Screening Potential Investments: What to Look For

Magnifying glass representing a commercial investor reviewing listings with a focus on financial details.

Once you’ve found a few properties that catch your eye, the next step is learning how to screen them properly. This video gives you the tools to do just that.

Doc Haller walks you through the traits of a great commercial real estate broker, including what a CCIM certification means and why it matters. You'll also learn how to respond to listings (like those found on LoopNet) in a way that gets real, useful information—not just surface-level marketing.

You’ll also hear how to interpret the information brokers provide, how to read between the lines, and how to spot red flags or inconsistencies. One of the most important takeaways from this session? Doc’s powerful reminder:
Fall in love with the numbers—not the property.


Your LIFE SUCCESS WORK™

Watch the video
(Join the free course below to access the video and the downloads.)

Put it into practice:

  • Research major commercial brokerage firms online (like CBRE, Cushman & Wakefield, etc.)

  • Search for listings that match the product type(s) you're interested in

  • Contact the broker to request additional information—make sure to check the listing first so your questions are relevant


Emotions don’t pay the mortgage. The most successful commercial investors keep their focus on data, income, and long-term value—not pretty pictures or shiny features. Master this mindset, and you’re well on your way to thinking like a pro.


Scroll down now to sign up for free and watch the video and grab your downloads.

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