20 Questions

Questions to Ask When Buying a Commercial Property

Essential due diligence questions that protect your investment and reveal hidden risks in commercial real estate deals.

1

What is the current occupancy rate and tenant mix?

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Why this works

Reveals income stability and diversification risk. High vacancy rates or over-reliance on single tenants creates financial vulnerability.

2

What are the average lease terms and renewal rates?

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Why this works

Shows tenant stability and income predictability. Short leases or low renewal rates indicate potential income volatility.

3

What major capital expenditures are needed in the next 5 years?

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Why this works

Identifies hidden costs that could impact cash flow. Roof, HVAC, or structural repairs can significantly affect profitability.

4

What is the property's zoning status and any pending changes?

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Why this works

Zoning changes can affect property value and use. Pending restrictions or rezoning could limit future development potential.

5

What are the current property taxes and any pending assessments?

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Why this works

Property taxes directly impact net operating income. Pending assessments or tax increases can significantly affect cash flow.

6

What environmental issues or Phase I/II reports exist?

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Why this works

Environmental contamination can create massive liability. Cleanup costs and legal issues can destroy property value.

7

What is the parking ratio and accessibility compliance status?

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Why this works

Insufficient parking or ADA violations can limit tenant appeal and create legal liability. Compliance issues are expensive to fix.

8

What are the current operating expenses and expense ratios?

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Why this works

High operating expenses reduce net income. Compare to market averages to identify potential inefficiencies or hidden costs.

9

What is the property's cap rate compared to similar properties?

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Why this works

Cap rate indicates market value and investment return. Unusually high or low rates may signal overpricing or hidden issues.

10

What are the seller's motivations for selling?

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Why this works

Understanding seller motivation reveals potential issues. Urgent sales might indicate problems they're not disclosing.

11

What is the property's flood zone status and insurance history?

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Why this works

Flood risk affects insurance costs and property value. Claims history reveals potential recurring issues and insurance availability.

12

What are the current market rents versus asking rents?

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Why this works

Market rent analysis shows income potential. Over-rented properties may face tenant turnover; under-rented properties offer upside.

13

What is the property's debt service coverage ratio?

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Why this works

DSCR shows ability to service debt from income. Ratios below 1.25 indicate high risk of default and difficulty refinancing.

14

What are the property management requirements and costs?

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Why this works

Management complexity affects profitability. High-maintenance properties require more oversight and reduce net returns.

15

What is the property's historical appreciation and market trends?

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Why this works

Market trends indicate future value potential. Declining areas or oversupplied markets may limit appreciation and exit options.

16

What are the current tenant credit ratings and payment history?

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Why this works

Tenant credit quality affects income stability. Poor credit tenants increase collection risk and vacancy potential.

17

What is the property's energy efficiency and utility costs?

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Why this works

Energy costs impact tenant satisfaction and operating expenses. Inefficient properties may face tenant turnover and higher costs.

18

What are the local market demographics and economic indicators?

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Why this works

Local economic health affects tenant demand and rent growth. Declining demographics or economic indicators signal future risks.

19

What is the property's competitive position in the market?

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Why this works

Market position affects tenant retention and rent growth. Outdated or poorly positioned properties face higher vacancy risk.

20

What are the exit strategy options and market liquidity?

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Why this works

Exit options affect investment flexibility. Illiquid markets or unique properties may limit resale options and timing.

Commercial Property Due Diligence Guide

Expert tips and techniques for getting the most out of these questions.

Due Diligence Best Practices

Start with Financial Analysis

Begin by examining rent rolls, operating statements, and tax records. Look for income consistency, expense trends, and any unusual items that need explanation.

Verify All Claims

Never take seller representations at face value. Verify occupancy rates, lease terms, and financial data through independent sources and documentation.

Assess Market Position

Compare the property to similar assets in the area. Analyze rent levels, occupancy rates, and market trends to understand competitive positioning.

Question Sequences

The Financial Deep Dive

1
What is the current net operating income?
2
How does this compare to the asking price?
3
What are the major expense categories?
4
Are there any unusual or one-time expenses?

The Risk Assessment

1
What are the biggest risks to this investment?
2
How would a 20% vacancy rate affect cash flow?
3
What happens if the anchor tenant leaves?
4
What external factors could impact the property?

Common Pitfalls

Don't Skip Environmental Due Diligence

Environmental issues can create massive liability. Always order Phase I environmental assessments, especially for industrial or older properties.

Avoid Overlooking Zoning Issues

Zoning restrictions can limit property use and value. Check current zoning, pending changes, and any non-conforming uses that could create problems.

Don't Ignore Market Timing

Market cycles affect property values and exit strategies. Buying at market peaks or in declining areas can limit appreciation and resale options.

Due Diligence Templates

The Financial Analysis Framework

1
Step 1: Start with: "Can you provide 3 years of operating statements?"
2
Step 2: Follow with: "What is the current rent roll and lease expiration schedule?"
3
Step 3: Deepen with: "How do these numbers compare to market rates?"
4
Step 4: Conclude with: "What major expenses are coming due?"

The Risk Assessment Process

1
Step 1: Begin with: "What are the biggest risks to this property?"
2
Step 2: Explore with: "How would economic downturns affect this investment?"
3
Step 3: Investigate with: "What external factors could impact value?"
4
Step 4: Verify with: "What due diligence have you completed?"

Further Reading

"Commercial Real Estate Investing for Dummies" by Peter Conti
"The Complete Guide to Buying a Business" by Fred S. Steingold
"Real Estate Due Diligence" by Peter Conti and David Finkel

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