Real Estate Deal Project Management Template

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Ensure your real estate team stays aligned and efficient with the Real Estate Deal Project Management template. This template helps you share updates, tasks, and documents seamlessly, allowing your team to collaborate effectively and close deals faster.

From deal analysis and due diligence to finalizing deal terms and post-closing tasks, this comprehensive template provides a structured approach to managing every stage of a real estate deal.

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Real Estate Deal Project Management for Priority Matrix

Real Estate Deal Project Management in Priority Matrix

Seamlessly manage real estate deals with efficient task sharing and collaboration.

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Proposed Tasks

Critical, Immediate Action

  • Deal Analysis due in 2 days
    ☐ Review property details ☐ Analyze financial data ☐ Assess market conditions
  • Due Diligence due in 1 week
    ☐ Perform property inspection ☐ Verify legal documents ☐ Confirm financial assumptions
  • Negotiate Offers due in 5 weeks
    ☐ Review offers ☐ Conduct negotiations
  • Finalize Deal Terms due in 6 weeks
    ☐ Finalize price ☐ Set closing date
  • Closing due in 2 months
    ☐ Review closing documents ☐ Attend closing

Critical, Deferred Action

  • Deal Structuring due in 2 weeks
    ☐ Determine deal structure ☐ Prepare investment summary
  • Coordinate with Brokers due in 1 month
    ☐ Discuss deal strategy ☐ Arrange property tours
  • Prepare Closing Documents due in 7 weeks
    ☐ Prepare purchase agreement ☐ Coordinate with legal team

Non-Critical, Immediate Action

  • Prepare Marketing Materials due in 3 weeks
    ☐ Create property brochure ☐ Develop property website

Non-Critical, Deferred Action

  • Post-Closing Tasks due in 9 weeks
    ☐ Update property records ☐ Coordinate property handover