Checklist: Documents Needed to Sell Commercial Property
Being organized before you list your commercial property saves time, builds buyer confidence, and reduces the chance of deals falling apart during due diligence. Here's the complete checklist of what you'll need.
Financial Documents
- Current rent roll (all tenants, unit numbers, rents, lease expiration dates)
- Past 2–3 years of profit & loss statements (P&L)
- Current year-to-date income and expense report
- Utility bills (if owner-paid)
- Property tax bills
- Insurance declarations page
Lease Documents
- All signed tenant leases and any amendments
- Month-to-month rental agreements
- Any outstanding eviction notices
Property Documents
- Deed / title report
- Survey and legal description
- Any existing liens or encumbrances
- Zoning verification letter
- Building permits for any renovations
Inspection Reports (if available)
- Recent property inspection report
- Roof inspection
- Plumbing/electrical reports
- Environmental Phase I report (especially for commercial)
Samimi CRE Advisors helps sellers prepare all of these documents and present them in a professional Offering Memorandum. Contact us to get started.

