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The RV Park Underwriting Checklist I Would Use First

An RV park underwriting checklist for investors: income, occupancy, utilities, zoning, expenses, seller financing, management, and exit risk.

May 7, 2026 · 6 minute read · By Tamara Ashworth

I do not want my first serious RV park mistake to happen after closing.

That is the point of underwriting. Not to make the deal look good. To make the weak spots visible before momentum takes over.

This is the first-pass checklist I would use before spending serious time, money, or emotional energy on an RV park.

The Short Answer

Before underwriting returns, I would underwrite reality:

If those questions are fuzzy, the IRR does not matter yet.

Site Count and Site Mix

The first question is not just "How many sites?"

It is:

A 90-site park with 70 usable sites is not a 90-site park for underwriting purposes.

Rate Mix and Revenue Quality

After site count, I would separate revenue by customer type.

Nightly, weekly, monthly, seasonal, and long-term residents all behave differently. A blended average rate can hide important risk. A nightly guest may produce more revenue per site, but also requires marketing, cleaning, reviews, booking systems, and hospitality operations. A long-term resident may produce less revenue per site, but can create steadier income and lower turnover.

I would want to know:

The goal is to understand the quality of the income, not just the total income.

Occupancy and Demand

Current occupancy matters because it tells me whether the market is already accepting the product.

I would want to know:

The key question is whether low occupancy is a management problem or a demand problem.

Management problems can be fixed. Demand problems are harder.

Expense Normalization

The seller's expenses are not automatically the buyer's expenses.

This is one of the easiest ways to overpay for a small park. A long-time owner may self-manage, defer repairs, pay below-market insurance, use informal labor, ignore software, or understate maintenance because they have been handling problems personally for years.

After closing, the buyer may need professional bookkeeping, better insurance, software, legal support, property management, marketing, utility repairs, and reserves.

That means I would normalize expenses before underwriting returns.

I would not ask, "What did the seller spend?"

I would ask, "What will this property cost me to operate responsibly?"

Utilities

Utilities can make or break an RV park.

I would want records for:

If the park has private utilities, the diligence bar is higher. If the park needs major utility upgrades, that belongs in the model before the offer feels attractive.

Capex and Deferred Maintenance

Capex is where a cheap-looking deal can become expensive.

I would want to walk the property with a very practical eye: roads, drainage, electrical pedestals, septic, water lines, bathhouse condition, laundry, signage, trees, lighting, fencing, office, common areas, and any structures on site.

The question is not only what is broken today. The question is what will probably need money in the next 12 to 36 months.

I would separate capex into three buckets:

  1. Immediate safety or legal items.
  2. Operational improvements that protect income.
  3. Optional upgrades that might improve revenue later.

Only the first two belong in the base case.

Zoning and Legal Use

I would not rely on the seller's memory here.

I would want to verify:

A park can look profitable and still carry real legal-use risk.

Management Plan

The management plan belongs in underwriting, not after closing.

Before buying, I would want to know who handles guest communication, collections, maintenance, rules enforcement, bookkeeping, reviews, online listings, and emergency issues.

If the park is long-term resident heavy, the management plan may look more like community operations. If it is nightly or weekly heavy, it may look closer to hospitality. If it is mixed, the systems need to handle both.

This is where an owner can fool herself. A park can look passive in a spreadsheet and become very active in real life.

I would rather be honest about that before closing.

Income and Expense Proof

For income, I would want more than a spreadsheet.

Useful records include:

For expenses, I would focus on what changes after ownership:

The seller's expenses are not automatically my expenses.

Exit and Refinance Risk

Even if I plan to hold long term, I would still underwrite the exit.

If there is seller financing with a balloon, the refinance risk is obvious. But even without a balloon, I want to know what the asset would look like to another buyer or lender after my improvements.

Questions I would ask:

The exit is not a separate event. It is the test of whether the business I am buying can become cleaner, more financeable, and more valuable.

Financing and Exit Risk

I would underwrite the deal with the financing structure included from the beginning.

Questions I care about:

The exit cannot be a footnote. It is part of the acquisition.

My First-Pass Decision

After the checklist, I want one of three answers:

  1. Pass quickly.
  2. Keep watching, but do not spend major diligence dollars yet.
  3. Move deeper into diligence with a clear list of unknowns.

That is the point of a checklist. It keeps the deal from becoming a story before it becomes a business.

The best acquisitions are not the ones where every answer is perfect. They are the ones where the important risks are visible early enough to price, structure, or walk away from them.

First-Pass Underwriting Flow

The first pass should answer these in order:

  1. Is the current use legal and documented?
  2. Are the sites real, rentable, and supported by utilities?
  3. Can the seller prove income and occupancy?
  4. Do expenses change materially after closing?
  5. Does the financing structure leave enough room for reserves and capex?
  6. Is the upside operational, or does it require a construction miracle?
If the early answers are fuzzy, I would slow down before spending money on deeper diligence.

RV Park Underwriting Checklist Table

Underwriting area Documents or proof I want Pass, watch, or fail signal
Site count Site map, rent roll, utility map Fail if advertised sites are not actually usable
Occupancy Rent roll, booking reports, historical occupancy Watch if low occupancy has no clear reason
Utilities Water, sewer, power, internet, violations, repair history Fail if major systems are unknown or undocumented
Legal use Zoning confirmation, permits, code status Fail if current use is not clearly allowed
Income Bank statements, tax returns, platform reports Watch if income only exists in a seller spreadsheet
Expenses Insurance, taxes, utilities, management, capex Watch if post-close expenses are materially higher
Financing Seller note, bank terms, balloon, reserves Fail if debt service leaves no margin for mistakes

Graph: Where RV Park Underwriting Risk Usually Hides

RV park underwriting risk heat map Heat map showing utility systems, legal use, income proof, and capex as high-risk areas, with rate mix and management plan as medium risk. First-Pass Risk Heat Map Where I would slow down before spending diligence dollars Utilities Legal use Income proof Rate mix Management Site count Market demand Capex Exit risk
The red boxes are where I would slow down first. A deal can survive imperfections, but it cannot survive invisible risk.

Frequently Asked Questions

What should be included in RV park underwriting?

RV park underwriting should include site count, occupancy, rate mix, utility ownership, zoning, rent roll, historical income, operating expenses, capex, management plan, financing, and exit risk.

What is the biggest underwriting risk in RV parks?

The biggest risks are usually undocumented financials, utility systems that are more expensive than expected, legal-use uncertainty, and assuming occupancy can rise without proving demand.

Should nightly and long-term sites be modeled separately?

Yes. Nightly, weekly, monthly, and long-term sites have different revenue, turnover, management, seasonality, and expense patterns. I would model them separately before trusting the blended numbers.