Investment Property Proposal Checklist
Build an investment-property proposal from sourced income, expense and scenario inputs without fabricating returns or certainty.
Direct answer: this checklist is for agents and analysts assembling an initial investment review. The useful output is a scenario-led draft that shows formulas, sources, assumptions and sensitivity rather than one unsupported return number.
Required inputs
- Purchase and closing assumptions
- Documented rent roll or market-rent source
- Operating expenses, vacancy, reserves and capital needs
- Financing assumptions and downside scenarios
Review sequence
- Confirm the audience, scope and decision owner.
- Attach approved sources and their review dates.
- Generate or assemble the draft without filling evidence gaps.
- Check every fact, calculation, permission and disclosure.
- Approve, version and record unresolved questions.