Commercial Real Estate Project Tracking Template

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Manage your commercial real estate projects effectively with this comprehensive tracking template. Utilize Priority Matrix to keep track of critical deadlines and ensure that every project receives the attention it requires within the stipulated timeframe.

This template covers all essential tasks from initial site surveys to post-sale follow-ups, ensuring that no opportunities are missed and increasing your chances of success in the competitive commercial real estate market.

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Commercial Real Estate Project Tracking for Priority Matrix

Commercial Real Estate Project Tracking in Priority Matrix

Keep track of commercial real estate project deadlines to ensure no opportunities are missed.

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Proposed Tasks

Low Priority & Not Urgent

  • Project 1: Initial Site Survey (due in 1 week)
    ☐ Coordinate with surveyor ☐ Review site survey report
  • Project 2: Property Valuation (due in 2 weeks)
    ☐ Gather property details ☐ Coordinate with appraiser
  • Project 3: Financial Analysis (due in 3 weeks)
    ☐ Prepare financial projections ☐ Review with finance team
  • Project 4: Contract Negotiation (due in 4 weeks)
    ☐ Prepare negotiation strategy ☐ Meet with other party
  • Project 5: Zoning Approval (due in 5 weeks)
    ☐ Prepare zoning application ☐ Submit application
  • Project 6: Building Permit Application (due in 6 weeks)
    ☐ Prepare building permit application ☐ Submit application
  • Project 7: Marketing Strategy (due in 7 weeks)
    ☐ Develop marketing plan ☐ Review with marketing team
  • Project 8: Contract Signing (due in 8 weeks)
    ☐ Review contract details ☐ Sign contract
  • Project 9: Financing Approval (due in 9 weeks)
    ☐ Prepare financing application ☐ Submit application
  • Project 10: Construction Start (due in 10 weeks)
    ☐ Coordinate with contractor ☐ Start construction
  • Project 11: Construction Inspection (due in 11 weeks)
    ☐ Schedule inspection ☐ Review inspection report
  • Project 12: Marketing Launch (due in 12 weeks)
    ☐ Prepare marketing materials ☐ Launch marketing campaign
  • Project 13: Property Viewing (due in 13 weeks)
    ☐ Schedule property viewing ☐ Coordinate with potential buyers
  • Project 14: Offer Review (due in 14 weeks)
    ☐ Receive and review offers ☐ Negotiate terms
  • Project 15: Sale Closing (due in 15 weeks)
    ☐ Prepare closing documents ☐ Close sale
  • Project 16: Post-Sale Follow Up (due in 16 weeks)
    ☐ Communicate with buyer ☐ Address any issues
  • Project 17: Financial Reporting (due in 17 weeks)
    ☐ Prepare financial report ☐ Review with finance team
  • Project 18: Project Debrief (due in 18 weeks)
    ☐ Prepare project report ☐ Review with team
  • Project 19: Lessons Learned (due in 19 weeks)
    ☐ Gather feedback from team ☐ Update project management practices
  • Project 20: Preparation for Next Project (due in 20 weeks)
    ☐ Identify next project ☐ Begin initial planning