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Commercial Real Estate Loi

Draft Commercial Real Estate LOIs in Minutes

12 minutes with CaseMark

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Workflow

Commercial Real Estate Loi

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Workflow

Commercial Real Estate Loi

Overview

CaseMark's Commercial Real Estate LOI skill automates the drafting of purchase letters of intent for commercial property acquisitions. It structures core deal terms as non-binding while precisely isolating binding provisions such as confidentiality, exclusivity, and expense allocation—giving you a professional negotiation framework in a fraction of the time.

Drafting commercial real estate letters of intent is a time-intensive process that requires careful structuring of economic terms, due-diligence frameworks, and the critical separation of binding from non-binding provisions. Attorneys and deal professionals often spend hours manually assembling these documents, cross-referencing deal points, and ensuring nothing falls through the cracks—all while facing pressure to move quickly in competitive acquisition markets.

CaseMark's AI-powered LOI drafting skill transforms this process by automatically structuring a complete letter of intent from your deal inputs. The system generates properly formatted term tables, due-diligence checklists, and binding provision sections that follow established commercial real estate conventions, letting you focus on deal strategy rather than document assembly.

How it works

  1. 1. Provide your deal terms, property details, and party information

  2. 2. AI structures the LOI with non-binding deal terms and isolated binding provisions

  3. 3. Review and customize placeholders, timelines, and economic terms

  4. 4. Export the finalized LOI in your preferred format (DOCX, PDF)

What you get

  • Header & Introduction with Non-Binding Declaration

  • Core Deal Terms Table (Price, Consideration, Deposit, Financing, Closing)

  • Due-Diligence Scope Checklist

  • Binding Provisions (Confidentiality, Exclusivity, Expense Allocation, Governing Law)

  • Timeline & Contingency Framework

  • Signature Block & Notice Provisions

What it handles

  • Structures non-binding deal terms with isolated binding provisions for confidentiality and exclusivity

  • Generates comprehensive due-diligence scope checklists covering physical, environmental, title, and financial reviews

  • Produces formatted term tables covering price, consideration, earnest money, financing, and closing allocation

  • Drafts exclusivity windows and confidentiality clauses with customizable parameters

  • Includes placeholder-driven templates for rapid customization across different deal structures

  • Allocates closing costs, taxes, surveys, and escrow fees between buyer and seller

Required documents

  • Deal Term Summary

    Summary of proposed deal terms including price, consideration structure, timeline, and key conditions

    .pdf, .docx, .txt

  • Property Information

    Property details including address, county, state, APN numbers, and description of improvements and fixtures

    .pdf, .docx, .txt

Supporting documents

  • Prior LOI or Term Sheet

    Any existing LOI drafts or term sheets from prior negotiations to inform deal structure

    .pdf, .docx

  • Title Report or Preliminary Commitment

    Preliminary title information to help frame title-related due-diligence provisions

    .pdf

  • Entity Formation Documents

    Buyer and seller entity documents to confirm legal names, entity types, and authority

    .pdf, .docx

Why teams use it

Reduce LOI drafting time from hours to minutes while maintaining deal-specific precision

Ensure proper legal structure with non-binding deal terms and clearly isolated binding provisions

Generate comprehensive due-diligence checklists that cover physical, environmental, title, and financial review requirements

Produce consistent, professional LOIs that establish credibility and accelerate PSA negotiations

Questions

How does the LOI separate binding from non-binding provisions?

CaseMark's AI automatically structures the LOI so that core deal terms (price, closing, due diligence) remain non-binding while isolating specified provisions—confidentiality, exclusivity, and expense allocation—as binding obligations. This follows standard commercial real estate practice for pre-PSA negotiations.

Can I customize the due-diligence scope and timeline?

Absolutely. CaseMark generates a comprehensive due-diligence checklist covering physical inspections, environmental reviews, title commitments, and financial audits. You can adjust the diligence period, scope, and termination rights to match your specific deal requirements.

Does the LOI support different consideration structures?

Yes. CaseMark handles cash purchases, debt assumptions, seller financing, and hybrid consideration structures. The AI adapts earnest money terms, refundability triggers, and financing contingencies based on the deal structure you specify.

Is this suitable for multi-property or portfolio acquisitions?

CaseMark drafts LOIs for individual commercial properties with full APN and asset descriptions. For portfolio deals, you can generate separate LOIs or customize the property description section to cover multiple parcels and included/excluded assets.

How long does it take to generate a complete LOI?

CaseMark typically generates a fully structured commercial real estate LOI in approximately 10-12 minutes. Compare that to the hours typically spent drafting, formatting, and cross-referencing terms manually.

Can I use this for lease LOIs or only purchase transactions?

This skill is specifically designed for commercial real estate purchase letters of intent framing acquisition deal terms. It covers PSA pre-wire scenarios, exclusivity agreements, and due-diligence entry for property purchases rather than lease negotiations.

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