Client Onboarding — Retail & Specialty CRE

Retail & Specialty Commercial Real Estate

Welcome. Let's Find Your Perfect Space.

Tenant Representation · Salon Suite · Med Spa · Restaurant · Retail

Your 5-Step Journey to Signing

1
Discovery Call
We get on a 20–30 minute call to understand your vision, business model, target market, and non-negotiables. My background spans salon suites, med spas, restaurants, and retail — so I speak your language from day one, no matter your concept.
20–30 min call Via phone or video No obligation
2
Intake Form + Needs Analysis
You complete the intake form below. This gives me everything I need to search properties strategically — your budget, square footage needs, required build-out (plumbing, ventilation, stations), target neighborhoods, and timeline.
Complete form below Takes ~10 min
3
Space Search & Shortlist
I curate a shortlist of properties matching your criteria — not just available square footage, but spaces that genuinely fit your concept. For beauty clients that means plumbing, ventilation, and suite layout. For restaurants, kitchen exhaust, grease traps, and hood hookups. For retail, visibility, co-tenancy, and traffic patterns. I reach out to landlords directly on your behalf.
3–7 day turnaround 3–6 curated options Confidential
4
Tours & Offer Strategy
We tour your top picks together. I evaluate each space through the lens of your specific business — whether that's water access and station layout for a salon, hood and exhaust infrastructure for a restaurant, or storefront visibility and traffic counts for retail. Once you choose, I draft and negotiate your Letter of Intent (LOI).
In-person or virtual tours LOI review included
5
Lease Review & Close
I walk you through the lease, flag key clauses (TI allowance, exclusivity, signage rights, renewal options), and coordinate with your attorney if needed. My goal: you sign with full confidence and zero surprises on day one.
Lease clause walkthrough Attorney referrals available You're protected

New Client Intake

Tell Me About Your Space

About You

Your Business

Space Requirements

Thank you — I'll be in touch within 24 hours.

Check your email for a confirmation. I'm looking forward to helping you find your perfect space.