / Development

Broker / Agent Referral

Referral Consent

Consultation Details

Send & Confirm

Important Notices