- Current as-built drawings, plans & specifications
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- Descriptions of buildings, physical aspects and systems
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- Site Plan (with dimensions and identifying tenants and vacant locations
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- Phase I and if applicable Phase II environmental site assessment
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- Property Condition Report
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- Status of ADA compliance (including ADA plans)
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- Warranties (HVAC, roof, insulated glass, etc.)
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- Existing exterior, interior, and aerial photographs of Property
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- Floor plans with tenant location (CADD/PDF files)
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- Any and all Leases and Tenant correspondence
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- Any and all Service Contracts
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- General Ledger for the past 3 years
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- Three year history of delinquency and bad debt
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- Most recent detailed billing statement for all Tenants
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- Tenant ledgers for previous calendar year & YTD
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- Certified Updated Rent Roll and Certified A/R Schedule
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- List of security deposits and prepaid rent
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- Leasing update (pending deals, LOIs, renewals, lease-up projections)
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- Future Tenant improvements and leasing commission obligations
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- Three year history of tenant improvements and leasing commissions
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- Current year detailed operating budget
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- YTD budget vs. actual analysis for current year & 2 prior years
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- Three years of operating statements (revenues & expense) history
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- Capital items/budget forecast (3-year projection)
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- Three year history of capital expenditures
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- Property Tax bill for current year and previous 3 years
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- Current Insurance Coverage
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- Three year history of insurance claims and incidents
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- Tenant’s sales volumes for at least 3 years
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- Three year occupancy history
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- Existing appraisal report(s)
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- Certificate of occupancy/use permits
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- Status of pending litigation and/or threatened condemnation
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- Most recent title insurance policy
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- Most recent as-built survey
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- CAM Reconciliation for prior 3 years
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