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CRE Due Diligence Tracker

Type in the blue cells. The register and the dashboard both read from here.

THE DEAL
THE THREE DATES
FINANCING SCREEN

THE CLOCK

DAYS LEFT IN THE DILIGENCE PERIOD
Days to closing
Length of the diligence window (days)
Buffer between diligence expiry and closing
Share of the diligence window used up

WHAT THE REGISTER SAYS

Items on the register
Still outstanding
Past their due date
Not even ordered yet

THE MONEY

Diligence invoiced so far
Share of the diligence budget used
AT RISK IF YOU WALK AFTER THE DEADLINE
That, as a share of the purchase price

FINANCING SCREEN

Loan to value
Room left under the supervisory limit
Equity required at this loan amount
Cash still to fund (equity + diligence − deposit)

Diligence Register

One row per item. Pick the workstream from the dropdown. Days left and Flag work themselves out.

Diligence itemWorkstreamResponsible partyVendor / firmOrderedDueReceivedStatusDays leftFlagBudgetedInvoicedUnder / (over)Notes / what it turned up
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17

Where that leaves you

Want it as a spreadsheet you own?

The full workbook adds the tabs this page cannot: a monthly log, a dashboard with charts, and your own copy that works offline in Google Sheets or Excel. One purchase, no subscription.

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CRE Due Diligence Tracker — the full workbook

Same formulas as this calculator, plus the tabs, the charts and a 12-month history that this page cannot hold. Google Sheets and Excel. One purchase, no subscription.

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Educational estimates only. These calculators and workbooks do the arithmetic on the figures you enter; they are general-purpose tools, not financial, investment, tax, legal, lending, insurance or construction advice, and no result is a quote, an offer, or a guarantee of any outcome. Results depend entirely on your inputs and assumptions. Verify anything you intend to rely on with a licensed professional — a CPA, attorney, lender, licensed contractor, or your own agent. WorkbookBarn and Marcos Gil accept no liability for decisions made using these tools. Marcos Gil is a licensed Kentucky real estate agent (License No. 296259) and is not a lender, CPA or attorney.

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