Start with the lease and the numbers

Review the executed lease, amendments, rent ledger, deposit records, utility responsibilities and current notices. Buyers evaluating an investment need reliable income information, while owner-occupants need to understand when possession may be available.

Make showings predictable

Coordinate access in accordance with the lease and applicable requirements. Consolidated showing windows can reduce disruption and improve cooperation. Do not promise vacant possession unless the timeline and legal process support it.

Prepare an investor-ready package

Strong documentation can make the property easier to analyze.

  • Lease and amendments
  • Rent roll and payment history
  • Security deposit information
  • Recent utility and operating expenses
  • Insurance and tax information
  • Repair and capital-improvement records

Market to the likely buyer

A stabilized rental may appeal to investors who value immediate income. A property with below-market rent, deferred maintenance or an upcoming vacancy may require a different story and pricing approach. Present the opportunity accurately rather than hiding facts that will surface during due diligence.