A diligence checklist, ready to run.
A due diligence checklist works as a system, not a document. Download a starter checklist grouped by family with owner and status columns, extend it for your deal type, or run the live version in Prodeal.
A starter commercial real estate due diligence checklist, grouped by family with owner, status, and due-date columns. Extend it for your deal type, or run the live version in Prodeal.
Downloads a CSV you can open in Excel or Google Sheets. Built in your browser; nothing is uploaded.
The structure that keeps it navigable
The template groups items into the standard families, title and survey, property, financial, insurance, and entity, so a two-hundred-line list stays navigable. Each item carries an owner, a status, and a due date.
Grouping and ownership are what turn a flat list into a working tool. A line with no name attached ages silently until it blocks funding.
From document to system
A CSV is a fine starting point, and it decays the moment more than one party touches it: version drift and status rot set in, and the truth moves back to email.
The same checklist run as one live shared list, with statuses everyone reads and reminders that route to owners, is what removes the chase. That is what Prodeal does with this list.
SVN Holman ran closings across five tools before consolidating onto one.
The families a CRE checklist covers
A commercial real estate diligence checklist stays navigable when it is grouped into families, each with a clear owner. These are the standard five.
| Family | Typical items | Usual owner |
|---|---|---|
| Title & Survey | Title commitment, ALTA survey | Title company, surveyor |
| Property | Appraisal, Phase I environmental, PCA, zoning | Lender and its consultants |
| Financial | Rent roll, operating statements, tenant estoppels | Borrower |
| Insurance | Evidence of insurance, flood determination | Borrower broker, lender |
| Entity | Organizational documents, legal opinion | Borrower counsel |
Questions lenders ask
- What is on a commercial real estate due diligence checklist?
- Items grouped by family: title and survey, property diligence, financial, insurance, and entity. The template above includes the common lines with owner, status, and due-date columns.
- Should I use a spreadsheet or software for the checklist?
- A spreadsheet works until multiple parties touch it, when version drift and status rot set in. A live shared list keeps one authoritative copy with statuses everyone reads.
- How many items are on a commercial real estate due diligence checklist?
- It varies by deal type and size, but a CRE loan checklist typically runs from a few dozen to well over a hundred items across title, property, financial, insurance, and entity families. The starter above covers the core set; extend it for your deal.
- Who owns the items on a due diligence checklist?
- Ownership is split: title items sit with the title company and surveyor, property reports with the lender and its consultants, financial items with the borrower, and entity items with borrower counsel. Naming an owner per item is what keeps the list moving.
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