Due Diligence Checklist
A comprehensive 50+ item due diligence checklist covering financial, legal, operational, community, technology, and property dimensions for coliving acquisitions, investments, and partnerships.
Whether you are acquiring a coliving property, investing in a coliving operator, or entering a management partnership, thorough due diligence is essential to avoid costly surprises. This checklist provides over 50 items organized across six critical dimensions that cover everything an investor or acquirer needs to evaluate.
The Financial section covers revenue verification, occupancy history, operating cost analysis, lease terms, debt obligations, capital expenditure needs, and cash flow quality. The Legal section addresses entity structure, regulatory compliance, existing litigation, insurance coverage, and zoning. The Operational section evaluates staffing, technology systems, vendor contracts, maintenance history, and standard operating procedures. The Community section assesses resident satisfaction, retention rates, community programming, and brand reputation. The Technology section reviews PMS, smart access systems, booking platforms, and data security. The Property section covers physical condition, deferred maintenance, environmental issues, and renovation potential.
Each item includes guidance on what to look for, red flags to watch for, and where to find the relevant information. The checklist is designed to be used as both a planning tool before diligence begins and a tracking tool throughout the process.
What You Get
- Over 50 due diligence items organized across six critical evaluation dimensions
- Red flag indicators and guidance notes for each checklist item
- Covers financial, legal, operational, community, technology, and property dimensions
- Tracking columns for status, findings, and follow-up actions
- Applicable to acquisitions, investments, management takeovers, and partnership evaluations
Who This Template Is For
Coliving investors and acquirers, operators evaluating management takeover opportunities, fund managers conducting portfolio due diligence, and advisors or consultants supporting coliving transactions.
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