Company Forms

Below you will find several forms we use during the hotel transaction process. Our brokers and associates will walk you through each necessary form at the appropriate time and answer any questions you may have.

Please note you will need the Adobe Acrobat Reader to view the documents below. If you do not have this application please click the Adobe logo below to download a “free” copy of the program from We encourage you to contact us if you have any questions regarding any of these documents.


Confidentiality Agreement
This form is required prior to viewing any confidential information.

Click to Download

Personal Financial Statement
Document showing the financial health of an individual that may be requested during the hotel transaction process.

Click to Download

Co-broke Request Form
This form is required by all brokers requesting to enter into a co-broke agreement with CAS Hotel Advisors

Click to Download