Sales Checklist for Property Owners
Clarity step by step – well prepared from the start
A structured sale does not begin with the first conversation. Many owners ask early on which documents are necessary and which can be added later.
This checklist provides orientation. Not everything has to be in place from the beginning. The clearer the picture, the more focused and discreet the Off-Market placement can be.
Your Personal Preparation
Property Information
– Location (address, parcel number)
– Property type (e.g., single-family home, multi-family home, development land)
– Year of construction, renovations or conversions
– Plot size / living space / usable space
Legal and Technical Documents
– Current land register excerpt
– Cadastral plan / site plan
– Building plans or sketches (if available)
– Insurance certificate (building insurance)
– Energy certificates (e.g., GEAK, if available)
Usage and Tenancy
– Owner-occupied or rented?
– If rented: tenancy agreements / gross rental income
– Ongoing terminations, agreements or third-party rights
Financials and Goals
– Approximate price expectation?
– Mortgage details / cancellation period?
– Concrete objectives or plans for subsequent use?
Your Considerations
– Sensitive topics that should not be disclosed
– Deadlines or timeframes that must be observed
– Special features that may be relevant for buyers
Not Mandatory, But Helpful
Not every point is essential. Many details are clarified in a confidential conversation. This checklist is designed to help you organize your thoughts – not to accelerate decisions. If documents are missing, we will gladly assist you personally.
Note on Document Collection
If you would like us to obtain certain property documents directly from authorities, administrations, or third parties, we require a written authorization. This authorization applies exclusively to the collection of documents and does not extend to legal actions or decisions. Upon request, we are happy to provide you with a pre-filled form.
Related Content
Discreet Brokerage
Which Properties are Sought
Confidential Advisory
Contact us
Would you like to discuss individual points or prepare specific documents? We look forward to hearing from you.
ASHRA Immobilien
Haslendörfli 2
8862 Schübelbach
+41 44 552 49 40
info@ashra.ch
We are available all year round – even outside regular office hours.
