Investment Property Analysis and Due Diligence

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Property, intended strategy, and criteria it must meetInitial value, repair, income, cost, and timing assumptionsEvidence for each important number: source, date, and reviewerComplete project or rental costs, proposed financing, and cash requiredWhat changes if costs rise, income falls, or the work takes longer?Contract obligations, inspections, title/lender/insurance questions, and deadlinesOpen items: next action, responsible person, deadline, and evidence of completionClosing and handoff: condition, occupancy, verified funding process, keys, records, and final decision

Planning worksheet from Johnoson Crutchfield and Grab the Map. Record the actual facts and proposed terms for your situation. Keep account numbers, identification documents, and payment instructions out of this planning sheet. This sheet is not a loan approval, tax return, valuation, or investment recommendation. Return to the guides.