Commercial Real Estate Project Management Template

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This template is designed to help you manage commercial real estate projects efficiently from property acquisition to development and eventual disposal. By keeping track of all project deadlines and tasks, you can ensure projects are completed on time, leading to improved client satisfaction and potential for repeat business.

Follow this step-by-step guide to keep your commercial real estate projects on track, from market research and feasibility studies to tenant move-in and ongoing property management.

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Commercial Real Estate Project Management for Priority Matrix

Commercial Real Estate Project Management in Priority Matrix

Effectively manage commercial real estate projects from acquisition to disposal, ensuring timely completion and client satisfaction.

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Proposed Tasks

Critical and Immediate

  • Task 19: Sale Negotiation due in 1 year and 2 months
    ☐ Negotiate sale terms ☐ Finalize sale
  • Task 20: Post-Sale Tasks due in 1 year and 3 months
    ☐ Transfer property ☐ Close accounts
  • Task 1: Property Acquisition due in 1 week
    ☐ Identify suitable properties ☐ Negotiate terms ☐ Finalize purchase
  • Task 3: Project Planning due in 3 weeks
    ☐ Create project timeline ☐ Allocate resources
  • Task 4: Obtain Necessary Permits due in 4 weeks
    ☐ Apply for permits ☐ Follow up on application
  • Task 6: Construction Phase 1 due in 8 weeks
    ☐ Oversee construction ☐ Address any issues
  • Task 7: Construction Phase 2 due in 12 weeks
    ☐ Continue to oversee construction ☐ Address any issues
  • Task 8: Inspection due in 13 weeks
    ☐ Arrange for inspection ☐ Address any issues

Critical but Not Immediate

  • Task 18: Marketing for Sale due in 1 year and 1 month
    ☐ Develop marketing plan for sale ☐ Implement marketing plan
  • Task 2: Feasibility Study due in 2 weeks
    ☐ Conduct market research ☐ Analyze financial viability
  • Task 9: Marketing due in 14 weeks
    ☐ Develop marketing plan ☐ Implement marketing plan
  • Task 11: Lease Agreement due in 16 weeks
    ☐ Negotiate lease terms ☐ Finalize lease agreement
  • Task 16: Lease Renewal due in 52 weeks
    ☐ Negotiate lease renewal ☐ Finalize lease renewal
  • Task 17: Property Evaluation due in 1 year
    ☐ Evaluate property value ☐ Consider potential for sale

Not Critical but Immediate

  • Task 5: Site Preparation due in 5 weeks
    ☐ Clear site ☐ Prepare for construction
  • Task 10: Tenant Screening due in 15 weeks
    ☐ Screen potential tenants ☐ Select tenants
  • Task 12: Tenant Move-In due in 17 weeks
    ☐ Prepare property for occupancy ☐ Oversee tenant move-in

Not Critical or Immediate

  • Task 13: Ongoing Property Management due in 18 weeks
    ☐ Manage property ☐ Address tenant concerns
  • Task 14: Maintenance due in 20 weeks
    ☐ Schedule routine maintenance ☐ Address any issues
  • Task 15: Rent Collection due in 21 weeks
    ☐ Collect rent ☐ Address any issues