‘So what are you ACTUALLY going to do?’ Want more articles like this? Create an account today to get BiggerPocket's best blog articles delivered to your inbox Sign up for free This is a question I get asked a lot by new clients once we’ve begun a project. As I am always focused on the results I provide, I spend less time describing my actual methods. Some call this smart, others might call it foolhardy. Either way, it works for me. For the sake of clarity, below is a partial list of what I do when working on green real estate and what you should do on every house that you rehab green. My comments are in [ ]. Video exterior of property [You want good ‘before’ videos because you’ll use this with future buyers/renters/appraisers] Video interior of property [Spend a minute a room and make sure you get all walls and windows] Take minimum of 20 pictures (all sides) of exterior of property. [Again, you’ll use this in your ‘before’ examples. Take minimum of 20 pictures (all rooms) of interior of property. Assess entire property including: exterior, interior, appliances, plumbing, building envelop, HVAC, etc. [A simple way to do this is to use a checklist and give each item a letter grade] Create comprehensive green retrofit strategy [Answer these three questions: 1. What absolutely must be done? 2. What should be done? 3. What can we get rebates/incentives on? Those will form the basis of your strategy] Schedule energy audit [If applicable. Some cities will give you a 100% rebate on the audit and then a 100% increase in rebate on the materials if you do an audit first. Check this out before you schedule one] Identify any applicable ‘green’ city incentives Expedited permit process [Most cities have this] Fees waived [Many cities have this] Variance approvals Etc… Create Materials List DRAFT [what do you need to complete the rehab?] Include contractors initial list [What do they need?] Initial rebate/incentive/credit/grant/Stimulus funds research [What’s available, how much, what’s the application process?] Identify Materials supplier [Where are you getting the stuff, what discount did you get?] Conduct in-person meeting Discuss potential discounts Identify green vendors [Who is doing what on your project?] a. Insulation [if needed] b. HVAC [if needed] c. Painter [if needed] d. All others (Solar, Rain-harvesting, Irrigation, Carpet, etc.) [Make sure you know your paypack periods on this-don’t spend money on things you don’t need] Area utility expense research (gas, electric, water) [Have your intern do this] Area comparables for both sales and rentals [Same thing, have the intern do it] Create FINAL Materials List [Final materials, with discounts and where you’re buyin them] Site walk-through with contractor Answer questions [Answer any green questions about construction they have] Site visit within 3 days of construction commencement Video exterior and interior of property [Good to use as a comparison between before video and after video] Photograph exterior and interior of property [Use for future marketing purposes] Perform Quality Control checks on work [Is everything being done correctly? Is it being done in the correct order] Identify prospective media outlets for press possibilities TV [Local stations-contact the morning show producer, evening news contact appropriate reporter] Print [Contact local editor] Identify local city officials for local publicity City Mayor [Call first]] City Manager [Call next -typically knows everything going on with the city Marketing Process launch [I use a specific Marketing Process, too long to post here] Appraisal Process launch [Same thing] Site visit upon construction completion Assess final project [Is everything done?] Video exterior and interior of property [Get your ‘after’ video] Photograph exterior and interior of property [Get your ‘after’ pics] If you follow these 22 steps you’ll set yourself up for success on every green project. As always I appreciate your questions and comments.