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Buying GUIDE

Questions to ask about an investment property

Build your due-diligence list before evaluating a rental or second home.

Verify use before projecting income

Check zoning, rental restrictions, HOA documents, licenses, and other requirements with the responsible authorities. An existing listing description is not proof that a use is permitted.

Review costs as well as income

Request available records and evaluate vacancy, repairs, insurance, taxes, management, and financing with your advisers. Do not assume prior income predicts future results.

Assess condition and obligations

Use qualified inspections and review leases, deposits, utilities, access, and maintenance responsibilities as applicable.

Get property-specific guidance

Julie can help identify properties and organize questions. Investment, tax, and legal advice should come from your qualified professionals.

Educational guidance, not legal, tax, lending, or investment advice. Verify property-specific facts and current requirements with qualified professionals.