Skip to main content
Pricing
Try it Free

Loan Maturity or Lease

What is Loan Maturity or Lease?

Properties approaching loan maturity or lease expirations create natural decision points for owners. Refinancing, tenant rollover, or repositioning often trigger reassessment of their strategy. Engaging early positions you as the advisor who helps them plan ahead with confidence.

The Right Audience

Owners nearing refinance cycles (5–10 year holds) or landlords with asset types tied to shorter lease terms like retail, office, or industrial. Ideal for owners facing key financial or operational transitions.
Type: Commercial Owner Type: Corporate Purchase Date: from: 2015 to 2020

See How Many Loan Maturity or Lease Are in Your Market

Open Example List

Add your location after opening.

The Right Message

Position yourself as the forward-looking partner helping them prepare for what’s next. Lead with market data and planning support, not urgency. Show how proactive steps—refinance prep, lease renewal strategy, or sale—protect value and create better outcomes.

Key Themes

Preparing ahead of loan maturity or lease rollover
Data-driven planning for refinance or sale
Market insights on investor demand and rates

Calls to Action

Book a refinance readiness consult
Schedule a lease rollover planning session
Review market comps and investor activity

Browse Loan Maturity or Lease Templates in our Marketplace

Example Templates

Outreach Channels

Phone and direct mail provide the most effective first contact. Email is a strong supporting channel for sharing market reports or planning guides. Online ads work well for retargeting but are less effective as standalone outreach.

Recommended

Phone Outreach
Direct Mail

supporting

Email Marketing
Online Ads

Measuring Success

Track engagement by ownership duration or lease cycle. Measure conversations started, consults booked, and assignments won. Monitor conversion rates tied to loan or lease triggers to refine outreach timing.