REAL ESTATE RESOURCE LIBRARY · DOWNLOADABLE TOOLKIT
Commercial Capital Markets Deal Sourcing Toolkit
A working system for finding, screening, and moving commercial real estate deals from first contact to LOI.
This toolkit gives commercial capital markets professionals a repeatable system for sourcing deals: where to look, how to track what you find, how to screen it fast, what to say when you reach out, and how to get organized before you send a letter of intent. It is built for people working the origination and sourcing side of commercial real estate capital markets, whether you are hunting for acquisition targets, debt placements, joint venture equity, or recapitalization opportunities.
The five tools inside are meant to be used together as a pipeline: a channel map to decide where your sourcing effort goes, a pipeline tracker to hold every deal you touch, first-pass screening criteria to kill bad fits quickly, outreach scripts to open conversations with owners and brokers, and an LOI prep checklist to make sure you have what you need before you ask someone to negotiate. None of this replaces underwriting, legal review, or licensed brokerage and advisory work — it is the organizational scaffolding that sits in front of those functions.
What you will work through
- By the end you will be able to map your sourcing channels and see where your effort is actually going versus where it should go
- By the end you will be able to run every inbound and outbound deal through a single, consistent pipeline tracker
- By the end you will be able to apply first-pass screening criteria to kill a bad-fit deal in minutes instead of hours
- By the end you will be able to open cold and warm conversations with owners, brokers, and intermediaries using tested scripts you can adapt to your voice
- By the end you will be able to assemble the information and documents a deal needs before you draft or accept a letter of intent
This toolkit is an educational resource for organizing deal sourcing activity in commercial real estate capital markets. It is not brokerage, legal, appraisal, investment, or financial advice, and Real Estate Resource Library is not a broker-dealer or placement agent. Activities such as soliciting or negotiating on behalf of others, representing parties in a transaction, or offering or selling securities may require a real estate license, a securities license, or other registration depending on your state and role — confirm your specific obligations with a licensed attorney, your state real estate commission, and, where applicable, FINRA or your state securities regulator before acting on any deal.