Sample Board Resolution
Empower staff to explore a real estate opportunity while creating a committee for Board oversight and engagement.
Real Estate Readiness
Space and Location Survey
Use this customizable survey template to gather stakeholder feedback on space and location for your facility project.
Financial Management 201
Review budgeting processes and tools to support mid-term financial planning, building on Financial Management 101’s short-term planning concepts in this 1.5 hour recorded webinar.
Development Team Roles
Review key development team roles, showing who helps when and how they support your real estate project.
Financial Management 301
Explore long-term financial planning, including budgets and best practices to create multi-year plans for organizational stability in this 1.5 hour recorded webinar.
Development Team Worksheet
Track team members, identify staffing gaps, and organize referrals and consultant contacts for your project.
Leasing Timeline
Review the key steps for leasing a commercial space and personalize it to track your progress.
Guide to Office and Lease Terms
Learn about office building classes and lease types for informed discussions with landlords
Making Your Case
Bring your project vision and strategy together into a compelling case statement and pitch deck, two tools that will help
Planning for Asset Management
Owning a building can transform your organization, but it also comes with risk and responsibility. Learn the major ongoing costs
Assembling Your Development Team
Real estate development is complex, but a strong team can help you avoid pitfalls, save time and money, and make
