Due Diligence Checklist Template (Excel)

The acquisition phase is a critical stage in real estate development where the developer secures control of a property while simultaneously evaluating its feasibility and potential. This phase involves a deep due diligence process to uncover any risks, constraints, or opportunities that could impact the project’s success.

The checklist covers all the major components that need to be reviewed before purchasing any asset, large or small. Some items are more pertinent to multifamily and income producing assets, and some are more development oriented. This checklist is comprehensive and can be used for institutional asset acquisitions as well as SFR's.

Checklist Includes:

1. PSA and Legal
2. Seller Provided Items
3. Title / Survey
4. Environmental & Soil
5. Zoning
6. Reports
7. Debt
8. Insurance
9. Development Plan