Organize title, leases, building condition, environmental, accessibility, financial and operating evidence.
Define the transaction and reliance
The evidence needed for a building purchase differs from a suite lease. State who may rely on each report.
Review the physical asset
Coordinate building condition, structure, roof, envelope, elevators, HVAC, electrical, life safety and accessibility reviews.
Review income and obligations
Reconcile leases, rent roll, recoveries, arrears, options, inducements, capital commitments and service contracts.
Close open items
Track every unresolved assumption, document request and condition with an owner and deadline.
Build the live decision file
Use this framework to identify questions and evidence. Confirm legal, accounting, tax, engineering, environmental, accessibility and brokerage matters with qualified professionals where they affect the decision.