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Real Estate and Leasing M&A Integration Checklist

M&A Real Estate Integration Checklist
This M&A Real Estate and Leasing Checklist provides a framework for real estate and leasing diligence requests. These are tailored specifically to M&A transactions.
  • Most suitable for transactions that involve real estate and leasing due diligence requests
  • Initial requests help prompt basic information for a general overview of the target company/property
  • DealRoom real estate data room encourages teams to customize these checklists to accommodate the unique needs of your deal and team
Real Estate Integration Checklist Includes
The M&A Real Estate and Leasing Integration Checklist template Includes line items for the following: Facilities Strategy and Target Operating Model, Diligence and First Draft of Facilities Contracts Master Log, Site Evaluation and Planning, Address Roadmap, Staffing, and Budgeting, Address Facilities Organization Design, Processes, and Policies, Contracts Activity, Site Activities for Day 1 TOM, Site Activities Post Day 1, Retirements, and Program Exit.

Facilities Strategy and Target Operating Model

Here are example request line items covered in the “Facilities Strategy and Target Operating Model“ section of DealRoom’s M&A Real Estate and Leasing Checklist
  • Review All Workstream/Function Target Operating Models (TOMs) for Day 1 Facilities Assumptions
  • Consult Corporate Development and Integration Leadership to Confirm Deal Model Assumptions for Facilities
  • Resolve Any Conflicts Between Facilities Assumptions in TOMs versus Deal Model
  • Coordinate with IT to Ensure Assumptions re Network/Telephony Availability is Consistent with Agreed Assumptions at Each Location
  • Coordinate with Communications to Ensure Facilities Communications are Consistent with Agreed Assumptions

Diligence and First Draft of Facilities Contracts Master Log

Here are example request line items in the “Diligence and First Draft of Facilities Contracts Master Log” section of DealRoom’s M&A Real Estate and Leasing Checklist
  • Create a Master Log of All Facilities Contracts
  • Note Which Contract Counterparties are Existing Acquirer Counterparties/Vendors/Landlords, Note on Master Log
  • Identify and Note on Master Log the Strategy/Disposition for Each Facilities Contract
  • Review Disposition with Corporate Development, Legal, and Integration Leadership for Buy-In and Approval
  • Review All Real Estate Diligence Information Including: Leases, Floorplans, Rent Rollforwards, Environmental Studies, Facilities Maintenance/Security Contracts, Options Contracts, Assessments, Easements, Etc.

Contracts Activity

Here are example request line items in the “Contracts Activity” section of DealRoom’s M&A Real Estate and Leasing Checklist
  • Address Each Contract on the Facilities Master Log, Beginning the Novation/Assignment/Termination Negotiations Early Where Possible
  • Identify the Must Have Date for Each Contract Resolution, Considering IT/Telephony Connectivity Timing and Personnel Ramifications
  • Ensure Procure to Pay Has All Vendors Set Up for Day 1, Including Maintenance, Security, Etc.
  • Determine Staffing Approach for Addressing Contracts on Facilities Master Log, Considering the Use of Outside Counsel for Critical or Potentially Difficult Contracts
  • Identify Contingency Plan for Negotiations At Risk of Extending Beyond Must Have Date
  • Inspect promissory notes and loan agreements
FAQ

Can I change requests in this checklist or add new?

Every M&A real estate and leasing transaction is different. Downloaders are urged to make these checklists their own by changing the providing information to better fit their needs.

Does this questionnaire provide all the necessary integration information?

This M&A Real Estate and Leasing Checklist was created by and for M&A professionals. It includes a comprehensive starting point for any integration process. However, every deal is different and may require additional requests or diligence areas.
Easily Execute Integration in DealRoom
The M&A Real Estate and Leasing Checklist Template can easily be imported into DealRoom's m&a integration software. Here’s how to use the template with DealRoom:
How to use the template with DealRoom:
  • Download the due diligence template from DealRoom’s website
  • Open a room within DealRoom
  • Go to the Requests tab and select “import”
  • Import the downloaded template
The Requests tab is automatically populated with the requests from the due diligence template. Users can begin assigning, adding to, and completing due diligence requests.

Use DealRoom’s Premade Templates

Quick, easy download
The template is already filled out and in the correct format
Import into the room in less than a minute
The room is automatically populated and organized
Immediately begin conducting essential real estate integration tasks.
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