Due diligence checklists

A checklist helps organize a review, but it does not replace local legal, engineering, environmental, tax, title, or financial advice.

General information

This resource is educational and should not be treated as legal, tax, engineering, appraisal, environmental, lending, or financial advice. Conditions and requirements vary by property and jurisdiction.

Questions to bring into review.

01Ownership, title, liens, taxes, and authority to sell.
02Zoning, permits, access, utilities, flood, wetlands, and environmental issues.
03Condition, surveys, leases, service contracts, and operating records.
04Document what is verified, by whom, when, and what remains open.

Information changes. Confirm the current requirements and ask qualified local professionals to review anything material to your decision.