Residential · Condo · PDF toolkit
Condo Purchase Due Diligence Toolkit
Checklists for condo buyers and their advisors: association document review, reserve and budget check, special assessments, rules and rental restrictions, and insurance questions.
The problem it solves
Buying a condo means buying into an association. Its budget, reserves, rules and insurance affect your monthly cost and what you can do with the unit, and they can change after you close.
This toolkit gives you checklists for reading the association documents, spotting reserve and assessment risk, understanding rental and use restrictions, and asking the right insurance questions. Have your agent, attorney or the association confirm anything you are relying on.
What’s inside
5 worksheets and checklists with 21 items, as a printable PDF
Document request list
What to ask for before your contingency deadlines.
Budget & reserves check
Questions to ask about how the association funds repairs.
Special assessments & litigation
Find out about costs that may land on you after closing.
Rules & rental restrictions
Check the unit fits how you plan to use it.
Insurance questions
Understand what the master policy covers and what you must insure yourself.
Who it’s for
- First-time and repeat condo buyers
- Investors buying condo units to rent
- Agents who want a checklist to share with buyer clients
Price
$27
one-time payment
Buy now — $27Your download link appears on the order confirmation page as soon as payment goes through, and it is also sent in your order email.
Questions
Is this legal advice?
No. It is a checklist of questions and documents. Have an attorney review anything important.
Does it cover co-ops?
It is written for condominiums. Some questions apply to co-ops, but co-op purchases have their own process.
How do I get it?
Your download link appears on the order confirmation page as soon as payment goes through, and it is also sent in your order email.
What if it isn’t right for me?
Refunds are handled under our Refund & Returns Policy. Questions: contact us.
General educational material, not legal, tax, financial, investment, appraisal or brokerage advice. Real Estate Resource Library is not a licensed real estate broker or agent.
Condo Purchase Due Diligence Toolkit
Checklists for condo buyers and their advisors: association document review, reserve and budget check, special assessments, rules and rental restrictions, and insurance questions.
Buy now — $27