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How to write your Real Estate Investment Funding Proposal

You can create your customized editable version of this document using Proposal Kit. Follow these steps to get started.


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Screenshots of 4 of 8 pages of this sample

Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.

Proposal Pack Nature #10 Title Page

Proposal Pack Nature #10 Body Page
Proposal Pack Nature #10 Body Page
Proposal Pack Nature #10 Back Page

1. Get a Proposal Pack such as Nature #10

This sample was created using the design theme Proposal Pack Nature #10. You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.

We include this Real Estate Investment Funding Proposal in PDF and editable Word format chapters that can be customized using the included Wizard software.

To create your customized proposal using your logo and colors, get Proposal Pack for Any Business. We include this sample in every Proposal Pack.

2. Download and install after ordering

Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started.

3. Set up the included Wizard software

While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor.

4. Import the Quick Start layout titled 'Real Estate Investment Funding Proposal'

The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software.

The Real Estate Investment Funding Proposal is an example of a proposal using Proposal Pack to request funding from a lender for investing in commercial real estate.

This is a good example to follow for any business or individual seeking funding for real estate.

Real estate agents, businesses looking for new space, building developers, property management service companies. Any business dealing with leasing or buying property.

5. Customize the template with your information

You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample.

Real Estate Investment Funding Proposal - The Narrative

Funding 15 room Hotel in Waterville Washington

Montgomery and Associates Inc. is seeking funding from the Nolen Group for investing in 15 room hotel in Waterville Washington. Our location analysis funding request and return on investment analysis are included. We are seeking the flexibility guidance experience and funding your group has to offer for the growth of our business.

The Objective

To purchase and renovate hotel property at Fifth Street Waterville Washington. Initial funding less twenty five percent down payment for purchase. Remodeling funds for renovation and construction funds. Marketing and advertising facilitation and funding.

The Opportunity

To own income and investment property in the historical and increasingly desirable community of Waterville WA. Renovate hotel to four star standards but stay in keeping with the original character and atmosphere of the hotel. Grow and maintain reputation as luxury hotel and year round vacation destination.

The Solution

Form investment relationship between Montgomery and Associates and The Nolen Group to obtain funding and investment advice to support goals and outcomes. 75% funding of 1.6 million year balloon on initial purchase price. $200,000.00 year open credit line for renovations; open balance at year mark to be financed into initial loan. Ongoing marketing and advertising campaign through The Nolen Group’s innovative investment promotion program paid monthly on cash basis.

Montgomery and Associates has performed thorough business location analysis. Following are the results.

Primary Location

Location. Fifth Street Waterville Washington right off scenic State Highway 2. Waterville is known for its peaceful rolling hills of wheat views of the Cascade Mountains historic farmsteads and the best snowmobiling west of Montana. Waterville was founded in and is designated historic township.

The population is 170. Waterville is well known for its District Fair Rodeo and Demolition Derby.


Three story 15 room brick hotel built on the original route for the stage coach. Building still retains many historic details including claw foot tubs 11 foot ceilings leaded glass tin ceilings in the lobby and bar and original unpainted wood trim. Property has had electrical updating but will again need to be brought up to code.

Plumbing needs to be updated and some of the ceilings and walls on the 2nd floor need to be replaced due to water damage. Needs new roof and the original stage coach porch and balcony still exist but need extensive repairs. Wood floors need to be sanded and re stained. Historically accurate renovations need to replace all updates that occurred in the 50s and late 70s.

Third floor needs extensive renovations due to water damage.


Travelers seeking peaceful destination in quaint historical town. In the summer months State Highway is popular road and many people stop at the hotel for an overnight stay. In the winter months snowmobiling enthusiasts travel to Waterville for its ample snow and thousands of acres of snowmobiling access.


Visible from Highway with access to the parking lot right off the highway. There are no other hotels or bed and breakfasts in 30 mile radius. The Town of Waterville has been featured in several local travel guides and is becoming more well known as travelers from larger cities seek peaceful weekend away from the stresses of modern life. The hotel needs broader marketing campaign to stay closer to capacity throughout the year.

The following summarizes Montgomery and Associates request for funding. Funding is to be used for the following period. Years starting with November this year.

Funding Requested

Montgomery and Associates requests an initial loan of 1.2 million 1.6 million purchase price with $400,000.00 down payment with an open line of credit of $200,000.00 for renovation and construction for the period of May next year through May the following year. Balance of credit line to be assumed into initial mortgage on May the following year. Year balloon at no higher than 7% APR.

Repayment Plan

Specifics to be determined by The Nolen Group. Requesting fixed interest year balloon. Detailed below is the Return on Investment ROI analysis for the project. The costs for the development operations and ongoing maintenance of the project vs. the benefits are summarized for 5 year period.

Financial ROI Benefits

Even at 50% capacity the hotel could generate an estimate of 46% return in the first year. Records from the hotel’s current owners show that the hotel has averaged 47% capacity for the last years. Their average room rate is $159.00 per night which is the figure used for the first two years in the above chart. The above takes into account previous performance history records of income and expenses from the current owners and bi yearly increases for taxes and expenses.

These are low figures with safe estimates. For the sake of illustration if after renovation we charged $179.00 per night and had an average yearly capacity of 60% we would generate income of $573 thus increasing our net to $297 and ROI to 1.07 or 107%. With renovations and marketing capacity should increase but even based on current figures the hotel is sound investment. I appreciated having the chance to speak with you over the phone this week.

Am excited to move our investment venture forward and value your expertise and advice as we move forward in the funding process. As you are aware have been in the real estate business for years and have been investing in properties for nine of those years. Have been solely responsible for their financing improvement and success. Now own eight income producing rental properties.

My increasing net worth shows that am adept at finding investment properties and managing the continued investment. To continue the growth of my business Montgomery and Associates Inc. need funding from an investment company like The Nolen Group. Your commitment to the success of small businesses along with your innovative lending program assures me that your company is the right investment firm. The flexibility guidance and experience that your group offers makes me confident that can take my own investments in real estate development in the right direction.

I am positive that you will find my proposal for 15 room hotel in Waterville WA to be good investment with high potential returns. Would greatly appreciate the chance to meet with your investment team as soon as possible so we can begin negotiation on the property and start the funding and development process.

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Length of Sample

8 Pages

There are thousands of chapters to choose from in Proposal Pack. This sample uses the following set of Proposal Pack chapter templates: Cover Letter, Title Page, Table of Contents, Executive Summary, Location Analysis, Funding Request, Return on Investment, Back Page.

There are 200 complete sample proposals including this one in each Proposal Pack

The following related samples are also included in Proposal Pack:

This sample illustrates how to write the following types of proposals

  • General business proposal
  • Non-technical proposal
  • Project pitch proposal
  • Business plan, loan, investor funding proposal
  • Business opportunity, partnership proposal
  • Construction, contracting, building proposal
  • Real estate, property proposal
  • Financial, investment, legal proposal
  • Many other types of proposals

Samples can be created in any Proposal Pack design theme

This sample was created with Proposal Pack Nature #10. To change the visual look purchase any Proposal Pack and this sample will be created in that design theme.

Out of the over 501 Proposal Packs available these designs are also popular for this type of proposal and this sample proposal is also included in every Proposal Pack:

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Key Takeaways

  • The Real Estate Investment Funding Proposal is a fully written sample included in every Proposal Pack and the Professional Bundle.
  • You can create custom variations of this sample using the included software and template library.
  • The Wizard software automates quotes and other financial pages with a line-item database.
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Frequently Asked Questions

How do I customize the Real Estate Investment Funding Proposal to fit my specific project or business?

If you buy a Proposal Pack or the Professional bundle, you can build a more customized editable Word document version of the Real Estate Investment Funding Proposal using the included Wizard software. You can replace the sample information with your own, adjust the text to match your company's tone and style, and modify sections to include project-specific details.

Can I use multiple sample proposals for different types of projects?

You can purchase multiple samples as individual Word templates or all 200 samples are included in every Proposal Pack and Proposal Kit Professional, which is a much better deal. The Proposal Kit offers sample proposals for various industries and project types. You can select and customize different sample proposals to suit each unique project. This flexibility allows you to create tailored proposals for other clients or projects.

How can I integrate my branding into the Real Estate Investment Funding Proposal?

While the Real Estate Investment Funding Proposal is built as an editable Word document, depending on the level of custom branding needed, consider the Proposal Kit Professional, which includes the branding features in the Wizard software that let you create custom-branded design themes more effectively. Start by incorporating your company's logo on the cover page, as well as in the headers and footers of the document. Next, adjust the color scheme of the proposal to match your brand colors. Change the fonts in the proposal to align with your brand's standard fonts. Including branded graphics that reflect your brand's style will further enhance the proposal. Additionally, ensure that the text within the proposal maintains a tone and voice consistent with your brand's communication style. By integrating these elements, your proposal will reinforce your brand identity.

How do I ensure my proposal stands out and wins the client?

To ensure your proposal stands out:

  • Personalize the content: Address the client's needs, challenges, and goals to make the proposal unique.
  • Highlight your value proposition: Communicate what sets your business apart and how to deliver superior results.
  • Use professional design elements: Incorporate visuals, charts, and graphs to enhance the presentation and make it more engaging.
  • Proofread and edit: Ensure the proposal is error-free and well-organized. A polished, professional document reflects your attention to detail and professionalism.

What should I do if I need help understanding or modifying a section of the Real Estate Investment Funding Proposal?

If you need help understanding or modifying a section of the Real Estate Investment Funding Proposal, refer to the detailed instructions provided. Additionally, Proposal Kit includes customer support and resources such as tutorials and videos to assist you. Consulting with a colleague or a professional in your industry can also be beneficial if further clarification is needed. Asking an AI tool can also provide valuable insights for immediate needs.

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