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Property Takeover Checklist
A property takeover checklist records the documents, access, open work and decisions that need to be received and checked during a management change.
A property takeover checklist is a working record of the documents, access, open work and decisions being handed to an incoming property manager. It identifies what has been received, what has been checked and what still needs attention.
Coastline Equity's commercial handoff guide covers lease and financial records, vendors, access, unfinished repairs and owner decisions. Each open item links to a source record, current condition, next action, responsible person and relevant date. The exact list depends on the property and the agreed handoff.
Source: Coastline Equity: Changing a Commercial Property Manager, What Owners Should Hand Off.
Frequently Asked Questions
Does marking a checklist item received mean it has been verified?
No. Receipt shows that an item arrived. Checking establishes whether it is complete and consistent with its source records; unresolved differences should remain visible with follow-up responsibility.
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