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Concept Planning / Due Diligence

  • Programming
    • Statement of Operating Intent
    • Space Requirements
    • Necessary Design Elements
    • Brand Identification
    • Environmental and Social Considerations
    • Unique Owner Goals
  • Determine Planning Needs
    • Level of Planning Required
      • Master Planning
      • Site Specific Planning
    • Development Competition
    • Professional Services Required 
    • Determine Extent of Required Plans, Renderings, and Presentation Formats
  • Select Professional Service Firm(s)
    • Short List Possible Firms
    • Interview
    • Design Competition
    • Solicit Proposals
    • Contract Professional Services
  • Develop Project Concepts
    • Target Market Study
    • Concept Designs
    • Financial Projections
      • Income Statement
      • Capital Structure
      • Depreciation Schedules
    • Development Budget
      • Hard and Soft Cost
    • ROI Analysis
    • Concept Schedule
  • Feasibility Report – 3rd Party
  • Select Project Concept
    • Identify Assumptions
    • Identify Areas of Risk
  • Identify Land Planning Considerations
    • Development Agreements
    • Public Hearings
    • Regulatory Requirements
    • Zoning and Land Use
    • Utility Services
    • Off-Site Requirements
    • Transportation Analysis
      • Parking – Guest and Employee
      • Traffic – All Modes On and Off-Site
  • Due Diligence – Acquisition
    • Real Estate Matters
      • Offering / Finance Materials
      • Taxes – Open and Closed
      • Indebtedness
      • Independent Audits or Evaluations
    • Ongoing Business Matters
      • Financial Statements
      • Employee Materials
      • Litigation History
      • Contracts, Agreements and Other Arrangements
      • Proprietary Rights, Licenses, Trademarks and Information Systems
      • Insurance
      • Market Information
      • Permits & Licenses
      • Operational Assets
    • Property Matters
      • Environmental
        • Phase One Environmental Assessment
        • Phase Two Environmental Assessment
          • Asbestos
          • Storage Tanks
          • Lead Paint 
          • Mold
        • Environmental Operating Permits
        • Wetlands, Shorelines, Watersheds, Flood Zones, Endangered Species
        • Seismic Safety Zones
        • Water, Oil, Gas, Mineral and Timber Rights
        • FAA Restrictions
        • Noise Restrictions
      • Structure
        • Code Compliance
        • Structural Inspection
        • Handicap Accessibility
        • Site Improvements and Drainage
        • Roads and Access
        • Circulation/Parking/Loading
        • Public Transportation
        • Utilities
      • Title Concerns
        • Title Insurance Commitment
        • Abstracts
        • Registered Land
        • ALTA/ACSM Survey
        • Easements
        • Title Insurance Endorsements
        • Taxes and Assessments
      • Approvals and Entitlements
        • Subdivision/Platting
        • Historic/Open Space Preservation
        • Required Approvals and Permits
          • Use Permit, Variances, Occupancy, Business, and Signage etc.
      • Personal Property