Real Estate Deal Prioritization Template

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In the fast-paced commercial real estate industry, prioritizing property deals is crucial for maximizing revenue and client satisfaction. This template helps you focus on the most important and urgent property transactions using a Priority Matrix.

Follow this guide to ensure that high-impact, urgent deals are given the attention they deserve, leading to efficient deal closure and enhanced business performance.

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Real Estate Deal Prioritization for Priority Matrix

Real Estate Deal Prioritization in Priority Matrix

Prioritize property deals to ensure the most lucrative and important transactions are completed first.

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Proposed Tasks

High Impact, Urgent Deals

  • Deal 1 - High Impact, Urgent (due in 2 days)
    ☐ Negotiate terms ☐ Prepare documentation ☐ Finalize transaction
  • Deal 5 - High Impact, Urgent (due in 3 days)
    ☐ Conduct property inspection ☐ Prepare offer ☐ Finalize transaction
  • Deal 9 - High Impact, Urgent (due in 1 week)
    ☐ Conduct property valuation ☐ Prepare offer ☐ Finalize transaction

High Impact, Non-Urgent Deals

  • Deal 2 - High Impact, Non-Urgent (due in 3 weeks)
    ☐ Conduct market analysis ☐ Initiate contact with client ☐ Prepare proposal
  • Deal 6 - High Impact, Non-Urgent (due in 1 month)
    ☐ Conduct feasibility study ☐ Prepare business case ☐ Set up client meeting
  • Deal 10 - High Impact, Non-Urgent (due in 6 weeks)
    ☐ Perform due diligence ☐ Prepare business proposal ☐ Set up client meeting

Low Impact, Urgent Deals

  • Deal 7 - Low Impact, Urgent (due in 4 days)
    ☐ Review client requirements ☐ Prepare documentation ☐ Close deal
  • Deal 3 - Low Impact, Urgent (due in 1 week)
    ☐ Review property details ☐ Prepare documentation ☐ Close deal

Low Impact, Non-Urgent Deals

  • Deal 4 - Low Impact, Non-Urgent (due in 1 month)
    ☐ Conduct initial research ☐ Set up meeting with client ☐ Prepare preliminary proposal
  • Deal 8 - Low Impact, Non-Urgent (due in 5 weeks)
    ☐ Do initial market research ☐ Identify potential clients ☐ Prepare marketing materials