Due Diligence Report Comparison

This Due Diligence Report Comparison guide explains the differences between W3 Planning & Research’s Development Due Diligence Report, Development Intelligence Assessment, and Strategic Assessment.

Choose the right level of commercial due diligence, development intelligence, and strategic assessment for your project.

W3 Planning & Research offers three levels of analysis designed to match the complexity, risk profile, and decision-making needs of each assignment. Some projects require a clear regulatory and zoning verification report. Others require broader development intelligence, context, and strategic risk assessment.

The comparison below outlines the primary differences between our Development Due Diligence Report, Development Intelligence Assessment, and Strategic Assessment.

Selecting the Right Due Diligence Report

Use the matrix below to compare the level of review, analysis, and advisory support included with each service.

W3 Planning & Research – What Our Reports Include

W3 Planning & Research

What Our Reports Include
Service Component Development Due Diligence Report (Zoning Verification Report) $995 Development Intelligence Assessment Contact for Pricing Strategic Assessment Contact for Pricing
CORE PROPERTY & ZONING DUE DILIGENCE
Zoning Classification Verification
Permitted Use Analysis
Conditional/Special Use Analysis
Development Standards Review
Setbacks, Height, Lot Coverage & Dimensional Standards
Parking Requirements
Overlay District Analysis
Existing Use Verification
Nonconformity Analysis
Permit History Review
Entitlement History Review
Right to Rebuild Analysis
Jurisdiction Verification Letter
Agency Contact Information
Applicable Code Citations
DEVELOPMENT INTELLIGENCE & PROJECT CONTEXT
Development Activity Review
Recent Entitlement Activity Review
Comparable Case Review
Recent Public Process Review
Community Context Review
Development Activity & Growth Trends Review
Permit Timeline Discussion
Entitlement Timeline Discussion
Development Opportunities Assessment
Development Constraints Assessment
Development Opportunities & Constraints Analysis
STRATEGIC ADVISORY & RISK ASSESSMENT
Political & Regulatory Environment Assessment
Strategic Risk Assessment
Strategic Opportunity Assessment
Risk Prioritization Assessment
Regulatory Risk & Approval Considerations
Executive Planning & Development Considerations
Expanded Comparable Case Analysis
Scenario Evaluation
Stakeholder Strategy Discussion
Regulatory & Development Considerations Matrix
Transportation & Traffic Count Data Review*
Opportunity Zone / Incentive Review*
Economic Development Considerations
Infrastructure Considerations
CONSULTATION & DELIVERY
Written Report
Executive Briefing & Report Debrief Optional 1 Hour Included 2 Hours Included
In-Person Briefing Optional Optional Available (Subject to Travel Fees)
Participation in Development Feasibility Workshops Optional Optional Available (Subject to Travel Fees)
OPTIONAL ENHANCED SERVICES
Available for All Service Levels
Site Research, Documentation & Field Analysis Strategic Advisory, Workshops & Interfacing
  • Drone Imagery & Photography
  • Site Visit & Existing Conditions Assessment
  • Public Records & Historical Research
  • Custom Research & Advisory Assignments
  • Stakeholder Interviews
  • Government & Agency Coordination Strategy
  • Public Process Strategy
  • Participation in Development Feasibility Workshops
  • In-Person Executive Briefings
Notes
Optional services are available based on project scope, location, scheduling, availability of information, and client objectives.

Not Sure Which Report Is Right for Your Project?


Every property presents a different combination of regulatory requirements, development constraints, entitlement considerations, and potential risks. W3 Planning & Research can help determine the appropriate level of analysis for your specific project.