Phase 1 · Chapter 11

Due Diligence Checklist

The 30-Day Process That Protects Your Capital

Due diligence is where deals are made or broken. This chapter walks through our complete 30-day due diligence process — from property inspection to title review to final financial validation — so you never get surprised after closing.

Key Concepts from This Chapter

1

Property inspection: hire licensed inspectors for structure, roof, HVAC, plumbing, electrical. Budget $400–600. Red flags: foundation issues, roof age 15+ years, outdated electrical panels.

2

Title review: confirm no liens, easements, or encumbrances that restrict STR use. Hire a real estate attorney.

3

HOA document review: read all HOA rules, meeting minutes (last 2 years), and financials. Look for STR restrictions and pending special assessments.

4

Permit verification: confirm STR permits are available (or transferable) before closing. Some markets have permit caps.

5

Final financial validation: re-run all projections with actual insurance quotes, property tax assessments, and utility averages.

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