Due Diligence

SREA takes a structured approach to analyzing the property and employs a “boots on-the-ground, dive deep” approach to due diligence.

Our due diligence services include:

  • Pre-existing due diligence materials
  • Title issues
    • Title insurance commitment, abstracts, ALTA survey, easements, RES’s, CC&R’s, title insurance endorsements, taxes and assessments
  • Zoning
  • Approvals and entitlements
    • Subdivision/platting, historic/open space preservation, required approvals & permits (use, variances, occupancy, signage)
  • Code compliance & physical conditions
    • Code compliance, handicap accessibility, site improvements & drainage, roads, circulation/parking, public transit, utilities, wells, crime statistics, contracts/agreements
  • Environmental
    • Phase I, II, asbestos, UST’s/AST’s, lead paint, mold, environmental operating permits, wetlands, shoreline & watersheds, flood zones, endangered species, seismic zones, water rights, oil/gas/mineral/timber rights, noise restrictions
    • Streams and state water issues
  • Site plan/plat design/setbacks/density computation
  • Engineering reports
  • Woodland/tree inventory
  • Geotechnical soils testing
  • Septic perc testing
  • Survey – boundary, easements, and encroachments
  • Topography
  • Existing homes inspection
  • Adjacent Uses
  • Neighborhood associations
  • Local economic/demographic environment
  • Competition
  • Schools
  • Site inspection & photos
  • Infrastructure
  • Litigation