Free template
Track every document and inspection from contract to close in one workbook: 25 core items, a countdown dashboard, an issues log for credits and a seller request letter that builds itself.
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Inside the workbook
Tab 1
Countdown to the diligence deadline and closing, completion against time elapsed, progress by area and credits requested.
Tab 2
The 25 core items across financials, leases and residents, physical condition, title and legal, and market and operations, plus 10 blank rows for your deal.
Tab 3
Problems found, linked to checklist items, with severity, estimated cost, the resolution you want and negotiation status.
Timeline
A week-by-week view of every item from contract to closing, with the deadline marked.
Seller Request
A printable document request letter to the seller, built from the open seller items.
Owner Summary
A one-page status report under your company name for investors, partners and lenders.
Built for
How to use it
Rather have us run the numbers?
Send us your rent roll and T12 and we will build this for your property and show you what it says.
Questions
Insights
The seller's numbers are a story. Due diligence is how you find out which parts are true. A practical checklist for syndicators and first-time buyers of 5+ unit buildings.
