Exit & Disposition Plan Template (Excel)

The exit plan and disposition plan are both critical elements of a real estate investment strategy, but they serve distinct roles within the overall lifecycle of a project. While the exit plan provides a strategic lens for capital recovery and profit realization, the disposition plan provides the execution framework for one specific type of exit. Together, they ensure that both long-term objectives and short-term actions are aligned to achieve the best possible financial outcome for all stakeholders.

This tool supports strategic decision-making by showing how different exit scenarios impact returns, making it easier to align with market conditions, investor expectations, and portfolio goals. It’s a practical, efficient way to guide long-term planning and capital events.

Template Includes:

• Disposition Plan for Cash Out over 10 ys
• Disposition Plan for Sale over 10 years