Free Real Estate Due Diligence Checklist

Prepared by [YOUR NAME]
For [YOUR COMPANY NAME]

PROPERTY INFORMATION

• PROPERTY NAME/ADDRESS: San Francisco, CA 94102

• SELLER'S NAME: GoWorld

• BROKER/AGENT CONTACT INFORMATION: Johann Harvey - johann@you.mail

FINANCIAL DUE DILIGENCE

• Confirm the agreed-upon price and payment schedule.

• Review earnest money deposit terms.

• Review the last 3-5 years of income and expense statements.

• Verify rent rolls and lease agreements.

• Confirm the property tax history and any outstanding obligations.

• Check for special tax assessments or abatements.

PHYSICAL DUE DILIGENCE

• Inspect for structural issues (roof, foundation, etc.).

• Check for deferred maintenance or required repairs.

• Review environmental studies (e.g., Phase I/II).

• Assess risks for contamination or hazardous materials.

• Verify the condition of HVAC, plumbing, electrical, and other critical systems.

LEGAL DUE DILIGENCE

• Confirm the property has clear and marketable title.

• Identify any easements, liens, or encumbrances.

• Verify zoning compliance for intended use.

• Check for pending zoning changes or restrictions.

• Confirm compliance with building codes and permits.

• Review any ongoing or previous legal disputes related to the property.

MARKET DUE DILIGENCE

• Analyze surrounding property values and trends.

• Evaluate proximity to amenities, schools, and public transportation.

• Compare recent sales data and rental rates.

• Confirm market demand for the property type.

FINAL DUE DILIGENCE

• Confirm all terms in the purchase agreement.

• Verify accuracy of loan documents, if applicable.

• Ensure all sections are completed and approved by relevant parties.

NOTES & FOLLOW-UP

• ADDITIONAL CONSIDERATIONS: Confirm availability of additional parking spaces

• KEY DEADLINES: Closing Date – June 1, 2051

• CONTACTS FOR FOLLOW-UP: Johann Harvey, Broker; Mark Smith, Property Manager

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