How to Create & Leverage Real Estate Deal Sheets
Maintaining consistent, up-to-date and clear records and documentation on all deals–whether they’re in the pipeline, under review or closed–is paramount for confident and efficient execution. One document that plays a pivotal role in this process is the real estate deal sheet, providing a high-level overview of essential deal information. While this term commonly refers to […]
Top 5 Commercial Real Estate CRMs for Investors
Success in the world of commercial real estate is largely influenced by relationships, which are challenging to track–especially for firms with sprawling, scrappy teams. That’s why CRE investment, brokerage, sales and other teams leverage customer relationship management platforms, or CRMs, to keep contact information for prospects, partners, and others organized and digitally accessible. Commercial real […]
Introducing Dealpath’s Outlook Add-In: Update Deals Faster & Smarter
Effectively sourcing, tracking and managing pipeline with minimal friction means instant access to accurate deal data is a top priority. With Dealpath Outlook Add-In, you can manage your pipeline and inbox simultaneously by adding and updating deals directly within Microsoft Outlook, all without leaving your inbox. Dealpath Outlook Add-In empowers you to easily leverage up-to-date […]
Soft Costs Vs. Hard Costs: Real Estate Development Explained
Budgeting and managing costs is a top priority for real estate investors and developers, especially in an economy rife with price fluctuations. To accurately measure these costs, investors typically divide them into two categories: hard costs and soft costs. Hard costs can be tied to construction, labor and materials, while soft costs relate to the […]
How to Calculate the Price Per Square Foot for Commercial Real Estate
Comparing a prospective investment against historical benchmarks helps provide essential context as investors review new opportunities. While not a primary method of valuing real estate like the income or cost approaches to appraisal, a property’s price per square foot can indicate if the price is in line with historical comps in the same market. Read […]
External Collaborators on Dealpath: 5 Things You Must Know
Among other goals, Dealpath’s aim is to help deal teams build efficiencies by standardizing processes. There might be dozens or hundreds of boxes to check on a single deal, from early vetting to due diligence and underwriting, but not all of that work rests on your team’s shoulders. External deal stakeholders like brokers, environmental teams […]
A Day in the Life of a Managing Director With and Without Dealpath
Leading real estate investment management teams is no simple task, especially when you depend on team members for reports with valuable market intelligence. When your data is fragmented across siloed systems, obtaining the information you need to make decisions about investment strategies, forecast transactions, and report to stakeholders can be a lengthy process–which may not […]
Real Estate Project Management Software: 4 Ways to Collaborate
From equity investments, to debt deals and new construction projects, real estate deals require extensive input and effort from team members, stakeholders and third parties. With countless tasks and costs to manage across numerous phases, which are often weeks, months or even years down the road, real estate teams must collaborate to complete and accurately […]
Understanding the Real Estate Development Process (& 4 Ways to Scale)
Between the early stages of finding a qualified property and the relief that comes with signing tenants, the real estate development process is jam-packed with detail-oriented and deadline-driven work involving numerous parties. Often spanning several years, development teams must work towards and track countless milestones; missing even one can delay completion. According to a NAR […]
CRE Software Implementation Plans: 5 Factors to Look For
For firms looking to operate more efficiently, analytically and scalably, purpose-built commercial real estate software is unlocking new, often uncharted value. The right software will empower your firm to operate more systematically, eliminating bottlenecks and operational challenges. Alongside platform capabilities, reputable customers, security, net promoter score, cost and other considerations about new software, the software […]
