Confidential Data Room – Key Contents
💼 Corporate & Legal
- Ownership documents (Articles, Operating Agreement)
- Title and legal property documents
💰 Financials
- Profit & Loss statements (3–5 years)
- Balance Sheets & Cash Flow statements
- Tax returns (past 3 years)
- Capital expenditures summary
🏢 Property & Operations
- Property summary / specs
- Recent appraisal or BOV
- Environmental reports (Phase I)
- Survey, site plan, or zoning documents
- Equipment or inventory list
📑 Supporting Documents
- Insurance policies
- Service contracts or vendor agreements
- Offering Memorandum (OM) or executive summary
- Property photos / marketing materials
- Market comparables or lease comps
Click here to access confidential information
