STEP 5: Phase 1 (Preliminary) DD Review
Lessons in this STEP
- L39 - Evidence (Part 1)
- L40 - Phase 1 (Preliminary) Due Diligence Review (P1DDR): Title Page, Table of Contents, Key Sale Information
- L41 - P1DDR: Vendor Information
- L42 - P1DDR: Source Documentation
- L43 - P1DDR: Income
- L44 - P1DDR: Expense
- L45 - P1DDR: Purchase Price
- L46 - P1DDR: Financial Analysis
- L47 - P1DDR: Site Visit
- L48 - P1DDR: Site Visit and Property Inspection Template
- L49 - P1DDR: Assessment – Risk Summary and Conclusion
- Checkpoint 2