commercial-real-estate-loi

Drafts a U.S. commercial real estate purchase letter of intent (LOI) framing core deal terms as non-binding while isolating binding provisions (confidentiality, exclusivity). Triggers on LOI/term-sheet requests for commercial property acquisition, PSA pre-wire, exclusivity, or due-diligence entry.

11 stars

Best use case

commercial-real-estate-loi is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Drafts a U.S. commercial real estate purchase letter of intent (LOI) framing core deal terms as non-binding while isolating binding provisions (confidentiality, exclusivity). Triggers on LOI/term-sheet requests for commercial property acquisition, PSA pre-wire, exclusivity, or due-diligence entry.

Teams using commercial-real-estate-loi should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/commercial-real-estate-loi/SKILL.md --create-dirs "https://raw.githubusercontent.com/CaseMark/skills/main/skills/legal/commercial-real-estate-loi/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/commercial-real-estate-loi/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How commercial-real-estate-loi Compares

Feature / Agentcommercial-real-estate-loiStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

Drafts a U.S. commercial real estate purchase letter of intent (LOI) framing core deal terms as non-binding while isolating binding provisions (confidentiality, exclusivity). Triggers on LOI/term-sheet requests for commercial property acquisition, PSA pre-wire, exclusivity, or due-diligence entry.

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# Commercial Real Estate Purchase LOI

Proposes deal terms and a negotiation framework for commercial property acquisition while limiting binding effect to specified provisions only.

## Gather Before Drafting

1. **Parties** — legal names, entity types, authority, notice addresses.
2. **Property** — street address, county/state, APN(s), included/excluded assets.
3. **Economics** — price, consideration type, deposit amount and timing, financing posture.
4. **Timeline** — due-diligence period, PSA target, closing target.
5. **Binding scope** — confidentiality terms, exclusivity window, expense allocation, governing law.

## Document Structure

### Header & Intro

- Date, seller name/address, subject line: "Letter of Intent – [Property Address/Name]".
- Identify buyer, seller, property, and intended transaction.
- State non-binding nature except specified sections.

### Core Terms

| Term | Instruction | Placeholder |
|---|---|---|
| Buyer | Full legal name; allow assignment to affiliate/SPE if intended | `[Buyer Legal Name]` |
| Seller | Full legal name; confirm record title holder(s) | `[Seller Legal Name]` |
| Property | Address, county, state, APN(s), improvements, fixtures | `[Property Description]` |
| Purchase Price | Fixed or adjustable; state adjustment method | `[Price]` |
| Consideration | Cash, debt assumption, seller financing, or mix | `[Consideration]` |
| Earnest Money | Amount, timing after PSA, escrow holder, refundability triggers | `[Deposit Terms]` |
| Due Diligence | Days from PSA; scope; buyer discretion; termination right | `[DD Period/Scope]` |
| Financing | Contingent or cash; proof of funds/commitment | `[Financing Terms]` |
| Closing | Target date or days after contingencies; extensions | `[Closing Date]` |
| Closing Costs | Allocation of title, escrow, taxes, surveys, fees | `[Cost Allocation]` |

### Due-Diligence Scope Checklist

- Physical inspections and access rules
- Environmental review and reports
- Title commitment, exceptions, survey
- Leases, rent roll, tenant files, estoppels
- Operating statements and expense history
- Zoning, permitted use, compliance records
- Service contracts and vendor agreements

### Binding Provisions Block

Create a discrete section titled "Binding Provisions" expressly stating these terms bind while all others do not.

| Item | Required Elements |
|---|---|
| Confidentiality | Scope, permitted disclosures, duration, exclusions, remedies |
| Exclusivity | Start, duration, prohibited activities, breach consequences |
| Expenses | Each side bears own costs (or seller reimburses on breach) |
| Governing Law | State law and venue for binding provisions only |

### Acceptance Block

- Acceptance deadline (date/time, delivery method).
- Buyer signature block (name/title/date).
- Seller block labeled "Agreed and Accepted" (name/title/date).

### Optional Clauses (include only if provided)

| Clause | When |
|---|---|
| Tenant Estoppels / SNDA | Multi-tenant or credit-sensitive deals |
| PSA Milestones | Staged diligence or deposit increases |
| Risk Allocation | Casualty/condemnation between LOI and closing |
| Broker Commission | Broker involved or allocation disputes anticipated |

## Pitfalls & Checks

- Restate non-binding status both in the intro and immediately before signature blocks.
- Isolate binding sections; add a severability sentence for those sections only.
- Avoid "agreement to agree" language unless expressly intended.
- Do not include good-faith negotiation obligations unless the client accepts that exposure.
- Use specific dates and dollar amounts; bracket unknowns with `[placeholder]`.
- Verify compliance with local transfer-tax and escrow customs.
- If seller is not the record owner, require evidence of authority to sell.

---

Related Skills

restated-certificate

11
from CaseMark/skills

Drafts an Amended and Restated Certificate of Incorporation for Delaware corporations in preferred stock financing rounds. Covers authorized capital, preferred stock rights (dividends, liquidation, conversion, anti-dilution), protective provisions, and DGCL compliance. Use when drafting charter documents, restated certificates, venture financing corporate documents, or Delaware certificate amendments from term sheets and cap tables.

real-estate-transaction-summary

11
from CaseMark/skills

Generates structured summaries of real estate transactions from purchase agreements, addenda, disclosures, financing documents, title commitments, and closing documents. Extracts property details, financial terms, parties, key dates, contingencies, title matters, risk allocation, and regulatory compliance into a self-contained executive summary plus thirteen-section memo. Use when summarizing a real estate deal end-to-end, creating a transaction overview, onboarding to a new matter, preparing a closing checklist, or assembling a due-diligence package. Covers residential and commercial; for agreement-only summaries prepared for title closers, defer to purchase-agreement-summary.

real-estate-agency-disclosure

11
from CaseMark/skills

Drafts state-compliant real estate agency disclosure documents for residential transactions. Triggers at first substantive contact with buyers or sellers, when preparing pre-transaction disclosure forms, or when establishing representation relationships and fiduciary duties among transaction parties.

notice-to-perform-real-estate

11
from CaseMark/skills

Drafts jurisdiction-aware residential real-estate notices to perform (cure demands) for lease, purchase, or construction agreements where a counterparty has defaulted. Trigger when the user needs a notice to perform, notice to cure, cure notice, demand to perform, residential default notice, or pre-suit notice for a U.S. residential real-estate matter.

estate-administration-summary

11
from CaseMark/skills

Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributions, tax compliance, disputes, and next steps with source citations. Trigger on requests for estate administration summary, probate status report, executor update, estate progress report, inventory and appraisal summary, creditor claims status, or distribution schedule summary.

estate-admin-summary

11
from CaseMark/skills

Produces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax records, and distribution documents. Covers decedent identification, asset catalog, creditor status, tax compliance, beneficiary tracking, legal hurdles, and remaining tasks. Use when summarizing estate progress, preparing executor status reports, onboarding to a probate matter, or briefing beneficiaries. Trigger keywords: estate summary, probate status, estate administration, executor report, estate inventory, creditor claims summary, estate tax compliance, beneficiary distribution.

commercial-re-loi

11
from CaseMark/skills

Drafts a Letter of Intent for commercial real estate purchase transactions. Covers purchase price, earnest money, due diligence, financing contingencies, closing mechanics, and binding provisions (confidentiality, exclusivity). Use when drafting LOIs, CRE purchase proposals, or pre-contract term sheets.

commercial-psa

11
from CaseMark/skills

Drafts Purchase and Sale Agreements for commercial real estate transactions (office, retail, industrial, multifamily). Triggers when the user needs a commercial PSA, purchase agreement, sale contract, or acquisition agreement. Extracts deal terms from uploaded documents and structures all major provisions.

commercial-invoice-for-export

11
from CaseMark/skills

Drafts a compliant Commercial Invoice for Export satisfying customs, banking (L/C), logistics, and insurance requirements. Enforces Incoterms 2020, HS tariff classification, country-of-origin determination, export control referencing, and certification language. Use when preparing export invoices for customs authorities, freight forwarders, banks, or insurance underwriters.

amended-restated-certificate

11
from CaseMark/skills

Drafts a Delaware Amended and Restated Certificate of Incorporation implementing VC term sheet economics and governance into DGCL-compliant charter provisions. Use when drafting or revising a Delaware A&R certificate, preferred stock charter terms, Series Seed/A/B financing charter, blank check preferred authority, or implementing cap structure from a term sheet or SPA.

amended-restated-certificate-of-incorporation

11
from CaseMark/skills

Drafts filing-ready Delaware Amended and Restated Certificates of Incorporation for venture-financing rounds. Converts term-sheet economics and governance terms into a defensible charter document under DGCL 242/245. Trigger when user needs to reauthorize capital structure, designate preferred stock series, set investor protections, or prepare a charter filing for closing.

managing-real-estate-tax-considerations

11
from CaseMark/skills

Structures real estate tax planning with 1031 exchange, depreciation, and opportunity zone analysis. Use when planning real estate taxes, structuring 1031 exchanges, or analyzing tax implications.