Due Diligence for Commercial Real Estate

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Caveat Emptor
“Let the Buyer Beware”

AGENDA
TODAY’S
+INTRODUCTIONS
+LEARNING OBJECTIVES
+PROJECT PROCESS
+TAKE AWAY CHECKLIST
+DUE DILIGENCE
CATEGORIES
+WRAP UP

Introductions
 Steve Carlisle -
INTRODUCTIONS
 Greg Monberg -
Architect
 Carl Baxmeyer -  Greg Vaughn -

PRESENTATION OBJECTIVES
DUE DILIGENCE
PRESENTATION
OBJECTIVES
 WHAT INFORMATION IS
ASSEMBLED DURING DUE
DILIGENCE AND WHY...

PROJECT PROCESS
DUE DILIGENCE
PROJECT
PROCESS
 GOAL IS TO UNDERSTAND AND MINIMIZE RISK IN ACQUIRING
PROPERTY
 INVESTIGAT...

https://gowightman.com/resources/due-diligence-checklists
CHECKLIST
DUE DILIGENCE

 PHYSICAL CONDITION
 PLANNING / ARCHITECTURAL
 ENVIRONMENTAL
 CIVIL ENGINEERING
 SURVEY
 OPERATIONAL INFORMATION
 T...

 PLANNING
 ZONING CLASSIFICATION AND REQUIREMENTS
 ADJACENT LAND USE
 DEVELOPMENT PIPELINE
 IDENTIFY ALL NECESSARY LI...

 ARCHITECTURE
 FACILITY CONDITION ASSESSMENT
 REVIEW ALL INSPECTION REPORTS
(ROOFING, HVAC, FOUNDATION,
SEPTIC, ETC.)
...

 EVALUATION OF ALL
BUILDING AND SITE
COMPONENTS
 BASED ON LIFE-CYCLE
 TIED TO REPLACEMENT
COST
 PROVIDES A +10-YEAR
LO...

ARCHITECTURE/PLANNING
Horizon Bank – Indianapolis, IN
DUE DILIGENCE
• UNIQUE LOCAL
REQUIREMENTS
• MAINTAIN CORPORATE
IDENT...

ARCHITECTURE/PLANNING DUE DILIGENCE
Horizon Bank – Indianapolis, IN
• UNIQUE LOCAL
REQUIREMENTS
• MAINTAIN CORPORATE
IDENT...

 ENVIRONMENTAL
 PHASE 1 ENVIRONMENTAL SITE
ASSESSMENT
 PHASE 2 SITE INVESTIGATION
 BROWNFIELD ANALYSIS
 HAZARDOUS MAT...

 SITE IDENTIFICATION
 REVIEW EXISTING
INFORMATION
 EXAMPLE - METHANE GAS
REMEDIATION
 PHASE 1 AND PHASE 2
ENVIRONMENTA...

Manufacturing Facility
DUE DILIGENCE

 FLOODWAY/FLOODPLAIN
 WETLANDS
 GEOTECHNICAL INVESTIGATION
 STORMWATER MANAGEMENT
 SITE ACCESS
 UTILITIES
 WATER
 ...

 FLOODPLAIN – CONTAINS THE FLOODWAY AND FLOOD
FRINGE
 FLOODWAY – CHANNEL AND ADJACENT LAND FOR THE 100-
YEAR FLOOD
FLOOD...

DUE DILIGENCE
American Electric Power, Indiana
CIVIL
ENGINEERING

 STORMWATER MANAGEMENT
 2 WATERSHEDS – WHO WOULD BE
REGULATING EACH
 REVIEWING TOPOGRAPHY, EXISTING
FLOWS, HISTORICAL F...

DUE DILIGENCE
Four Winds Casino – South Bend, IN
CIVIL
ENGINEERING

 A PICTURE (MAP) PAINTS A
THOUSAND WORDS (LEGAL
DESCRIPTION)
 IT’S ALL ABOUT TITLE INSURANCE
 NOBODY LIKES SURPRISES IN...

SURVEY
SURVEY
DUE DILIGENCE
 A PICTURE (MAP) PAINTS A THOUSAND WORDS (LEGAL DESCRIPTION)
 THE PARCEL BOUNDARY – OFTEN VE...

SURVEY
SURVEY
DUE DILIGENCE

SURVEY
SURVEY
DUE DILIGENCE
 IT’S ALL ABOUT TITLE INSURANCE!
 NO GUARANTEE OF TITLE IN THE
U.S.
 IN PAST, ABSTRACT OF T...

 NOBODY LIKES SURPRISES IN REAL
ESTATE TRANSACTIONS
 OVERLAPPING OF DEED
DESCRIPTION WITH NEIGHBOR
 EVIDENCE OF USE OF ...

DUE DILIGENCE
Notre Dame Joyce Center - South Bend, IN

Thank You
We are here to help.
Due Diligence Checklists can be found at:
https://gowightman.com/resources/due-diligence-ch...

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