Due Diligence Checklist for Multifamily Acquisitions
88-item checklist covering financial underwriting, rent roll analysis, property condition, environmental, legal, market analysis, insurance, operations, and closing. Built for CRE acquisition teams.
Commercial Real Estate Deal Tracker Spreadsheet
Track active deals from sourcing through close. Includes dashboard with pipeline metrics, auto-calculated deal velocity, aging analysis, and a closed/dead archive tab.
Investment Committee Memo Template for CRE
Structured IC memo with auto-calculating financials, working Sources & Uses table, returns summary, plus rent comp and sales comp tabs. Present deals to your investment committee with confidence.
CRE Acquisition Pipeline Template
Stage-based pipeline tracker with probability weighting, auto-calculated weighted pipeline value, conversion funnel dashboard, aging alerts, and a passed/dead archive.
Commercial Due Diligence Checklist for Office and Retail Properties
92-item checklist built specifically for office and retail acquisitions. Covers tenant analysis, lease review, CAM reconciliation, NNN structures, building systems, and more.
Closing Checklist for Commercial Real Estate Transactions
78-item closing checklist organized by timeline phase: PSA execution, due diligence, financing, legal, title, insurance, pre-closing, closing day, and post-close.
Deal Room Document Checklist for CRE Acquisitions
82-document checklist for building a complete CRE deal room. Track what you have received, what is requested, and what is outstanding across 10 document categories.
CRE Contact Management Spreadsheet and Relationship Tracker
Manage your CRE network with a contacts database, interaction log, and auto-updating dashboard. Track brokers, lenders, attorneys, and every key relationship across your deals.
These templates are a good start. MotionCRE is the whole system.
Pipeline tracking, deal workspaces, file storage, task management, contacts, financing, and an AI Associate — all in one platform built for CRE teams.