2019 real estate business plan pdf

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Real Estate Business Plan Template

Used 4,872 times

Start off your new real estate business on the right foot by using a real estate business plan template to ensure your goals, visions, and finances are sorted.

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Created by:

​ [Sender.FirstName] [Sender.LastName] ​

​ [Sender.Company] ​

Prepared for:

​ [Recipient.FirstName] [Recipient.LastName]

​ [Recipient.Company] ​

Executive Summary

​ [Sender.Company] , located at [Sender.State] , is a new (Add type, i.e., residential, commercial, industrial) real estate brokerage firm specializing in (Add specialty). The company will operate professionally, conveniently located next to [Sender.StreetAddress] [Sender.City] [Sender.PostalCode] . [Sender.Company] is headed by [Sender.FirstName] [Sender.LastName] , (Add important credentials of the Sender).

​ [Sender.Company] ’s services include:

Listing rentals for landlords.

Assisting tenants in finding rentals.

Selling homes.

Helping buyers find homes.

By serving both renters and homeowners, [Sender.Company] hopes to become a long-term partner with each client rather than part of a one-time transaction.

Business Description

The business is currently being run out of (address).

Since incorporation, the Company has achieved the following milestones:

Found office space and signed Letter of Intent to lease it

Developed the company’s name, logo, and website located at (Enter website)

Hired an interior designer for the decor and furniture layout

Determined equipment and fixture requirements

Began recruiting key employees

Mission Statement

​ [Sender.Company] ’s long-term goal is to become the number-one name in residential real estate brokerage in terms of the right balance of price and customer service quality.

We seek to do this by ensuring customer satisfaction and developing a loyal and trusting clientele.

The following are a series of steps that will lead to this long-term success. [Sender.Company] expects to achieve the following milestones in the following (Add number) months:

Customer Segments

​ [Sender.Company] will serve the residents and businesses in (Enter company location).

The area we serve is affluent and has the disposable income/profits required to demand off-premises catering services.

Renters and Potential Renters

Description: Temporary renters or those saving towards a purchase. Some are lifelong renters.

Age Range: _______ (Avg. age: 25)

Unique: Fast apartment turnover rate.

Home Buyers

Description: Mostly newcomers, often from a distance.

Age Range: _______ (Avg. age: 33)

Preferences: Value brokers knowledgeable about both listings and the local real estate market.

Home Sellers

Description: Mostly relocating, some upgrading or downsizing within the community.

Age Range: _______ (Avg. age: 45)

Preferences: Seek brokers skilled in pricing, staging, and negotiation.

Description: Owners renting out space, from professional landlords to those capitalizing on extra space.

Preferences: Value brokers adept at pricing, finding tenants, and handling initial inquiries.

Real Estate Industry Overview

Last year, the U.S. real estate sale and brokerage agencies generated $_______ billion in revenue and employed _______ people.

_______ businesses operated in this market, averaging $_______ per business.

Average employee wage in the industry was $_______.

Economic Significance

Real estate's health is crucial for the American economy.

Key metrics like new home sales, listings, and prices are closely monitored.

Revenue Streams

Brokerage fees, commissions, property management, consulting, and appraisal fees are major revenue sources.

Economies of Scale

Modest economies of scale exist, favoring larger firms, though many remain too small to fully benefit.

Key Players

Major industry players include Realogy, Equity Residential, AIMCO, HomeServices, and RE/MAX.

Products, Programs, and Services

​ [Sender.Company] will be able to provide clients with the following services:

As [Sender.FirstName] [Sender.LastName] understands, the key to a successful real estate brokerage business is building referrals and a long-term reputation as a trustworthy agent in the community. [Sender.FirstName] [Sender.LastName] will continue to reach out to past clients in future years to answer questions and to continue to develop a relationship.

Marketing Plan

The [sender.company] brand.

The [Sender.Company] brand will focus on the Company’s unique value proposition:

Client-focused residential real estate brokerage services, where the Company’s interests are aligned with the customer

Service built on long-term relationships and personal attention

Big-firm expertise in a small-firm environment

Promotions Strategy

​ [Sender.Company] will initially invest significant time and energy into contacting potential clients and building an initial client base.

Referral Strategy

Encourage Referrals: [Sender.Company] will incentivize clients for referrals, fostering organic growth.

Strategic Networking: [Sender.Company] will actively network with home contractors, real estate developers, and businesses importing employees, generating qualified leads.

Internet Promotion

SEO and PPC Focus: [Sender.Company] will invest in local SEO and pay-per-click advertising, optimizing website traffic.

Content-Rich Website: The website will showcase [Sender.Company] as a reputable real estate brokerage.

Publications

Key Listings: Properties will be featured in local publications, maximizing exposure.

Targeted Brochures: Brochures will be distributed in locations frequented by potential clients.

Community Engagement: Free seminars will be offered to familiarize residents with [Sender.Company] 's expertise and character.

Pricing Strategy

​ [Sender.Company] ’s pricing will rely on the standard industry rates to neither be perceived as a luxury nor a discount broker. 3% is the commission on sales and 3% on purchases.

Apartments and other rentals will have fees paid only by the tenants at the standard rate of one month’s rent. By seeking quality clients and maintaining long-term relationships with them, [Sender.Company] will fend off pressure to discount their rates, even in down markets.

Operations Plan

​ [Sender.Company] will carry out its day-to-day operations primarily on an appointment basis.

​ [Sender.FirstName] [Sender.LastName] will work as needed, including weekends and prime showing times, and generally take days off on weekdays.

Management Organization

Founder's expertise.

Founder: [Sender.FirstName] [Sender.LastName] ​

Experience: (Number of years) years as a licensed real estate broker.

Credentials: (Enter credentials)

Specialization: (Specify area of specialization and years of experience)

Achievements

Accolades: (Enter any awards or accolades)

Licensing and Affiliations

License: (Enter state), (Enter other states)

Association Membership: National Association of Realtors

Administrative Support

​ [Sender.Company] employs (Assistant.Name), an experienced assistant, to handle various administrative duties in the office. (Assistant.Name) has worked with C-level executives and possesses significant administrative experience.

Financial Plan

Revenue and cost drivers.

​ [Sender.Company] ’s revenues will come primarily from the commissions earned from client real estate sales, purchases, and rental fees. Half of the deals each quarter are expected to be rentals, one-quarter of sales, and one-quarter of purchases.

As with most services, labor expenses will be key cost drivers. [Sender.FirstName] [Sender.LastName] and future brokers will earn a competitive base salary. Furthermore, the costs of transactions are projected to be roughly 40% of regular commission revenue and cover the advertising of listings, travel and supply costs for clients, and other direct costs for each deal.

Moreover, ongoing marketing expenditures are also notable cost drivers for [Sender.Company] .

Capital Requirements and Use of Funds

​ [Sender.Company] is seeking total funding of (Enter the amount needed) of debt capital to open its office. The capital will be used for funding capital expenditures and location build-out, hiring initial employees, marketing expenses, and working capital.

Specifically, these funds will be used as follows:

Store design/build: $(Enter value)

Working capital: $(Enter value) to pay for marketing, salaries, and lease costs until [Sender.Company] reaches the break-even point

Key Assumptions and Forecasts

The following table reflects the key revenue and cost assumptions made in the financial model.

5 Year Annual Income Statement

5 Year Annual Balance Sheet

5 Year Annual Cash Flow Statement

Confidentiality Statement

The confidential information and trade secrets described above shall remain the exclusive property of the real estate business. They shall not be shared or removed from the premises of the real estate business under any circumstances whatsoever without the express prior written consent of the real estate business.

List any additional documents that might provide more information on your real estate business or operations here.

​ [Recipient.FirstName] [Recipient.LastName] ​

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Premier Agent Toolkit

How to create a real estate agent business plan.

In this article:

Why agents need a real estate business plan

How to write a real estate business plan, free real estate business plan template.

Every agent needs a plan to succeed. A real estate business plan keeps you accountable and on track. An optimal business plan for real estate agents includes firm goals, but it’s also fluid — you’ll want to update your real estate business plan as you grow and the market evolves.

A real estate business plan allows you to stay current with market trends and ahead of the competition. It also helps you track results over time, test lead generation strategies and develop new marketing approaches. Zillow’s Bret Calltharp, a former training leader for a large brokerage group, saw his agents’ business increase by an average of 27% when implementing a business plan for the first time.

Here’s what a good real estate agent business plan will show you:

• Where you are today
• Where you want to be
• How you’ll get there
• How to measure your performance
• When and where to make a course correction

The benefits are clear, and you’re convinced — but where do you start? Here are our recommended steps for creating a business plan for real estate agents:

Write an executive summary

Real estate business planning should always start with a summary of who you are, what services you offer, where you operate and who you serve.

Define your mission statement

Your mission statement is the foundation that supports your entire real estate business plan. It should clearly state your guiding principles and goals.

Create a team management summary

If you’re working with a team, include all members who contribute to your success and how they help. Create a table that shows their roles, responsibilities and time frames for specific tasks.

Know your target client

Determine who your target client is and figure out their story. The more personal you can get, the better you’ll serve your clients.

Who, specifically, is your target client? This could be a first-time home buyer, a home seller, a renter — or a more specific subset like retirees or investors.

What is your target client’s story? Ask your clients specific questions and create a strategy based on their answers. Where do they want to live? What is their annual household income? What do they want from their home?

Outline SMART business goals

Your goals should be specific, measurable, attainable, realistic and timely — in other words, SMART . Once your real estate business goals are SMART, break down each goal into objectives. These should be the specific tasks and activities required to accomplish the goal.

Map out your keys to success

Every real estate agent business plan template should include a table that lists the top three ways to achieve business success — and more importantly, the actions required to fulfill them.

Breakeven analysis

A critical part of real estate business planning is determining your breakeven point. What average commission rate do you need to achieve per unit to break even each month? How many homes must you sell at your average commission rate to break even by your target goal?

Understand your market

It’s crucial to stay on top of your target client’s market. A successful agent will know how the market has behaved in the past few years, as well as where it’s headed (and why).

Segment your market

Let’s look at a target client in a sample real estate business plan.

Suppose the target client is a first-time home buyer. How can we segment that market further to include even more detailed and relevant information? Here are two potential market segments for our first-time home buyer:

• First-time home buyers, single family
• First-time home buyers, multigenerational

Plan for market growth

Map out how much growth you anticipate in your market, and use it to forecast the number of potential clients over the next few years.

Track market trends in your real estate business plan with a table listing possible outcomes on the right and trends on the left.

Track market trends

What market trends do you foresee impacting your business and market segments? Here’s a real estate business plan sample that projects a possible outcome for a rise in multigenerational living:

Develop a SWOT analysis

Every business plan needs a SWOT analysis: strengths, weaknesses, opportunities and threats. Some sample real estate business plan SWOT questions include:

• What sets me apart from my competition?
• What skills need improving?
• Are there any opportunities I’m overlooking?

Recognize your competition

Who’s your primary competition in your target market, and what makes them your primary competition? How will you outperform them?

Create a marketing strategy

Every real estate business plan template needs a marketing strategy table. Highlight your resources and key features, like this sample:

List ways to generate leads

Always keep a list of effective methods to generate leads , and always update the list when new strategies come up. The lead generation list in your real estate development business plan is as simple as this:

Project yearly sales forecast

Use market growth, trends and other real estate marketing strategies to predict your annual sales for the next three years. Here’s an example table from our real estate business plan PDF:

Outline your personnel expenses

Knowing what you’ll spend in a year will help you determine your breakeven point and set reasonable expectations for growth. A simple expense table, like this one from our free real estate business plan, allows you to project your personnel expenses through the next three years:

Measure client experience

Keep track of all the services you offer — and measure how quickly you deliver them. This is crucial in any real estate business planning document, as it helps you build a strong client relationship and track the results over time. Here’s an example for measuring response time:

Use a client relationship management (CRM) tool

There are many CRM tools out there, so it’s easy to find one that fits your needs. Do you want to track analytics? Use it for email marketing? Keep track of property and listing details? Automate your marketing efforts?

As a Zillow Premier Agent , you can use a CRM to manage all your leads and connections, along with their progress through the real estate journey. You can prioritize leads who are actively looking, submitting offers and under contract. Jot down other tools you’re using, especially transaction management tools and their specific functions.

Calculate your business plan performance

The final step in your real estate business plan template is measuring the plan’s performance. Track performance-related questions and how you’ll measure them. Here’s a sample question and measurement example that many agents use for real estate business planning:

Our customizable template helps you create a real estate business plan that outlines what success looks like — for you and your clients — so you can have your best year yet. This sample real estate business plan gives clear examples and allows for complete customization to your personal goals and your real estate market. Jot down your real estate business goals, clarify the state of your finances, profile your target customers and track other data that’s vital to successful real estate business planning.

Best of all — you can get started today! Just download our free real estate business plan template and add your own goals, projections, expenses and data. Don’t forget to update it regularly to accurately track your progress, evolve with the market and stay current with your target client’s needs.

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Home Business Plan Real Estate

Real Estate Business Plan Template

Download our template and create a business plan for your real estate business!

Updated September 22, 2023 Written by Josh Sainsbury | Reviewed by Brooke Davis

A real estate business plan is as essential as a business plan for any new or existing business. This step-by-step guide will explain how to make a real estate business plan, provide a real estate business plan template for you to work with, and explain how and why each step is necessary for your business plan to be effective.

We also provide links to downloadable templates to help you create your real estate business plan and sample plans to show you the best ways to tailor your plan for any number of real estate business needs.

Whether you seek investors to grow your business or want to track your goals from year to year as your business develops, a carefully crafted plan will help you.

Why You Need a Business Plan for Your Real Estate Business

How to write a business plan for real estate, real estate business plan sample.

The real estate business plan fills several needs. It gives you an outline of your business goals and the direction you want your business to take. It keeps you in line with industry trends. It lets you monitor your annual performance and change your goals as the market changes.

An effective real estate business plan also acts as a financial summary of your business, showing how it stands about your competition and the industry. The business plan acts as a road map for you and a snapshot of your business for any investors or bankers who want to understand your business.

A real estate business plan will help you spot risks and weaknesses early in your business development and help you set realistic goals for your business.

These are known as SMART goals: Specific, Measurable, Achievable, Relevant, and Time-based goals.

Creating a business plan without goals is like starting a journey without a destination. Having a destination without a map means going down many blind alleys, taking unnecessary detours, and wasting time as you frequently need to return and start again.

Your business plan will help you avoid these pitfalls and adjust your course while you travel towards your final goal — a successful real estate business.

You must cover critical topics and include the correct information to ensure your business plan is as effective as possible. Follow our guide to writing a well-formed real estate business plan below.

1. Executive Summary

The executive summary contains an overall review of the rest of the business plan. It should include an outline of your history, your mission statement, and an overview of the rest of the report.

This section will include things like:

• Target clients with a fictional “ideal buyer” persona;
• Target neighborhoods, price ranges, and listings;
• Market overviews and potential threats and opportunities;
• A marketing plan outline.
• Your mission statement. This should include where and how your agency was founded, discuss the legal and financial structure, and stress your dedication to your customers and any special advantages you provide to your target clients.

2. Management Team

If you have a management team or a group that has contributed to the business’s success, summarize their names and contributions.

This section highlights everyone who has been involved in your business.

• Owners, founders, and original managers;
• New management, assigned duties and areas, and specific clients;
• Planned management expansion and anticipated managerial goals.
• Include all information about your managers, names, positions and duties, education and work history, past business successes, and other relevant details. Think of this section as your management team’s biography.

As the business expands, your management team section will be one section that needs constant improvement and updating.

3. Products and Services 

Your products and services should be phrased to make you unique in the industry and highlight how you stand out from your competitors. As a real estate business, what do you provide for your clients that others do not? How do your agents compare with your competition?

In real estate, your product is your listing and your brand. What is it that makes your company the one that your target buyer wants to use? In this section, you will highlight the following:

• Your niche market and how you acquire specific listings in your area;
• Your lead generation model and the way you obtain leads that differentiate you from your competitors;
• Your branding. A defining brand can be nebulous, and many firms resort to hiring a brand agent to help them customize and market their brand. You may be a family-friendly agent or specialize in the young professionals market. Determining how you present yourself is critical to your service profile.

4. Customers and Marketing

The customers and marketing section lets you identify your niche within the real estate business and how you intend to reach them.

You defined your ideal customer in your executive summary; now is where you expand on your perfect customer “persona.” A “persona” is the industry name for the imaginary person you sell to.

• Their demographics, age, gender, job, family preference, and income.
• Deal-breakers. What do they have to have in a home? What can they do without?
• Amenities, recreation, entertainment. Does your ideal buyer need dog parks nearby or bike paths? Do they want access to the water or the theater district?
• What type of neighborhood is your ideal buyer looking for? Do they need a school district or prefer to be far from children?

After establishing your ideal customer, you can select the viability of your marketing niche. For instance, is your buyer likely to be a first-time buyer? If so, what percentage of first-time sales were made in your chosen area in the last two years?

The more detailed you can make your Customers and Marketing section, the more you know how your business will likely thrive in your chosen area.

5. SWOT Analysis

Strengths, weaknesses, opportunities, and threats are necessary for every business analysis. In what areas are you and your business strongest, and where do you need improvement?

Investors appreciate a business owner who can accurately pinpoint their good and bad points and demonstrate how to improve.

This analysis should be fact-based, not opinion-based. You should be able to provide statistics and metrics for your and your competitors’ business research. Some things to consider are:

• In what areas of your business plan are you strongest? Are they similar or dissimilar to your nearest competitor’s strengths?
• In what areas are you weakest? Are you weak where your competitors are strongest?
• What opportunities can you exploit in the next six to 12 months? Are these opportunities unavailable to your competitors?
• What threats are you facing in the next year? How can you avoid these threats or turn them into advantages?

By analyzing your business objectively and reviewing all the facts and numbers, you can determine how you will be placed in the next year.

6. Financials 

The meat of your business plan is the financials. This includes your expenses, annual income forecast (sales, commissions, or other income), cash flow, and costs. As your business grows, your business plan will include previous years’ financials to track the growth.

Your financials should include, at a minimum:

• Expenses. These include operating expenses, whether you have a physical location or are still in the virtual stage of operations, licensing and permitting, fees and filing costs, and other operating expenses. If you have employees, it will also include payroll.
• The past income portion will track how much you have already made. You should be able to show how many leads you have generated, how many transactions you made, and your income from those efforts.
• Future income is how much you would like to make going forward. You can estimate how many leads are needed per transaction and how many transactions per sale from your past efforts.
• Goals. With this information, you should include your projections for the next year and five-year periods. Presumably, you wish to increase profit over the next five years. You can demonstrate how to achieve these goals using income tracking and market research.

7. Operations

Operations contain the moving parts of your financial projections. This section describes how you intend to reach your business goals in the upcoming year. This section might also include upcoming personnel changes, office expansions, etc.

Real Estate operations can include your projected hours of operation, your action plan for achieving your goals, and your marketing and advertising plan. Initially, this may be somewhat fluid if you do not plan to have set hours of operation or a brick-and-mortar office.

Later, as your business increases, this section will include business hours, open house times, etc.

8. Appendix

If your real estate business plan includes any ancillary documents, such as your Articles of Incorporation or a  Business Purchase Agreement , they would be included in the Appendix.

After your first real estate business plan, your previous years’ plans will go into the Appendix so they can be reviewed by potential investors or by your board. You can also include your quarterly statements and other financial documents.

Your Appendix is the section for any documents you want to have that are not essential for your readers’ overall understanding.

Now that you know what goes into your real estate business plan, all that is left for you to do is click on the business plan creation template and begin. Ensure you have all your documentation and research-ready in advance, and the template will provide you with cues as to what information needs to go into which spaces.

After filling in all the blanks, the template will generate a real estate business plan to your specifications.

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Last updated: January 9, 2024

[DOWNLOAD] Real Estate Business Plan: Step-by-Step

Published in Uncategorized

Real estate is a business. Agents are entrepreneurs. It’s naive—but understandably commonplace—for agents to lack a developed business plan.

It’s always a challenge to identify, quantify, and conquer our goals.

Here’s how.

Table of Contents

• Vision Statement
• Transaction Results & Goals
• Conversions & Lead Metrics
• Lead Gen Systems
• Growth & “Do” Plan
• Progress Chart
• Daily Actions
• Business Expenses
• Personal Expenses
• Download the Biz Plan
• REMM Series

1) What do you want your business to be? Write it down.

Start small. We don’t need mission statements or values declarations. It doesn’t have to be formal or “official.” It just has to be now.

Identify 3 business goals and 1 personal goal. Close your eyes if it helps. Think about what you want to achieve:

• 30 transactions?
• $1M in sales
• Hire an admin or another agent?
• Take weekends off for once?

Whatever they are, write them down.

Once they’re written down, share them. Tell your spouse, your broker, your friends—other Snappack members. Say them out loud to the right people. Stating and sharing these goals helps you hold yourself accountable.

Working with an accountabilibuddy—and having them hold you accountable—significantly improves the chances that you’ll remember and work towards those goals.

Bonus goal-setting tip

Here’s a quick mindset hack: when talking about your goals, replace the word “but” with “and.”

I want to do 40 transactions this year,  but   and I have a long way to go.

The “and” mindset re-frames the goal statement. It changes obstacles into acknowledgements. Problems into plans.

Big difference.

Jump: Top · Vision · Goals · Conversions · Lead Gen · Do Plan · Progress · Daily Actions · Business Expenses · Personal Expenses · Download · REMM · Discussion

2) Use past transactions to set 2019 goals

This one’s simple: you can’t know how to get where you’re going until you know exactly where you are. Use this sheet to help identify and delineate your current and future numbers.

It may take a little reflection or research to come up with these numbers, but it’s worth it. It will make your 2019 numbers clear as day, and help you define a plan to achieve them.

List out last year’s transaction numbers by the following sources:

• COI/Past Clients/Repeat
• COI/Past Clients/Referral
• Referrals from Agents
• Business/Professional Network
• Geographical Farming
• Just list/Just sold/Yikes
• Mega Open House
• Zillow/Trulia/Realtor/etc
• Your website
• Non-Owner Occupied
• NODs/Short Sales
• Promotion/Seminars
• Your Appointment Setter

Then repeat those sources with next year’s goals for each source. Be realistic—but assertive—with how much you increase each source for your goal.

In the next step, we’ll do some math with these numbers.

3) Conversion math

Now that you have your transaction goals defined for the next year, let’s talk about how to hit those numbers.

Real estate has an industry standard conversion rate of 2%. Only 1 in 50 leads becomes a sale.

Knowing that, we can reverse-engineer the number of leads necessary to generate the number of sales you want.

• Transaction goal — input the number of transactions you want
• Leads per year needed — Multiply line 1 by 40 (this represents a 2.5% conversion-to-sale ratio)
• Leads per month needed — Divide line 2 by 12 (months)
• Leads per day needed — Divide line 3 by 20 (monthly working days)

So, for example, if you want to close 4 deals a month next year, that’s a total of 48 transactions—an excellent goal for any agent.

• Goal = close 48 sales per year
• 48 sales ÷ 2.5% conversion rate = 1,920 leads per year required to close 48 sales
• 1920 leads per year ÷ 12 months per year = 160 leads per month required to close 48 sales
• 160 leads per month ÷ 20 working days per month = 8 leads per day required to close 48 sales

8 leads every day. Better get those funnels up and running!

4) Top Lead Gen Systems

This one is fairly self-explanatory. It’s meant to paint a clear picture of which lead sources deliver the best results for you. Obviously, it makes business sense to invest most heavily in the lead sources that provide the best return.

This document helps you get there.

One of the common refrains we hear is that lead gen systems, transaction coordinators, virtual assistants, marketing projects—

These things can’t be looked at as  costs . They’re  investments .

I personally can’t stand superfluous spin. And I think many marketing campaigns avoid the word “cost” at all….investment….because it triggers a certain negative feeling in the audience.

And that may very well be true.

But there are times when things that  cost  money aren’t expenses. They will pay for themselves over time, by providing a return on investment.

Why am I saying this?

Because the Lead Gen sheet above lists Estimated Cost of System in each row. I think it’s important to acknowledge that most of these lead gen systems aren’t free. But they’re also not expenses, per sé.

They’re investments.

5) “Do” Plan

Let’s call this the Do plan. It’s her method for staying in touch past clients and sphere—something every agent is familiar with.

Here’s how she does it.

Call and partner with other businesses to offer discounts.

Local coffee shop? Get a coupon. Local bakery? Buy a few extra snacks to offer around.

Once you have a discount or special offer to give out, start dialing. Your mission is to tell your past clients that the offer is available.

It’s genius—

The discount gives you a reason to call past clients without being too salesy. It means that a random phone call isn’t so random. It looks and feels much more authentic to your clients, and it lets you save some face.

So get on the phone, offer them the unique, not-available-to-just-anybody partnership or discount, and make their day.

And while you have them on the phone, don’t forget to ask them for new business.

How to set up a discount/giveaway program

Run an MVP Program for past clients and give away easy stuff like free coffee, ice cream, muffins, etc.

Every client is included in the program, whether you have a great rapport with them or not. And in fact, some bad-rapport clients may surprise you.

To use this tried-and-true methods, follow these steps:

1) Start a private Facebook group for all your past clients.

Since many of today’s business leads are generated on Facebook, it’s a safe bet that most clients will have a profile and can become your friend and join your private group. It will take some work to go back and find older clients, but it’s worth it.

2) Next, get a Starbucks card and load up $100 it.

You can do this via any store, app, or the website. You don’t have to do it  every month, since $100/mo can be pricey.

3) Take a picture of the card’s barcode or QR code, and share the picture in your private FB group.

Starbucks will honor the barcode and charge the coffee to your card, regardless of who shows the code at the counter. It’s a way to buy the coffee without impacting anyone’s schedule.

This method works at Starbucks, Baskin Robins, Dunkin Donuts, basically anything with a Pay By App system.

What if the business doesn’t have an app?

No problem.

Drive down to your local bakery or other business and ask them if you can hand out coupons. Many will offer a discount like a few dollars or % off. But even if not, they can just act like pre-paid cards, good for future purchases.

These coupons may need to be given out by hand, but they work like a charm: “Want a free coffee & bagel on me? Go to Dave’s and give him THIS. He’ll put it on my tab.”

Other offers for the MVP Program

• “Rent for free” sharing program: loan out power tools, carpet cleaner, or other equipment via your private FB group.
• Event promo tickets: give out 100 free tickets to a local Home Show. Look for similar events near you.
• Thanksgiving pie reverse giveaway: offer free pies via your group. Ask clients to sign up for a time: during a 1-hour lunchtime express pickup (give them a high-five, handshake or hug), or during a 3-hour evening gathering with wine, cheese & cocktails (catchup, shmooze, mingle!)

There are LOTS of ideas out there for how agents can stay in touch with their sphere and clients. This methods work very well, and they may work for you too!

6) Progress Chart

This progress chart does just that.

It’s like the MyFitnessPal of real estate business planning: it doesn’t make you diet. It just forces you to acknowledge when you aren’t dieting.

This is the perfect document to start every month with. Maybe on the first Sunday night of each month, sit down with your numbers and fill out a new column on this progress chart.

The beauty of so-called  big-data is that it reveals patterns that aren’t immediately obvious at first.

That whole “bird’s eye view” thing.

If you’re diligent about filling out this form every month, it will give you a bird’s eye view of your business month-over-month, and reveal patterns you may have missed.

We all know the market goes crazy in the spring—but maybe your buyer leads last into the summer much more than you expected. This doc will show you.

7) Daily Action Checklist

Personally, I feel like I absolutely need it and it would be a game-changer, but I also know I’d be miserable.

What if you could get all the organization benefits of time-blocking, with none of the restrictive blocking of time?

We got you.

It’s not time blocking. It’s task-blocking. Sure, it’s essentially the same as every other to-do list, but this one’s got days on it!

How to fill it out

Here’s what I’d would do. I’d essentially roll this out in 2 phases: discovery and deployment (those terms are used a lot in the tech/development industry).

During discovery, you’re using the checklist as a data-entry form: record your daily life to get an accurate picture of the tasks you’re  already spending time on.

During deployment, you’d use the checklist as…as a checklist. Work down the list in order (or close to it) to keep yourself organized and on-track.

So here’s how I’d do it:

Keep this list with you all day, every day, for at least a week.

We’re not implementing any changes in your routine yet. That will come during deployment, but the only change that  must happen now is that you  must record your tasks. So keep the sheet with you.

Write down everything you do, with start and end times.

Just a list of tasks is a good start. But to really get value out of this list, you’ll need to see how much time you spend on every task.

How much time you spend on, say, lead follow-up may vary by day of week or another factor. That’s fine. Just be as accurate as possible in recording.

After a week (month?), look for patterns.

Are you spending too much time on social media? Is there such a thing?

It depends .

Are you spending too little time on lead gen? Wrong time of day on follow-up? Your discovery phase of data collection should tell you.

Identify & implement changes

Then, of course, you have to implement—nay,  deploy —the changes you came up with after finding patterns.

8) Business Expenses

Dues, entertainment, coaching, communication, education, equipment, accounting, etc— all necessary investments for any business.

As with the lead sources above, the act of writing down these expenses is an important exercise in itself.

Real Estate Agent ROI Calculation

It can’t be as simple as [(income – expenses) / expenses = ????], can it?

Well, sort of.

The I in ROI—the money you have to invest—varies widely, based on what you’re paying for. But there are tons of real estate agent ROI calculators out there.

Placester has a good writeup and graphic on lead-to-close ROI:

That $56k number sounds great until you start to factor in CPI— cost per acquisition . That’s kinda the whole point of this calculation!

How much will it cost me to earn that $56k?

Zillow has a calculator tool on their website to help answer that. It’s pretty good, but keep in mind that it’s supposed to be a sales tool to convince you to become a Premier Agent.

In the screenshot above, we can see a few values used to calculate an ROI for this real estate agent—hypothetically, of course.

And how much are those “other expenses,” you ask? Well, that’s what this page of the Real Estate Business Plan document are for!

Track. Your. Numbers.

Bonus: Conversion rate matters

After your split and expenses come out, that $54k profit might turn into more like $36k profit. Now you’re at a 1:1 ratio with ROI. Or, in simple terms:

You’re barely breaking even.

Not good enough to stay in business. Why even spend the money if you’re not going to earn anything back on it? You’re better off staying home.

But this is business and the bills still have to get paid. You can’t stay home and you can’t just break even even. So how can you fix that?

Convert more.

Do more with the leads you already have.

Let’s run those numbers again, this time converting 2 leads a month, instead of only 1.

Convert just  ONE additional close in a month, and your GCI doubles to more than $180,000 per year. After split and expenses, even if that number comes down to $100k, it’s still almost a 3x ROI.

That’s the power of conversion rate!

9) Personal Expenses

These ones are never fun to write down, are they? Some of them can be written off your taxes in April, but they still have get paid for now.

I won’t harp on the expense topic all over again—you get the idea—but these expenses matter just as much as business ones do:

They impact your bottom line.

And if you’re anything like me, simply writing down how much money I spend (or calories I eat!) makes me do less of it!

Real Estate Business Plan Download

Take it with you! Email it to your office. Print it out and complete it by hand—whatever works best for you. Get your FREE real estate business plan here!

Where should we send your files?

Where should we send your pdf.

Free Guide: step-by-step guide to Real Estate Business Planning to take your business to the next level!

Now It’s Your Turn

Now I want to turn it over to you: Which of the steps from today’s guide are you going to implement first?

Are you going to calculate your Lead Gen ROI? Or work on making your bookkeeping more transparent?

Let me know by leaving a quick comment below right now.

6 thoughts on “ [DOWNLOAD] Real Estate Business Plan: Step-by-Step ”

November 3, 2017 at 1:35am

Great write up. Can’t wait to see the rest of the series.

November 3, 2017 at 12:48pm

Hello! Tried to download the business plan but I got a FB groups pdf instead. Great article!!

November 3, 2017 at 1:12pm

Sorry about that, @katielagace:disqus! Thanks for bringing it to my attention. Fixing now!

November 3, 2017 at 1:42pm

Thanks again for the heads up, Katie. Should be all set now. You’ll have to refresh the page a few times and try the download again.

Sorry about that!

January 8, 2024 at 12:33pm

I can’t get the download to work on this. Can you send it to me?

January 21, 2024 at 10:22pm

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Since real estate business is extremely competitive and demanding, you need to keep a few things in mind if you’re planning to launch a career in this field. Simply deciding to start a real estate firm isn’t going to be enough. You need a solid basic plan in place. To make sure your real estate business plan is foolproof and that you don’t make grave errors that could cost you, take a look at some of the templates here. You may also see Real Estate Business Plans in Pages .

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Essential Features of a Real Estate Business Plan Template?

• The real estate business plan that you come up with should be detailed. It should take into account every little aspect and should be well chalked out and organized. A haphazard plan format would defeat the whole purpose.
• The real estate plan should contain a sample timeline of the events that are about to take place. Do not forget to include marketing in your plan. This is the key to making sure you reach out to an optimum number of people. you may also see Business Activity Plans.
• Check and recheck the minor details to make sure you haven’t made any error.

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Real Estate Broker Business Plan Template & PDF Example

• September 4, 2024
• Business Plan

Creating a comprehensive business plan is crucial for launching and running a successful real estate broker. This plan serves as your roadmap, detailing your vision, operational strategies, and financial plan. It helps establish your real estate broker’s identity, navigate the competitive market, and secure funding for growth.

This article not only breaks down the critical components of a real estate broker business plan, but also provides an example of a business plan to help you craft your own.

Whether you’re an experienced entrepreneur or new to the real estate industry, this guide, complete with a business plan example, lays the groundwork for turning your real estate broker business concept into reality. Let’s dive in!

Our real estate broker business plan is structured to cover all essential aspects needed for a comprehensive strategy. It outlines the business’s operations, marketing strategy, market environment, competitors, management team, and financial forecasts.

• Executive Summary : Offers an overview of your real estate broker business’s concept, market analysis , management, and financial strategy.
• Facility & Location: Describes the business’s operational base, amenities, and why its location is appealing to potential clients.
• Services & Rates: Lists the services provided by your real estate broker business, including types of brokerage services offered and pricing structure.
• Key Stats: Shares industry size , growth trends, and relevant statistics for the real estate brokerage market.
• Key Trends: Highlights recent trends affecting the real estate sector.
• Key Competitors: Analyzes main competitors nearby and how your business differs from them.
• SWOT : Strengths, weaknesses, opportunities, and threats analysis.
• Marketing Plan : Strategies for attracting and retaining customers.
• Timeline : Key milestones and objectives from start-up through the first year of operation.
• Management: Information on who manages the real estate broker business and their roles.
• Financial Plan: Projects the business’s 5-year financial performance, including revenue, profits, and expected expenses.

Real Estate Broker Business Plan

Fully editable 30+ slides Powerpoint presentation business plan template.

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Executive Summary

The Executive Summary introduces your real estate brokerage’s business plan, offering a concise overview of your brokerage and its services. It should detail your market positioning, the range of real estate services you offer, its location, size, and an outline of day-to-day operations.

This section should also explore how your real estate brokerage will integrate into the local market, including the number of direct competitors within the area, identifying who they are, along with your brokerage’s unique selling points that differentiate it from these competitors.

Furthermore, you should include information about the management and co-founding team, detailing their roles and contributions to the brokerage’s success. Additionally, a summary of your financial projections, including revenue and profits over the next five years, should be presented here to provide a clear picture of your brokerage’s financial plan.

Business Overview

For a Real estate broker, the Business Overview section can be concisely divided into 2 main slides:

Facility & Location

Briefly describe the brokerage’s office environment, emphasizing its design, comfort, and the overall atmosphere that welcomes clients. Mention the office location, highlighting its accessibility and the convenience it offers to clients, such as proximity to major business districts, shopping centers, or ease of parking. Explain why this location is advantageous in attracting your target clientele.

Services & Rates

Detail the range of real estate services offered, from residential and commercial property sales to property management, leasing, and real estate consulting. Outline your pricing strategy , ensuring it reflects the quality of services provided and matches the market you’re targeting. Highlight any packages, commission structures, or special deals that provide added value to your clients, encouraging repeat business and customer loyalty.

Market Overview

Industry Size & Growth

In the Market Overview of your real estate brokerage business plan, start by examining the size of the real estate industry and its growth potential. This analysis is crucial for understanding the market’s scope and identifying expansion opportunities.

Key Market Trends

Proceed to discuss recent market trends , such as the increasing consumer interest in smart home technology, sustainable and energy-efficient properties, and virtual property tours. For example, highlight the demand for services that cater to first-time homebuyers, luxury property seekers, and commercial real estate investors. Emphasize the growing importance of online listings and digital marketing strategies in attracting and engaging potential clients.

Competitive Landscape

A  competitive analysis  is not just a tool for gauging the position of your real estate broker business in the market and its key competitors; it’s also a fundamental component of your business plan.

This analysis helps in identifying your real estate broker business’s unique selling points, essential for differentiating your business in a competitive market.

In addition, the competitive analysis is integral in laying a solid foundation for your business plan. By examining various operational aspects of your competitors, you gain valuable information that ensures your business plan is robust, informed, and tailored to succeed in the current market environment.

Identifying Your Competitors in the Real Estate Broker Industry

The first step in conducting a competitive analysis is to identify your competitors. Start by listing local real estate agencies and independent brokers. If your business specializes in luxury properties or commercial real estate, your direct competitors include nearby firms that focus on similar segments, as well as larger, national firms that offer a wide range of real estate services.

Also, consider indirect competitors like online real estate listing platforms that facilitate direct buyer-seller transactions.

Utilize tools like Google Maps to get a geographical overview of where these competitors are located. Platforms like Yelp and other customer review sites can provide insights into the  strengths and weaknesses  of these competitors through user feedback. For instance, if a competitor consistently receives praise for its customer service and market knowledge, these are significant strengths.

Real Estate Broker Competitors’ Strategies

Analyzing the strategies of these competitors involves several key aspects:

• Property Listings:  Evaluate the quality and diversity of property listings. If “Premier Properties” is known for its extensive list of high-end homes, this indicates a strong foothold in the luxury market.
• Marketing and Advertising:  Assess how competitors market their properties. Do they use sophisticated digital  marketing strategies , hold open houses, or rely on print and local television advertising?
• Client Services:  Examine the range of services offered. A company like “Total Realty Solutions” that provides staging, photography, and virtual tours might appeal more to sellers who are looking for comprehensive service packages.
• Pricing and Commission Structure:  Compare your pricing and commission rates with those of competitors. Are your fees competitive with cost-effective options like “EconoBroker,” or are they aligned with premium services offered by “Elite Realty”?
• Market Specialization:  Look at the market segments they specialize in. For instance, “Urban Commercial Brokers” might dominate the commercial real estate market in your area, indicating a potential gap or opportunity in residential real estate.
• Customer Relationship Management:  Consider the effectiveness of their customer relationship strategies. For example, “Client-Centric Realty” might be known for its personalized approach and long-term client relationships, enhancing its reputation and repeat business.

What’s Your Real Estate Broker Business’s Value Proposition?

Think about what sets your brokerage apart. Maybe you offer unmatched expertise in waterfront properties, or perhaps your business excels in leveraging cutting-edge real estate technology for  market analysis  and client communications.

Identify market opportunities through client feedback and industry trends, such as a rising demand for sustainable and green properties, which could be a niche market if not extensively covered by competitors.

Consider your  target market : A real estate broker in a bustling city center might focus on high-density residential and commercial properties, whereas one in suburban areas could specialize in family homes and new developments.

First, conduct a SWOT analysis for the real estate broker , highlighting Strengths (such as experienced agents and a comprehensive range of services), Weaknesses (including high operational costs or strong competition), Opportunities (for example, an increasing demand for sustainable properties), and Threats (such as economic downturns that may decrease consumer spending on real estate).

Marketing Plan

Next, develop a marketing strategy that outlines how to attract and retain clients through targeted advertising, promotional discounts, engaging social media presence, and community involvement.

Marketing Channels

To effectively reach potential clients and maintain a strong market presence, leveraging various marketing channels is crucial.

Digital Marketing

• Website & SEO:  Develop a professional website showcasing property listings, client testimonials, and blog content relevant to real estate trends. Optimize it for SEO to rank higher in local property searches.
• Social Media:  Utilize platforms like LinkedIn for professional networking, Facebook for community engagement, and Instagram for visually showcasing properties.
• Email Marketing:  Build a mailing list and send regular newsletters with market updates, featured listings, and helpful real estate tips.

Local Advertising

• Collaborate with local publications for advertisements or featured articles about the real estate market in your area.
• Sponsor community events or neighborhood gatherings to increase visibility and establish connections within the community.

Partnerships & Networking

• Forge alliances with mortgage brokers, home inspectors, interior designers, and other professionals related to real estate. These partnerships can lead to referrals and mutual growth.

Promotional Activities

Engaging potential clients with attractive offers and initiatives can pique their interest and drive business.

• Exclusive Offers:  Introduce special promotions like ‘Seller Incentive Packages’ or ‘First-Time Buyer Benefits’ to attract clients.
• Webinars & Workshops:  Host educational sessions on home buying, investment properties, or market trends to position your brokerage as an authority.
• Referral Programs:  Encourage existing clients to refer friends or family by offering incentives such as gift cards or discounts on future services.

Sales Channels

Utilizing effective  sales channels  ensures streamlined transactions and enhances customer satisfaction.

Client-Centric Service

• Personalized Approach:  Tailor your services to meet individual client needs, whether they are looking to buy, sell, or invest.
• Transparency & Communication:  Maintain open communication and provide transparent information throughout the buying or selling process.

Technology Integration

• CRM Systems:  Implement customer relationship management tools to manage client data, interactions, and follow-ups efficiently.
• Virtual Tours & Technology:  Utilize virtual reality, 3D tours, or high-quality images and videos to showcase properties effectively, especially for remote clients.

Networking & Follow-ups

• Networking Events:  Attend industry conferences, seminars, or local real estate meetups to network and build relationships. Establish connections with other real estate professionals, potential clients, and industry influencers to expand your sphere of influence.
• Follow-up Strategies:  Develop a systematic approach to follow up with leads and maintain contact with past clients to foster long-term relationships and potential referrals. Implement personalized follow-up emails, calls, or messages to stay engaged with clients even after the transaction is completed.

Strategy Timeline

Finally, create a detailed timeline that outlines critical milestones for the real estate brokerage’s launch, marketing efforts, client base growth, and expansion objectives, ensuring the business moves forward with clear direction and purpose.

The Management section focuses on the optician business’s management and their direct roles in daily operations and strategic direction. This part is crucial for understanding who is responsible for making key decisions and driving the real estate broker toward its financial and operational goals.

For your real estate broker business plan, list the core team members, their specific responsibilities, and how their expertise supports the business.

Financial Plan

The Financial Plan section is a comprehensive analysis of your financial projections for revenue, expenses, and profitability. It lays out your real estate broker’s approach to securing funding, managing cash flow, and achieving breakeven.

This section typically includes detailed forecasts for the first 5 years of operation, highlighting expected revenue, operating costs and capital expenditures.

For your real estate broker business plan, provide a snapshot of your financial statement (profit and loss, balance sheet, cash flow statement), as well as your key assumptions (e.g. number of customers and prices, expenses, etc.).

Make sure to cover here _ Profit and Loss _ Cash Flow Statement _ Balance Sheet _ Use of Funds

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Real Estate Investment Business Plan

Real estate has been one of the fastest-growing industries in recent times. So, if considering starting a real estate investment business—this is the right time.

Whether you’re a seasoned investor to get into real estate or a rookie aiming to set your foot in this rapidly growing market, you need a solid business plan to make your real estate investing business a runaway success.

Need assistance writing your business plan? Worry not.

We have prepared a real estate investment business plan template to help you get started.

Let’s cut to the chase: download this template, follow step-by-step instructions, and finish the first draft of your plan.

recognize opportunities and deal with challenges in an effective way. It’ll also help you devise an investment strategy that brings you maximum returns.

Real Estate Industry Overview 2023

Here is an overview of the current state of the real estate industry in 2023:

Market size and growth potential:

Employment scenario:, key players:.

Say goodbye to boring templates

Build your business plan faster and easier with AI

Plans starting from $7/month

Things to Consider Before Writing a Real Estate Investment Business Plan

Select the right property location.

Selecting the right location to invest in is one of the primary requirements for a real estate business’s success. You should select the location based on what is the potential of infrastructural development in the area. Is it a preferable location for commercialization and urbanization or not? You should always keep these things in mind to ensure the maximum possible returns on your investment.

Know the purpose of your investment

Knowing what you want by investing in real estate is the first step toward making a proper plan. After all, a proper purpose gives you a well-defined goal to work towards and makes it easier to decide what steps you’ll need to take. Hence, decide why you want to invest in real estate. Whether it is for primary income, secondary income, planning for the future, etc.

Do your research

Research is essential if you want to thrive in the real estate business. Doing your research helps you understand what you are getting yourself into and how your different decisions can impact your business. It also helps you make a better and more fact-based plan.

Know all of your options

Although a lot of people go for long-term investments, it might not be the right thing depending on various factors. But that doesn’t mean that you have to give up on your idea of real estate investment. You can simply look into the other options like real investment trust, real investment company stocks, and so on and pick the option that works for you.

How Can a Real Estate Investment Business Plan Help You?

You may want to start investing as soon as possible, after all, investments take time to grow, right? But just like a stitch in time saves nine, a real estate investment business plan can help your investment business prosper in the future even if it seems time-consuming at the moment.

It can help you design a proper business model and formulate a great business growth strategy. Moreover, it can also help you track your progress along the way.

All in all, it can make your investments way smoother than going about without a business plan.

Chalking out Your Business Plan

The real estate sector is one of the most profitable sectors to invest in. Many investors swear by it as a bankable source of secondary income.

Not just that, the real estate investment market increased from 9.6 trillion dollars in 2019 to 10.5 trillion dollars in 2020. Although it may take time, investment in the housing market can help your money grow.

And though the above information invests in the real estate sector as a rosy prospect, it can go horribly wrong without a proper business plan and investment strategy.

Read on to find out what a business plan can do for your investment business.

Real estate investment business plan outline

This is the standard real estate investment business plan outline which will cover all important sections that you should include in your business plan.

• Purpose of the Plan
• Introduction
• The Problem
• The Solution
• A fundamental change in the US housing market
• All three legs of the apartment investment stool are in place
• Weak Housing Market
• Competitive Advantage
• Business Model
• Growth Opportunity
• Corporate Structure Overview
• Source and Use of Funds
• Return on Investment
• Mission Statement
• Business Objectives
• Legal Structure
• Company Ownership
• Location and Premises
• Intellectual Property
• CREI Business Model
• Revenue Projections
• The Amount of Investment Funds Requested
• Business Benefits
• Investment Repayments
• Good Investment Trends in Apartment Rentals
• Rent Spikes Coming For a Good Investment in Apartment Buildings
• Apartments Continue as Good Investment Through 2012 and Beyond
• Apartment Buildings Going From Good Investment to Great
• Filling Basic Needs Makes for a Good Investment
• More Americans renting by choice
• The Apartment Building Investment Triple Opportunity Is Right Now
• Internet Growth Allows Renters to Locate Good Apartments
• Industry Participants
• Competitive Advantages
• Strategic Initiatives?
• Brand Strategy
• Provide Individuals, Families, and Businesses with Quality Rental Properties at an Affordable Price.
• Positioning Statement
• Pricing Strategy
• Sales Strategy
• Sales Forecast
• Sales Programs
• Strategic Alliances
• Social networking websites
• Email campaigns
• SEO (Search Engine Optimization) PPC
• Banner advertisements
• Search Engine Optimization
• Organizational Structure
• SWOT Analysis
• Key Assumptions
• Key Financial Indicators
• Explanation of Break-even Analysis
• Business Ratios
• Long-term Plan and Financial Highlights
• Projected Income Statement
• Projected Cash Flow
• Projected Balance Sheet

How to Write a Real Estate Investment Business Plan?

A real estate investment business plan consists of several key areas that must be included in it and add things that would be unique to you and your business.

Also, there are several ways in which you can write a business plan including online business plan software and pre-designed templates. You can choose the method that works best for your individual needs.

What to Include in a Real Estate Investment Business Plan?

Although a business plan should be customized as per the needs of an individual and market situation, there are certain areas that every real estate investment business plan must include. They are as follows:

1. Executive Summary

The executive summary section is the first and foremost section of your business plan. It consists of what your entire business stands for. It focuses on everything ranging from opportunities and threats, competitive advantages your business has, the structure of the current market as well as the financial needs of the business.

Most importantly for a real estate investment business plan, it would also consist of the prospective return of investment one can expect from the business as well as the expected duration of time for that growth to happen.

2. Business Concept and Revenue Model

This section would include the type of investment concept and revenue model you plan on following with your business. So, before writing this section it is a good practice to analyze the current trends in the market as well as your own finances, to find the concept that fits the best for you in the current market situation.

In this section, you can also include methods of tracking the progress of your investments.

3. Market Analysis

Whenever one starts a new business it is mandatory to carry out market analysis to flourish in it. It not only helps you in understanding the market, but it also helps you in choosing the right strategy for your own business.

For example, in the US rent spikes and increasing demand for rental accommodations make the rent department an extremely profitable segment in the real estate market. A thorough analysis of the market can thus help you choose the most favorable market segment as well as the best locality to invest in.

4. Growth Strategy

In this section, you should include the milestones you plan on having for your investment business. It helps you set well-defined tasks to achieve those milestones and keeps you motivated while doing the same. Also, with the help of milestones, you can always pinpoint when and where you are going wrong and need a shift in direction.

5. Web Plan

Having a web presence can be immensely helpful in building your network and reaching out to potential partners and organizations that can help you grow.

For building an online presence you can use various tools like social media, email marketing, optimized web pages, etc.

6. Management Summary

This segment includes information regarding the roles and responsibilities of the people in your business. The people in your business are a major aspect that decides its success or downfall, therefore a thorough detail of their work and progress is an essential part of your business plan.

7. SWOT Analysis

Carrying out a SWOT analysis before writing your business plan can make the process faster, easier, and way more well-defined. Hence, including it in your business plan is always a good idea.

8. Financial analysis

Even though financial analysis is crucial for any business, it is especially important for investment businesses. In this section, you can include the time required to reach the break-even point, the projected growth of your business, long-term finances as well and strategies to deal with potential changes in the market.

Download a sample real estate investment business plan

Need help writing your business plan from scratch? Here you go; download our free real estate investment business plan pdf to start.

It’s a modern business plan template specifically designed for your real estate investment. Use the example business plan as a guide for writing your own.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

Write your business plan with Upmetrics

Using a business planning app like Upmetrics is the best way to draft your business plan. This incredible tool comes with step-by-step instructions and a library of 400+ customizable business plan templates to help you get started.

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Frequently Asked Questions

Do you need a business plan for real estate investing.

Indeed. Whether you plan to start a real estate investing, development, or mortgage broker business—you need a solid business plan to make your real estate business a runaway success. You can use Upmetrics’ real estate & rental business plan templates to get started writing your plan.

What's the importance of a marketing strategy in a real estate investment business plan?

Marketing strategy is a key component of your real estate investment business plan. Whether it is about achieving certain business goals or helping your investors understand your plan to maximize their return on investment—an impactful marketing strategy is the way to do it!

Here are a few pointers to help you understand the importance of having an impactful marketing strategy:

• It provides your business an edge over your competitors.
• It helps investors better understand your business and growth potential.
• It helps you develop products with the best profit potential.
• It helps you set accurate pricing for your products or services.

What is the easiest way to write your real estate investment business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any real estate investment business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business planning tool .

How do I write a good market analysis in a real estate investment business plan?

Market analysis is one of the key components of your business plan that requires deep research and a thorough understanding of your industry.

We can categorize the process of writing a good market analysis section into the following steps:

• Stating the objective of your market analysis—e.g., investor funding.
• Industry study—market size, growth potential, market trends, etc.
• Identifying target market—based on user behavior and demographics.
• Analyzing direct and indirect competitors.
• Calculating market share—understanding TAM, SAM, and SOM.
• Knowing regulations and restrictions
• Organizing data and writing the first draft.

Writing a marketing analysis section can be overwhelming, but using ChatGPT for market research can make things easier.

About the Author

Vinay Kevadiya

Vinay Kevadiya is the founder and CEO of Upmetrics, the #1 business planning software. His ultimate goal with Upmetrics is to revolutionize how entrepreneurs create, manage, and execute their business plans. He enjoys sharing his insights on business planning and other relevant topics through his articles and blog posts. Read more

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Leu AGRO   »   Articles posted by leuagro

Merry Christmas to All from Leu-AGRO !!!

By leuagro on December 23, 2021. Posted in Agriculture News Russia , Blog , Latest Work , Leu Agro News , Leu-AGRO Insights , Uncategorized , Unlisted .

To All our Friends and Families, We wish you a Merry Christmas and Happy Safe New Year, best of Luck to all of you !!!

Leu-AGRO News Update on Russian Agriculture Seasonal Field Work Progress as of September 27, 2021 !!!

By leuagro on September 29, 2021. Posted in Agriculture News Russia , Latest Work , Leu Agro News , Leu-AGRO Insights .

Leu-AGRO News Update on Russian Agriculture Seasonal Field Work Progress as of September 27, 2021 !!! Grain Output Data and Information, Update # 1 on the new Crop Winter Wheat Sowing, Progress and Stage of the 2022 Winter Wheat Crop !!! According to the operational data of the management bodies of the agro-industrial complex of…

Leu AGRO News Update on its Subsidiary Volga Baikal AGRO LLC. Russia !!!

By leuagro on April 26, 2020. Posted in Agriculture News Russia , Leu Agro News .

Volga Baikal AGRO LLC, the leading Agriculture Project Development Group is finalizing the Opportunity for Private and Institutional Investor to be part of this Agriculture Asset Class – Business Opportunity. Volga Baikal AGRO LLC, is specializing in the development and design of agricultural operations in the Russian Federation, Assemble and Develop large tracts of Arable…

Protected: Leu-AGRO Library — Insight Information on Russian AGRICULTURE !!!

Agro-forecast: How will the grain develop. Lyudmila Zueva on the prospects for the development of agriculture in 2020 !!!

By leuagro on January 13, 2020. Posted in Leu-AGRO Insights .

Agro-forecast: how will the grain develop. Lyudmila Zueva on the prospects for the development of agriculture in 2020 !!! The coming year is seen as a tangible boundary when it will be possible to assess the effectiveness of the efforts undertaken in recent years and to understand whether an adjustment to the development strategy of the…

THE AGRARIAN AGENCY EXPECTS TO COLLECT AND SYSTEMATIZE INFORMATION ON 383 MILLION HECTARES OF AGRICULTURAL LAND

The Ministry of Agriculture has developed a state program for involving agricultural land in circulation !!! Until 2030, its implementation will require 1.41 trillion rubles  !!! Ministry of Agriculturedeveloped a state program for the effective involvement of agricultural land in the circulation and development of the reclamation complex. The draft government decree on its approval is…

Leu AGRO Project News Update !!!

By leuagro on January 2, 2020. Posted in Agriculture News Russia , Leu Agro News .

Leu – AGRO News Update on the latest Project Development. In the 2019 Leu AGRO was able to push forward the Development of its Subsidiary Volga Baikal AGRO LLC., this  with the great Unique and Capable Team we have put together in early 2019. The Project is involving the Development of Grain and Cattle Farming…

Happy New Year – 2020 !!!

By leuagro on December 31, 2019. Posted in Agriculture News Russia , Leu Agro News .

Happy New Year to all our Friends and Partners from the Team Leu AGRO  !!!

2019 Russian Grain Crop Output below the 125 to 135 million Plan !!!

By leuagro on November 1, 2019. Posted in Agriculture News Russia .

Russian Farmers did not reach the record. Grain harvest rose, but prices did not fall !!! At the beginning of 2019, almost all experts in the grain market predicted that the gross grain yield would again be close to a record and amount to about 130 million tons. Due to the influence of weather factors, expectations…

Russian Grain export will decrease by 15%

By leuagro on October 31, 2019. Posted in Agriculture News Russia .

For four months of the season 2019/20, shipments may amount to 17.6 million tons !!! According to the forecast of the analytical center ” Rusagrotrans“, In October, grain exports from Russia will amount to 3.8 million tons. This will be the first time this season is low: in July, export totaled 4.72 million tons, in August…

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