The Real Estate Investment Opportunity Checklist
A practical checklist built from nearly 20 years of real-world experience — and more than $150M in real estate deals sold and managed.
These are the same types of questions and checks we use when evaluating opportunities ourselves, organized into a simple framework you can use before investing.
Inside The Worksheet
What You’ll Learn to Check
A good investment can look great on a spreadsheet.
The real question is: what has to happen for those numbers to actually become reality?
This checklist gives you a simple framework for reviewing:
The Property & Market
Understand what exists today — occupancy, tenants, property condition, comparable rents, demand and competition.
The Income & Value-Creation Plan
See where the property makes money today and where the projected upside is supposed to come from.
The Assumptions Behind the Numbers
Identify assumptions about rents, occupancy, construction costs, financing and the eventual sale — and stress-test what happens when things don't go exactly according to plan.
The Operator
Ask the questions that help you understand whether the team has the experience, track record and ability to actually execute the business plan.
The Idea Is Simple
“What’s the projected return?”
“What needs to happen for this investment to succeed?”
The checklist helps you work through that question systematically — without having to be a professional real estate investor.
Make Your Next Investment Decision With Better Questions.
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