How To Write A Real Estate Proposal . Start with an executive summary. A real estate investment proposal is a letter or document with a proposed plan for commercial or residential project investment. 38+ Proposal Letter Templates Word, PDF Free & Premium Templates from www.template.net Don’t go into too much detail in this section of the template. 1) an introduction of yourself and your proposal, 2) a summary of the situation and needs, followed by 3) descriptions of the ideas or the properties or services you are offering, including all the important details and associated costs. It provides the necessary information to your lead, such as pricing packages, testimonials and case studies as well as your portfolio.