Real Estate Acquisition Checklist

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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.

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

What our customers are saying

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    Caddis Partners

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    Vital Housing

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    Sila Realty Trust

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