Prioritizing and Tracking Property Deals Template

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In the fast-paced real estate industry, it's crucial to focus on urgent property deals while efficiently managing less important ones. This template helps you prioritize and track property deals using the Quadrants method, ensuring that the most critical transactions receive the attention they deserve.

By following this structured approach, in-house legal counsels can improve deal efficiency and outcomes, easily identifying tasks that require immediate action and delegating others accordingly.

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Prioritizing and Tracking Property Deals for Priority Matrix

Prioritizing and Tracking Property Deals in Priority Matrix

Prioritize and track your property deals efficiently using the Quadrants method.

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Proposed Tasks

Urgent and Important

  • Closing property deal due in 2 days
    ☐ Review closing documents ☐ Attend closing
  • Prepare for negotiation meeting due in 3 days
    ☐ Review negotiation strategy ☐ Prepare talking points
  • Meeting with real estate broker due in 4 days
    ☐ Prepare for meeting ☐ Discuss potential deals
  • Reviewing proposed amendments to property deal due in 5 days
    ☐ Review amendments ☐ Discuss with client
  • Review upcoming property deals due in 1 week
    ☐ Review deal terms ☐ Assess legal risks ☐ Prepare legal documents
  • Respond to property dispute due in 1 week
    ☐ Review dispute details ☐ Prepare legal response
  • Finalizing property purchase agreement due in 1 week
    ☐ Review agreement ☐ Make any necessary changes

Important, Not Urgent

  • Drafting contracts for property deal due in 2 weeks
    ☐ Draft contracts ☐ Review with client ☐ Revise as needed
  • Due diligence for new property deal due in 2 weeks
    ☐ Conduct due diligence ☐ Prepare report
  • Reviewing property survey results due in 2 weeks
    ☐ Review survey ☐ Address any issues
  • Research potential property deals due in 3 weeks
    ☐ Research properties ☐ Prepare report
  • Property valuation for potential deal due in 3 weeks
    ☐ Conduct valuation ☐ Prepare report
  • Meeting with client about future property acquisition due in 1 month
    ☐ Prepare for meeting ☐ Discuss acquisition strategy

Urgent, Not Important

  • Follow-up on property inspection due in 1 week
    ☐ Review inspection report ☐ Address any issues
  • Reviewing lease agreements due in 1 week
    ☐ Review leases ☐ Address any issues
  • Updating client on property deal progress due in 1 week
    ☐ Prepare update ☐ Communicate with client
  • Networking event for real estate professionals due in 3 weeks
    ☐ Prepare for event ☐ Attend event

Neither Urgent nor Important

  • Update property portfolio due in 1 month
    ☐ Update property details ☐ Review portfolio
  • Quarterly review of property deals due in 1 month
    ☐ Review all deals ☐ Prepare report
  • Training on new real estate regulations due in 2 months
    ☐ Review new regulations ☐ Attend training