Replacement-Property Financing Checklist

A complete transaction snapshot lets the financing desk move from general strategy into an address-level review.

Replacement property

• Property address and executed purchase contract
• Purchase price, earnest money, and scheduled closing date
• Property type, unit count, occupancy, and condition
• Current leases, rent roll, or expected market rent
• Taxes, hazard insurance, flood information, and HOA dues

Financing request

• Requested loan amount or target leverage
• Estimated exchange equity and additional cash
• Preferred fixed, ARM, interest-only, or amortizing structure
• Prepayment-penalty preference
• Available reserves and entity vesting

Closing team

• Qualified intermediary contact
• Title and escrow contacts
• Real estate agent or acquisition representative
• Insurance contact
• Independent tax and legal advisors