Property Investor Checklist

Name	Subject Property:	Company
[your name]	Downtown Condo, Suite #2050	[your company name]

Pre-Investment Phase:

Have you established your investment goals and objectives?

• YES

• NO

Have you determined your budget and financing options?

• YES

• NO

Have you conducted market research to identify potential investment locations?

• YES

• NO

Have you considered the property type (residential, commercial, industrial, etc.) that aligns with your investment goals?

• YES

• NO

Have you assessed the local real estate market conditions and trends?

• YES

• NO

Have you performed due diligence on the property, including inspections, surveys, and title searches?

• YES

• NO

Have you evaluated the potential for rental income and/or property appreciation?

• YES

• NO

Have you calculated the expected return on investment (ROI)?

• YES

• NO

Transaction Phase:

Have you negotiated the purchase price and terms with the seller?

• YES

• NO

Have you reviewed and understood the purchase agreement and any contingencies?

• YES

• NO

Have you secured financing and finalized the mortgage terms?

• YES

• NO

Have you obtained insurance coverage for the property?

• YES

• NO

Have you engaged legal counsel for the transaction?

• YES

• NO

Have you received and reviewed the property inspection reports?

• YES

• NO

Have you conducted a final walk-through of the property before closing?

• YES

• NO

Have you confirmed the availability of necessary permits and zoning requirements?

• YES

• NO

Post-Investment Phase:

Have you set up a property management plan or team?

• YES

• NO

Have you established a financial management system for rent collection and expenses?

• YES

• NO

Have you considered tax implications and consulted with a tax professional?

• YES

• NO

Have you developed a maintenance and repair schedule for the property?

• YES

• NO

Have you identified exit strategies for your investment?

• YES

• NO

Have you reviewed and adjusted your investment strategy as needed?

• YES

• NO

Have you documented all property-related transactions and records?

• YES

• NO

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