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Property and Facilities Manager Kit

Buy, lease and run property: due diligence, valuation, lease abstract and accounting, rent roll, FM plan, asset management, condition.

9 templates in 4 steps, in the order you use them. Open any template in the editor, fill it in and export it to PDF, DOCX or HTML.

Step 1

Acquisition

  1. Property Due Diligence Checklist Template

    Standard

    Real estate due diligence: title, planning, environmental, technical, tenancy, financial and tax, energy, findings with RAG and route, sign-off

    ASTM E1527-21 (named); ALTA/NSPS 2026; Directive (EU) 2024/1275

  2. Property Valuation Report Template (RICS Red Book, IVS)

    Full

    Valuation report: terms of engagement, basis of value, assumptions, inspection, tenancies, evidence, income approach, sensitivity, opinion of value

    RICS Valuation Global Standards (effective 31 Jan 2025); IVS (effective 31 Jan 2025)
Step 2

Leases

  1. Commercial Lease Abstract Template

    Standard

    Lease abstract: parties, premises, term, rent and reviews, critical dates and options, repair and alienation, accounting inputs, open points

  2. Lease Accounting Memo Template (IFRS 16, ASC 842)

    Full

    Lease identification, components, lease term, IBR build, measurement, index remeasurement, exemptions, ASC 842 classification, JEs, disclosure

    IFRS 16; ASC 842 (cited by number only)
Step 3

Operations

  1. Rent Roll and Arrears Schedule Template

    Lean

    Tenancy schedule with areas, rents, expiries, breaks and deposits, WAULT and occupancy, arrears ageing, recovery action log

  2. Facility Management Plan Template (ISO 41001)

    Full

    FM plan: context and demand, service scope, delivery model, maintenance strategy, compliance calendar, contracts, KPIs, budget, risk, energy, review

    ISO 41001:2018 with Amd 1:2024

  3. Strategic Asset Management Plan (SAMP) Template (ISO 55001)

    Standard

    Line of sight to objectives, portfolio summary, decision criteria and rights, risk approach, life cycle strategies and cost method, scored investment plan, enablers

    ISO 55001:2024
Step 4

Planning

  1. Property Condition Assessment Template (ASTM E2018)

    Standard

    Building condition survey: scope and limits, property description, condition by system, immediate and 10-year cost forecast, recommendations

    ASTM E2018-24 (structure only)

  2. Capex Request Template (Authority for Expenditure)

    Full

    Request summary, need and options, cost by work package, evaluation summary, capitalisation (IAS 16, ASC 360), phasing, approval route, tolerances

    IAS 16, IAS 38, IAS 23, IAS 36; ASC 360, ASC 350-40 as amended by ASU 2025-06 (names and paragraph numbers only)