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Preliminary Report Top Sheet *HELP US STAY ON TOP OF YOUR TRANSACTION* IF ANY OF THESE QUESTIONS ARE ANSWERED YES”, OR IF YOU HAVE QUESTIONS ABOUT THE BELOW, PLEASE CONTACT YOUR ESCROW OFFICER IMMEDIATELY
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How to fill out preliminary report - CBRE:

01
Start by obtaining the necessary information and documentation related to the property or project being reported on. This may include details about the location, size, ownership, and any recent transactions or developments.
02
Review the information and analyze it to identify any potential issues or areas of concern that should be highlighted in the report.
03
Organize the report in a clear and structured manner, using headings and subheadings as necessary to present the information effectively.
04
Begin with an introduction, providing a brief overview of the purpose and scope of the report.
05
Include a section on property details, providing information such as the address, legal description, zoning, and any relevant permits or entitlements.
06
Discuss any recent transactions or leases that have occurred, including details about the parties involved, the terms of the agreement, and the financial implications.
07
Consider including a market analysis section, where you provide an assessment of the current market conditions and trends that may impact the property or project.
08
If applicable, include a section on development potential or opportunities, highlighting any opportunities for improvement or expansion.
09
Conclude the report with a summary and recommendations, offering your professional opinion on the property's current status and any actions that should be taken.
10
Finally, proofread the report to ensure accuracy and clarity before submitting it to the desired audience.

Who needs preliminary report - CBRE?

01
Real estate investors: They need preliminary reports to evaluate the potential of a property or project before making investment decisions.
02
Property owners: Preliminary reports can help property owners understand the strengths, weaknesses, and opportunities associated with their own properties.
03
Real estate developers: Developers rely on preliminary reports to assess the viability of a development project, including market demand and potential risks.
04
Lenders and financial institutions: These stakeholders use preliminary reports to assess the value and potential risks associated with properties that they may provide financing for.
05
Real estate brokers and agents: Preliminary reports can assist brokers and agents in providing accurate and comprehensive information about properties to their clients.
06
Government entities and regulatory agencies: Preliminary reports can help these organizations evaluate the compliance and feasibility of proposed developments or transactions.
07
Legal professionals: Lawyers and attorneys may require preliminary reports to support due diligence processes, litigation cases, and other legal matters related to real estate.
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A preliminary report is a document that provides a summary of findings or initial information.
Anyone involved in a real estate transaction may be required to file a preliminary report, including buyers, sellers, lenders, and real estate agents.
To fill out a preliminary report, you typically need to provide details about the property, the parties involved in the transaction, and any liens or encumbrances on the property.
The purpose of a preliminary report is to provide parties with important information about a property before the transaction is finalized.
Information that must be reported in a preliminary report may include property ownership details, existing liens or encumbrances, zoning regulations, and any title defects.
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