Real Estate Development Proposal Template
Prepared by: [Sender.FirstName][Sender.LastName] [Sender.Company]
Prepared for: [Client.FirstName][Client.LastName] [Client.Company]
Table of Contents
Executive Summary
Client Testimonials
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
Disclaimer
Timing
Market Risk
Finance Risk
Construction Cost Risk
Conclusion
Executive Summary
This real estate development proposal will cover our proposed project for the development of the following property: [Client.StreetAddress][Client.City][Client.State][Client.PostalCode].
The property’s unique qualities are as follows: (insert data on what makes developing the property unique. For example, you can have a roof deck, a patio, present an aerial view, etc. — features that make your proposed project stand out).
Our proposed development solution includes all the details you need, including site overview, ownership history, client testimonials, location analysis, development plan feasibility analysis, development timeline, details of our consultants, financial and risk analysis, amongst other important details.
Client Testimonials
Site Overview
Ownership History
The table below details the ownership history of the property.
Transaction Date | Selling Price | New Owner |
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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 information about surrounding businesses or residential areas, proximity to major transportation routes or hubs, area economic profile, long-term population projections and their expected economic trends, and zoning maps.
Overview
Use the space below to note the technical details of the project; some necessary technicalities required are mentioned below
The following required details provide a brief overview of the property:
The land area of the property is | (insert data) |
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Survey number: | (insert data) |
Development zone: | (insert data) |
FAR restriction: | (insert data) |
Ground coverage restriction: | (insert data) |
Height restriction: | (insert data) |
Access road width (existing): | (insert data) |
Approved project details: | (insert data) |
Adjacent Properties
Mention any nearby properties around your project. This may include any land, public property and/or retail or residential real estate adjacent to and around your project site including highways, commercial zones, railways, businesses and communities.
Insert data here
Notable Nearby Developments
Use this space to document the notable infrastructure-related advancements not mentioned above and ventures that have arisen or are planned in the vicinity of your project’s zone.
Insert data here
Zoning
Zoning is the restrictions enforced by the governing body to limit the use of certain portions of land. Zoning laws determine what sorts of activities are permitted on a certain plot of property. It is essential to note these details here.
Insert data here
Economic Profile
An economic profile usually provides your client with an in-depth synopsis of the key economic statistics for the region that they are considering buying into.
Insert data here
Household Income
Insert data here
Employment Data
Tailor this and the following section in accordance with your specific property’s unique characteristics and demographics.
Insert data here
Notable Employers
Insert data here
Additional Economic Drivers
Use this to include other miscellaneous details that you believe give the property its value and can be crucial to affecting your client’s decision-making process.
Insert data here
Property Development Feasibility Study
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 out the project appropriately.
Phase | Start day | End Date |
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Consultants
The following consultants have been identified as viable partners for this real estate development project:
Architect & Design
We work with award-winning architectural and interior design firms, studios that offer comprehensive and highly personalized design solutions for residential and commercial buildings. Our aim is to take a disciplined approach, focusing on modern, efficient solutions as per our client’s tastes, with designs that are seamless in experience and expression. Built on a lifelong fascination with structural forms and beauty, [Sender.Company] has its eyes set on creating an organic product that is appropriate for its intended purpose and surroundings, and is defined by its rightness in form and the richness with which it can be experienced.
Permits & Approvals
[Sender.Company] assures that for the project they utilize a licensed contractor and guarantees that this property shall be developed in accordance with all local laws, zoning regulations, permitting requirements and community guidelines, that it is accessible, and all its aspects, interiors and exteriors, will be in a completed state upon the time [Client.Company] takes possession.
[Sender.Company] shall pass onto purchaser all existing contractor's warranties: (a) against faulty materials and workmanship, and (b) that the home was constructed in accordance with the blueprints and specifications.
If the contractor's warranties do not materialize or are inadequate to guarantee that flaws are remedied within one year after the contract's documentation, the seller undertakes to give such warranties in line with this paragraph.
Construction & Management
Our professional project managers and construction personnel provide extensive and effective risk reduction techniques while providing superior results from the moment we break ground. Our team is composed of qualified specialists and industry veterans possessing extensive knowledge of all phases of design and construction. To deliver timely completion of project solutions in a smooth seamless way, we make it our priority to fully grasp your development requirements.
Sales & Marketing
[Sender.Company]’s sales and marketing team has worked with some of the most well known names in the industry, assisting them on projects such as (insert data on renowned projects). They’re the team you need to make (name of property) to stand out as a clear winner from the rest!
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
This section of the real estate development proposal template is meant to add the operations to be done by the owner and/or its subcontractors in connection with finding and gaining necessary rights to job sites.
Insert data here
Taxes
The proposal follows the standard taxing procedure as per the laws in effect by (Property.Location). When implementing this standard, all parties and organizations must take into account the tax rules that govern the state in which the contract is executed, as well as any relevant facts and circumstances. [Client.Company] must apply this standard as per the contract drafted.
Hard Costs
“Hard Costs” are those attributed to site work, 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 |
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Item 1 Description of first item | $35.00 | 5 | $175.00 |
Item 2 Description of second item | $55.00 | 1 | $55.00 |
Item 3 Description of third item | $200.00 | 1 | $200.00 |
Subtotal | $230.00 |
Discount | -$115.00 |
Tax | $23.00 |
Total | $138.00 |
Soft Costs
Name | Price | QTY | Subtotal |
---|---|---|---|
Item 1 Description of first item | $35.00 | 5 | $175.00 |
Item 2 Description of second item | $55.00 | 1 | $55.00 |
Item 3 Description of third item | $200.00 | 1 | $200.00 |
Subtotal | $230.00 |
Discount | -$115.00 |
Tax | $23.00 |
Total | $138.00 |
Construction Financing
We will build and implement a financing plan that will optimize the economic worth of your project, tailoring our services to your specific needs. Project financing is long-term, based on the project's projected cash flow. Depending on existing projects, expertise and other variables, we provide customers with tailored services to meet their specific requirements.
Permanent Financing
The company promises to utilize its best efforts to arrange sufficient funding to allow for the full payment or prepayment of the convertible securities on or before the maturity date.
Risk Analysis
Use this section of the real estate development proposal template to document the results of your initial risk analysis for the project.
Disclaimers
[Client.FirstName] [Client.LastName] knows that their investment in the securities acquired from the company has a high level of risk. They acknowledge that no state agency, government, or governmental agency has passed on or made any judgment or promotion of the assets acquired from the corporation by [Client.FirstName][Client.LastName]. [Client.FirstName][Client.LastName] guarantees that they, if required, will be able to suffer the total loss of [Client.FirstName][Client.LastName]’s investment.
Timeline
The following is an estimated timeline for a midsize project. Timings and schedules may vary as per your requirements.
Task | Time Frame | Additional Notes |
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Design | 8-14 Weeks | |
Permitting | 4-6 Weeks | |
Construction | 8-12 Weeks | |
Furniture Install | 2-3 Weeks | |
Total: 22-35 weeks in all for the completion of the project, from initial design to execution.
Market Risk
Insert data here
Finance Risk
Insert data here
Construction Cost Risk
Insert data 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.
Acceptance Form and Signatures
To indicate your approval of the real estate development proposal, please provide your signature below:
[Sender.FirstName] [Sender.LastName]
[Sender.Company]
[Client.FirstName] [Client.LastName]
[Client.Company]