A structured view of rental rules, the property, cash requirements and open questions.
Example structure only. This is not a completed client record, financial forecast, legal contract or tax opinion. Actual scope and required records depend on the engagement and adviser review.
Decision summary
Property / market: To be assessed
Owner objective: To be documented
Current decision: Hold pending due diligence
Next decision date: Owner to confirm
Market and permission checks
Short-term rental rules and permit requirements
HOA or deed restrictions
Insurance eligibility and exclusions
Provider availability and agreed scopes
Evidence source, date checked and responsible reviewer for each item
Property economics
Purchase and closing costs
Rental revenue assumptions and seasonality
Operating expenses, financing and reserve requirements
Sensitivity to occupancy, rates and major repairs
Tax analysis presented separately from investment cash flow
Open questions and decisions
Question / evidence needed / responsible person / due date / owner decision
CPA: classification, depreciation, personal use and participation
Legal adviser: contracts, restrictions and ownership structure