Real Estate¶

Lease analysis, build-out costs, location evaluation, and facilities management.

Overview¶

Real estate analysis and facilities information—lease economics, location evaluation, and property management.

Current Location¶

Lease Terms¶

Landlord information
Lease start and end dates
Monthly rent and escalations
Square footage
Common area maintenance (CAM)
Utilities responsibility
Lease options and renewals

Signed lease in 30_legal/contracts/records/.

Build-Out¶

Build-out costs (initial)
Improvements made
Maintenance schedule
Depreciation schedule

Operating Costs¶

Base rent
CAM charges
Utilities
Insurance
Maintenance
Total occupancy cost per sq ft

Location Analysis¶

Site Selection Criteria¶

Demographics
Traffic patterns
Visibility and access
Parking availability
Nearby businesses
Competition proximity
Lease terms

Market Analysis¶

Rental rates in market
Available properties
Market trends
Lease concessions

Expansion Locations¶

Target Markets¶

Geographic priorities
Market size requirements
Demographic criteria

Site Evaluation¶

Document potential locations: - Address and property details - Square footage - Lease terms offered - Estimated build-out costs - Pro forma financials - Competitive analysis - Decision rationale

More detailed expansion planning in 10_strategy/expansion/.

Facilities Management¶

Maintenance¶

Routine maintenance schedule
Vendor relationships
Emergency contacts
Repair history

Improvements¶

Planned improvements
Capital expenditure budget
ROI analysis

See 10_strategy/expansion/ for growth planning
See 30_legal/contracts/records/ for lease documents
See 20_finance/projections/ for real estate financial models
See 40_vendors/services/ for facility service providers