{"product_id":"rental-property-buying-checklist-due-diligence-worksheets-12-page-printable-pdf","title":"Rental Property Buying Checklist | Due Diligence Worksheets, 12-Page Printable PDF","description":"\u003cp\u003eBuying a rental property? Use these 12 printable worksheets to review rental income and expenses, check tenant and lease records, organize property inspections, and plan your offer and closing questions. Keep your research together before deciding whether a property is right for you. You’ll receive one 12-page PDF to download, print, and fill in by hand.\u003c\/p\u003e\u003cp\u003eIt is not digitally fillable or editable, and it does not calculate totals automatically. This is a planning packet for organizing your research and discussions, not an offer or purchase contract. Printing, paper, and a physical binder are not included. ✨\u003c\/p\u003e\u003ch3\u003eWHAT’S INCLUDED\u003c\/h3\u003e\u003cp\u003eYour 12-page packet includes:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003ePurchase Offer Planning Worksheet\u003c\/li\u003e\n\u003cli\u003eProperty \u0026amp; Deal Snapshot\u003c\/li\u003e\n\u003cli\u003eRental Income \u0026amp; Expense Review\u003c\/li\u003e\n\u003cli\u003eTenant \u0026amp; Lease Due Diligence\u003c\/li\u003e\n\u003cli\u003eSeller Document Request Checklist\u003c\/li\u003e\n\u003cli\u003eProperty Inspection \u0026amp; Condition Checklist\u003c\/li\u003e\n\u003cli\u003eContingency \u0026amp; Deadline Planning Worksheet\u003c\/li\u003e\n\u003cli\u003eOffer Comparison Worksheet\u003c\/li\u003e\n\u003cli\u003eClosing \u0026amp; Property Handoff Checklist\u003c\/li\u003e\n\u003cli\u003eProfessional Contacts \u0026amp; Deal Notes\u003c\/li\u003e\n\u003cli\u003eHow-to-Use Guide\u003c\/li\u003e\n\u003cli\u003eImportant Disclaimer \u0026amp; Guidance 💰\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eANALYZE THE NUMBERS\u003c\/h3\u003e\u003cp\u003eOrganize important financial information including:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eAsking and proposed purchase price\u003c\/li\u003e\n\u003cli\u003eEstimated down payment\u003c\/li\u003e\n\u003cli\u003eLoan amount\u003c\/li\u003e\n\u003cli\u003eClosing costs\u003c\/li\u003e\n\u003cli\u003eImmediate repair estimates\u003c\/li\u003e\n\u003cli\u003eCurrent and projected rental income\u003c\/li\u003e\n\u003cli\u003eProperty taxes\u003c\/li\u003e\n\u003cli\u003eInsurance\u003c\/li\u003e\n\u003cli\u003eOwner-paid utilities\u003c\/li\u003e\n\u003cli\u003eMaintenance expenses\u003c\/li\u003e\n\u003cli\u003eProperty management expenses\u003c\/li\u003e\n\u003cli\u003eVacancy allowance\u003c\/li\u003e\n\u003cli\u003eEstimated NOI\u003c\/li\u003e\n\u003cli\u003eDebt service\u003c\/li\u003e\n\u003cli\u003eEstimated monthly cash flow 🔑\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eREVIEW THE RENTAL OPERATION\u003c\/h3\u003e\u003cp\u003eBuying a tenant-occupied property involves more than reviewing the building itself. Use the included worksheets to organize:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eCurrent tenants and occupancy\u003c\/li\u003e\n\u003cli\u003eMonthly rents\u003c\/li\u003e\n\u003cli\u003eLease expiration dates\u003c\/li\u003e\n\u003cli\u003eSecurity deposits\u003c\/li\u003e\n\u003cli\u003eOutstanding balances\u003c\/li\u003e\n\u003cli\u003eRent rolls\u003c\/li\u003e\n\u003cli\u003eLease agreements and addenda\u003c\/li\u003e\n\u003cli\u003ePayment histories\u003c\/li\u003e\n\u003cli\u003eUtility responsibilities\u003c\/li\u003e\n\u003cli\u003eParking and storage agreements\u003c\/li\u003e\n\u003cli\u003ePending notices or disputes\u003c\/li\u003e\n\u003cli\u003eRental licenses and registrations 📋\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eORGANIZE YOUR DUE DILIGENCE\u003c\/h3\u003e\u003cp\u003eKeep track of important documents and property information such as:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eLeases and addenda\u003c\/li\u003e\n\u003cli\u003eRent rolls\u003c\/li\u003e\n\u003cli\u003eSecurity deposit records\u003c\/li\u003e\n\u003cli\u003eUtility bills\u003c\/li\u003e\n\u003cli\u003eProperty tax information\u003c\/li\u003e\n\u003cli\u003eMaintenance and repair history\u003c\/li\u003e\n\u003cli\u003eService contracts\u003c\/li\u003e\n\u003cli\u003eWarranties\u003c\/li\u003e\n\u003cli\u003ePermits\u003c\/li\u003e\n\u003cli\u003eCode-related information\u003c\/li\u003e\n\u003cli\u003eHOA documents, when applicable\u003c\/li\u003e\n\u003cli\u003eVendor information 🏠\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003ePROPERTY CONDITION CHECKLIST\u003c\/h3\u003e\u003cp\u003eReview important areas of the property, including:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eRoof and exterior\u003c\/li\u003e\n\u003cli\u003eFoundation\u003c\/li\u003e\n\u003cli\u003eDrainage\u003c\/li\u003e\n\u003cli\u003eElectrical\u003c\/li\u003e\n\u003cli\u003ePlumbing\u003c\/li\u003e\n\u003cli\u003eHeating and cooling\u003c\/li\u003e\n\u003cli\u003eWindows and doors\u003c\/li\u003e\n\u003cli\u003eBasement or crawlspace\u003c\/li\u003e\n\u003cli\u003eAttic and insulation\u003c\/li\u003e\n\u003cli\u003eRental units\u003c\/li\u003e\n\u003cli\u003eCommon areas\u003c\/li\u003e\n\u003cli\u003eParking\u003c\/li\u003e\n\u003cli\u003eAppliances\u003c\/li\u003e\n\u003cli\u003eSmoke\/CO alarms\u003c\/li\u003e\n\u003cli\u003eSigns of water intrusion or deferred maintenance This checklist is an organizational tool and does not replace a professional property inspection. 📊\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eCOMPARE INVESTMENT OPPORTUNITIES\u003c\/h3\u003e\u003cp\u003eConsidering more than one property? Use the Offer Comparison Worksheet to compare purchase price, cash requirements, rental income, expenses, NOI, estimated cash flow, repairs, lease concerns, and major risks side by side. 🔑\u003c\/p\u003e\u003ch3\u003ePREPARE FOR CLOSING \u0026amp; HANDOFF\u003c\/h3\u003e\u003cp\u003eThe included closing checklist helps you organize items such as:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eFinal walk-through\u003c\/li\u003e\n\u003cli\u003eInsurance\u003c\/li\u003e\n\u003cli\u003eSecurity deposit transfers\u003c\/li\u003e\n\u003cli\u003ePrepaid rent\u003c\/li\u003e\n\u003cli\u003eTenant records\u003c\/li\u003e\n\u003cli\u003eLeases and addenda\u003c\/li\u003e\n\u003cli\u003eKeys and access devices\u003c\/li\u003e\n\u003cli\u003eUtilities\u003c\/li\u003e\n\u003cli\u003eVendor information\u003c\/li\u003e\n\u003cli\u003eRental registrations\u003c\/li\u003e\n\u003cli\u003eFirst post-closing priorities ✨\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eGREAT FOR\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eFirst-time rental property buyers\u003c\/li\u003e\n\u003cli\u003eIndependent landlords\u003c\/li\u003e\n\u003cli\u003eReal estate investors\u003c\/li\u003e\n\u003cli\u003eSmall property investors\u003c\/li\u003e\n\u003cli\u003eProperty managers expanding their portfolios\u003c\/li\u003e\n\u003cli\u003eBuyers evaluating tenant-occupied properties\u003c\/li\u003e\n\u003cli\u003eAnyone comparing potential rental investments\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHOW IT WORKS\u003c\/h3\u003e\u003cp\u003e1. Purchase the listing. 2. Download the PDF. 3. Print the worksheets you need. 4. Fill in the information for the property you’re considering. 5. Use the packet to help organize your research and discussions with the appropriate real estate professionals.\u003c\/p\u003e\u003ch3\u003ePLEASE NOTE\u003c\/h3\u003e\u003cp\u003eThis is a 12-page PRINT-AND-FILL PDF with empty outline checkboxes, additional notes\/follow-up lines, and separate name and phone\/email writing lines for professional contacts. The income and expense worksheet uses monthly amounts throughout; divide annual tax and insurance bills by 12 before entering them. It is not an electronically editable or fillable template.\u003c\/p\u003e\u003cp\u003eThis is a\u003c\/p\u003e\u003ch3\u003eDIGITAL PRODUCT\u003c\/h3\u003e\u003cp\u003e. No physical item will be shipped. ⚠️\u003c\/p\u003e\u003ch3\u003eIMPORTANT\u003c\/h3\u003e\u003cp\u003eThis packet is a planning, organization, and due-diligence tool. It is NOT a Residential Offer to Purchase, Purchase Agreement, counteroffer, disclosure, addendum, amendment, or other legally binding real estate contract. Do not use the Purchase Offer Planning Worksheet as the actual offer to purchase a property. Real estate contracts, required forms, disclosures, contingencies, earnest money requirements, deadlines, rental regulations, security deposit transfers, and closing requirements vary by state and locality.\u003c\/p\u003e\u003cp\u003eFinal purchase terms should be placed into the appropriate contract or form for the property’s jurisdiction and reviewed or prepared with qualified professional guidance when appropriate. This product is provided for general informational and organizational purposes and does not constitute legal, tax, accounting, investment, lending, brokerage, inspection, or other professional advice.\u003c\/p\u003e\u003cp\u003eSimple Forms. Stronger Rentals.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108725805125,"sku":null,"price":6.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/59a38ee6-il_fullxfull.8666008698_ff54.jpg?v=1792789635","url":"https:\/\/keysandkeepproperty.com\/products\/rental-property-buying-checklist-due-diligence-worksheets-12-page-printable-pdf","provider":"Keys and Keep Property","version":"1.0","type":"link"}