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Property Investment Checklist
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Property Investment Checklist

Run this checklist every time you need to list a property for sale
1
Preparation:
2
Property Details & Investment Criteria
3
Property Pictures
4
Comps
5
ARV
6
Formal Inspection:
7
Plan the inspection
8
Perform the formal inspection
9
Rehab Estimate
10
Financial Breakdown:
11
Make an Offer:

Preparation:

Property Details & Investment Criteria

Investment Criteria

  • 1

    Beds: 3 min, 5 max
  • 2

    Bath: 1 min, 3 max
  • 3

    Sqft: 950+
  • 4

    Year: 1950+
  • 5

    Garage: Attached single or double
  • 6

    Roof: No flat roof, they need to be pitched
  • 7

    Stories: 1 or 2. Try to avoid Bi-Level where entry has a landing and you go up and down from there. This is not desirable unless the price is adjusted.
  • 8

    Proximity to nearby facilities (such as large towns, schools and colleges)
  • 9

    Does it back up to a busy main street, Rail Road, Airport?

Property Pictures


Comps




ARV



Formal Inspection:

Plan the inspection

Perform the formal inspection



Rehab Estimate


Sample Rehab Analysis Worksheet

Financial Breakdown:

Purchase Price:
Purchase Closing Costs: 
Total: 

Total Rehab Costs: 

Monthly Holding Costs: 
Total Days Held:
Total:
Sales Price After Fix Up (ARV): 
All Selling Closing Costs: 
Real Estate Agent Fees: 
Total:

Total Profit for Flip:

Sample Rehab Analysis Worksheet

Make an Offer:

Offer









Financing




Entity






  • 1

    Last four of SS: (Only needed on HUD offers)

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