Stage 1 · OpenTeaserHeadline metrics and this index, available to qualified parties.
Stage 2 · On requestNDASign the confidentiality undertaking to open the full room.
Stage 3 · Post-NDAPhase one accessTitle, entitlement, the GC contract and the appraisal model.
Stage 4 · ConfirmedPhase two accessConstruction contracts, reservation contracts, and corporate and legal.
Land & titleLender · Buyer
- Title commitment & deed
- ALTA survey
- Zoning & entitlement letter
- Purchase & sale agreement
- Title insurance policy
Entitlement & environmentalLender · Buyer
- Site development plan approval
- Building permit
- Phase I environmental (ESA)
- Geotechnical & topographic reports
- Utility will-serve letters
Design & constructionLender
- Architectural drawings
- Quantity-surveyor cost plan
- Fixed-price GMP contract
- Construction schedule
- Completion & payment bonds
- Owner's-rep scope
Condo & HOABuyer
- Condominium declaration (CC&Rs)
- Public offering statement
- HOA budget & reserve study
- Property management agreement
- Homeowner warranty program
Sales & commercialEquity · Buyer
- Unit price list
- Reservation & purchase-contract template
- Earnest-money escrow terms
- Reservations pipeline
- Broker co-op agreements
- Sales & marketing plan
FinancialLender · Equity · Buyer
- Development appraisal model
- Sources & uses + debt schedule
- Sensitivity & scenario analysis
- Third-party appraisal
- Bulk-sale term sheet
- Insurance schedule
Corporate & legalLender · Equity
- SPV / LLC structure chart
- Cap table
- Operating agreement
- Sponsor KYC
- Material-contracts register
Who reads what
Lender: security, contract, appraisal
Equity: model, sponsor, returns
Buyer: pro forma, title, contracts