Portfolio Report
Acquisition Due Diligence Report Pack
Pre-close analytical pack assessing income stability, tenant concentration, and maintenance exposure for a target property or small portfolio.
What is included
- Historical income reconstruction (3 years where records allow)
- Tenant concentration and covenant review
- Deferred maintenance estimate from site walk and capex history
- Sensitivity scenarios for vacancy and rent growth
- Executive summary suitable for investment committee
Not included
- Environmental or structural engineering certification
- Legal due diligence on encumbrances
Process
- Engagement letter and document request list
- Site visit and management interviews
- Analytical modeling and draft circulation
- Final report with appendix of source tables
Preparation
Gather three years of operating history, current rent roll, and major repair invoices before kickoff.
Who prepares this
Conducted by an acquisition analyst team with prior experience in Korean regional office and retail assets.