All terms

Desktop Due Diligence

Desktop due diligence is a preliminary analysis of a real estate opportunity conducted entirely through remote data sources — without physical site visits or third-party field reports. It's used to make early-stage go/no-go decisions before committing to the time and cost of full due diligence. AI has dramatically expanded what's possible in desktop due diligence by processing vastly more data sources than manual approaches.

When to use desktop due diligence

Desktop due diligence is most valuable in three scenarios: screening a large pipeline of opportunities to identify which merit full investigation, conducting rapid analysis on time-sensitive deals, and evaluating opportunities in markets where you don't have a local team. It's a triage tool that helps allocate full due diligence resources to the most promising opportunities.

What it includes

A thorough desktop due diligence package typically covers: ownership and title research, zoning and land use review, environmental screening (flood maps, contamination databases, wetland delineations), infrastructure assessment (utilities, transportation access), market overview (comparable sales, lease rates, vacancy), preliminary financial modeling, and regulatory review. AI systems can compile all of this in hours.

Limitations and next steps

Desktop due diligence has inherent limitations — it can't identify physical site conditions, confirm utility capacity through provider consultation, or replace Phase I ESAs for environmental clearance. It's designed to be a fast, cost-effective filter, not a replacement for comprehensive due diligence on opportunities that pass the initial screen.