Real Estate Acquisition

Template

In real estate transactions, the focus is to either gain control or interest in real property and assets. Pipefy’s Real Estate Acquisition template will help managers with strategic planning, identifying/analyzing opportunities, negotiating terms, and understanding risks during an acquisition.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Site ID

  • 2. Site Name, Submarket, City

  • 3. Full Address

  • 4. # Beds / # Units

  • 5. Price

  • 6. SF Floor Area

  • 7. Deal Type

    • Fee Simple / Freehold
    • Ground Lease
    • Master Lease
    • Management Agreement
  • 8. Opportunity Type

  • 9. Marketing Status

    • Off-Market
    • Pre-Market
    • On-Market
    • Withdrawn
    • Special Situation (e.g. Bankruptcy)
    • Select Marketing
  • 10. Partner Name

Site Summary

  • 1. Available?

    • Yes
    • No
    • Maybe

Initial Analysis

  • 1. Inspection / Tour

    • Online
    • External
    • Internal
    • w/ Broker
  • 2. Site Score - Location

  • 3. Site Score - Size / Unit Count

  • 4. Site Score - Zoning + Permitting

  • 5. Site Score - Financial Performance

  • 6. Site Score - X-Factor

  • 7. Total Site Score

Feasibility

  • 1. Transport Comments

  • 2. Zoning Comments

  • 3. Scale / Density Comments

  • 4. Investment Return Comments

Due-Diligence

  • 1. Zoning Analysis

  • 2. Construction Cost Analysis

  • 3. Rental Comp Analysis

  • 4. Land Comp Analysis

  • 5. Operating Expense Analysis

Sign-Off & Offer Letter

  • 1. LOI / EOI

  • 2. One Page Summary

  • 3. Draft IM

  • 4. Attorney(s) - Transaction, Zoning, Tax, etc.

  • 5. Technical Consultants - Architects, Code Consultants, Construction Consultants, etc.

Offer Submitted

  • 1. Date of Initial Submission

  • 2. Date of Resubmission

Won

Lost

Bin

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