A structured, professional process for businesses seeking to lease commercial space in California.
This page is designed for business owners, operators, and authorized decision-makers who are preparing to lease commercial space and understand that commercial leasing requires advance planning, documentation, and internal alignment.
This process works best for tenants who:
• Are actively preparing to lease space (not casually browsing)
• Have identified internal decision-makers
• Are prepared to provide financial and operational information when requested
If you are early in your planning or have not yet aligned internally, we recommend completing that work before proceeding.
Under California law, a commercial real estate broker does not represent a tenant unless and until a written tenant representation agreement is executed by both parties.
Prior to execution of a representation agreement:
• Any discussion is preliminary and non-confidential
• Information provided is general in nature only
• No advocacy, negotiation strategy, or property-specific advice is provided
Representation and fiduciary duties begin only after a written agreement is signed.
To ensure efficiency, clarity, and proper positioning with commercial landlords, the tenant representation process follows these steps:
1. Review tenant readiness requirements
2. Download and complete the Tenant Intake Packet
3. Submit required information for review
4. Schedule an initial strategy meeting (by invitation)
5. Execute a tenant representation agreement
6. Begin market search, property tours, and negotiations
Before scheduling a consultation, tenants must be prepared to provide:
• Legal business entity information
• Financial documentation (as applicable)
• Defined space requirements
• Identified decision-makers and signing authority
• Confirmation regarding existing broker representation
Commercial landlords expect complete and accurate information at the outset. Preparation improves leverage and credibility in the marketplace.
Downloading or submitting materials does not create an agency relationship. Representation begins only upon execution of a written tenant representation agreement.