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These are the working documents Epex Consulting runs on paid engagements, not marketing summaries of them. Each download checklist is a PDF you can print, mark up, and hand to a contractor, a landlord, or a lender.
Use it before the lease is signed. It walks the letter of intent and the landlord's work letter: the tenant improvement allowance and what it actually covers, the definition of landlord's work, delivery condition, permit responsibility, and the items that quietly land on the tenant. This download checklist pairs with commercial buildout consulting.
Seventy-plus checkpoints across seven sections to put to a proposal before a signature. Scope mapped to drawings, exclusions priced, allowances tested against real quotes, the schedule rebuilt from durations, and the contract read for payment, retainage, change-order, and delay terms against the base AIA contract documents. This download checklist pairs with contractor proposal review.
Every category that most often kills returns on a Texas townhome or small multifamily deal: land, civil, entitlement, contractor, budget, schedule, and exit, with the Houston, Dallas, Austin, and San Antonio specifics called out. This download checklist pairs with multifamily feasibility.
Everything a lender's inspector expects in a clean monthly draw: the AIA G702/G703 application, the schedule of values, stored-materials backup, and conditional and unconditional lien waivers in the statutory forms under Texas Property Code Chapter 53. This download checklist pairs with draw administration.
First-time commercial tenants and franchisees signing a first lease and build-out. First-time townhome and multifamily developers with land under contract. Experienced owners and investors who want a second set of eyes before a signature. Out-of-state owners building in Houston, Dallas, Austin, or San Antonio who cannot be on site every week. Lenders and equity partners who want a borrower’s documents checked against a standard their inspector will recognize. The checklists are written for owners, not for contractors, and every question on them is one we have watched an owner wish they had asked earlier.
Consultants usually keep tools like these behind a paywall or a sales call. We publish ours because the checklist is not the value; the judgment behind it is, and an owner who has already worked through the list arrives at a conversation with better questions and a shorter engagement.
An owner who runs the checklist and finds nothing does not need us. An owner who finds three open questions knows exactly what to ask a contractor or a landlord and knows whether a paid engagement makes sense. Either way the download checklist has moved the expensive decision onto paper, where changing it costs a redline instead of a change order. For the full library of guides that go with these tools, see construction checklists and owner guides.
