Workflow Templates: Real Estate Due Diligence Checklist

Obtain the property's legal description and address.

Verify zoning and land use regulations.

Review property tax history and current tax status.

Analyze historical financial statements and operating performance.

Review rent roll and lease agreements.

Assess potential for rent increases and market conditions.

Conduct a site visit and inspect the property's condition.

Review recent environmental assessments or reports.

Evaluate the need for repairs or renovations.

Examine the title report and resolve any title issues.

Check for any pending litigation or legal disputes.

Review easements, covenants, and restrictions.

Study the local real estate market trends.

Compare similar properties in the area.

Assess the demand and supply dynamics.

Real Estate Due Diligence Checklist