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Sample · Broker questions

From an OM to questions for the broker.

Explore a human-written example of a broker email based on a fictional offering summary. This is not unedited engine output or a promise of a ready-to-send email.

This scenario is entirely fictional and uses no client OM, real deal details or client correspondence. The offering summary and the example letter were written for this illustration.

Fictional input

Illustrative offering summary

Asset
Multi-tenant office building
Location
Fictional; no actual property or market
Documents
Illustrative summary only; no underlying OM or financial model

Assumptions in this fictional scenario

  • The projection assumes an expiring office lease will be renewed.
  • Vacant office space is projected to lease at a higher rent than occupied space.
  • Leasing costs are described without a supporting schedule.
  • The projection assumes all billed rent will be collected.
  • Property taxes are held flat in the projection.
  • Elevator maintenance is described as routine, without an inspection report.
  • The offering includes parking rights without describing the agreement.
  • Expense reimbursements are projected without a reconciliation.

Editorial example

Human-written draft for illustration

Subject Questions on the [Property] offering

Hi [Broker],

Thanks for the offering summary for [Property]. Could you help clarify the following assumptions?

  1. Lease renewal. The projection assumes the expiring office lease renews. Please send the signed renewal, if available, or confirm the current negotiation status and the existing option terms.
  2. Vacant-space rent. The vacant offices are projected at a higher rent than occupied space. Please send the leasing evidence supporting that assumption, including concessions and lease terms.
  3. Leasing costs. Please send the schedule of tenant improvements, commissions and rent concessions assumed for the vacant space.
  4. Collections. The projection assumes all billed rent is collected. Please send the receivables aging and confirm any outstanding defaults or disputed charges.
  5. Property taxes. Taxes are held flat in the projection. Please send the latest tax bills and explain how the projection treats a potential change after a sale.
  6. Elevator condition. The summary describes routine elevator maintenance. Please send the inspection report, service agreement and any proposed capital work.
  7. Parking rights. Please send the parking agreement and confirm whether the rights transfer with the sale and whether any separate fees apply.
  8. Expense reimbursements. Please send the latest expense reconciliation and the lease provisions supporting the projected reimbursements.

Thanks,
[Your name]

How to read this example

Questions tied to assumptions

  • Start with income

    The draft asks about lease renewal, rent and leasing costs before moving to other expenses and rights.

  • Ask for evidence

    Each question connects an assumption in the fictional summary to a document or clarification the broker could provide.

  • Review before sending

    This is an editorial illustration, not a measured product result. A real draft needs review against the actual offering and your priorities before you send it.

Have an OM to discuss?

Send an OM you are authorized to share to the deals address and tell the team what you want to check:

Which assumptions would you like to check before following up with the broker?

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