Real estate Investment Management


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


  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

Property status

  1. Property report
  2. Additional property documents
  3. Current property monthly income

Property investments

Discarded investments

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