CLAIMSTAKE · CHECKLISTE EINSEITER
WEG due diligence: what to demand and what kills a deal
Risks in older stock · Stand: 2026-08-10
PROTOMINDS
Bonn & Köln
Which documents must exist before any offer, which findings justify walking away, and what healthy benchmarks look like.
Demand before any offer: Teilungserklärung + Gemeinschaftsordnung, 3 years of Protokolle, 3 Jahresabrechnungen, Wirtschaftsplan, Rücklage statement, Energieausweis, Grundbuchauszug, Hausgeld split.
Walk away on: Erbbaurecht; near-zero Rücklage in a 50+-year building with deferred roof/facade/pipe decisions; WEG litigation; oil/night-storage heating; seller refusing documents.
Benchmarks: healthy Rücklage ≈ €15–30/sqm accumulated for older stock; Hausgeld €3–4.5/sqm/month of which 20–30% stays with you (not passable to tenant). Budget realistic owner costs of €1,400–2,000/year for 55 sqm before yield dreams.
Verified Primary Sources:
- §Bonn kommunale Wärmeplanung (adopted 2025-07-03)(Stadt Bonn, 2025-07)
- §GModG 2026 — Heizungsgesetz repeal/reform(Bundesregierung, 2026-07)
- §Maintenance reserve benchmarks (II. BV 2026)(Haufe, 2025-11)
- §Energy class price impact (±20%…−9%)(immowelt, 2026-03)