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Property Investment Checklist

Property Investment Checklist

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

MLS Sheet

Tax Record

Property Floor Plan

Disclosures:

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

Link to Pictures

Comps

Comp Link

Comp Photos Link

Connor's Notes

ARV

Full Remodel Listing Price (ARV)

Half Remodel Listing Price (ARV)

Formal Inspection:

Plan the inspection

Arranged Inspection

Perform the formal inspection

Highlight Issues

Inspection Report

Add Link to Inspection Photos Taken:

Rehab Estimate

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

MLS#:

Property Address:

Purchase Price:

Earnest Money:

Title Company:

Termination of Offer:

Closing Date:

Extra Terms:

Financing

Proof of Funds:

Upload Proof of Funds:

Lender: (If Not Cash)

Loan Type:

Entity

Entity Name:

EIN #:

Entity Address:

Entity Operations Agreement:

Entity Manager's Full Name:

Manager's Phone #:

1

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

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