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Content

Real Estate Development Proposal Template

Prepared for:
Client Name
[Client.Company]
Prepared by:
Sender Name
[Sender.Company]

Table on Contents

  • Real Estate Development Proposal Template
  • Executive Summary
  • Site Overview
    • Aerial View
  • Ownership History
  • Location Analysis
    • Overview
    • Adjacent Properties
    • Notable Nearby Developments
    • Zoning
    • Economic Profile
      • Household Income
      • Employment Data
      • Notable Employers
      • Additional Economic Drivers
  • Development Plan Feasibility Analysis
  • Development Timeline
  • Consultants
    • Architect & Design
    • Permits & Approvals
    • Construction
    • Management
    • Sales & Marketing
  • Financial Analysis
    • Site Acquisition
    • Taxes
    • Hard Costs
    • Soft Costs
    • Construction Financing
    • Permanent Financing
  • Risk Analysis
    • Timing
    • Market Risk
    • Finance Risk
    • Construction Cost Risk
  • Conclusion

Executive Summary

This real estate development proposal will cover our proposed project for development of the following property:

Property Street

Property City, Property State Property Zip

The property’s unique qualities are as follows:

Our proposed development solution includes the following:

Site Overview

This part of the real estate development proposal template is where you’ll provide details about the site you’re hoping to develop. Use the text field above to describe the site thoroughly, and use the template’s aerial view image block to provide a visual of the site from above, usually from Google Maps.

Aerial View

image
image
image
image

Ownership History

The table below details the ownership history of the property.

Transaction DateSelling PriceNew Owner

Location Analysis

Use this section of the real estate development proposal template to cover details about the property’s surrounding area that support your case for developing the property according to your plans. Relevant details include surrounding businesses or residential areas, proximity to major transportation routes or hubs, area economic profile, long-term population and economic trends, and zoning maps.

Overview

Description here

Adjacent Properties

Description here

Notable Nearby Developments

Description here

Zoning

Description here

Economic Profile

Description here

Household Income

Description here

Employment Data

Description here

Notable Employers

Description here

Additional Economic Drivers

Description here

Development Plan Feasibility Analysis

A successful real estate development proposal requires careful analysis of the proposed development strategy. Use this section of the template to provide quantitative and qualitative analysis of your proposed solution to readers. This section of the template can be lengthened to suit your needs- some real estate development proposals devote several pages to detailed feasibility analysis.

Development Timeline

This section of the template should be used to provide a detailed breakdown of your real estate development proposal’s implementation. Use the table and text fields to demonstrate that you’ve planned the project appropriately.

PhaseStart DateEnd Date

Consultants

The following consultants have been identified as viable partners for this real estate development project:

Architect & Design

Description here

Permits & Approvals

Description here

Construction

Description here

Management

Description here

Sales & Marketing

Financial Analysis

This section of the real estate development proposal template is meant to be used to provide a detailed breakdown of the financial considerations of your proposed project.

Site Acquisition

Description here

Taxes

Description here

Hard Costs

“Hard Costs” are those attributed to sitework, demolition, and construction. “Soft Costs” are those attributed to legal work, permitting, sales, marketing, and the like. Be sure to cover both thoroughly in this section of the real estate development proposal template.

Name Price QTY Subtotal
Subtotal$0.00
Discount$0.00
Tax$0.00
Total$0.00

Soft Costs

Name Price QTY Subtotal
Subtotal$0.00
Discount$0.00
Tax$0.00
Total$0.00

Construction Financing

Description here

Permanent Financing

Description here

Risk Analysis

Use this section of the real estate development proposal template to document the results of your initial risk analysis for the project.

Timing

Description here

Market Risk

Description here

Finance Risk

Description here

Construction Cost Risk

Description here

Conclusion

Your conclusion should be similar to your executive summary. It should provide a succinct explanation of what your real estate project entails and why you feel the project should be supported. Before sending, be sure to review each section of this template to ensure that your data is formatted and presented correctly.

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