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CADTRI

Strategy

Pre-Purchase Property Assessment

Know what you can build on a parcel before you commit to buying it.

Strategy

Pre-Purchase Property Assessment

We assess a property's development potential and permit complexity before the purchase closes. The report covers zoning and entitlement analysis, permit history review, proposed scope feasibility, and a clear summary of risks and opportunities. Designed to be delivered before the inspection contingency expires.

Zoning Exposure

Is the intended use permitted by right?

Permit History

Are there open permits or unpermitted work on record?

Development Constraints

Do setbacks, FAR, or easements limit the scope?

What buyers discover too late

The surprises that kill deals.

Each of these scenarios is preventable. None of them show up in a standard inspection report.

Zoning does not allow the intended use. The buyer closes, then discovers a variance is required or the use is prohibited outright.

A prior addition was built without permits. The city requires full documentation or partial demolition before any new permit will be issued.

Setback violations prevent the planned expansion. The footprint cannot grow in the direction the project required.

Discretionary review is triggered. What looked like a 90-day permit process becomes a six-month public hearing timeline.

Variances were not in the budget. The project proceeds on incorrect assumptions and carries costs that were never modeled.

The Assessment Process

Five areas.
One written report.

The assessment works through a defined sequence. Every area is documented in writing and delivered as a single report before your inspection contingency expires.

Parcel and Title Review

We review the parcel dimensions, legal description, easements, and any title encumbrances that affect what can be built on the property.

Zoning and Entitlement Analysis

We confirm the zoning designation, permitted uses, development standards, and any overlay requirements that apply to the parcel and your intended project scope.

Permit History Review

We pull the available permit history for the property to identify unpermitted additions, open permits, expired permits, or prior plan check issues that could affect your project.

Proposed Scope Feasibility Check

We evaluate whether your intended project scope is feasible under the current zoning, development standards, and permit requirements for the parcel.

Risk and Opportunity Summary

All findings are synthesized into a written summary of risks (conditions that could cost money or delay the project) and opportunities (conditions that support your intended use or add development potential).

Deliverables

What the report contains.

Parcel Analysis Report

A written summary covering parcel dimensions, easements, encumbrances, and any conditions affecting buildable area.

Zoning and Entitlement Summary

Confirmed zoning designation, permitted uses, development standards, overlay requirements, and ADU eligibility if applicable.

Permit History Summary

A review of available permit records with notes on unpermitted conditions, open permits, and any prior plan check issues.

Proposed Scope Feasibility Notes

An assessment of whether your intended project is feasible as described, including any scope adjustments required for zoning or code conformance.

Risk and Opportunity Matrix

A clear summary of conditions that represent risk (cost, delay, or complexity) and conditions that support the investment thesis.

Consultant Referral List

A list of consultants your team will need to engage once the purchase closes, with notes on engagement timing.

Who This Is For

Before you close, not after.

Real Estate Investors

Verify development potential and assess permit complexity before committing to an acquisition.

Property Developers

Confirm entitlement assumptions and identify risk exposure before the purchase agreement is executed.

General Contractors

Evaluate a property you are considering purchasing or advising a client on before work is scoped.

Individual Buyers

Understand exactly what your intended renovation or addition project requires before the purchase closes.

Order a pre-purchase assessment.

Provide the property address and your intended project scope. We deliver the written report before your inspection contingency expires.