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Investment Analysis Checklist
Market Analysis
Identify the economic drivers in the target market
Research local employment rates and major employers
Analyze population growth trends and demographics
Financial Performance Assessment
Review historical operating statements
Evaluate current rent roll and compare to market rents
Assess current occupancy rates and vacancy trends
Property Evaluation
Conduct a comprehensive physical inspection of the property
Assess the condition and age of the building and major systems
Identify any deferred maintenance or capital improvement needs
Investment Structure
Determine the appropriate investment vehicle and ownership structure
Evaluate financing options and loan terms
Analyze projected cash flow and return on investment
Risk Assessment
Identify and assess local market risks
Evaluate environmental and regulatory risks
Review insurance coverage and liability concerns
Exit Strategy
Define the investment time horizon
Determine potential resale value and capital appreciation
Identify potential exit challenges and contingencies
