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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

PandaTip: The executive summary section of this template should introduce recipients to the property and project at hand, and give them an idea of what to expect as they progress through your real estate development proposal.

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:

Real Estate Development Proposal Template

PandaTip: Don’t go into too much detail in this section of the template. You’ll have plenty of space to cover every detail of your real estate development concept further down in the template.

Our proposed development solution includes the following:
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Site Overview

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PandaTip: 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

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Ownership History

PandaTip: Use this section of the template to document the property’s ownership history. You can add more rows to the table as needed, or delete rows.

The table below details the ownership history of the property.
 

Transaction Date  Selling Price  New Owner












Location Analysis

PandaTip: 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

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Adjacent Properties

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Notable Nearby Developments

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Zoning

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Economic Profile

Household Income

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Employment Data

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Notable Employers

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Additional Economic Drivers

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Development Plan Feasibility Analysis

PandaTip: 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.

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Development Timeline

PandaTip: 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.

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Phase Start Date End Date















Consultants

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

Architect & Design

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Permits & Approvals

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Construction

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Management

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Sales & Marketing

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Financial Analysis

PandaTip: 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

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Taxes

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Hard Costs

PandaTip: “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.

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Description Cost/GSF GSF Total Line Item Cost
 
$0.00
1
$0.00
 
$0.00
1
$0.00
 
$0.00
1
$0.00
 
$0.00
1
$0.00
 
$0.00
1
$0.00
 
$0.00
1
$0.00

Subtotal       $0.00
Total    $0.00

Soft Costs

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Description Cost/GSF GSF Total Line Item Cost
 
$0.00
1
$0.00
 
$0.00
1
$0.00
 
$0.00
1
$0.00
 
$0.00
1
$0.00
 
$0.00
1
$0.00
 
$0.00
1
$0.00

Subtotal       $0.00
Total    $0.00

Construction Financing

PandaTip: Most major real estate development projects have two financing phases. The first phase addresses financing needed during initial construction. The second phase addresses the permanent financing used to secure the property once construction is complete. This section of the proposal template is where you’ll provide details regarding both forms of financing for your project.

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Permanent Financing

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Risk Analysis

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

Timing

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Market Risk

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Finance Risk

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Construction Cost Risk

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Conclusion

PandaTip: 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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