Use case
Property sale, real-estate financing or asset-level diligence
Download the CSV, open it in Excel or Google Sheets, customise the rows, then upload the finished index to Data Room Builder. The columns are intentionally simple: Level 1, Level 2, Level 3 and Notes.
| Level 1 | Level 2 | Level 3 | Notes |
|---|---|---|---|
| 01 Property Overview | Asset summary | — | Address, site plan and property description |
| 02 Title and Ownership | Title documents | — | Title deeds, encumbrances and ownership evidence |
| 03 Leases and Tenants | Rent roll | — | Current rent roll and occupancy schedule |
| 03 Leases and Tenants | Lease agreements | — | Executed leases, amendments and side letters |
| 04 Financials | NOI and operating statements | — | Historical property-level financials |
| 05 Technical and Environmental | Surveys and reports | — | Environmental, building condition and engineering reports |
| 06 Planning and Permits | Zoning and permits | — | Planning permissions, permits and approvals |
Implementation tips
- Keep lease abstracts next to source lease PDFs.
- Separate asset-level documents from borrower/seller corporate documents.
- Flag missing title, planning or environmental items early.
FAQs
What documents are common in a real estate data room?
Title, leases, rent roll, property financials, capex, planning, environmental, insurance, financing and technical reports are common categories.
Should tenant data be restricted?
Tenant-sensitive information may need restricted access or redaction depending on the process and jurisdiction.