Checklist

Checklist: let owner-occupied flat

This list helps you keep track of the most important dates and documents.

Every year

Check the owners’ association’s service charge statement
Prepare the service charge statement for the tenantno later than 12 months after the end of the billing period
Adjust advance payments
Attend the owners’ meeting or grant a proxy

Documents

Tenancy agreement and handover report
Proof of deposit
Declaration of division (Teilungserklärung)
Resolutions affecting the flat

Would you like to hand this over? Our management of individual units takes care of it.

Last updated: November 2026. This checklist is no substitute for legal or tax advice.

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In a free initial consultation we look at your property and your questions. You then receive a written quote that you can present to your owners’ association.

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