Investment Property Due Diligence Checklist

Investment Property Due Diligence Checklist — Form Fields

This real estate template includes 10 fields. Guide real estate investors through a structured due diligence process before committing to a property purchase. Free to customize and use on ZenBuild.

• Investor Name (text, required)
• Email Address (email, required)
• Property Address (text, required)
• Purchase Price (offered or listed) (text, required)
• Current Annual Gross Rent (USD) (number, optional)
• Estimated Annual Expenses (USD) (number, optional)
• Documents Reviewed (checkboxes, optional) — options: Title Report, Survey, Inspection Report, Rent Roll, Operating Statements (3 years), Environmental Report, Zoning Verification
• Conditions Verified (checkboxes, optional) — options: No Liens, No Outstanding Violations, All Permits Closed, Utilities Functioning, Tenants on Lease Agreements
• Red flags or open items (long text, optional)
• Ready to proceed to closing? (multiple choice, required) — options: Yes, No — further review needed, Withdrawing offer