If you are inclined to invest in real estate then you will need to evaluate the project just like any other non-real estate project. However, the information you will need to evaluate the project is different from that of a non-real estate project.

 

Some real estate project you may do on your own and others you will want to syndicate them to share the risk. For those projects you do on your own you can develop whatever review criteria you need to satisfy your investment criteria. For those projects you are going to syndicate you will need to understand the other parties needs for evaluation so that you can properly interact with the project.

 

I all cases you may want to charge a fee for the funding level being requested and the type of funding structure project wants. Those fees are consulting fees and NOT real estate fees unless you are a licensed real estate agent. In either case you will need to determine your fee structure you wish to charge for funding real estate projects.

 

I have attached a sample real estate financing procedural document that I have used in my past to help guide you to determine your own. One thing I need to stress is that you want everything to be in writing with real estate projects. So you will need to develop a procedural document to allow project clients to receive so they understand not only the processing but all document requirements you will need.

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REAL ESTATE FINANCIAL PROCEDURAL DOCUMENT