Risk Assessment Wizard

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Real Estate and Property Services Risk Assessment Template

Create a professional, comprehensive risk assessment for real estate and property services in office & professional services settings. Tailor hazards and measures to your needs and download a professional PDF. Add your own branding.

Begin straight away; create a free account later if you want to save.

Preview of Real Estate and Property Services

What this covers.

This template focuses on typical risks and controls for real estate and property services in office & professional services settings. You can add, remove or adapt items to match your context.

Potential benefits

  • Proactive property management preserves asset value and improves tenant satisfaction.
  • Organised viewings and client liaison streamline transactions, reducing time on market and uncertainty.
  • Market analysis informs pricing and investment decisions that strengthen local economies.
  • Clear communication between stakeholders minimises disputes and accelerates completion.
  • Accurate documentation and checks support legal compliance and protect all parties in a deal.

Typical hazards & measures

  • Vacant or unoccupied property risks — Conduct frequent inspections of empty properties to check for leaks, wildfire signs, break-ins or fire hazards. Secure utilities where needed, test alarms weekly, and ensure insurance covers prolonged vacancy. Quickly document and repair any discovered issues.
  • Shared facilities and kitchen safety — PAT test all appliances, clean fridges weekly, label allergens, and post food safety guidance. Install fire blankets/extinguishers, mop spills immediately, and limit numbers in small kitchens. Provide hand hygiene signage and cleaning supplies.
  • 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.
  • 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.
  • Property tours and showings — Conduct a pre-visit inspection, checking lighting, flooring, and exits. Share schedules and client details with colleagues, carry ID, and keep phones charged. Avoid isolated areas alone and set clear viewing boundaries to safeguard both agent and client.

How to use this template

  1. Click Create Risk Assessment: Real Estate and Property Services to begin immediately.
  2. Review suggested hazards and measures, then tailor as needed.
  3. Download your PDF. Create a free account if you want to save.

FAQ

Do I need an account to start?

You can begin filling out your risk assessment straight away. Create a free account if you want to save your work.

Can I download a PDF?

Yes - download a clean, professional PDF at the end.

Can I edit a saved assessment?

Yes, personal and unlimited members can edit saved assessments from the account dashboard.