Capital Plan Template (Excel)

The strategic phase in real estate development is the foundational stage where a developer defines the project’s vision, evaluates feasibility, and sets the financial and operational direction for success. Designed for clarity and quick communication, it helps you align stakeholders and is a powerful tool for both strategy and storytelling.

Template Includes:

• Vision, Asset Class, Use, Goal
• Size, 10yr Timeline
• Cost, Debt, Equity Sources & Uses