Real Estate and Property Services Risk Assessment Template

Typical hazards & measures

• General housekeeping in office areas — Keep walkways clear of boxes and marketing materials; label storage shelves; inspect carpets, lighting, and stairs. Implement daily desk resets, weekly deep cleans, and quarterly audits of electrical kit, signage, and ergonomic equipment.
• Market and financial fluctuations — Model scenarios for vacancy rates, interest changes, and asset depreciation. Diversify property portfolios, maintain contingency funds, and review financial exposure quarterly. Seek professional forecasting and adjust investment strategies proactively.
• Construction and renovation site visits — Require hard hats, steel-toe boots, and high-vis vests; sign in/out at site; follow all induction protocols. Avoid machinery unless escorted, stick to marked walkways, and request briefings on active works, overhead hazards, and emergency muster points.
• Open house crowd control — Limit attendees, mark steps or hazards clearly, and secure valuables. Position staff at entrances and key rooms, maintain sign-in sheets, and plan one-way foot traffic. Ensure all doors/windows are locked post-event and brief staff on crowd management.
• Legal liability from professional errors — Use clear disclaimers, review contracts with legal counsel, and confirm verbal advice in writing. Maintain Errors & Omissions insurance, train staff on disclosure laws, and implement double-review processes for valuations and key transactions.