Real estate advisory or brokerage firm
Free Real Estate Advisory Proposal Template
A free real estate advisory proposal template with market research, due diligence coordination, financial modeling, return scenarios, and milestone payments.
Direct answer
A free real estate advisory proposal template with market research, due diligence coordination, financial modeling, return scenarios, and milestone payments.
Best for
- Real estate advisory or brokerage firm creating a client-ready proposal
- Service teams that need real-estate scope, pricing, timeline, and terms in one document
- Visitors who want to fill a proposal template before creating an account
Commercial Acquisition Advisory Proposal
A structured engagement to identify, evaluate, and close a high-value commercial property acquisition.
- Prepared for
- Blake ThorntonAcquisitions Partner, Summit Capital Group
- Valid until
- Aug 29, 2026
Vetted acquisition shortlist with full models and negotiation strategy
Summit Capital Group is expanding its commercial real estate portfolio with a focus on mixed-use and light-industrial assets in secondary markets. Keystone Realty Advisors will run the full acquisition advisory cycle from target screening through close support, delivering a shortlist of vetted opportunities with complete financial models and negotiation strategy.
Underwrite each property in 10 business days instead of weeks
The firm's internal team lacks the bandwidth and local market intelligence to screen, underwrite, and coordinate due diligence on enough targets to meet its deployment timeline for the current fund cycle.
Keystone will provide dedicated market research, target screening, due diligence coordination, and financial modeling to compress the acquisition timeline and surface opportunities the internal team would otherwise miss.
Success Metrics
- Qualified target pipeline
- Current
- 3 properties under review
- Target
- 12 or more screened and ranked targets
- Underwriting turnaround
- Current
- 4 to 6 weeks per property
- Target
- 10 business days per property
- Due diligence cost variance
- Current
- No baseline tracking
- Target
- Within 5 percent of budgeted diligence spend
Your acquisitions team reviews each phase before the next begins
An advisor-led acquisition process designed for institutional buyers who need speed and rigor without expanding headcount.
Client Dependencies
- Fund mandate and target return parameters
- Access to capital stack and financing terms
- Timely review of target shortlists and model assumptions
- Authority to engage third-party inspectors and counsel
Research through close support with legal work excluded
In Scope
- Market research across defined target geographies
- Preliminary screening and ranking of acquisition targets
- Coordination of environmental, structural, and title due diligence
- Pro forma financial models for shortlisted properties
- Valuation memos with comparable transaction analysis
- Negotiation strategy and close support
Out of Scope
- Legal representation or contract drafting
- Property management after close
- Debt placement or mortgage brokerage
- Construction or renovation project management
Success Prerequisites
- Clear investment criteria and geographic priorities
- Single point of contact for approval decisions
- Financing pre-approval or capital commitment confirmation
Twelve weeks from target screening to close support
- ·Market research and target shortlist
- ·Due diligence package
- ·Financial models and valuation memos
- ·Recommendation report and close support
Closed a six-property portfolio within 90 days
Team Members
Leads client relationships, investment strategy, and deal negotiation.
Runs financial modeling, market research, and due diligence coordination.
Case Studies
Advised on the acquisition of a six-property light-industrial portfolio across three secondary markets within a compressed fund deployment window.
Ran target screening and due diligence for a mixed-use redevelopment site in a competitive submarket.
Differentiators
- Deep local market intelligence in secondary and tertiary commercial markets
- Integrated due diligence coordination that reduces third-party management overhead
- Institutional-grade underwriting delivered on a compressed timeline
Fixed price with inspection fees billed at cost
Net 15
Third-party inspection and title search fees are billed at cost with prior approval.
Fees
Geographic market scan, broker outreach, target ranking, and shortlist preparation.
Third-party inspection management, title review coordination, and diligence risk summary.
Pro forma models, sensitivity analysis, and comparable transaction valuation memos.
Final acquisition recommendation, negotiation strategy, and advisory through closing.
Payment schedule
Screening starts once the fund mandate is shared
- 1Accept the proposal and pay the kickoff installmentSummit Capital Group
- 2Share the fund mandate and target return parametersSummit Capital Group
- 3Begin broker outreach and database screening in week oneKeystone Realty Advisors
Source ledger
What's inside this free real estate advisory proposal template
This real estate advisory proposal template is a complete, editable example for advisory and brokerage firms scoping a commercial property acquisition or disposition. It covers market research, due diligence coordination, financial modeling, and close support with milestone payments.
- Market research and target property screening
- Due diligence coordination: environmental, title, zoning, tenant
- Financial modeling: pro forma, IRR, cash-on-cash scenarios
- Recommendation and transaction close support
- Milestone payments across the advisory engagement
How to use this real estate advisory proposal template
Preview the full example above, then open it in InkDraft to make it yours. Replace the sample property and market with your actual engagement, adjust the diligence scope and modeling approach, and set the milestones. When the proposal reads the way you want it, send it for review and signature or export a PDF.
Template questions
What should a real estate advisory proposal include?
A strong real estate advisory proposal covers the market research and target screening, due diligence coordination, financial modeling and valuation, and a recommendation with close support. Pricing should be structured as a retainer plus success fee or fixed by phase.
How do you price real estate advisory services?
Common models: fixed fee by phase, retainer plus success fee on close, or a percentage of transaction value. This template uses fixed pricing with milestones tied to research, diligence, and close support phases.
What due diligence should be in a real estate advisory proposal?
The proposal should define the advisor's coordination role: environmental reports, title review, zoning confirmation, tenant lease review, and financial audit. The advisor typically coordinates these but the client bears the third-party costs.
Should a real estate advisory proposal include financial modeling?
Yes. A pro forma with acquisition cost, projected income, operating expenses, and return scenarios (IRR, cash-on-cash) is the deliverable that drives the investment decision.