Real Estate Development Proposal Template
Client Name
[Client.Company]
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
Ownership History
The table below details the ownership history of the property.
| Transaction Date | Selling Price | New 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.
| Phase | Start Date | End 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.