In the contemporary corporate landscape, real estate is not just about physical space. It’s a strategic asset that can drive business performance. For corporate occupiers—companies that lease or own property for their operational needs—effective transaction management and corporate real estate planning are essential. These practices ensure that real estate portfolios are aligned with business goals, optimized for efficiency and adaptable to changing market conditions.

Transaction Management: An Overview

Transaction management in the context of corporate real estate involves coordinating and overseeing all aspects of real estate transactions, including leasing, purchasing, selling and subleasing properties. For corporate occupiers, the focus is on securing the right spaces under favorable terms to support business operations.

Key Elements of Transaction Management

Understanding market conditions, trends and forecasts is crucial. This involves assessing location desirability, rental rates and availability to make informed decisions. Skilled negotiation is also essential to obtain favorable lease terms, purchase prices and contract conditions. This includes negotiating rent, lease duration, renewal options and tenant improvements.


Conducting thorough due diligence is also important as it ensures that all legal, financial and operational aspects of a transaction are scrutinized. This helps identify potential risks and liabilities. Furthermore, ensuring all transactions comply with relevant laws and regulations and that all necessary documentation is accurate and complete is crucial to avoiding legal and financial issues.

Corporate Real Estate Planning: An Overview

Corporate real estate planning involves developing strategies to manage a company’s real estate portfolio in alignment with its business goals. This strategic approach ensures that real estate assets are utilized efficiently and contribute positively to the company’s performance.

Key Components of Corporate Real Estate Planning

Strategic alignment is essential to ensure that real estate decisions support the overall business strategy. This might involve relocating offices to areas with better talent pools, consolidating spaces to improve efficiency or expanding into new markets to support growth. Properly managing the real estate portfolio to balance cost, risk and flexibility is also crucial and includes making decisions about leasing versus owning, optimizing space usage and managing property maintenance and improvements.

Financial planning is key to developing budgets and financial models to forecast costs, savings and return on investment for real estate decisions. This helps in securing the necessary capital and ensuring that real estate strategies are financially viable. Also, incorporating sustainable practices into real estate planning leads to decisions about energy-efficient buildings, sustainable materials and practices that reduce the environmental impact of the company’s real estate assets.

The Synergy Between Transaction Management and Corporate Real Estate Planning

For corporate occupiers, transaction management and corporate real estate planning are interconnected and mutually reinforcing. Strategic planning provides the framework within which transactions are executed, ensuring that every transaction aligns with broader business objectives.


For example, if a company plans to expand into a new region, corporate real estate planning identifies the best locations for new offices or facilities based on strategic goals. Transaction management then handles the negotiation and execution of leases or purchases in those locations, ensuring terms are favorable and aligned with the company’s strategic vision.

Benefits for Corporate Occupiers

Through strategic planning and skilled negotiation, companies can achieve significant cost savings in their real estate operations. Optimizing space utilization and ensuring that real estate assets support business operations can lead to improved efficiency and productivity. Thorough due diligence and strategic planning help in identifying and mitigating potential risks associated with real estate transactions.

Effective planning ensures that the company’s real estate portfolio can adapt to changing business needs, whether that involves scaling up for growth or downsizing during leaner times. Also, thoughtfully planned and well-managed real estate can improve the work environment, enhancing employee satisfaction and productivity.

For corporate occupiers, transaction management and corporate real estate planning are critical for aligning real estate assets with business strategy. And implementing transaction management software solutions, like the one provided by Yardi Corom, can make a huge difference in the entire process. By integrating these practices, companies can ensure efficient use of resources, achieve cost savings, maintain operational flexibility and foster a positive work environment. In a competitive business environment, these practices are essential for sustaining growth and maintaining a competitive edge.

Yardi Corom is a comprehensive and user-friendly accounting, lease and workplace management solution for CRE tenants. Our cloud-based software solution increases efficiency and accuracy across your entire lease portfolio: manage leases and subleases, track key lease data, centralize transactions and become FASB/GASB/IFRS compliant. To learn more, you can visit our website or schedule a meeting with our team.

Sanziana Bona

Sanziana Bona is a content marketing writer for Yardi Corom, a cloud-based software solution designed for commercial tenants and corporate occupiers and Yardi Kube, an all-in-one coworking management platform. She covers many commercial real estate related topics including FASB/IFRS compliance, lease accounting, coworking and flexile spaces, and more. You can connect with Sanziana via email.

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