7:00 a.m. Personal time Sunday 9:00 a.m. Drive around targeted areas to locate industrial properties for lease or sale. Identify contact information for follow-up 11:00 a.m. Family time 1 4:00 p.m. Organize and plan activities for upcoming week 2015 Real Estate Council of Alberta 1
Monday 7:00 a.m. Research rental rates, vacancy rates on properties located yesterday Make referral to residential industry member Jackie for property listing 9:00 a.m. Attend sales meeting at brokerage office Call contacts on properties located yesterday. Landlord - All Life Insurance Company seeking tenant for vacated premises. Set appointment for Wednesday to present listing proposal 11:00 a.m. Update property and client management databases with information on properties located yesterday 1 Lunch with potential tenant Damoro, wants to lease warehouse bay for plumbing business. Discuss needs regarding site, building, and community services. Set return appointment for Tuesday afternoon Search property database and other sources to match needs of potential tenant Damoro, choose properties Schedule appointments for Wednesday to view 3 warehouse bays for potential tenant Damoro 4:00 p.m. Discuss with broker, relocation lease clause noted in lease agreement negotiated last week for tenant Blake Match new properties entered into database with needs of current clients, to make prospecting calls Family time 2015 Real Estate Council of Alberta 2
Tuesday 7:00 a.m. Organize and plan daily schedule Gather information and prepare presentation proposal for potential tenant Damoro. Identify scope of work, available properties, analysis on comparables, brokerage representation and services provided 9:00 a.m. Gather information for listing presentation for landlord, All Life Insurance Co. (property profile, available comparable properties, historical sales and leased data comparables, land use bylaws and restrictions) 11:00 a.m. 1 Lunch with industrial land developer Do presentation for potential tenant Damoro, obtain signature on tenant brokerage agreement 4:00 p.m. Contact potential buyer Tate, interested in purchasing light industrial land viewed on personal page of brokerage website. Set initial meeting for Thursday morning Prepare and send out monthly marketing update to current owners and landlords outlining marketing efforts undertaken for their properties Review past inquiries on previous and current listings for potential leads Family time 2015 Real Estate Council of Alberta 3
Wednesday 7:00 a.m. Organize and plan daily schedule Prepare listing presentation for landlord - All Life Insurance Co. Include: overview of brokerage office services, landlord and tenant testimonials, comparable property sales and leased data, marketing strategy, representation paperwork 9:00 a.m. Follow-up with industry member Jackie on residential referral made Monday Contact existing tenants to verify if they are interested in renewing lease or relocating to another property and make calls to landlords/owners to verify if vacancies exist in their properties 11:00 a.m. Do listing presentation for landlord All Life Insurance Co. Inquire about lease terms, options, incentives and permitted uses of premises etc. Obtain signature on listing contract 1 Lunch Update client and property management database with new listing details Tour warehouse bay properties with tenant Damoro, set follow-up meeting for Thursday afternoon 4:00 p.m. Review current and past leases from properties toured with tenant Damoro Attend dinner hosted by Chamber of Commerce Personal time 2015 Real Estate Council of Alberta 4
Thursday 7:00 a.m. Attend networking breakfast meeting: Market Update for Industrial Real Estate 9:00 a.m. Submit tenant Damoro s and All Life Insurance Co s paperwork to brokerage office Prepare for meeting with potential buyer Tate, include with property profile, demographic analysis, soil & water quality tests, area services and amenities, brokerage representation paperwork 11:00 a.m. Meet with potential buyer Tate, confirm client needs, present proposal, address any issues/concerns. Set return appointment for Monday 1 Lunch Meet with tenant Damoro, draft offer to lease agreement ensure due diligence (e.g. land use bylaws, review of leases, building inspection, environmental concerns, insurance coverage). Obtain deposit and present agreement to lease Set appointment for virtual video tour and photos to be taken for All Life Insurance Co. property listing 4:00 p.m. Take online information session: How to Complete Successful Lease Negotiations Family time Personal time 2015 Real Estate Council of Alberta 5
A Friday 7:00 a.m. Organize and plan daily schedule, submit tenant Damoro s deposit to brokerage office Prepare and send quarterly market survey report on vacancy and absorption rates from inventory or industrial properties to other brokerages 9:00 a.m. Gather preliminary data for submission of municipality s Request for Proposal (RFP) for listing the town hall for sale or lease - Brokerage and industry member profiles (qualifications, resumes) - Market analysis and marketing strategy - Proposed commission structure and additional brokerage costs 11:00 a.m. Pick-up marketing brochures for properties listed to be printed for upcoming annual trade show 1 Post industrial leasing tips Blog and testimonials from landlord and tenants on successfully completed transactions on personal page of brokerage website Lunch Charity golf game (network opportunity with real estate investors, developers, consultants, lawyers and financial advisors) 4:00 p.m. Family time 2015 Real Estate Council of Alberta 6
Saturday 7:00 a.m. Read newspapers, magazines and online media sources for updates and announcements on company mergers, acquisitions, relocations and business related news for potential contacts and business leads Family time 9:00 a.m. 11:00 a.m. 1 4:00 p.m. Update monthly budget, review financial goals Attend brokerage reception and awards dinner 2015 Real Estate Council of Alberta 7