Prospective Tenant

Prospective Tenant Questionnaire

Confidential – For Landlord Evaluation Only
We require due diligence information about the business and its owners to understand your financial position, foster a strong leasing relationship, and build a community of successful tenants that strengthen and enhance the center and surrounding neighborhood.

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Thank you for your interest in a Cornerstone property.

We’ve received your leasing due diligence information—thank you. Our team will be in touch within 24–48 hours. In the meantime, feel free to email us at leasing@cornerstonecreholdings.com with any questions or additional information.

Primary Contact

Full Name

Phone

Business Financials

Business Name

Business Description

Est. Annual Revenue

Years In Operation

Owner Financials

Owner Assets

Cash (Checking / Savings)

Retirement Accts (401k etc.)

Non-Retirement Assets (Stocks, Bonds, etc.)

Primary Home (Mkt Value)

Other Property (Mkt Value)

Other Assets

Explain

Owner Liabilities

Mortgages

Auto Loans

Credit Cards

Student Loans

IRS / Government Liens

Business Loans

Other Liabilities

Explain

Owner Income

Current Employer

Position / Title

Annual Income (Salary + Draw)

Other Income (Dividends, Rental, etc.)

Owner Financial History

Have you filed personal tax returns for the past 2 years?

Yes No

Do you have any outstanding tax liens or judgments?

Yes No

Have you ever declared bankruptcy?

Yes No

Est. Credit Score (if known):

Explain

Supporting Documents

Business Tax Returns

Drag and drop or click to select a file.

Owner Personal Tax Returns

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Business YTD P&L and Balance Sheet

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Additional Information