Conduct Your Due Diligence Like a Pro

 

Get the field-tested system to collect the right documents, inspect property to identify red flags, and keep leverage through closing.

You will get a practical guidebook, a seller-furnished items checklist, and data request sheet so you can move fast, avoid surprises, and protect your investment.

Get Your Due Diligence Guide

What you'll get

Capital Stack Map

Due Diligence Guidebook

This practical guidebook breaks down the three core pillars of professional-grade analysis: Title & Legal, Physical Inspection, and Books & Records. You'll learn what seasoned investors look for and why.

DSCR Stress Grid

Seller-Furnished Items Checklist

A concise, lender-compliant list across financial, tenancy, legal, and physical exhibits. Check off what you have, flag gaps fast, and avoid last-minute or post-closing surprises.

Refinance Window

Data Request Sheet

A professional, copy-and-send request you can email to the seller or broker. Aligns your ask with credit team expectations and reduces back-and-forth.

Who this is for

Multifamily buyers, brokers, and asset managers who want a repeatable process with less risk, shorter timelines, and better terms, that meets lender and agency standards.

Get Your Due Diligence Guide

What you'll learn

  • How to structure a complete diligence workplan from LOI to close
  • The exact files to request, and how to verify them
  • How to package findings so decisions happen faster
  • A simple way to triage red flags and quantify risk for your lender, agency, or Investment Committee

Trusted by teams at: 

Download the Multifamily Due Diligence Guide

No fluff. Just the tools and checklists that keep deals organized and moving.

We respect your privacy and will never share your info.

After managing 6,000+multifamily units and closing over $5B in acquisitions, these are the exact exact lender-ready and agency-compliant requests, checks, and exhibits that reduce risk and move a deal from LOI to close.

— Trevor Calton,
Founder
Real Estate Finance Academy

Trevor Calton, Founder - Real Estate Finance Academy =