Due Diligence Checklist

    

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A due diligence checklist helps evaluate a rent roll’s financial, operational, and legal health before purchase. Key areas include: 

- Financial Review

– Rent roll reports, income/expenses, profit/loss statements, and fee structures.

- Portfolio Compliance

– PUM, property types, agreements, and fees. Operations

– Staff, software, maintenance, and disputes. Legal

– Contract validity, compliance, and liabilities. Retention & Growth

– Client satisfaction, churn, and growth potential

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