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🏠 Real Estate & Property

Free Commercial Tenant Fit Survey Template | FormLM

Business tenants state the space's operational shape — trade, area, frontage, services, lease structure and timing — so tours happen only where fit exists.

~12 min survey
7 fit factors
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Quick answer

Send it before arranging commercial viewings: the tenant sets out trade type, floor area, frontage, required services, lease structure and move-by date, so an agent books tours only where a real operational fit exists. It captures stated needs — zoning, loading and physical fitness of the space still need a formal check.

Disclaimer: states tenant requirements for matching; it is not an offer, and landlord approvals remain subject to lease and bylaws.

Factors follow tenant-fit briefs used in retail and office leasing campaigns.

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About this template

Commercial leasing wastes everyone when fit is guessed: a food operator needs grease traps and exhaust; a gym needs floor load and showers. This survey collects the operational shape of the demand — use type and trade, area footprint and ceiling needs, frontage and visibility, services and build-out, lease structure, timing and expansion plans — so landlords shortlist by compatibility, and brokers stop touring impossible spaces.

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Live Preview

Sample form preview (fillable once the app is published).

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

Trade and concept

What operates in the space.

2

Footprint and height

Area, ceiling and load needs.

3

Frontage and visibility

Storefront, signage, foot flow.

4

Services and build

Power, water, exhaust, fit-out state.

5

Lease shape

Term, rent structure, escalators.

6

Timing and growth

Open date plus second-site intent.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Attach to every leasing enquiry.

2

Prospect describes the need

Seven fit factors honestly.

3

Shortlist by compatibility

Impossible tours stop happening.

4

Negotiate on structure

Lease shape and timing already clear.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Landlords and asset teams

Tenant-mix decisions with inputs.

2

Brokerage leasing teams

Fewer, fitter tours.

3

Growing operators

One answer, many landlords read it.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version lets you customize every field.

  1. Trade and operating concept in one line
  2. Years trading and current locations
  3. Floor plate needed and ceiling minimum
  4. Power, water and exhaust requirements
  5. Frontage, signage and foot-traffic needs
  6. Lease term, rent structure and fit-out period
  7. Target opening date and second-site plans
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Frequently Asked Questions

Why not just show tenants the vacancies?
Because showing a restaurant a no-exhaust unit wastes a morning each; the fit brief lets both sides tour only when compatibility is already on paper.
Should fit-out needs really be that specific?
They decide the deal — power uprates and grease traps cost months; the more specific line wins earlier.
Is lease structure a tenant question?
The best question — pop-ups want short flexible terms, chains want five years with options; asking separates tourists from operators.
Can landlords compare applicants on this?
Same seven factors make a straight matrix — plus the years-trading line that tells concept stability.
Does it work for office and co-working too?
Yes — swap frontage for floorplate and meeting-room ratios; the operational-shape method is the asset class.
When does a filled survey expire?
On opening date or any structural change to the concept; operators should keep one live version and refresh quarterly.

Tour the spaces that could actually trade

Seven fit factors stated, impossible tours cancelled.