Real Estate Due Diligence Playbook

Conducting your due diligence before you buy is crucial to your success as an investor. Our real estate diligence playbook will help you thoroughly investigate all the information to ensure that you fully understand what is involved with the property you’re buying. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Property acquisition clarity
  Examine title, zoning, environmental liabilities and lease fundamentals to ensure you know exactly what you’re acquiring in real-estate deals.
• Operational & financial transparency
  Review rent-rolls, operating expenses, tenant obligations and capital-expenditure history—so you’re not handed unexpected burdens later.
• Collaborative, deal-ready workflow
  Invite legal, real-estate operations and finance teams into one shared workspace—assign tasks, upload reports, tag findings, and keep everyone aligned.
• Audit-friendly documentation trail
  Link site inspections, survey plans, condition reports and compliance certificates directly to checklist items—maintaining a transparent trail from due diligence through closing.

After using this checklist, move on to seller readiness with the Selling a Business Due Diligence Checklist, or build your acquisition case using the Business Acquisition Plan Template.