Free templates for
real estate professionals.
Professional-grade templates for institutional real estate workflows. Download and customize for your firm. No signup required.
IC Memo Template
Professional Investment Committee memorandum template with all standard sections: Executive Summary, Investment Thesis, Market Analysis, Financial Projections, Risk Factors, and Recommendation.
LP Quarterly Report Template
Institutional-quality quarterly report template for limited partners. Includes fund performance summary, portfolio updates, market commentary, and appendix sections.
Deal Screening Checklist
Comprehensive checklist to evaluate incoming deals against institutional criteria. Covers location, asset quality, financial metrics, market conditions, and risk factors.
Rent Roll Analysis Template
Excel template for analyzing rent rolls, calculating key metrics, and identifying lease risks. Includes summary dashboard, tenant-by-tenant analysis, and lease expiration charts.
Due Diligence Checklist
Master due diligence checklist covering financial, legal, physical, environmental, and market diligence. Track status, responsible parties, and findings in one document.
LP Correspondence Templates
Collection of email templates for LP communications: capital call notices, distribution notices, quarterly update emails, and ad-hoc announcements.
Templates will be available for download soon. Contact us for early access.
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