Due Diligence Inspection

Sample List of Documents we Analyze

Step 1

As part of our inspection process, we will usually review the following

  • Declaration of Covenants, Conditions & Restrictions
  • Bylaws
  • Amendments to recorded documents
  • Rules & Regulations
  • Policy Resolutions
  • Collection Policy
  • Tax Returns
  • Secretary of State – Status
  • Board Minutes
  • Newsletters
  • Community Website
  • Owner occupancy Rate
  • Property & Liability Insurance Policy
  • Fidelity Bond
  • Reserve Study
  • Financial Statements – last 2 year-ends
  • Financial Statements – current year-to-date
  • Comparison of Actual to Budget
  • Last 3 Dues Increases
  • Special Assessment History

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