Skip to content
Home / Resources / Site Selection Checklist and Weighted Scorecard
Free client resource

Commercial Site Selection in Texas: The Operator's Checklist

Compare Texas commercial locations with a client-focused site selection checklist and scorecard covering demand, access, economics, delivery and risk.

Designed forBusiness operators comparing locations
CategorySite Selection and Occupancy Planning
IncludedPDF guide, Excel workbook

A good site is not simply the location with the strongest first impression. It is the location that supports the operating model, can be delivered on time, fits the approved economics and has risks the business can accept or control.

This client-focused framework helps Texas operators compare locations consistently and recognize issues that can be missed during a normal tour. Use it with the 7 Streams weighted scorecard to prepare better questions for your commercial real estate advisor and other project professionals.

Define must-have, target and preference criteria before touring

Every requirement should have a decision status:

  • Must-have: failure eliminates or pauses the site
  • Target: a measurable standard the team wants to meet
  • Preference: useful value that can be traded for another benefit

For example, a medical practice may treat permitted use, accessible patient access and specific utility capacity as must-haves. Monument signage and a particular finish package may be preferences. Making the distinction early prevents the team from rationalizing a favorite site after the tour.

Start with pass/fail screening

Do not score a location until the fatal issues are visible. Common screens include:

  • The intended use is allowed or has a realistic approval path
  • Required access, parking and loading are available
  • The space can physically support the program
  • Utilities and building systems can support the use
  • The opening date is feasible
  • Initial cash and occupancy cost remain within limits
  • Flood, environmental, title or insurance issues do not create an unacceptable condition

Treat Unknown as an action item, not a pass. Assign an owner, evidence requirement and deadline.

Eight categories to compare across finalist sites

1. Strategic fit

Does the site support the role this location must play in the business? Consider growth, network coverage, brand, cannibalization and long-term control.

2. Market and demand

Determine whether the right customers, patients, employees or users are present at sufficient volume. Demographics alone are not a demand conclusion. Consider customer origin, competitive supply, anchors, referral patterns and actual operating data.

3. Access and visibility

Visibility is not the same as access. Observe medians, turn restrictions, queues, grade, signal timing, sidewalks, emergency access and driveway control. Visit during the hours that matter to the business.

4. Real estate fit

Test fit the program. Confirm area measurement, layout, columns, floor loading, ceiling height, storage, receiving, expansion and building quality. A brochure square-foot number does not reveal usable operating capacity.

5. Occupancy economics

Compare the full risk-adjusted cost of control, not the asking rent or price alone. Include operating expenses, taxes, insurance, parking, utilities, buildout, financing, deposits, guarantees and timing.

6. Buildout and delivery

Validate existing conditions, utility capacity, landlord work, local approvals, procurement and schedule. A lower-cost property can be more expensive if it delays revenue or requires temporary space.

7. Regulatory and property risk

Screen zoning and use, flood, environmental conditions, accessibility, title, adjacent uses and insurance availability. Use primary records and qualified advisors for interpretation.

8. Workforce and operations

Consider employee commute, recruiting, suppliers, delivery routes, waste, security and daily operating efficiency. A strong consumer location can still be difficult to staff or service.

Operator blind spots that deserve extra attention

Peak-period conditions

Parking and access can look excellent during a mid-morning tour and fail during lunch, shift change or a neighboring user’s peak. Observe several dayparts.

Shared control

Parking, access, signage, loading or common areas may be shared, unreserved or controlled by another agreement. Ask what rights are actually documented.

Local approval path

A use may be generally allowed but still face site-plan, parking, fire, health, utility, signage or certificate-of-occupancy requirements. Municipal procedures vary across Texas.

Infrastructure routes

Available capacity is only part of the question. Determine whether power, exhaust, plumbing, data, grease, medical gases or other systems can reach the premises at a feasible cost.

Future flexibility

Test expansion, contraction, assignment, sublease, exclusivity, renewal and relocation. A site that fits the first three years may constrain the next seven.

How to use a weighted site scorecard

  1. Set criteria and weights before final tours.
  2. Use the same 1-to-5 anchors for every location.
  3. Leave unknown ratings blank rather than inventing a neutral score.
  4. Review score completeness and fatal gates together.
  5. Run a downside case for demand, staffing, construction cost and opening timing.
  6. Document why leadership accepts any material exception.

The highest score is not an automatic answer. A score makes tradeoffs visible. It does not replace diligence or business judgment.

Questions to discuss with your commercial real estate advisor

  • Which requirements should eliminate a site?
  • What facts are confirmed and what remains an assumption?
  • What should be verified before an LOI, before a lease or contract, and before a contingency expires?
  • Which alternative gives us credible leverage?
  • How does each finalist perform if the opening is late or results are below plan?
  • What condition should be included in the negotiation to control the largest risk?

Texas verification starting points

Useful official sources include TxDOT Traffic Count Maps, the FEMA Flood Map Service Center, TCEQ Central Registry, EPA ECHO and TDLR Architectural Barriers. These are screening tools. Property-specific conclusions may require surveys, engineering, environmental review, counsel and local agency confirmation.

Frequently asked questions

When should the site selection process begin?

Begin before an existing lease or opening deadline removes the ability to compare alternatives. Specialty and construction-heavy uses often require more time.

How many sites should we compare?

There is no fixed number. The goal is a credible set of alternatives that tests the requirement and supports informed negotiation.

Should demographics determine the choice?

No. Demographics are one input. Combine them with customer data, competition, access, occupancy economics, delivery risk and the actual operating model.

What does an Unknown score mean?

It means the decision lacks evidence. Track what document, inspection or professional conclusion is needed to resolve it.

Can the team choose a lower-scoring location?

Yes. The scorecard supports judgment. Document the reason, the accepted risk and any mitigation or negotiated condition.

Download the checklist and scorecard

Download the 7 Streams Site Selection Checklist and Weighted Scorecard to compare finalist sites with a consistent client decision model. For help organizing a Texas site search or evaluating alternatives, visit www.7s.life, email info@7s.life or call 512-655-3754.