The OS Offer
16
STEP 6 Transactions: How we work
Acquisition / Renewals
?
Qualify & Select Alternatives
Initiate Negotiations
Finalise Negotiations
3
4
5
6
7
Survey Market
Close Out
• Conduct market survey • Match availabilities with requirement • Inspect properties • Perform preliminary financial analysis • Select most qualified alternatives • Begin discussion with landlords
• Analyse efficiencies and layouts • Evaluate building infrastructures • Assess impact of local codes on space • Investigate property ownership • Prepare recommendations
• Send RFPs to
• Coordinate lease
• Create contract abstract • Summarise crucial information • Perform administration tasks
candidate landlords • Analyse lease proposals • Reduce alternatives • Prepare design, space plan, budgets, schedules
review & comments with client’s attorney
• Complete due diligence • Develop construction documents • Execute lease
Define Requirements
Strategic Planning
1
2
• Determine
• Examine short– and long–term business goals • Clarify current
requirement • Develop direction • Address financial considerations • Customise reporting process • Set timing
and projected space requirements
• Analyse financial objectives and contingent liabilities • Establish preliminary budgets for potential relocation scenarios • Develop an informed and cohesive strategy to meet client’s requirement
Disposition / Surrenders
?
Finalise Negotiations
Close & Follow–Up
Qualify Prospects
Develop Marketing Program
3
4
5
6
7
Analyse Market
• Thoroughly examine market conditions • Identify competitive space • Compile comparable lease transactions • Provide list of suitable tenants in the market
• Distribute marketing materials • Conduct canvassing and showings
• Assess potential sublessors’ financial standing / credit • Review offer terms and investigate prospects • Prepare counteroffers
• Select user • Negotiate with final candidate • Draft final lease terms and conditions • Execute contract
• Create contract abstract • Summarise crucial information • Perform administration tasks
Transactions in more detail Please speak with James for more detail in the transaction management service.
• Report inquiries • Follow up with
prospective sublessors
TRANSACTION MANAGEMENT
FURTHER INFO
Occupier Services
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