Workflow Templates: Due Diligence Coordination Checklist

Review current property zoning and confirm it is in compliance with intended use

Examine title and property deeds for any encumbrances or liens

Ensure compliance with the Americans with Disabilities Act (ADA)

Audit previous years' tax records for the property

Analyze current lease agreements and compare income to market rates

Review projected income and expenses for the property

Conduct a comprehensive property condition assessment

Evaluate the need for repairs or upgrades and estimate associated costs

Review environmental assessments for potential liabilities

Verify lease agreements and assess tenant creditworthiness

Examine service contracts and warranties for transferability

Assess property management effectiveness and reputation

Due Diligence Coordination Checklist