Real estate Investment Management

Template

Pipefy´s Real Estate Investment Management Template allows for a more practical process in creating and managing real estate investments. Use this template to sort out and organize your portfolio the way it best fits your needs.

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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. Property identification

  • 2. Property address

  • 3. Investment description

  • 4. Investment team

Acquisition

  • 1. Property assessment

  • 2. Neighborhood assessment

  • 3. Property documents

  • 4. Why invest in this property?

  • 5. What is expected of this acquisition?

  • 6. Property type

    • Vacant land
    • Residential property
    • Commercial property
  • 7. Investment purpose

    • Leasing
    • Construction
    • Renovation & resale
    • Living
    • Business expansion
  • 8. Property price

  • 9. Condition of premises

Finance & rehabilitation

  • 1. Property investment type

    • Short-term fix-and-flip
    • Long-term renovation financing for rentals
  • 2. Rehab loan type

    • Permanent mortgage for rehabs
    • Hard money rehab loan
  • 3. Loan term

  • 4. Loan interest rates (%)

  • 5. Current property value

  • 6. Renovation costs

  • 7. ARV

  • 8. LTV ratio (%)

  • 9. Rehab loan documents

  • 10. Upkeep costs

  • 11. Expected ROI percentage

Property status

  • 1. Property report

  • 2. Additional property documents

  • 3. Current property monthly income

Property investments

Discarded investments

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