Sample Report — Blooming Properties LLC  ·  All client details anonymized
Buyer Advisory · Sample Brief

Inside a Buyer Advisory Brief.

This is a real Buyer Advisory Brief from a completed engagement. It shows exactly what we deliver before a client commits to a purchase: findings, concerns, open items, and a clear next-step roadmap. Names and identifying details have been anonymized.

Property Type Multi-family compound
Location East Valley, Mesa AZ
Asking Price $1,649,000
Lot Size 2.31 acres · No HOA
Brief Type Pre-Offer Due Diligence
Section 01 — Property Overview

What we were assessing.

Main House
3,766 sq ft
6 bed / 6 bath · Built 1972 · Extensively updated
Casita
1,235 sq ft
Separate dwelling · Built 2018
Land
2.31 acres
No HOA · Undeveloped portion included
Infrastructure
Well + Septic
Both replaced 2025
Solar
2 Loans
1 transfers to buyer · 1 paid at closing (unconfirmed)
Living Units
4 Available
Main house upper, basement apt, casita studio, casita 1BR
Notable Features
  • Pool, spa, tennis and pickleball court
  • Workshop with electric and horse facilities
  • Two RV pads with full hookups
  • Finished basement apartment
  • Private well and septic, both replaced 2025
  • Solar system with two Fusion Power loans
  • 2026 cosmetic refresh throughout
  • Clear path to fifth unit on undeveloped land
Section 02 — Before Offer

Items requiring confirmation before any offer.

Priority Item

Basement bedroom egress

The listing advertises 6 bedrooms. One basement bedroom has no window and the path to the exterior door passes through another space. This room may not qualify as a legal bedroom under Arizona IRC, which affects appraised value, loan terms, and negotiating position.

Confirm in Writing

Solar loan documentation

Two separate solar loans through Fusion Power. The listing agent has verbally represented that the larger loan will be paid off by the seller at closing and the smaller loan transfers to the buyer. Neither is confirmed in writing and no dollar amounts are known.

Pull Records

Permits on all existing structures

Workshop, barn, sheds, corrals, and RV pads have not been confirmed as permitted. Unpermitted structures can affect insurance, financing, and long-term use of the property.

Confirm Status

ADEQ septic pre-transfer inspection

Arizona law requires a pre-transfer septic inspection on every resale regardless of system age. The system was replaced in 2025 but the inspection is still required. Confirmation that it is scheduled is needed before closing.

Verify

Well flow test and zoning on undeveloped land

The most recent well flow test is from May 2024, over a year old. A post-replacement test after the 2025 rebuild is not on file. Separately, zoning on the undeveloped portion is unconfirmed — whether a second primary dwelling and ADU can be built there is the central long-term question for this purchase.

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  • Full property assessment with strengths, considerations, and concerns
  • Advisor's read and strategic recommendation
  • Detailed report on every open item
  • Complete due diligence checklist with responsible parties
  • Realtor handoff page formatted for your buyer's agent
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Section 03 — Property Assessment

Strengths, considerations, and concerns.

Strengths
  • Infrastructure almost entirely replaced in 2025: well, septic, pool equipment, two HVAC units, reducing near-term capital outlay significantly
  • No HOA, no airport noise, no floodplain, clean title with no encumbrances
  • Four functional living units available from day one
  • Clear and realistic path to a fifth unit on the undeveloped portion
  • 2026 cosmetic refresh throughout — property is move-in ready
  • Amenity set is exceptional for the price point: pool, spa, tennis, pickleball, workshop, horse facilities, two RV pads
Considerations
  • Solar system involves two separate loans — larger reportedly paid off at closing, smaller transfers to buyer; neither confirmed in writing
  • Well flow rate adequate for one household but needs professional assessment for multi-family use
  • Roof is 10 to 15 years old on shake roofing; professional inspection required
  • Permits on additional structures not yet confirmed
  • Post-replacement well flow test after the 2025 rebuild not on file
  • Ongoing termite treatment via Sentricon transfers at $65 plus $30 per month
Concerns
  • Listing advertises 6 bedrooms; basement bedroom may not qualify as a legal bedroom under Arizona IRC — affects appraised value and loan terms
  • Zoning on the undeveloped portion is unconfirmed: whether a second primary dwelling and ADU can be built is the central question for long-term use
  • ADEQ septic pre-transfer inspection required by Arizona law on every resale; not yet confirmed as scheduled
Section 04 — Advisor's Read

The strategic recommendation.

Kyrie Fabert · Blooming Properties

This property meets four of five family housing needs from day one, with a realistic path to the fifth on undeveloped land already within the parcel. Infrastructure is in strong condition following a comprehensive 2025 overhaul. The open items are real: the bedroom count question and the solar loan balance both need resolution before an offer can be accurately scoped, but none of them are dealbreakers at this stage. Of the three properties this group evaluated, this is the most move-in ready and the most operationally clean. The right next step is confirming the solar documentation and the zoning picture, then structuring an offer with those numbers in hand.

Section 05 — Detailed Report

Every open item, fully explained.

Priority Item

Bedroom Count Discrepancy

The listing advertises 6 bedrooms. One basement bedroom has no window. Under Arizona's building code, a room without a window does not legally qualify as a bedroom unless there is a compliant egress path directly from that room to the outside. The path to the exterior door passes through another space, which means the bedroom itself has no independent escape route. If the appraiser agrees, this is a 5-bedroom property. That affects appraised value, loan terms, and negotiating position.

Arizona's International Residential Code requires that every bedroom have its own compliant escape route, either a properly sized window or a direct exterior door. The basement bedroom has neither. The exterior door exists, but it is not in the bedroom itself. A room you have to leave to reach an exit is a room that traps you if the exit path fills with smoke.

The buyer's agent needs to request written confirmation from the listing agent that they stand behind their representation of this room as a legal bedroom. If they put it in writing and the inspector disagrees, you have documented leverage in negotiation. If they will not put it in writing, that tells you something too. The lender needs to know about this before the appraisal is ordered.

Responsible Buyer's Agent Client: flag to lender Inspector
Confirm in Writing

Solar: Two Loans, Two Outcomes

There are two separate solar loans on this property, both through Fusion Power. The listing agent has verbally represented that the larger loan will be paid off by the seller at closing and the smaller loan will transfer to the buyer. Neither of these representations has been confirmed in writing, and no documentation exists for either loan at this time.

A loan payoff at closing needs to be reflected in the purchase contract and confirmed with a payoff statement from Fusion Power. The loan assumption means taking on a financial obligation with an unknown balance, monthly payment, and remaining term. You cannot evaluate whether this property is priced correctly without knowing what you are assuming. Both loans need to be documented in writing before any offer is submitted.

Responsible Buyer's Agent
Pull Records

Permits on Existing Structures

The property includes a workshop, barn, sheds, horse corrals, and two RV pads in addition to the main house and casita. None of these structures have been confirmed as permitted. An unpermitted structure can affect insurance, financing, and the ability to use or rely on those structures long term. In some cases unpermitted structures have to be removed or brought up to code at the buyer's expense after closing.

Permit records in Maricopa County are public record. The buyer's agent can pull these directly. We need to know what is permitted, what is legally non-conforming, and what is unpermitted before committing to this purchase. Written confirmation that both the main house and casita are permitted as habitable dwellings is also required.

Responsible Buyer's Agent
Well Assessment

Well Flow Test

The property runs on a private well. The most recent documented flow test was conducted in May 2024, over a year ago. The well was fully replaced in 2025, but a post-replacement flow test is not on file. For a property intended to support multiple families, water supply reliability is not optional. A fresh test gives current data on how much water the well produces per minute and whether the system can handle the planned load.

Responsible Buyer's Agent Well Contractor (inspection)
Required by Arizona Law

Septic Pre-Transfer Inspection

Arizona law requires that any property with an on-site wastewater treatment facility undergo a pre-transfer inspection before the sale closes. This is not optional and does not matter that the seller replaced the system in 2025. The inspection is required on every resale regardless of system age or condition. We need to confirm this inspection has been scheduled, when results will be available, and who is paying for it. This is typically the seller's responsibility.

Responsible Buyer's Agent
Central Question

Zoning and Additional Structures

The property sits on 2.31 acres with a section of undeveloped land. The listing agent has confirmed in writing that zoning verification is the buyer and buyer's agent's responsibility. The central question: can the undeveloped portion support a second primary dwelling and an ADU? This determines whether all families can be housed on site long term, which is a core factor in the purchase decision.

Maricopa County Development Services can confirm the current zoning designation, permitted residential uses, ADU rules, setback requirements, and whether the two addresses on the property are a single APN or separate parcels. This call should be made before offer submission and the answers documented in writing.

Responsible Client: call Maricopa County Attorney: LLC and trust implications
Section 06 — Due Diligence Checklist

Every item, every party, in order.

Urgent: Before Offer
Get listing agent's bedroom egress claim in writing
Buyer's Agent
Flag bedroom count question to lender before appraisal
Client
Request full solar loan documentation for both loans
Buyer's Agent
Pull permit records for all structures from Maricopa County
Buyer's Agent
Confirm main house and casita are permitted as habitable dwellings
Buyer's Agent
Request current well flow test from seller
Buyer's Agent
Confirm ADEQ septic pre-transfer inspection is scheduled
Buyer's Agent
Call Maricopa County planning re: undeveloped portion zoning
Client
Inspection Period
Full home inspection: main house, basement apartment, both casita units
Home Inspector
Basement bedroom egress: on-site confirmation of IRC compliance
Home Inspector
Roof inspection: main roof and November 2025 porch addition
Roofing Specialist
Well inspection and fresh flow test for multi-family use
Well Contractor
ADEQ septic pre-transfer inspection
Septic Contractor
Solar system evaluation: output, condition, and warranty
Solar Contractor
Water quality test: coliform, nitrates, arsenic
Water Testing Lab
Termite and pest inspection; confirm Sentricon transfer terms
Pest Control
Pool and spa inspection: depth compliance and spa heat source
Pool Inspector
Pre-Close
Title search: confirm no undisclosed liens, easements, or encumbrances
Title Company
Lead paint disclosure and testing if warranted (built 1972)
Home Inspector
Confirm Rural Metro fire service coverage and annual cost
Client
Final walkthrough: all four units, verify 2026 updates complete
Client
LLC and trust structure review before closing
Attorney
Section 07 — Realtor Handoff

Items for your buyer's agent to action.

Urgent: Listing Agent Follow-Up
Request written confirmation from the listing agent that the basement bedroom meets Arizona IRC egress requirements. Verbal confirmation is not sufficient.
Buyer's Agent
Request full documentation for both Fusion Power solar loans: balance, monthly payment, remaining term, and transfer or payoff terms for each.
Buyer's Agent
Documents to Request
Full permit records for all structures: main house, casita, workshop, barn, sheds, corrals, and RV pads
Buyer's Agent
Written confirmation that both main house and casita are permitted as habitable dwellings
Buyer's Agent
Current well flow test results. Most recent on file is May 2024.
Buyer's Agent
Confirmation that ADEQ pre-transfer septic inspection is scheduled, with expected results date and cost responsibility
Buyer's Agent
Inspections to Coordinate
Full home inspection: all structures including basement apartment and both casita units
Roofing specialist: main roof and November 2025 porch addition
Independent well contractor: flow test and system assessment for multi-family use
Septic pre-transfer inspection: ADEQ required
Solar system evaluation: Fusion Power (480) 676-1433
Water quality test: coliform, nitrates, arsenic
Termite and pest inspection: confirm Sentricon transfer terms
Pool and spa inspection: diving pool depth compliance and spa heat source