Soil to Sold Deal Criteria Checklist
The Soil to Sold™ Deal Criteria Checklist is a structured, confidential worksheet designed for program members to evaluate new‑construction real‑estate opportunities. It guides users through ten key assessment categories—Location, Utilities, Numbers, Profit Analysis, Exit Strategy, Zoning & Buildability, Lot Size, After‑Repair Value (ARV), Funding, and a final Deal Score. Each category contains specific yes/no items (e.g., market demand, utility availability, cost estimates, profit thresholds, zoning compliance, lot suitability, comparable sales, financing options). The checklist culminates in a 10‑point scoring rubric that maps total points to a verdict (Strong Deal, Good Deal, High Risk, No Deal) and recommended action. The document’s purpose is to provide a repeatable, data‑driven framework for deciding whether to pursue, further investigate, or reject a potential project.
Topics
Location Evaluation: Market Fit and Demand
Checklist items that verify the property lies within the investor’s target market, has strong demand for new construction, fast‑selling comps, and a growing neighborhood.
Utility Availability Checklist
Verification of essential services—water, sewer, power, internet, and gas—ensuring the site can support construction and occupancy.
Financial Numbers: Budgeting Construction Costs
Items that confirm the purchase price fits the budget, construction and soft costs are estimated, and holding costs are accounted for.
Exit Strategy Options
Potential disposition paths—sell for profit, hold as rental, student housing, or refinance—guiding the investor’s end‑game planning.
Zoning & Buildability Assessment
Checks on lot zoning, permissible building types, setback compliance, and any restrictions or easements that affect constructability.
Lot Size and Topography Suitability
Evaluation of lot dimensions, shape, and terrain to ensure they accommodate the intended floor plan and construction methods.
After‑Repair Value (ARV) Analysis
Requirement to pull at least three comparable sales, calculate average price per square foot, and estimate resale value.
Funding Strategy Identification
Identification of financing routes—construction loan, private money, or investor capital—ensuring capital availability for the project.