Boston Real Estate Investors Association

Practical Boston REIA resources

Real Estate Investor Checklists

Use these checklists to organize property research, inspections, renovations, financing, compliance, deal analysis, and contractor comparisons—then download the complete printable workbook.

Seven checklists in one workbook

Choose the Checklist for the Decision

Each checklist helps identify documents, questions, professional follow-up, and risks that may otherwise be missed during a fast-moving transaction.

01

Rental Property Due Diligence

Use before purchasing a rental property to verify income, expenses, leases, condition, legal use, financing, and operating requirements.

Included in Workbook →
02

Multifamily Property Inspection

Use during a multifamily walkthrough to document building systems, unit conditions, life-safety concerns, and capital projects.

Included in Workbook →
03

Rehab Property Walkthrough

Use before pricing a renovation to organize the visible scope, specialist follow-up, schedule risks, and contingency needs.

Included in Workbook →
04

Lender Comparison

Use to compare the complete financing structure—not merely the advertised interest rate.

Included in Workbook →
05

Boston Rental Compliance

Use as a research checklist for Boston rental ownership. Confirm current requirements with the responsible agencies and qualified advisers.

Included in Workbook →
06

Deal Analysis

Use to collect the assumptions needed to decide whether a property fits the intended strategy and available capital.

Included in Workbook →
07

Contractor Bid Comparison

Use to normalize contractor proposals so scope, exclusions, timing, allowances, and payment terms can be compared fairly.

Included in Workbook →

How to use them

Check an Item Only After You Verify It

A checkbox should represent completed research—not an assumption. Use leases, financial records, official property records, inspections, written bids, lender documents, insurance quotes, and current agency guidance. Record unresolved issues and assign each one a responsible person and deadline.

These resources improve organization but do not replace qualified inspectors, contractors, attorneys, accountants, lenders, insurance professionals, appraisers, engineers, environmental professionals, or municipal agencies.

Free PDF download

Boston REIA Investor Checklist Workbook

Download all seven printable checklists in one professionally formatted workbook. Print it, save it with the deal file, or use it during meetings and property walkthroughs.

Download the Workbook

Boston REIA resource network

Continue Your Research

Connect this topic with the next step in your investing research, analysis, due diligence, or deal review.

Run the numbers

Investor Calculators

Estimate cash flow, returns, debt coverage and project costs.Explore Resource

See the process

Sample Case Studies

Walk through clearly labeled hypothetical investment scenarios.Explore Resource

Browse the library

Investor Guides

Start with the complete Boston REIA learning center.Explore Resource

Operate responsibly

Landlord Resources

Find Massachusetts rental-property compliance guidance.Explore Resource

Request a review

Submit a Deal

Send your property and numbers to Boston REIA for possible educational review.Explore Resource