What We Do
Transactional Due Diligence
Zoning
➢ Overall environmental, zoning and property condition report, review services
➢ Provide comprehensive evaluations of properties
➢ Support informed decision-making regarding:
➢ Real Estate Transactions
➢ Development projects
➢ Property management strategies.
➢ Ensure compliance with regulatory requirements
➢ Minimize environmental and financial risks
Environmental
➢ Analyze and review environmental reports
➢ Phase I/II Environmental Site Assessments
➢ Limited Subsurface Investigations
➢ Remediation
➢ State Brownfield Remediation and Oversight
➢ Abatements
Property Condition Assessments
➢ Multiple Levels of Property Condition Assessments
➢ Mechanical, Electric and Plumbing Inspections and Costs
➢ Fire Life Safety Inspections, ADA Compliance, Wetland Surveys, Seismic Surveys, Sewer/Septic Surveys
➢ Local and/or National Roof Inspections, Reports and Costs
➢ Responsibility and real number review for Immediate and Reserve Schedules
➢ Obtain proposals for Immediate work by local sub-contractors and national companies
Zoning
➢ Analyze and review zoning reports
➢ Provide action plans to resolve all municipality issues and oversee to completion
Title & Survey
➢ Work with Attorney, Title, and Survey to completion
Energy Inspections & Assessments
➢ ASHRAE Level 2 Report
➢ Climate Resiliency Assessment
➢ Decarbonization Study
➢ ESG Checklist
Financial Due Diligence
Tenant Lease Service
➢ Lease and License Abstracts
➢ Lease Abstract Consolidated Schedules that include but are not limited to:
➢ Leasing Commissions
➢ Parking Requirements
➢ ROFR
➢ Termination
➢ Permitted Use
➢ Security Deposit
➢ Landlord Restriction
➢ Self-Insurance Rights
➢ Co-tenancy
➢ Exclusive Use
➢ Subordination
➢ Collection of Tenant Sales Data
➢ Estoppel & NDA Preparation, Submittal, and Review
➢ Review of Seller Estoppels
What makes CRE|TAG different?
We are offering not only Due Diligence Services but SOLUTIONS and support as well. With CRE|TAG, you will get a consultant’s execution with a principal’s perspective.
Financial Validation
➢ Argus Variance Reports (CAM Audit/Current Argus Validation)
➢ Loan Abstracts
➢ CAM Recovery Schedules
Subdivisions
Subdivision Made Simple
➢ Review of possible subdivision plats
➢ Budget coordination and project completion estimates
➢ Build a team of local civil engineers and local counsel (if needed)
➢ Identify any possible issues / considerations
➢ Cohesive presentation & documentation that outlines the Subdivision
➢ Complete municipality submittals and plat map for client review
➢ Manage and oversee civil engineers, local counsel (if needed), and municipality
➢ Broker valuations
➢ Facilitate the completion and recordation
Note: We can work with client’s third-party consultants, or we can work with our host of consultants. It is important to note that CRE|TAG will manage from proposal to final report. CRE|TAG will also provide a review of each report.