Commercial Acquisition Toolkit

The Complete System for Confident, High-Quality Commercial Real Estate Underwriting

Commercial real estate acquisitions are complex — fragmented files, inconsistent models, missing due-diligence steps, and endless back-and-forth between stakeholders can slow down even the most experienced acquisition teams. The Commercial Acquisition Toolkit solves that problem by giving you a single, integrated system to evaluate, compare, and close deals with accuracy and speed.

Built for analysts, investors, brokers, deal sponsors, and acquisition teams, this toolkit packages the essential underwriting tools, templates, and workflows you need to operate like a professional… even if you’re a team of one.

Whether you're underwriting office, retail, industrial, or mixed-use assets, these tools help you standardize your process, eliminate bottlenecks, and level up the quality and clarity of every deal you touch.

What This Toolkit Helps You Do

• Underwrite with Confidence and Precision

  • The Commercial Acquisition Model, IRR Matrix, and Rate-Cap NPV tools help you evaluate pricing, returns, leverage, and risk with clarity. No more guessing. No more messy spreadsheets.

• Build a Repeatable, Professional-Grade Workflow

  • Move through deals faster with a complete due-diligence checklist, clean Lease Abstracts, and a ready-to-send LOI template.

• Stay Organized in Every Stage of the Deal

  • From sourcing to closing, the Acquisition Pipeline Tracker keeps your deal flow streamlined and mistake-free.

• Level Up Your Analyst Skill Set

  • The Excel Shortcuts Cheatsheet and 100 Careers in Real Estate guide help you move faster, build fluency, and understand the broader CRE ecosystem.

Who This Toolkit Is For

✔ Acquisition Analysts needing a reliable, repeatable underwriting system
✔ Deal Sponsors & Operators looking to standardize their acquisition workflow
✔ Investors who want to confidently evaluate commercial opportunities
✔ Brokerage Teams seeking a set of tools to support client underwriting
✔ Students & Career Transitioners wanting to accelerate their CRE skill set

If you’re under pressure to evaluate deals quickly — or you simply want more confidence in your underwriting — this toolkit was designed for you.

Why Professionals Choose This Toolkit

• Built with real underwriting standards used across private equity, development, and institutional capital.

• Clean, simple, and optimized for speed — no bloated Excel files or hidden calculations.

• Designed for real-world workflows, not theoretical models.

• Gives you everything in one download, ready to use instantly.

Close Deals With Clarity, Speed, and Confidence

The Commercial Acquisition Toolkit gives you the structure, guidance, and tools to evaluate commercial real estate deals like a seasoned professional. No matter your experience level, this bundle elevates your process — and your results.

Get instant access today and upgrade the way you underwrite commercial assets.

What’s Inside the Toolkit

This comprehensive bundle includes 11 professional-grade acquisition tools, each designed to simplify a critical part of the commercial acquisitions workflow:

1. Commercial Acquisition Model

A clean, intuitive underwriting model built to analyze any commercial asset type. Quickly adjust rent assumptions, expense recoveries, rollover schedules, TIs, leasing commissions, financing structures, and exit strategies — all in one place.

2. IRR Matrix

Instantly evaluate return sensitivity across multiple exit scenarios. Helps you understand how pricing, rent growth, or cap rates affect investor returns at a glance.

3. Rate Cap – NPV Tool

A simple, accurate calculator to determine the net present value of rate caps — perfect for deals requiring interest-rate protection or debt-service risk mitigation.

4. Real Estate Acquisition Due Diligence Checklist

A complete, step-by-step checklist covering financial, legal, operational, and technical due diligence. Ensures nothing slips through the cracks.

5. Excel Shortcuts Cheatsheet

Increase your underwriting speed instantly. This cheat sheet consolidates the most useful Excel shortcuts for real estate analysts so you can navigate models with ease.

6. 100 Careers in Real Estate Guide

A value-packed resource for analysts and students exploring long-term paths in the industry — or for teams wanting to understand how different roles contribute to the deal lifecycle.

7. Portfolio Rollup

Quickly consolidate multiple deals into one simple dashboard. Perfect for reporting, comparisons, or portfolio-level analysis.

8. Lease Abstract Template

Extract and summarize key lease terms in minutes. Ideal for tenant-level analysis, rollover planning, and understanding operational risk.

9. Letter of Intent Template

A clean, professional LOI for submitting offers with confidence. Streamlines communication between principals, brokers, and sellers.

10. Acquisition Pipeline Tracker

Track every deal from sourcing to closing. Monitor statuses, submission dates, comp notes, and next steps so your acquisitions pipeline is always organized.

11. Business Plan Template

Go into key stakeholder meetings with a clearly defined plan of how you will protect their capital and generate favorable returns.