Mountain Cribs | Client Portal

GENERAL PROPERTY INFORMATION ▼

Property Address — Building A *

Property Address — Building B *

Property Address — Lot (Between Buildings) *

APN — Building A (if known)

APN — Building B (if known)

APN — Lot (if separate parcel)

Year Built — Building A *

Year Built — Building B *

Building A — Approx. Square Footage *

Building B — Approx. Square Footage *

Total Combined Lot Size (if known)

Zoning Designation (if known)

How was ownership transferred? *

If "Other," please describe

Who is currently on title? *

Any existing liens, loans, or encumbrances? *

If yes, please describe

Annual Property Tax *

Combined or per-parcel — note which

Annual Insurance Premium *

BUILDING A — RESIDENTIAL UNITS & COMMERCIAL SPACE ▼

Building A has two residential units plus a covered commercial space used by the adjacent restaurant.

Unit A1 — Residential

Bedrooms *

Bathrooms *

Approx. Sq Ft *

Current Monthly Rent *

Occupied? *

Unit A2 — Residential

Bedrooms *

Bathrooms *

Approx. Sq Ft *

Current Monthly Rent *

Occupied? *

Covered Commercial Space — Restaurant Lease

Approx. Square Footage *

Monthly Lease Amount *

Restaurant Name *

LOT — OUTDOOR DINING AREA ▼

The lot between the two buildings is leased by the restaurant for outdoor seating with picnic tables.

Approx. Lot Size (if known)

Monthly Lease Amount for Lot *

If included in the restaurant's interior space lease, note "included" and enter the combined amount above.

Restaurant Lease Terms *

Lease Expiration Date (if applicable)

Is the lease transferable to a new owner? *

BUILDING B — RESIDENTIAL UNITS ▼

Building B has two residential units. The lower unit has a yard and is currently owner-occupied.

Unit B1 — Upper Residential

Bedrooms *

Bathrooms *

Approx. Sq Ft *

Current Monthly Rent *

Occupied? *

Unit B2 — Lower Residential (Owner-Occupied, with Yard)

Bedrooms *

Bathrooms *

Please confirm — 1 bath or 2?

Approx. Sq Ft *

Target Monthly Rent (if vacated) *

You mentioned $2,200 — confirm or adjust

Occupied? *

UTILITIES & SHARED AMENITIES ▼

Are residential units separately metered? *

Which utilities do tenants pay? *

Parking Situation *

Parking Details (if mixed or additional notes)

Laundry *

Tenant Storage? (optional)

RENTAL INCOME & LEASE DETAILS ▼

Total Combined Monthly Income (all sources) *

Include all residential rents plus restaurant lease income

When was rent last increased? *

Are current rents at market rate? *

Any additional income sources? (optional)

Any current rent concessions or discounts? (optional)

Typical vacancy between tenants (optional)

TENANTS & LEASES ▼

For each occupied unit, tell us about the lease and tenant situation.

Are residential tenants on written leases or month-to-month? *

Lease expiration dates (if applicable)

How long have current tenants been in place? *

Any tenant issues? (optional)

If any issues, please describe

Security deposits held per unit *

Are tenants aware the property is being evaluated? *

CONDITION & UPDATES ▼

Your father completed significant updates. Documenting this work adds real value to the property.

Approximate dates of major updates (optional)

Roof Age / Condition *

HVAC / Heating Condition *

Water Heater(s) Condition (optional)

Plumbing Type (if known)

Electrical Panel(s) — Size and Condition (if known)

Any known deferred maintenance or issues? *

If any, please describe

Septic or Sewer? *

If septic — last pumped? (optional)

Were permits pulled for the renovation work? *

ANNUAL OPERATING EXPENSES ▼

Even rough estimates help. These numbers directly affect the valuation. If you have actual statements or receipts, even better — you can upload or bring them to our walkthrough.

Water / Sewer (annual, if landlord-paid) *

Trash / Waste Removal (annual) *

Electric / Gas — Common Areas (annual) (optional)

Landscaping / Snow Removal (annual) (optional)

General Maintenance & Repairs (annual avg.) (optional)

Property Management Fees (optional)

Any other recurring expenses (optional)

YOUR GOALS & TIMELINE ▼

What's your ideal timeline? *

Are both owners (you and your uncle) aligned on exploring market value? *

Do you have a price expectation in mind? (optional)

Would you consider owner financing? *

Would you consider selling buildings or parcels separately? (optional)

Will you need to find a new place to live first? *

Any 1031 exchange considerations? *

Anything else we should know? (optional)

Welcome to Your Client Portal

Property Questionnaire

Unit A1 — Residential

Unit A2 — Residential

Covered Commercial Space — Restaurant Lease

Unit B1 — Upper Residential

Unit B2 — Lower Residential (Owner-Occupied, with Yard)

Questionnaire Submitted