HMO Due Diligence
Checklist
80+ checks across 6 sections - based on real HMO ownership experience, not spreadsheet theory. The same process I run on every deal that crosses my desk.
HMO Due Diligence
Checklist
Estate Plan
Everything you need before making an offer
80+
Checks
6
Sections
Free
Download
What's Inside
Six sections covering every stage of HMO evaluation - from first research to post-completion setup.
Pre-Offer Research
- Local demand & saturation checks
- Article 4 & licensing verification
- Market comparable analysis
Financial Analysis
- Purchase cost breakdown
- Realistic void rate calculation
- Return metrics & breakeven
Legal Checks
- Title & covenant review
- HMO licence transferability
- EPC & building control
Physical Inspection
- Room size minimums
- Fire safety provisions
- Conversion cost estimates
Operational Assessment
- Self-manage vs agent decision
- Tenant profile matching
- Compliance calendar setup
Post-Completion Setup
- Week 1 critical actions
- First month priorities
- Ongoing review cadence
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Christopher McCrow
Founder, Estate Plan
This checklist covers the operational reality checks that spreadsheet projections miss - built from real HMO ownership experience and property investment training frameworks.
This resource is provided free of charge for informational purposes only. It does not constitute professional, legal, or financial advice. Estate Plan accepts no liability for any loss or damage arising from decisions made based on this material. Always consult qualified professionals before making investment decisions.
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