Catherine BellEmpowering Women to Create Financial Freedom Through Passive Income, Real Estate, and Social Impact

Unlocking Deals: The Ultimate Diligence Checklist & Capital Stack Secrets! #shorts

1 Jul 2026 · 1 min

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In this brief segment, the speaker outlines an updated underwriting approach centered on a comprehensive diligence checklist for real estate deals. They emphasize the need to obtain key documents such as zoning letters, site plans, surveys, impact‑fee confirmations, and verification of opportunity‑zone status. The speaker also mentions suggesting a capital‑stack structure for the transaction. Additional items—wetland survey, rezoning approval, and road survey—were recently added to the deal packet, illustrating the evolving nature of the due‑diligence package.

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going to skip that all for now. It gives an updated underwriting option, biggest diligence checklist. And again, I went back and I asked for if it had any zoning letters to confirm that. I asked if it had any plans, if it had a survey, any impact fee confirmation, anything about the home dealership. You're right, it still hasn't run and put it in to see if this tract is in the opportunity zone. It suggests Capital Stack. And then this is all what I got actually this morning. I just added in. So wetland survey, rezoning approval, road survey, and then this one was— I can't remember which one, but I added all these to the packet.