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Templates Proposals Real Estate Development Proposal Template

Real Estate Development Proposal Template


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Real Estate Development


Proposal Template

Prepared for: Prepared by:


​[Client.FirstName] [Client.LastName] ​ [Sender.FirstName] [Sender.LastName]
​[Client.Company] ​ [Sender.Company] ​

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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
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•  Permanent Financing
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Risk Analysis
•  Disclaimer
•  Timing
•  Market Risk
•  Finance Risk
•  Construction Cost Risk Use this template — free
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

Testimonials act as a compelling narrative in terms of your relationship with your


customers. Leave good evaluations or success stories below to demonstrate that
other clients appreciate your designs, quality of service, projects you create — a
supportive mix of accolades.

(insert client testimonial 1)


​[Client.FirstName] [Client.LastName] ​

(insert client testimonial 2)


(Client2.FirstName) (Client2.LastName)

(insert client testimonial 3)


(Client3.FirstName) (Client3.LastName)
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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 your preferred mapping software — see
next section)

Aerial View

Aerial photography depicts a property from a higher perspective. Aerial video or


photography may demonstrate proximity and size more effectively than standard
photography. You’ll be able to show purchasers how large a property is or where it is
in relation to others in the neighborhood. Upload aerial photos of your property here.

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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 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.

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Overview

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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)


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


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project’s zone.

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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

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Insert data here

Additional Economic Drivers


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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


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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.
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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
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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.

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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


Item 1 $35.00 5 $175.00
Description of first item
Item 2 $55.00 1 $55.00
Description of second item
Item 3 $200.00 1 $200.00
Description of third item

Subtotal $230.00

Discount -$115.00

Tax $23.00

Total $138.00

Soft Costs

Name Price QTY Subtotal


Item 1 $35.00 5 $175.00
Description of first item
Item 2 $55.00 1 $55.00
Description of second item
Item 3 $200.00 1 $200.00
Description of third item

Subtotal $230.00
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Discount -$115.00
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Tax $23.00

Total $138.00

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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


WeDesign
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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.
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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:

​ ​
​ ​
Signature Signature
​ ​
​ ​
We​ use cookies to personalize your experience, and for measurement
​ and analytics purposes. By using our
MM
website / DD
and / YYYYyou agree to our use of cookies as described
services, MM /inDD
our/ Cookie
YYYY Notice & Privacy Notice
​ ​

​[Sender.FirstName] ​[Sender.LastName] ​ ​[Client.FirstName] ​[Client.LastName]


​[Sender.Company] ​[Client.Company]

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FAQ

What is a development proposal in real estate?

What are the steps in proposal development?


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How do you write a proposal with Pandadoc?

How to put together a real estate development proposal?


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How to make a land development plan?

Who writes a project plan for a commercial real estate development?

What is a Land Development Proposal?


A real estate development proposal template is used when you want to clearly communicate and
describe in detail a proposal on how a certain land will be used and how it will benefit in different
dimensions (monetary or other). 

A real estate development plan is most often used by a landowner or developer who wants to build
something. It does not matter what kind of building it is: commercial, residential, or industrial. But
there are also individual cases where such plans are made to add to or change the characteristics of
an existing building or site. But there is no universal land development plan sample because every
land plot is different in its characteristics, and the wishes of developers are also different, as well as
goals. That is why such a document must be drawn up responsibly and take into account individual
criteria.

What to Include in a Real Estate Land


Development Proposal?
The land development proposal template suggests a general structure of real estate proposals. You
can omit or expand the sections in the template with your information so that the proposal would
match your business case. Let us list the main sections that are included in the real estate
development proposal:

The type of real estate and its location. 

Examples, and illustrations of work. To clearly show what the project should look like, supplement
the page with appropriate pictures that can make a designer. 

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Document and forthe
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Analyze the location from a professional point of view. 

Analysis of the feasibility of the plan. 


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Sections on architects, builders, and other people involved in the project. 
Financial analysis. 

Risk Analysis.

In conclusion, the above is summarized. Once again, briefly explain why your project is worthy of
attention and should be supported. 

How to Write a Land Development Proposal


Example?
At PandaDoc, you may download your free land development proposal example or edit it online and
then e-sign to share with other parties. The ready-made templates like this one are created with all
the requirements in mind and give results. When writing a sample proposal for land development,
follow a structure that consists of:

an introductory section, 

a section with additional information about the subject of your proposal, 

information about the experts who will be involved in creating the project, 

and an analysis and summary section. 

Use specific goal-setting, numbers, and accurate data when possible, as they attract the
attention of the target audience and make your proposal grounded.

Each section is important, so you can’t treat any of the sections irresponsibly. All of the information
written into the document can be useful. Once all the information is in place and checked, you can
proceed to the final step. Support all of the above with an electronic signature. You may download
your copy of the land development proposal in PDF or send it to the recipient.

When to Use a Sample Proposal for Land


Development?
The land development proposal template can be used for a variety of purposes. The main goal is to
specify your project and detail the specifics of the use and transformation of a particular land plot. 
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For different stakeholders, such a document provides different information. For example, a developer
demonstrates a real estate development analysis to a potential client. When writing a proposal, the
service provider analyzes the project to make the client aware of the benefits he could eventually
receive.
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Disclaimer

Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third
Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not
provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your
convenience and does not constitute an endorsement of such Third Party Materials.

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