Engage EDA

ENGAGE EDA

Submit a new transaction for review or contact EDA about an existing engagement.

Who May Engage

Engagements may be initiated by principals or by authorized advisors acting on behalf of a principal.

Authorized advisors may include legal counsel or other professional advisors.

What EDA May Be Engaged For

Each engagement is specific and limited to one transaction. Multiple transactions require separate engagements.

What is a transaction?

A transaction means one identified commercial real estate transaction and may include multiple legal entities.

EDA uses transaction-identifying details provided in written instructions to distinguish one transaction from another. These details may include the transaction type, such as a purchase, sale, lease, financing, refinance, restructuring, transfer, assignment, amendment, or workout; the commercial real estate transaction context or purpose; the relevant existing or proposed entity, such as a buyer, borrower, landlord, tenant, guarantor, sponsor, transferee, or equivalent entity; the property or property set, such as a property address, property description, portfolio, parcel set, or equivalent; the principal transaction parties, such as a buyer, seller, borrower, lender, landlord, tenant, guarantor, sponsor, investor, transferor, transferee, or equivalent principal parties; and other identifying references, such as an internal matter name or number, deal name, third-party file or reference number, or other identifying reference.

A request does not need to include every detail before EDA can review it, but general future business activity, possible future opportunities, and unspecified plans do not identify a transaction.

Reference Forms

Reference forms are available for review for the Engagement Agreement (athttps://edacre.com/engagement-agreement.html) and for the Entity Scope List (athttps://edacre.com/engagement-agreement/entity-scope-list.html).

When an engagement is accepted, EDA prepares the applicable documents with known engagement details.

How to Engage

Use New Engagement Request for a new transaction. Use Existing Engagement Inquiry for an existing engagement.

New Engagement Request Existing Engagement Inquiry

Engagement is not initiated through logins, forms, or submissions within EDA-operated mechanisms.

New Engagement Request Template

If your email application does not open automatically, copy and paste the template below into a new message addressed to engage@contact.edacre.com. The Copy Template and the Copy Email Address buttons are provided for convenience.

Subject: EDA — New Engagement Request

INSTRUCTIONS
Please use this email to submit a transaction for review. You may complete the fields below in plain language. Please submit one transaction per email. A single transaction may include multiple entities. If you have multiple transactions, please submit separate emails. Please provide the transaction-identifying details known at this time. If any requested detail is not yet known, state: "Not Yet Known." We will use the information you provide below to determine whether EDA can issue an engagement agreement for the requested administrative actions.

ENGAGEMENT REQUEST DETAILS

Domain: edacre.com

REQUESTOR
What is your full legal name?
Answer: 

What is your capacity? (Pick one: "Principal" or "Authorized Advisor")
Answer: 

TRANSACTION
What is the transaction type? (Examples may include purchase, sale, lease, financing, refinance, restructuring, transfer, assignment, amendment, or workout. If not yet known, answer: "Not Yet Known.")
Answer: 

What is the commercial real estate transaction context or purpose? (Briefly describe the contemplated or actual commercial real estate transaction. Do not describe only general future business activity or unspecified future opportunities. If not yet known, answer: "Not Yet Known.")
Answer: 

What is the relevant existing or proposed entity? (Include the buyer, borrower, landlord, tenant, guarantor, sponsor, transferee, or equivalent entity, to the extent known. If not yet known, answer: "Not Yet Known.")
Answer: 

What is the property or property set? (Include the property address, property description, portfolio, parcel set, or equivalent, to the extent known. If not yet known, answer: "Not Yet Known.")
Answer: 

Who are the principal transaction parties? (Include, to the extent known, the buyer, seller, borrower, lender, landlord, tenant, guarantor, sponsor, investor, transferor, transferee, or equivalent principal parties. If not yet known, answer: "Not Yet Known.")
Answer: 

What other transaction-identifying details are needed to distinguish this transaction from other transactions? (Examples may include an internal matter name or number, deal name, third-party file or reference number, or other identifying reference. General future business activity, possible future opportunities, or unspecified plans are not enough. Do not include document contents or sensitive personal information unless needed for this request. If none, answer: "None." If not yet known, answer: "Not Yet Known.")
Answer: 

What administrative work do you want EDA to handle? (Describe the administrative actions you want EDA to perform. This does not need to be a complete or final list for this initial email.)
Answer: 

What timing or other context should EDA know for the requested administrative actions? (If none, answer: "None.")
Answer:

Existing Engagement Inquiry Template

Subject: EDA — Existing Engagement Inquiry

INSTRUCTIONS
Please use this email to contact EDA regarding an existing engagement. You may complete the fields below in plain language. If possible, please send from your registered email address to allow for quicker routing. If you have the engagement-specific email address, sending to that address may also allow for quicker routing. Please include only information you are authorized to share, and please do not include sensitive personal information unrelated to the engagement.

ENGAGEMENT INQUIRY DETAILS

Domain: edacre.com

SUBMITTER
What is your full legal name?
Answer: 

What is your capacity? (Pick one: "Principal" or "Authorized Advisor")
Answer: 

ENGAGEMENT
What transaction or engagement does this email relate to?
Answer: 

QUESTION OR REQUEST
What topic or section are you asking about?
Answer: 

What is your question or request?
Answer:

The email links and copy templates are provided for convenience.

This email channel is for inquiries only and is not a method for service of process or formal notice under the Notices section of theTerms.

How Instructions Work

Once engaged, EDA receives and acts only on explicit written instructions related to the transaction.

Instructions must be transaction-specific and may be provided incrementally. EDA may request additional written information needed to carry out the administrative actions you instruct.

EDA does not infer intent, fill gaps, reconcile conflicting instructions, or act without written direction.

How EDA Communicates

EDA communicates exclusively by email.

EDA communicates directly with you or your authorized advisors and, when expressly instructed, may request information from relevant third parties such as lenders, title companies, banks, or other counterparties solely for administrative purposes.

EDA does not operate a client portal, intake system, dashboard, or self-service workflow.

When an Engagement Ends

An engagement exists only with respect to expressly instructed administrative actions tied to a single transaction.

No continuing obligation exists between instructed administrative actions. Closing does not by itself terminate the ability to perform a later administrative action within the same engagement if that administrative action is expressly instructed in writing and expressly tied to the same previously identified transaction. Any administrative action not expressly tied to the same previously identified transaction requires a new, separate engagement.

Disclaimer

All actions performed by EDA are administrative in nature and transaction-specific.

EDA is not a law firm and does not provide legal, tax, regulatory, financial, or strategic advice.