The Ace in the Hole: CRE
Experience an advisory first approach where Tom Bacon puts your needs, numbers, and long-term strategy ahead of any transaction.
Do you know what commercial properties your client owns? Maybe your client needs to find a new office or sell a commercial property. Why not help your clients with their Commercial Real Estate needs? All you have to do is ask your client if they own any commercial properties. If they say yes, they likely need some help.
Just because your client owns commercial real estate doesn’t mean they want to sell. They might just need perspective. We can help you provide the perspective. Sure, you can do commercial deals, but with every CRE deal, there are many variables you won’t encounter in a residential deal. So, rather than learn a new market and CRE property type, why not partner with the PDF Group? Not only will your client get the best perspective, but you will minimize legal exposure that typical residential E&O insurance may not cover.
How does it work?
Step 1: Ask your client about their business or any commercial property they own or need. A simple conversation often uncovers needs they hadn’t considered.
If your client has a commercial need, let them know you partner with Tom at PDF Commercial. You stay their trusted residential agent while bringing in a dedicated commercial specialist.
Step 2: Call Us. We’ll review the situation, and if it seems appropriate, schedule a call, Zoom, or in‑person meeting with your client. Sometimes there’s no immediate deal, but every conversation strengthens your client relationship. If a clear need emerges, we’ll put a referral agreement in place that fits the situation.
Referral fees are great, but the real win is knowing your client is in good hands. Tom Bacon at PDF Commercial treats each assignment personally and makes sure your client is well cared for.
The CRE | Cooperative (hosted by BCRE) includes experts in all facets of commercial real estate. Like residential, there are two sides to a transaction.
There are Buyers and Sellers, Landlords and Tenants, and there are multiple market segments, including:
Industrial
Office
Medical
Retail
Land
Mixed Use
Investments Commercial
Investments Multifamily
Development Consulting
Financing
Exchanges
Client Care - the Reason you care
How Referrals Are Handled
- Every referral receives the same advisory-first, no-sales approach
- Tom personally connects with the referral to understand their goals
- Updates are provided to the referrer (only with permission)
- Professional handoff to trusted partners if the project falls outside scope
- Referrers are acknowledged and appreciated for their trust