Due diligence checklist: what to verify before signing any investment contract

< 1 min read

A rigorous due diligence process is the difference between a sound investment and a costly mistake. Here’s the complete checklist our team uses before any opportunity is presented to investors.

Why due diligence cannot be rushed

In a competitive market there’s always pressure to move quickly. But signing a contract without completing proper due diligence is one of the most expensive mistakes an investor can make. A few extra days of research can save years of underperformance.

The Vision Property Advisors due diligence checklist

  1. Location fundamentals: Vacancy rates, rental yields, population trends and infrastructure investment in the suburb
  2. Comparable sales: Review recent comparable sales to validate the purchase price
  3. Rental appraisal: Obtain a written rental appraisal from a local property manager
  4. Contract review: Have a solicitor or conveyancer review the contract before signing
  5. Building and pest inspection: Engage a qualified inspector
  6. Council zoning: Confirm permitted uses and any development overlays
  7. Body corporate (if applicable): Review minutes, levies and maintenance fund balance
  8. Finance pre-approval: Confirm lending before signing
  9. Title search: Check for easements, caveats or restrictions on the title
  10. Insurance: Confirm landlord and building insurance can be obtained before settlement

Remember: Verbal assurances from a sales agent are not due diligence. Everything material should be confirmed in writing before you sign anything.

Red flags to watch for

  • Projected yields that seem unusually high compared to comparables
  • Pressure to sign quickly or “you’ll miss out” urgency tactics
  • Reluctance to provide documentation (rental history, outgoing costs, body corporate records)
  • Discrepancies between what’s marketed and what’s in the contract

Disclaimer: This article is for general information purposes only and does not constitute financial, legal or investment advice. Vision Property Advisors recommends seeking independent professional advice before making any investment decisions. Past performance is not indicative of future results.

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