Process

The 8-step
engagement process.

Every retail, office, tenant-rep, and acquisition assignment runs through the same eight steps. Discrete, citable, and run by Daniel personally — no hand-offs, no junior brokers, no surprises at closing. Typical end-to-end timeline: 60–180 days depending on space condition.

Workflow

Eight steps, one broker.

Each step has a clear deliverable. You always know what's next, what's blocking, and where the leverage is.

  1. 01

    Needs analysis

    Deliverable · One-page requirement profile
    Document use, headcount, parking, signage, customer drive-time, deliveries, and 3–5 year growth assumptions.
  2. 02

    Market survey

    Deliverable · Ranked inventory list
    Pull every available space in Keller, Grapevine, and Southlake that fits the profile — on-market and off-market — including pre-construction, sublease, and direct landlord inventory.
  3. 03

    Tour & shortlist

    Deliverable · Side-by-side comparison matrix
    Coordinated property tours with comparison on base rent, NNN, TI allowance, free rent, escalation, term, exclusive-use, co-tenancy, and signage rights.
  4. 04

    Request for proposal (RFP)

    Deliverable · Written RFP to each landlord
    RFPs sent to landlord finalists in parallel — driving competition on economics and concessions, not just price.
  5. 05

    Letter of intent (LOI)

    Deliverable · Negotiated LOI
    Draft and negotiate the LOI: rent, TI, free rent, options to renew, options to expand, right of first refusal, exclusive use, co-tenancy, holdover, assignment, and personal-guarantee terms.
  6. 06

    Lease negotiation

    Deliverable · Executed lease
    Coordinate with your attorney on the long-form lease — operating expense pass-throughs, CAM caps, audit rights, relocation clauses, repair obligations, and surrender condition.
  7. 07

    Build-out & delivery

    Deliverable · Rent-commencement-ready space
    Vendor introductions for architect, GC, signage, and IT. Track landlord-work milestones against the rent commencement date.
  8. 08

    Renewal & relocation

    Deliverable · Re-canvassed market 12–18 months out
    Before expiration we re-canvass the market so your renewal is negotiated against real alternatives — not blind landlord renewal letters.
Timeline

How long it takes.

  1. 01

    Days 0–14

    Needs analysis + market survey
    Kick-off call, written requirement profile, and a full inventory list within two weeks.
  2. 02

    Days 14–30

    Tours + shortlist + RFPs
    Coordinated tours, side-by-side comparison, and written RFPs to landlord finalists.
  3. 03

    Days 30–60

    LOI negotiation
    Multiple LOI rounds in parallel to keep landlords competitive on economics and concessions.
  4. 04

    Days 60–120

    Lease + build-out
    Long-form lease negotiation with your attorney, then build-out coordination through rent commencement.
FAQ

Frequently asked.

Common questions about this market and service. Don't see yours? Call (817) 559-1235.

How long does a typical tenant-rep engagement take?
From kick-off to lease execution: 60–120 days for second-generation retail and office, 120–180+ days for new construction or heavy build-out. The market-survey phase is usually 2–3 weeks; LOI negotiation is 2–6 weeks; long-form lease negotiation is another 3–6 weeks.
Who pays the broker?
On most lease assignments, the landlord pays the leasing commission per the listing agreement — at no out-of-pocket cost to the tenant. On sale assignments, the seller typically pays the commission split. Daniel discloses the commission structure in writing at engagement.
Do I need an attorney?
Yes — for any lease over a year or any sale, an experienced CRE attorney should review the long-form document. Daniel coordinates directly with your counsel and can refer experienced DFW CRE attorneys if you don't already have one.
What's the most-skipped step?
The re-canvass before renewal. Most tenants accept landlord renewal letters at face value — and overpay 10–20% as a result. Re-canvassing the market 12–18 months before expiration is the single highest-leverage step in the entire process.

Ready to talk?

Daniel personally runs every Keller, Grapevine, and Southlake assignment. Start with a 20-minute call.