Buying & Selling Home

Investment Property Purchase Checklist

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30 items

Buy with the numbers, not the emotion. This free investment property purchase checklist gives you a 30-item head start so nothing important slips through the cracks. it's been shaped by real families using it in real moments — the kind you don't get a second chance to prepare for. Use it as-is, or open it in Checkbloom to customise every item, share it with anyone by link (no account required on their end), and tick things off together in real time from any phone. When you're offline, changes queue and sync the moment you're back. Every Checkbloom template is free to preview and free to download as a PDF. Create a list from this template and share it with anyone by link — they can check items off in real time with no account or app download required.

An investment property is a business, not a home.

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What's on the list

Define your investment strategy clearly
Decide on long-term rental versus short-term
Set target yield and cash flow
Research landlord-friendly areas
Understand local rental demand
Check vacancy rates in the area
Calculate gross yield and net yield
Include taxes, insurance, and maintenance
Budget for periods of vacancy
Understand mortgage rates for investment loans
Confirm deposit requirements are higher
Set up the right legal structure
Get specialist landlord insurance
Hire a thorough inspector
Negotiate based on numbers not feelings
Understand local tenancy law
Decide on self-management or letting agent
Set up separate bank account for the property
Set up bookkeeping from day one
Plan for tax filings and allowable expenses
Set rent at market rate, not below
Screen tenants thoroughly
Use proper tenancy agreements
Take detailed inventory at move-in
Set up a maintenance fund monthly
Schedule regular property inspections
Build relationships with reliable trades
Review performance annually
Plan exit strategy from the start
Reinvest profits with intention

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Free to use. Share with anyone by link — no account needed on their end.

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