Strategy

The 2026 Real Estate Investor Checklist

Ten questions every investor should answer before signing the next deal. Our most-shared annual framework, updated for current conditions.

Sarah Mitchell

April 21, 2026 · 6 min read

Every great deal starts with great diligence. Our annual checklist forces discipline on the items investors most often overlook: refinance risk in year three, true ESG capex requirements, tenant covenant strength, climate exposure (flood, wildfire, heat), and exit liquidity assumptions. We have updated each question for 2026 market conditions and added a new section on AI-driven property analytics. Print it, laminate it, and bring it to every offer call.

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