How to Make a Real Estate Proposal (+Examples & Templates)

Learn how to make a successful real estate proposal for property management, commercial lease, sale of property, or property development, and see examples.

Real estate proposal examples

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Short answer

What is a real estate proposal?

A real estate proposal is a document that outlines an offer to buy or lease property. It details terms, pricing, and conditions, aiming to initiate negotiations between the parties, providing a clear framework for transaction discussions.

Proposals need to establish trust in order to sell

In real estate, you're dealing with big money and long-term decisions. This can make anyone nervous about making the right choice.

Your clients need to feel secure and confident—not just about the property, but also about choosing you as their partner.

In order to win, your proposal should go beyond just showing properties and prices. It needs to clearly address your clients’ concerns and show that you understand what they're going through.

In this post, I'm going to show you how it's done.

What to include in a real estate proposal?

  1. Introduction of parties: Start by introducing the buyer, seller, and any intermediaries, clearly defining each party's role.

  2. Executive summary: Offer a brief overview of the proposal’s aims and the benefits for both parties.

  3. Property details: Include comprehensive details about the property, such as location, size, amenities, and unique features.

  4. Offer price and financial terms: Specify the offering price along with any relevant financial terms, including proposed payment methods and financing options if applicable.

  5. Market analysis: Present a detailed analysis of the current market conditions, supporting the valuation and the timing of the proposal.

  6. Timeline and milestones: Outline the timeline, highlighting key dates for contract signing, due diligence completion, and closing.

  7. Terms and Conditions: Detail all terms and conditions associated with the proposal, such as contingencies related to financing and inspections.

  8. Supporting documents: Attach all necessary documentation, including legal certifications, property assessments, and planning permissions.

  9. Next steps: Outline the next steps necessary to proceed with the proposal.

Interactive real estate proposal templates

In order to be successful, your real estate proposal should be sleek and professional, but also easy to navigate.

Interactive real estate proposal templates are built with all the best practices in mind and pre-optimized for engagement.

They save you time by providing a ready-made structure that already includes everything you need to impress clients, allowing you to focus more on personalizing the content.

Just grab one:

No templates found

Successful real estate proposal examples that get you sign-off

In this section, we’ll explore examples from various real estate sectors, including residential, commercial, and leasing.

Each example will show you how seasoned professionals use market insights, tailored solutions, and clear, engaging presentations to connect with clients and seal the deal, so you can apply these tips to your own proposal.

Real estate listing proposal

I loved how the dynamic scroll-based design of this real estate listing proposal let me take my time exploring each section. It made absorbing the information so much easier.

Selling your property can be overwhelming, but the way the content was grayed out and guided me step by step through the process made everything feel more manageable.

I imagine it'll be particularly handy if you're looking to work with first-time sellers that could really use the extra reassurance.

Property management proposal

Now, I like to think I'm pretty good with numbers, but when it comes to complex graphs and charts, even I can get a bit overwhelmed and start to zone out. I guess a lot of your potential clients might feel the same way.

What's great about this proposal is how the interactive data visualization components simplify everything, making it super easy to grasp, even if you're not a math whiz.

Real estate loan proposal

As a future first-time home buyer, just the thought of dealing with loans, going through the whole approval process, and choosing the best offer can be scary enough to make me want to put off ever owning property.

That's why I appreciated how this proposal was personalized with dynamic variables—it's like they're talking directly to me and are ready to help me sort everything out. It suddenly made the entire process feel seamless and stress-free. I'm sold!

Commercial lease proposal

One thing I absolutely hate when looking through presentations is when the presenter ends with a generic "thank you" slide and leaves you scrambling to find contact details.

That’s why I appreciated this deck having an embedded calendar—you can just book a meeting right then and there. This simple feature really boosts engagement and keeps the conversation flowing.

Real estate development project proposal

If I were an investor, I'd want something straightforward: what the project includes, how much it's going to cost, and what I'd get out of it. So I loved having those blueprints and a clear cost estimate upfront.

However, what would really make this proposal perfect is an interactive ROI calculator.

Having a tool where I could play around with the numbers and see the potential returns would definitely reassure me about getting my money’s worth. That's the only piece missing that could make it even better for me.

How to make a winning real estate proposal in 9 easy steps

Getting the right deal in real estate isn't just about throwing numbers and property details at potential clients. It’s about telling a story that clicks with them, one that shows you really get what they're looking for.

Let’s walk through how to put together a proposal that’s not only packed with all the right info but also resonates with your clients.

1) Build your proposal around the right use case

Creating a winning real estate proposal starts with selecting the appropriate use case—whether it’s for purchasing, leasing, developing, or managing property.

This tailored approach ensures that every element of the proposal aligns precisely with your client's specific needs and objectives, setting the stage for a compelling presentation that speaks directly to their interests.

Key types of real estate proposals:

1) Purchase proposals

These are formal offers to buy a property, detailing the terms under which the buyer proposes to purchase, including price and conditions.

2) Lease proposals

Proposals for leasing a property, specifying rental terms, lease duration, and any tenant improvements or concessions offered by the landlord.

3) Development proposals

Focused on the development or improvement of real estate, these include detailed plans, budgets, and timelines for construction or renovation projects.

4) Management proposals

Submitted by property managers, these detail the services offered to maintain and manage a property effectively, outlining costs and management strategies.

2) Tailor the content to your audience

When you’re putting together your proposal, think carefully about who it’s for. What do they care most about?

If you’re dealing with investors, they’ll probably be focused on the numbers. Families looking for a home will be more interested in the community and the feel of the neighborhood.

Make sure your proposal addresses these interests directly by highlighting the most relevant features and benefits that meet their needs.

3) Provide detailed property information

When describing the property, go beyond the basics. Don’t just talk about square footage or location; bring the place to life. Share stories of the property’s history or potential future uses.

If it’s a commercial space, talk about the bustling coffee shop next door that brings in foot traffic. Include professional photos, drone footage, and 360-degree virtual tours to give a thorough visual experience.

Great example of a property slide:

Property slide example

4) Clearly outline financial details

Clear, concise financial details are crucial. Outline every cost, from asking price to maintenance expenses, and explain why these numbers make sense in the current market.

Offer comparisons to similar properties or trends in the area to validate your pricing strategy. This helps build your case and shows that your proposal is grounded in reality and careful analysis.

Example of a cost outline:

Cost outline slide example

5) Propose a clear timeline

Laying out a timeline shows you're thinking ahead and planning for efficiency. Break down the process from start to finish: from initial meetings, through negotiations, to closing the deal.

If it’s a development proposal, include phases of construction and expected completion dates. This shows you respect their time and understand the value of pacing in a project.

Example of a clear timeline slide:

Timeline slide example

6) Present your team members

It’s not just the property that needs to make a good impression—your team does too.

Introduce your team with quick bios that showcase their expertise and past wins.

Let your clients know they’re in good hands, whether it’s pointing out your property manager’s knack for keeping tenants happy or your developer’s eye for turning spaces around.

Team slide example:

Team slide example

7) Define terms and conditions

Be thorough in outlining the terms. What happens if financing falls through? What are the inspection contingencies?

Being clear about these terms up front can prevent misunderstandings and builds trust. It shows you’re serious and professional, anticipating and mitigating risks before they become issues.

Example of a terms and conditions slide:

Terms and conditions slide example

8) Include supporting documents

Attach all the necessary documents right in the proposal. Things like property deeds, inspection reports, and zoning permits. Make it easy for your clients to find and review these documents so they can feel confident they have all the info they need.

9) Guide the next step

Finish strong by making it super easy for them to take the next step. Embed a calendar for them to book a meeting directly or include an e-signature option to seal the deal right away.

You can also add smart control measures like a password or an expiry date to the proposal to keep things secure and encourage a quick decision.

Example of a next steps slide with an accept button:

Next steps slide example
Dominika Krukowska

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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