Deal Review and Lessons Learned Template

POST-DEAL REVIEW AND LESSONS LEARNED REPORT
Investor: [Investor Name]
Deal Address: [Deal Address]
Review Date: [Review Date]
Review Completed By: ___________________
Time Since Close: _______ days  /  _______ weeks
"Every deal is a classroom. The tuition is already paid — make sure you extract the education."
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SECTION 1 — DEAL OVERVIEW
  PROPERTY INFORMATION:
  Property Address: [Deal Address]
  Property Type: [ ] Single Family  [ ] Multi-Family (_______ units)  [ ] Commercial  [ ] Land  [ ] Other: ___
  Condition at Acquisition: [ ] Distressed  [ ] Below average  [ ] Average  [ ] Good  [ ] Turnkey
  Deal Type: [ ] Wholesale  [ ] Fix & Flip  [ ] Buy & Hold  [ ] BRRRR  [ ] Wholetail  [ ] Creative Finance  [ ] Other
  Lead Source: ___________________
  How this deal was found: ___________________
  DEAL TEAM:
  Acquisition Agent / Wholesaler: ___________________

[Section 2 — continued...]

[Section 3 — fill in your details...]

[Additional clauses and provisions apply...]