Asset Evaluation

See the true value behind every property

Make confident investment decisions and track performance over time with HappyCo’s asset evaluation tools — from pre-acquisition due diligence to ongoing site visits.
Because understanding an asset’s value shouldn’t stop at closing day.

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Insight before you invest

Know the true health of every asset and act with confidence. HappyCo gives you the evaluation and monitoring tools to make smarter buy-sell decisions and stay ahead of upgrades.

Know what you’re really buying

Skip the guesswork. Validate rent rolls, capture every condition issue, and surface hidden risks before they derail a deal.

Move fast without missing details

Run due diligence on any property with standardized digital workflows — no more clipboards, missed units, or unsearchable notes.

Keep performance transparent post-close

Turn site visits into data you can actually use. Track conditions, benchmark assets, and share portfolio-ready insights with your team and investors.

Trusted by leading property management companies

Asset evaluation with HappyCo

Bring clarity to capital plans, visibility to projects, and control to spend—all while giving ownership teams real-time insights that drive decisions.

Due Diligence by HappyCo

Confidence before you buy

When you’re sizing up a property, every detail matters. Due Diligence by HappyCo is the fastest, most consistent way to assess property condition, validate rent rolls, and surface deal-making insights before you close. It’s built for speed, accuracy, and total clarity — all from your phone or tablet.

Here’s how:
  • Walk every unit with guided mobile checklists and offline access
  • Routes only true emergencies to on-call techs, reducing burnout
  • Captures detailed notes and syncs them to your PMS for next-day handoff
  • Auto-generate polished, board-ready reports in minutes
  • Standardize due diligence across markets and acquisitions
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SiteVisit by HappyCo

Oversight made effortless

You’ve bought the asset — now keep it performing. SiteVisit is the simple, modern way to manage recurring property reviews. It standardizes how your team captures findings, scores conditions, and shares reports — so portfolio oversight finally feels like progress, not paperwork.

Here’s how:
  • Conduct site visits from any device — no app install required
  • Use pre-built templates to stay consistent across properties
  • Capture findings with photos and comments
  • Generate clean, visual reports for teams and investors
  • Benchmark property performance over time
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Due Diligence done right

A real example of how better data leads to better investment decisions.

“HappyCo's Due Diligence makes it much easier to present property and unit issues confidently to the seller... and there are several cases where we've seen a substantial return.”
Zach Baker
Senior Manager of Technical Services
“It makes file auditing so much easier than having a spreadsheet. I can complete a file in five minutes versus ten minutes on a spreadsheet.”
Dominique Walker 
Senior Property Manager
"Due Diligence inspections now take us only half as long and provide far more accurate data, showing every unit's condition with photos. HappyCo's Due Diligence Module is especially effective when a property has units with varying levels of interior renovation, allowing you to budget from an accurate starting point."
Darren Everett
President

Straight answers for smarter deals

Whether you’re entering diligence or validating assumptions, these answers help you understand how HappyCo supports a smarter acquisition process.

How long does a typical due diligence walk take with HappyCo?
Most teams cut time significantly because the walk is guided, standardized, and mobile-first. Instead of juggling spreadsheets, photos, and notes, everything is captured in one workflow and rolls into a report automatically. It helps teams move faster without sacrificing coverage or consistency.
Can we standardize DD across markets, but still allow flexibility by asset or region?
Yes. You can use consistent templates so your team is collecting comparable data everywhere, while still tailoring checklists, scoring, and permissions by portfolio, market, or property type. That gives leadership clean rollups without forcing a one-size-fits-all process on every team.
What does the deliverable look like at the end of DD?
HappyCo helps produce a polished, shareable report that includes photos, notes, and condition insights, so you can quickly brief internal stakeholders and investment partners. The goal is board-ready output in minutes, not days of formatting and manual compilation.
Do we need to install an app or buy special hardware to use it in the field?
No special hardware. Your team can run due diligence from a phone or tablet in the field, and it’s designed to be easy for real-world operators to pick up quickly (guided checklists, photo prompts, simple updates). This reduces training overhead and helps adoption across the team.
What happens after we close? Does DD data help us post-acquisition?
Yes. A big advantage is continuity: DD insights can flow into ongoing asset workflows so findings don’t die in a PDF. Teams can track conditions over time, monitor progress, and keep performance transparent post-close, using the same underlying property story.