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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Property identification
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2. Property address
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3. Investment description
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4. Investment team
Acquisition
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1. Property assessment
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2. Neighborhood assessment
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3. Property documents
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4. Why invest in this property?
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5. What is expected of this acquisition?
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6. Property type
- Vacant land
- Residential property
- Commercial property
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7. Investment purpose
- Leasing
- Construction
- Renovation & resale
- Living
- Business expansion
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8. Property price
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9. Condition of premises
Finance & rehabilitation
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1. Property investment type
- Short-term fix-and-flip
- Long-term renovation financing for rentals
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2. Rehab loan type
- Permanent mortgage for rehabs
- Hard money rehab loan
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3. Loan term
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4. Loan interest rates (%)
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5. Current property value
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6. Renovation costs
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7. ARV
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8. LTV ratio (%)
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9. Rehab loan documents
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10. Upkeep costs
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11. Expected ROI percentage
Property status
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1. Property report
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2. Additional property documents
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3. Current property monthly income