Disposition Planning Checklist
Maximize your real estate profits! Download our free Disposition Planning Checklist - essential for smart property sales, tax optimization, and avoiding costly mistakes. Plan your exit strategy like a pro!
This Template was installed 2 times.
Initial Assessment & Goals
Establishing the foundation for the disposition plan. Includes defining objectives, understanding the asset's current status, and identifying potential challenges.
Property Identification & Description
Current Estimated Value (Initial)
Primary Reason for Disposition
Disposition Goals (Select all that apply)
Specific Concerns or Potential Challenges
Desired Timeline for Disposition (Target Date)
Level of Involvement Desired (Client/Owner)
Financial & Tax Considerations
Analyzing the financial implications of the disposition, focusing on potential tax liabilities and strategies for optimization.
Current Property Value (Estimate)
Outstanding Mortgage Balance
Estimated Selling Costs (Commissions, Fees, etc.)
Holding Period (Years)
Capital Gains Tax Rate (Estimate)
Notes on Potential 1031 Exchange Opportunities
Estimated Capital Gains Tax Liability
Date of Property Acquisition
Specific Tax Planning Strategies Considered
Market Analysis & Valuation
Understanding current market conditions and establishing a realistic valuation range for the real estate asset.
Current Assessed Value
Comparable Sales - Average Price per Square Foot
Comparable Sales - Number of Properties Considered
Summary of Comparable Sales Analysis
Current Market Conditions (Overall)
Submarket Trends (e.g., new construction, redevelopment)
Comparable Sales Comps (Spreadsheet/PDF)
Estimated Market Value
Legal & Regulatory Review
Ensuring compliance with all applicable laws, regulations, and contractual obligations.
Existing Easements/Restrictions?
Summary of Current Leases (if applicable)
Compliance with Zoning Regulations?
Date of Last Property Title Search
Copy of Title Insurance Policy
Summary of any pending legal actions or disputes related to the property
Review HOA/Condo Documents?
Identify any environmental permits required
Due Diligence & Property Condition
Thoroughly examining the physical condition of the property and identifying potential liabilities.
Describe any known physical deficiencies or deferred maintenance.
Property Condition Report (if available)
Estimated cost to remediate identified issues (USD)
Summary of any environmental assessments conducted (Phase I, Phase II, etc.)
Type of roof (e.g., Asphalt Shingle, Tile, Metal)
Date of last comprehensive inspection (if available)
Describe any known easements or encroachments.
Status of any outstanding permits or code violations.
Marketing & Sales Strategy
Developing a plan to effectively market and sell the real estate asset.
Desired Asking Price
Target Buyer Types
Listing Agency Selection
Property Description (for marketing materials)
Professional Photos (upload)
Marketing Channels
Planned Listing Date
Unique Selling Points (USPs) to Highlight
Projected Days on Market
Negotiation & Contract Execution
Managing the negotiation process and ensuring the proper execution of contracts.
Initial Offer Strategy
Summary of Buyer's Initial Offer
Buyer's Initial Offer Price
Counteroffer Strategy Notes
Contingency Review: Financing
Contingency Review: Inspection
Execution Date of Purchase Agreement
Notes on Negotiation Process & Key Decisions
Copy of Executed Purchase Agreement
Closing & Post-Closing
Finalizing the transaction and addressing any post-closing matters.
Closing Date
Escrow Company Name
Escrow Officer Name
Closing Funds Dispersed (Net to Seller)
Copy of Closing Statement
Notes on Closing Process/Unexpected Issues
Title Company Satisfaction (1-5)
Date of Property Transfer (Deed Recording)
Post-Closing Follow-Up Actions Needed (e.g., Utilities Cancellation, Forwarding Address)
Task Management Solution Screen Recording
Stop juggling tasks! See how ChecklistGuro’s task management solution streamlines your workflows and keeps your team on track. This screen recording shows you how easy it is to create, assign, and monitor tasks - all within our BPM platform. #taskmanagement #bpm #checklistguro #productivity
Related Checklist Templates
AML (Anti-Money Laundering) Compliance Checklist
Lead Generation Checklist
Eviction Process Checklist
Client Onboarding Checklist
Property Acquisition Checklist
Rent Collection Checklist
Luxury Home Sales Checklist
Client Feedback Collection Checklist
1031 Exchange Checklist
Purchase Agreement Review Checklist
We can do it Together
Need help with Checklists?
Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.