Real Estate Acquisition Checklist
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Real Estate Acquisition Due Diligence Checklist
Streamline your acquisition process and stay organized from first review to final close.
The Acquisition Due Diligence Checklist is a detailed Excel tool designed for commercial real estate investors and analysts to manage all diligence tasks leading up to acquisition.
What It Covers:
Pre-Acquisition Diligence: Financial, legal, and physical property review
Closing Process: Track key documents, approvals, and deliverables through to completion
Customizable Task List: Tailor categories and tasks to your property type or deal size
Status Tracking: Quickly see what’s in progress, complete, or outstanding
Why It’s Useful:
Ensure nothing is overlooked before closing. This checklist keeps your team aligned, improves accuracy, and saves time during one of the most detail-heavy stages of the deal.
📂 File Format:
Delivered as an Excel (.xlsx) file
Fully editable and ready to use immediately
Perfect For:
Acquisitions teams, investors, and analysts managing multiple deals who want a clear, repeatable diligence process.
Streamline your pre-acquisition and closing process with confidence.
The Acquisition Checklist by The Fractional Analyst is a comprehensive Excel-based tool designed for real estate investors, analysts, and acquisitions teams to manage every stage of a deal — from LOI to closing. Built by professionals who live and breathe deal diligence, this checklist ensures nothing slips through the cracks as you evaluate and close on new opportunities.
Real Estate Acquisition Due Diligence Checklist
Streamline your acquisition process and stay organized from first review to final close.
The Acquisition Due Diligence Checklist is a detailed Excel tool designed for commercial real estate investors and analysts to manage all diligence tasks leading up to acquisition.
What It Covers:
Pre-Acquisition Diligence: Financial, legal, and physical property review
Closing Process: Track key documents, approvals, and deliverables through to completion
Customizable Task List: Tailor categories and tasks to your property type or deal size
Status Tracking: Quickly see what’s in progress, complete, or outstanding
Why It’s Useful:
Ensure nothing is overlooked before closing. This checklist keeps your team aligned, improves accuracy, and saves time during one of the most detail-heavy stages of the deal.
📂 File Format:
Delivered as an Excel (.xlsx) file
Fully editable and ready to use immediately
Perfect For:
Acquisitions teams, investors, and analysts managing multiple deals who want a clear, repeatable diligence process.
Use it to
Manage and document every diligence task efficiently.
Delegate responsibilities across your acquisitions team.
Keep sponsors, lenders, and investors aligned through every milestone.
Build a repeatable process for scaling your acquisitions pipeline.
Perfect for
Acquisitions teams,
analysts,
sponsors,
real estate funds, and
developers looking to professionalize their deal process.
Key Features
Structured Workflow
Organized across all major phases — LOI Sent, LOI Accepted, PSA 1st Turn, PSA Signed, Diligence Complete, and Closing — so you always know what’s next.
Comprehensive Coverage
Includes 140+ diligence items spanning property information, market & submarket review, financial analysis, capital stack review, physical inspections, and legal diligence.
Accountability Tools
Columns for Follow-Up Needed, Follow-Up Satisfied, Priority, Assigned To, and Status to track team progress and bottlenecks in real time.
Customizable & Reusable
Easily adapt the checklist to fit any deal type, asset class, or team workflow.
Professional Layout
Clean design with automated status tracking and visual timeline to keep your acquisition pipeline organized and investor-ready.
The Fractional Analyst’s
Real Estate Acquisition Checklist
Upgrade your underwriting process with our model that delivers speed, accuracy, and confidence across all your multifamily deals
Real Estate Acquisition Due Diligence Checklist
Streamline your acquisition process and stay organized from first review to final close.
The Acquisition Due Diligence Checklist is a detailed Excel tool designed for commercial real estate investors and analysts to manage all diligence tasks leading up to acquisition.
What It Covers:
Pre-Acquisition Diligence: Financial, legal, and physical property review
Closing Process: Track key documents, approvals, and deliverables through to completion
Customizable Task List: Tailor categories and tasks to your property type or deal size
Status Tracking: Quickly see what’s in progress, complete, or outstanding
Why It’s Useful:
Ensure nothing is overlooked before closing. This checklist keeps your team aligned, improves accuracy, and saves time during one of the most detail-heavy stages of the deal.
📂 File Format:
Delivered as an Excel (.xlsx) file
Fully editable and ready to use immediately
Perfect For:
Acquisitions teams, investors, and analysts managing multiple deals who want a clear, repeatable diligence process.
What our customers are saying
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Caddis Partners
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MHP Operator
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Oakdale Capital
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Vital Housing
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VisoneCo
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Steven Fox - Appraiser
Binyan Kesef
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Aiden Samuels - Partner
Avid Asset Management
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Dean Sparks - Founder & CEO
Altoma Real Estate Advisors
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Parker Velargo - Physician
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"I needed a model for single family development. The mixed-use development from The Fractional Analyst was a good start. Really looking forward to CoreCast!"
Doug Taylor - Owner
Safe Haven Homes, LLC
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"I needed some additional support on a LIHTC underwriting project. The Fractional Analyst team had it turned back around in a week. Great group!"
Delvin Hall - Founding Principal
Onyx Equity Partners
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Sarah Humbargar - Associate Broker
Sherpa CRE
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"The financial models from The Fractional Analyst are top notch. I purchased the multifamily acquisition model and the mixed-use development model. I needed a few upgrades, and the team was quick to provide them."
Jason Glick - Principal
GPG Properties
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Jason Beckstrom - Principal
Beckstrom Company, LLC
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Todd Jensen - SVP Investments
Sila Realty Trust
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"I work in the Data Center development space. Very few know how to build a data center development model. When I engaged The Fractional Analyst, I wasn't exactly sure what to expect. After just 3 weeks (with regular check-ins), I was blown away but what they had put together. I highly recommend their off-the-shelf and custom financial models."
Joseph Strobele - Principal
Crystal Peak Data Centers
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James Alfandre - Principal
Urban Alfandre
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"We work with the good ol' boys in real estate that for some reason are still doing $100M deals in their head. We engaged The Fractional analyst to check our partners' assumptions. We are sure grateful for their work!"
Kirk Walton - Managing Principal
GPWM Funds
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Tyler Kight - Broker
The Appanage Group
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Johnny Vassallo - Founding Principal
MOS RE
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"We needed a new multifamily acquisition model. We also needed modeling support in our existing development model. The Fractional Analyst team did a great job on both."
Whitestone Development Partners
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Jeff Webb - COO
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