DISPOSITION PLANNING CHECKLIST

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--- INITIAL ASSESSMENT & GOALS ---
[ ] Property Identification & Description
[ ] Current Estimated Value (Initial)
[ ] Primary Reason for Disposition
[ ] Disposition Goals (Select all that apply) (Maximize Net Proceeds, Minimize Tax Liability, Timely Sale, Minimize Hassle, Other (Specify in LONG_TEXT))
[ ] Specific Concerns or Potential Challenges
[ ] Desired Timeline for Disposition (Target Date)
[ ] Level of Involvement Desired (Client/Owner) (Full Involvement, Partial Involvement, Minimal Involvement (Delegate to Advisor))

--- FINANCIAL & TAX CONSIDERATIONS ---
[ ] Current Property Value (Estimate)
[ ] Outstanding Mortgage Balance
[ ] Estimated Selling Costs (Commissions, Fees, etc.)
[ ] Holding Period (Years) (Less than 1 Year, 1-3 Years, 3-5 Years, 5+ Years)
[ ] Capital Gains Tax Rate (Estimate) (0%, 15%, 20%)
[ ] Notes on Potential 1031 Exchange Opportunities
[ ] Estimated Capital Gains Tax Liability
[ ] Date of Property Acquisition
[ ] Specific Tax Planning Strategies Considered

--- MARKET ANALYSIS & VALUATION ---
[ ] Current Assessed Value
[ ] Comparable Sales - Average Price per Square Foot
[ ] Comparable Sales - Number of Properties Considered
[ ] Summary of Comparable Sales Analysis
[ ] Current Market Conditions (Overall) (Seller's Market, Balanced Market, Buyer's Market)
[ ] Submarket Trends (e.g., new construction, redevelopment) (Positive, Neutral, Negative)
[ ] Comparable Sales Comps (Spreadsheet/PDF)
[ ] Estimated Market Value

--- LEGAL & REGULATORY REVIEW ---
[ ] Existing Easements/Restrictions? (Yes, No, Unknown)
[ ] Summary of Current Leases (if applicable)
[ ] Compliance with Zoning Regulations? (Verified Compliant, Potential Issues - Investigate, Unknown)
[ ] Date of Last Property Title Search
[ ] Copy of Title Insurance Policy
[ ] Summary of any pending legal actions or disputes related to the property
[ ] Review HOA/Condo Documents? (Yes, No, N/A)
[ ] Identify any environmental permits required

--- DUE DILIGENCE & PROPERTY CONDITION ---
[ ] Describe any known physical deficiencies or deferred maintenance.
[ ] Property Condition Report (if available)
[ ] Estimated cost to remediate identified issues (USD)
[ ] Summary of any environmental assessments conducted (Phase I, Phase II, etc.)
[ ] Type of roof (e.g., Asphalt Shingle, Tile, Metal) (Asphalt Shingle, Tile, Metal, Other - Specify in Long Text)
[ ] Date of last comprehensive inspection (if available)
[ ] Describe any known easements or encroachments.
[ ] Status of any outstanding permits or code violations. (No Issues, Minor Issues – Resolved, Minor Issues – Pending Resolution, Major Issues – Requires Action)

--- MARKETING & SALES STRATEGY ---
[ ] Desired Asking Price
[ ] Target Buyer Types (Individual Homebuyer, Investor, Developer, REIT)
[ ] Listing Agency Selection (Select Agency, Agency A, Agency B, Agency C)
[ ] Property Description (for marketing materials)
[ ] Professional Photos (upload)
[ ] Marketing Channels (MLS, Online Advertising, Social Media, Broker Network, Signage)
[ ] Planned Listing Date
[ ] Unique Selling Points (USPs) to Highlight
[ ] Projected Days on Market

--- NEGOTIATION & CONTRACT EXECUTION ---
[ ] Initial Offer Strategy (Aggressive (Target Quick Sale), Moderate (Balanced Approach), Conservative (Maximize Price))
[ ] Summary of Buyer's Initial Offer
[ ] Buyer's Initial Offer Price
[ ] Counteroffer Strategy Notes
[ ] Contingency Review: Financing (Accept, Reject, Modify (Specify))
[ ] Contingency Review: Inspection (Accept, Reject, Modify (Specify))
[ ] Execution Date of Purchase Agreement
[ ] Notes on Negotiation Process & Key Decisions
[ ] Copy of Executed Purchase Agreement

--- CLOSING & POST-CLOSING ---
[ ] Closing Date
[ ] Escrow Company Name
[ ] Escrow Officer Name
[ ] Closing Funds Dispersed (Net to Seller)
[ ] Copy of Closing Statement
[ ] Notes on Closing Process/Unexpected Issues
[ ] Title Company Satisfaction (1-5) (1 - Very Dissatisfied, 2 - Dissatisfied, 3 - Neutral, 4 - Satisfied, 5 - Very Satisfied)
[ ] Date of Property Transfer (Deed Recording)
[ ] Post-Closing Follow-Up Actions Needed (e.g., Utilities Cancellation, Forwarding Address)

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