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  • Writing a Business Plan

Writing a business plan may seem a daunting task as there are so many moving parts and concepts to address. Take it one step at a time and be sure to schedule regular review (quarterly, semi-annually, or annually) of your plan to be sure you on are track to meet your goals.

Essential Components of a Real Estate Business Plan

Why Write a Business Plan?

Making a business plan creates the foundation for your business. It provides an easy-to-understand framework and allows you to navigate the unexpected.

Quick Takeaways

  • A good business plan not only creates a road map for your business, but helps you work through your goals and get them on paper
  • Business plans come in many formats and contain many sections, but even the most basic should include a mission and vision statement, marketing plans, and a proposed management structure
  • Business plans can help you get investors and new business partners

Source: Write Your Business Plan: United States Small Business Association

Writing a business plan is imperative to getting your business of the ground. While every plan is different – and most likely depends on the type and size of your business – there are some basic elements you don’t want to ignore.

Latest on this topic

Budget sheet and planner

NAR Library & Archives has already done the research for you. References (formerly Field Guides) offer links to articles, eBooks, websites, statistics, and more to provide a comprehensive overview of perspectives. EBSCO articles ( E ) are available only to NAR members and require the member's nar.realtor login.

Defining Your Mis​sion & Vision

Writing a business plan begins by defining your business’s mission and vision statement. Though creating such a statement may seem like fluff, it is an important exercise. The mission and vision statement sets the foundation upon which to launch your business. It is difficult to move forward successfully without first defining your business and the ideals under which your business operates. A company description should be included as a part of the mission and vision statement. Some questions you should ask yourself include: 

  • What type of real estate do you sell?
  • Where is your business located?
  • Who founded your business?
  • What sets your business apart from your competitors?

What is a Vision Statement ( Business News Daily , Feb. 21, 2023)

How to Write a Mission Statement ( The Balance , Jan. 2, 2020)

How to Write a Mission Statement ( Janel M. Radtke , 1998)

Using a SWOT Analysis to Structure Your Business Plan

Once you’ve created a mission and vision statement, the next step is to develop a SWOT analysis. SWOT stands for “Strengths, Weaknesses, Opportunities, and Threats.” It is difficult to set goals for your business without first enumerating your business’s strengths and weaknesses, and the strengths and weaknesses of your competitors. Evaluate by using the following questions:

  • Do you offer superior customer service as compared with your competitors?
  • Do you specialize in a niche market? What experiences do you have that set you apart from your competitors?
  • What are your competitors’ strengths?
  • Where do you see the market already saturated, and where are there opportunities for expansion and growth?

Strength, Weakness, Opportunity, and Threat (SWOT) ( Investopedia , Apr. 21, 2023)

How to Conduct a SWOT Analysis for Your Small Business ( SCORE , Apr. 28, 2022)

SWOT Analysis Toolbox ( University of Washington )

Setting ​Business Goals

Next, translate your mission and vision into tangible goals. For instance, if your mission statement is to make every client feel like your most important client, think about the following:

  • How specifically will you implement this?
  • Do you want to grow your business?
  • Is this growth measured by gross revenue, profit, personnel, or physical office space?
  • How much growth do you aim for annually?
  • What specific targets will you strive to hit annually in the next few years?

What are Business Goals? Definition, How To Set Business Goals and Examples ( Indeed , Mar. 10, 2023)

Planning and Goal Setting for Small Business ( U.S. Small Business Administration )

  • Regular work goals.
  • Problem-solving goals.
  • Innovative goals.
  • Development goals

Establishing a Format

Most businesses either follow a traditional business plan format or a lean startup plan.

Traditional Business Plan

A traditional business plan is detailed and comprehensive. Writing this business plan takes more time. A traditional business plan typically contains the following elements:

  • Executive Summary
  • Company description
  • Market analysis
  • Organization and management
  • Service or product line
  • Marketing and sales
  • Funding request
  • Financial projections

Lean Startup Plan

A lean startup plan requires high-level focus but is easier to write, with an emphasis on key elements. A lean startup plan typically contains the following elements:

  • Key partnerships
  • Key activities
  • Key resources
  • Value proposition
  • Customer relationships
  • Customer segments
  • Cost structure
  • Revenue stream

Creating a Marketing Plan

You may wish to create a marketing plan as either a section of your business plan or as an addendum. The Marketing Mix concerns product , price , place and promotion .

  • What is your product?
  • How does your price distinguish you from your competitors—is it industry average, upper quartile, or lower quartile?
  • How does your pricing strategy benefit your clients?
  • How and where will you promote your services?
  • What types of promotions will you advertise?
  • Will you ask clients for referrals or use coupons?
  • Which channels will you use to place your marketing message?

Your Guide to Creating a Small Business Marketing Plan ( Business.com , Mar. 22, 2023)

10 Questions You Need to Answer to Create a Powerful Marketing Plan ( The Balance , Jan. 16, 2020)

Developing a Marketing Plan ( Federal Deposit Insurance Corporation )

Forming a Team

Ensuring the cooperation of all colleagues, supervisors, and supervisees involved in your plan is another important element to consider. Some questions to consider are:

  • Is your business plan’s success contingent upon the cooperation of your colleagues?
  • If so, what specifically do you need them to do?
  • How will you evaluate their participation?
  • Are they on-board with the role you have assigned them?
  • How will you get “buy in” from these individuals?

How to Start a Rock-Solid Real Estate Team ( The Close , May 26, 2020)

Don’t Start a Real Estate Team Without Asking Yourself These 8 Questions ( Homelight , Jan. 21, 2020)

Implementing a Business Plan and Reviewing Regularly

Implementation and follow-up are frequently overlooked aspects to the business plan, yet vital to the success of the plan. Set dates (annually, semi-annually, quarterly, or monthly) to review your business plans goals. Consider the following while reviewing:

  • Are you on track?
  • Are the goals reasonable to achieve, impossible, or too easy?
  • How do you measure success—is it by revenue, profit, or number of transactions?

And lastly, think about overall goals.

  • How do you plan to implement your business plan’s goals?
  • When will you review and refine your business plan goals?
  • What process will you use to review your goals?
  • What types of quantitative and qualitative data will you collect and use to measure your success?

These items are only a few sections of a business plan. Depending on your business, you may want to include additional sections in your plan such as a:

  • Cover letter stating the reasoning behind developing a business plan
  • Non-disclosure statement
  • Table of contents

How To Write a Business Proposal Letter (With Examples) ( Indeed , Mar. 10, 2023)

How To Implement Your Business Plan Objectives ( The Balance , Aug. 19, 2022)

The Bottom Line

Creating a business plan may seem daunting, but by understanding your business and market fully, you can create a plan that generates success (however you choose to define it).

Real Estate Business Plans – Samples, Instructional Guides, and Templates

9 Steps to Writing a Real Estate Business Plan + Templates ( The Close , Apr. 17, 2023)

How to Write a Real Estate Business Plan (+Free Template) ( Fit Small Business , Jun. 21, 2022)

The Ultimate Guide to Creating a Real Estate Business Plan + Free Template ( Placester )

Write Your Business Plan ( U.S. Small Business Administration )

General Business Plans – Samples, Instructional Guides, and Templates

Business Plan Template for a Startup Business ( SCORE , May 12, 2023)

Guide to Creating a Business Plan with Template (Business News Daily, Feb. 21, 2023)

Nine Lessons These Entrepreneurs Wish They Knew Before Writing Their First Business Plans ( Forbes , Jul. 25, 2021)

How to Write a Business Plan 101 ( Entrepreneur , Feb. 22, 2021)

Books, eBooks & Other Resources

Ebooks & other resources.

The following eBooks and digital audiobooks are available to NAR members:

20 Minute Manager: Creating Business Plans Gather Your Resources, Describe the Opportunity, Get Buy-in (eBook) E

The Straightforward Business Plan (eBook)

Business Plan Checklist (eBook)

The SWOT Analysis (eBook)

The Business Plan Workbook (eBook)

Start-Up! A Beginner's Guide to Planning a 21st Century Business (eBook)

Complete Book of Business Plans (eBook)

How to Write a Business Plan (eBook)

The Easy Step by Step Guide to Writing a Business Plan and Making it Work (eBook)

Business Planning: 25 Keys to a Sound Business Plan (Audiobook)

Your First Business Plan, 5 th Edition (eBook)

Anatomy of a Business Plan (eBook)

Writing a Business Plan and Making it Work (Audiobook)

The Social Network Business Plan (eBook)

Books, Videos, Research Reports & More

As a member benefit, the following resources and more are available for loan through the NAR Library. Items will be mailed directly to you or made available for pickup at the REALTOR® Building in Chicago.

Writing an Effective Business Plan (Deloitte and Touche, 1999) HD 1375 D37w

Have an idea for a real estate topic? Send us your suggestions .

The inclusion of links on this page does not imply endorsement by the National Association of REALTORS®. NAR makes no representations about whether the content of any external sites which may be linked in this page complies with state or federal laws or regulations or with applicable NAR policies. These links are provided for your convenience only and you rely on them at your own risk.

BUSINESS STRATEGIES

How to create a real estate business plan

  • Nirit Braun
  • 10 min read

How to create a real estate business plan

A real estate business plan is a strategic document that outlines the objectives, strategies and tactics a person or a team will employ when starting a business in the real estate industry. This comprehensive and clear plan not only defines the business' mission, vision and goals but also delineates the steps necessary to achieve them.

When starting a business, especially in a dynamic and competitive sector like real estate, a well-crafted business plan becomes an indispensable tool for success. Beyond helping business in their first steps to understanding how to start a service business , a business plan provides a structured framework that helps entrepreneurs make informed decisions, allocate resources effectively and stay focused on their objectives. By articulating the business' value proposition, rental business ideas , target market, competitive landscape and revenue streams, the plan offers a holistic understanding of the venture's potential and challenges.

Looking to kick off your real estate business? Create a business website today with Wix. These real estate agent websites can help you get started.

In this section, we'll break down the key components involved in crafting a successful real estate business plan in six steps.

Executive summary

Company and domain name

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

An executive summary is a concise overview of your entire real estate business plan. It serves as a snapshot that captures the essence of your venture, highlighting its key components and objectives. A well-crafted executive summary should provide a clear understanding of your real estate business' purpose, market opportunity, strategies and potential for success. It's typically the first section of the business plan and should be written after the rest of the plan has been completed.

To write a clear executive summary for a real estate business, follow these steps:

Start with a brief introduction: Describe your business’ mission, vision and the services you intend to offer. Highlight what sets your business apart in the competitive real estate landscape.

Summarize the market demand: Explain what kind of opportunity you aim to address with this type of business . Mention key trends in the real estate industry that support the viability of your venture.

Identify your target audience: Whether it's first-time homebuyers, property investors or commercial clients, briefly describe their demographics and needs.

State the unique value you offer to clients: This could be exceptional customer service, a specialized focus or innovative technology solutions.

Outline your key marketing strategies: Highlight how you plan to reach and engage your target market.

Provide a high-level overview of your projected financials: Include revenue projections, startup costs and funding requirements.

Introduce the key members of your team: Highlight how their skills contribute to the success of the real estate business.

Example of an executive summary for a real estate business: “ABC Realty is a dynamic real estate agency that specializes in helping first-time homebuyers navigate the complex property market. With a strong commitment to providing personalized guidance and support, we aim to simplify the buying process and empower our clients to make informed decisions. Our target market consists of young professionals and families looking for their dream homes in urban areas. Leveraging the latest technology and data analytics, we offer a seamless search experience that matches buyers with their ideal properties. Our marketing strategy involves a mix of social media engagement, local partnerships and educational workshops to establish our brand as a trusted resource in the real estate industry. Backed by a team of experienced agents and industry professionals, we are well-positioned to make homeownership dreams a reality while achieving sustainable growth and profitability. Our projected financials indicate a steady upward trajectory, with a goal of reaching profitability within the first two years.”

02. Company and domain name

Knowing how to name a business is crucial for a real estate venture and a key step before you register your business . It shapes your brand identity, influences client perceptions and establishes trust.

Additionally, selecting a suitable domain name for your real estate website is crucial for online visibility and accessibility. Your online presence should be in top form taking into account that 97% of homebuyers search for their homes online. Here's how to approach these decisions:

Company name

Should reflect your business' values and services

Keep it concise, memorable and easy to spell

Check for trademark conflicts to avoid legal issues

Consider using the free business name generator from Wix for inspiration

Be inspired by these real estate business name lists.

Domain name

Align it closely with your company name if possible

Choose a domain extension (.com, .net, .org) that's commonly recognized

Keep it short and free of complex words or hyphens

Ensure it's easy to pronounce and type

Learn more: How to make a website

03. Market analysis and research

Incorporating comprehensive market analysis and research into your business plan is essential for understanding the competitive landscape and formulating an effective business strategy. Conduct market research to identify trends, competitors and potential gaps in the market. Analyze your target audience's preferences, behaviors and pain points to tailor your services and marketing efforts accordingly.

Understanding the market dynamics allows you to position your real estate business strategically and offer unique value propositions that resonate with clients.

04. Operations plan

An operations plan outlines the logistical aspects of your real estate business, ensuring its smooth day-to-day functioning. This section should cover:

The physical location of your business office or headquarters

The size and layout of your office space

The equipment and technology required to run your real estate business

The roles, responsibilities and qualifications of your team members

05. Marketing and advertising plan

In the competitive real estate industry, a robust marketing and advertising plan is vital for attracting clients and establishing your brand presence. Your plan should encompass various marketing strategies , including:

Social media marketing, search engine optimization (SEO) and online advertising

Creating valuable content like blog posts, videos and guides

Establishing partnerships with local businesses and industry associations

Hosting events and workshops that educate clients about real estate trends

You’ll also need to develop a suite of brand assets to use in your marketing efforts, starting with a company logo. You can use a free logo maker or real estate logo maker to get a professional design in minutes.

06. Financial plan

The average cost to start a real estate brokerage can range from $10,000 to $200,000 , so odds are you will need to secure financing. The financial plan outlines your real estate business' financial projections, funding requirements and path to profitability. It should include all your startup costs including starting an LLC , licensing, office setup, marketing materials and technology needs.

Next, estimate income based on property sales, commissions and other revenue sources. Alongside this outline ongoing operational costs, such as rent, salaries, marketing and utilities. Then take the time to specify how your business will be funded initially, whether through personal savings, loans or investor contributions. Finally, predict when your real estate business is expected to reach profitability based on your revenue and expense projections. You can include within this the exact ways to make money as a real estate agent .

steps to developing a business plan

Real estate business plan examples

Here are two templates for hypothetical real estate businesses, each including the main parts discussed in our how-to steps.

Real estate business plan template 1: ABC Realty

ABC Realty is a forward-thinking real estate brokerage focused on serving residential clients in urban areas. With a mission to simplify the home buying process for first-time buyers, we aim to provide personalized guidance and a seamless search experience. Our market research indicates a rising demand for affordable housing solutions and our team's expertise positions us well to address this need. Leveraging digital platforms and local partnerships, we're dedicated to establishing a brand known for trust, transparency and professionalism. Our financial projections show steady growth, with profitability projected within 18 months.

Company name: UrbanNest Realty

Domain name: www.urbannestrealty.com

Market analysis: Our research reveals a growing trend of Millennials seeking starter homes in urban areas.

Competitive landscape: Competitor analysis highlights the need for tailored customer service and simplified processes. We will tap into this by offering comprehensive support and leveraging technology to streamline transactions.

Location: A prime urban location with easy accessibility.

Premises: A modern office space designed for client consultations and agent collaboration.

Equipment: State-of-the-art computers, customer relationship management (CRM) software and virtual tour technology.

Staffing: Agents, property management experts and administrative staff.

Digital marketing: Social media campaigns, targeted online ads and search engine optimization.

Content marketing: Regular blog posts on home-buying tips, neighborhood insights and market trends.

Networking: Partnerships with local lenders, moving companies and interior designers to provide added value.

Events and workshops: Monthly homebuyer seminars and virtual property tours.

Startup costs: $60,000 (licenses, office setup, marketing materials)

Revenue projections (first year): $300,000

Revenue projections (section year): $500,000

Expenses: Monthly rent, salaries, marketing expenses and administrative costs

Funding: Personal savings and a small business loan

Profitability timeline: Projected within 18 months

Real estate business plan template 2: Empire Investments

Empire Investments is a dynamic real estate investment firm specializing in commercial properties. With an aim to provide high-value investment opportunities, we focus on acquiring and enhancing properties with substantial growth potential. Our strategy involves leveraging market trends, identifying undervalued assets and optimizing their value through strategic renovations and management. Our team of seasoned professionals ensures a comprehensive approach to portfolio management, driving investor returns. Our financial outlook is promising, with steady revenue growth projected over the next five years.

Company name: Empire Investments

Domain name: www.empireinvestmentsre.com

Market analysis: Our research highlights an increasing demand for mixed-use properties in urban areas.

Competitive landscape: Competitor analysis reveals a gap in the market for value-add properties. We'll focus on acquiring underperforming assets with the potential for repositioning and strong cash flow.

Location: Central business district for easy access to commercial properties.

Premises: A professional office space for meetings and deal analysis.

Equipment: Advanced financial analysis tools and property management software.

Staffing: Investment analysts, property managers, legal experts and administrative support.

Networking: Building relationships with commercial brokers, property managers and industry experts.

Content marketing: Thought leadership articles, market reports and investment guides.

Webinars and seminars: Monthly webinars on commercial real estate investment strategies.

Direct marketing: Targeted outreach to potential investors based on investment preferences.

Startup costs: $150,000 (licenses, office setup, due diligence expenses)

Revenue projections (first year): $1,000,000

Revenue projections (second year): $2,000,000

Expenses: Office overhead, salaries, marketing campaigns and property management costs

Funding: Combination of private equity, investor capital and personal investments

Profitability timeline: Positive cash flow projected within the first year, substantial returns expected over five years

Top benefits of writing a real estate business plan

Starting a business in real estate requires careful planning and a well-structured business plan offers a multitude of benefits that contribute to the venture's success. A business plan helps you in the following ways:

Attracting investors and funding: A well-developed business plan serves as a persuasive tool to attract potential investors and secure funding. It outlines the business's unique value proposition, market opportunities and growth strategies. By clearly articulating the revenue model and projected financials, entrepreneurs demonstrate their preparedness and potential returns, increasing the likelihood of obtaining an investment and raising money for a business .

Resource assessment: Writing a business plan helps entrepreneurs understand the resources, supplies and staff required to launch and operate the real estate business. This comprehensive assessment ensures that nothing is overlooked, from property acquisition and renovation costs to marketing expenses and administrative needs. By listing these requirements, entrepreneurs can plan for adequate funding and efficient resource allocation.

Strategic direction: A business plan outlines the business's short-term and long-term goals, providing a strategic direction for the real estate business. Entrepreneurs can define their target market, geographic focus and property types, enabling them to make informed decisions aligned with their objectives. This clarity prevents aimless pursuits and helps maintain focus on strategies that align with the business' vision.

Risk mitigation: A well-structured business plan anticipates potential challenges and outlines strategies to mitigate risks. Entrepreneurs can identify industry-specific challenges, such as market fluctuations or regulatory hurdles and devise contingency plans. By acknowledging these risks upfront, entrepreneurs can proactively address them and adapt their strategies as needed.

Operational efficiency: The business plan details the organizational structure, roles and responsibilities required to run the real estate business smoothly. Defining these elements helps entrepreneurs allocate tasks effectively and ensure that the right people are in place to execute the business strategies. This clarity enhances operational efficiency and minimizes the potential for confusion or overlaps.

Measurable progress: A business plan sets clear milestones and metrics to measure the real estate business' progress. Entrepreneurs can track key performance indicators (KPIs) against the projected goals, enabling them to assess their success and identify areas for improvement.

Real estate business plan FAQ

What is a business plan in real estate.

A real estate business plan is a document that outlines your goals and strategies for starting or growing a real estate business. It should include a market analysis, a business model, an operational plan and a financial plan.

Which real estate business is most profitable?

Can you become a millionaire from owning real estate, is it a good idea to start a real estate business, how do i organize my real estate business, want to create another type of business plan.

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Top 10 Real Estate Executive Summary Templates with Samples and Examples

Top 10 Real Estate Executive Summary Templates with Samples and Examples

Ishan Basak

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After a two-year slump in the real estate market brought on by a pandemic, the year 2022 gave some promise as most industries recovered from the Covid lows and experienced strong year-over-year growth. Industry experts predict that this growth trend will persist in the year 2023.

The real estate market has historically been impacted by issues including inflation, increased mortgage rates, and a shortage of available housing. It is, however, believed that the sector has greatly recovered, but with different trends.

Home buyers sought out larger, sustainable spaces with value-added services and facilities as a result of pandemic-induced trends like remote and hybrid working, thereby enhancing their and their investors’ well-being.

In such a scenario, if you wish to attract a buyer and investors to your property, presenting a clear and concise summary about the features and facilities makes sense. 

A real estate executive summary is a document that provides a brief overview of a specific real estate project or investment opportunity. It typically includes information on the property location, size, and type, as well as the project's financial projections and expected return on investment. The executive summary is often used to attract potential investors or lenders and to provide a high-level overview of the project's potential. It is a key document that is used to present the project to potential investors, lenders, and other stakeholders.

The goal is to persuade them to invest in the project, or to lend money to it, by highlighting the key benefits of the project, such as the potential for high returns on investment and the strategic location of the property.

Real Estate Executive Summary Templates

SlideTeam presets Top 10 Real Estate Executive Summary Templates for your next real estate business. Use these 100% editable, one-of-a-kind templates to impress potential clients and investors. 

(If you want to understand ‘Real Estate Investment Management’ better, go through its highly attractive yet informative templates in this guide .)

Let’s begin formulating your perfect real estate executive summary with SlideTeam’s best-in-class PPT Templates.

Template 1: Real Estate Startup One Page Executive Summary Template

There is plenty of room in this editable PowerPoint presentation to add the name and logo of your business. By using the images of your team members together with their names and roles, you can bring a personal touch to your presentation. Showcase how you plan to use or distribute the funds raised. Emphasize the arguments that will persuade your audience to choose you above the competition. This one-page business summary includes all of the information you need to deliver to your stakeholders. Download this unique template today!

Real estate startup one page executive summary presentation report infographic ppt pdf document

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Template 2: Bi-Fold Real Estate Startup Executive Summary Document

Our Bi-fold Real Estate Startup Executive Summary Template is expertly crafted to give any subject a beautiful setting. This bi-fold document contains four slides that reflect what your business stands for. This A4 size layout, which has adjustable and adaptable design features, makes an excellent visual reporting and communication tool. This design is completely compatible with Google Slides and can be used to meet any commercial need. Get this now!

Bi fold real estate startup executive summary document report pdf ppt template

Template 3: Executive Summary Real Estate Industry PPT Template

By using this PPT Slide, you may increase audience engagement and knowledge holistically. You can deliver information in two stages using this template. Using this PPT design, you may also provide data on international real estate market analysis. This style is entirely changeable, so personalize it right away to satisfy the demands of your audience.

Executive summary real estate industry in us ppt powerpoint presentation show icons

Template 4: Executive Summary Real Estate Industry PPT

To raise your presentation bar, we introduce the Commercial Real Estate Executive Summary Template. This template, which includes one stage, is a perfect choice for instructing and captivating your audience. Use this template to disperse information about the executive summary. To fully gain from it, seize it right away.

Commercial real estate executive summary ppt summary vector

Template 5: Strategic Investment In Real Estate Executive Summary PPT

Introducing this set of PowerPoint slides with the title Strategic Investment In Real Estate Executive Summary. This slide covers the subjects of the real estate global market summary. You can download this PowerPoint presentation right away and alter it to your plan and content. Impress your audience by downloading this template now!

Strategic investment in real estate executive summary ppt powerpoint presentation diagram

Template 6: Executive Summary Sales Real Estate Detailed Analysis PPT

This design, that lets you explain the information in a precise format, is a perfect choice for instructing and captivating your audience. Use this simple  template to disperse information about the executive summary in a foolproof manner. To fully gain from it, use it to its full potential. It provides ample space to spice it up with your compelling business ideas. The icons used here enhances its overall appearance.

Executive summary sales real estate detailed analysis ppt powerpoint pictures

Template 7: Executive Summary Commercial Real Estate Property Management PPT

To raise the bar of your presentations, introduce Executive Summary Commercial Real Estate Property Management Styles Maker. This design, which has two stages, is a perfect choice for informing and captivating your audience. Use this template to disperse information about the executive summary. To fully gain from it, seize it right away.

Executive summary commercial real estate property management ppt styles maker

Template 8: Executive Summary Real Estate Management And Development PPT

With the help of this Executive Summary Real Estate Management And Development Portrait, elaborate on the subject. Utilize it as a conversation and navigational tool for the executive summary. You are allowed to modify this template as per your business needs. Download it right away.

Executive summary real estate management and development ppt portrait

Template 9: Executive Summary For Real Estate Property PPT

This presentation shows data on the financial ratios and acquisition cost of a real estate propert. Use this slide to present real estate property infographics and to go into more depth about the subject. Use it as a conversation tool and navigational aid for principal payment, cash on cash return, and financial ratios. Download it now to present your plan in well-organized manner.

Executive summary for real estate property ppt infographics

Template 10:  Real Estate Construction Company Profile Executive Summary PPT

This slide presents the executive summary, which includes a description of the construction company, our services, statistical data, and accomplishments like the number of clients served, the number of projects completed annually, etc. Use the slides to provide facts and give a full overview of your services, your achievements, and your executive summary. Grab it now!

Real Estate Construction Company Profile Executive Summary

The Closing Link

An investment that really pays off is a real estate business concept. You will quickly become an expert if you use the top 10 templates listed above according to the needs of your company. You will gain an understanding of the real estate industry, your competitors, and your clients by using these templates. You can learn more about the processes required to start and expand your real estate business from these programs.

PS: If you are looking for a real estate development cover letter template, here’s a handy guide with amazing samples and examples.

What is an example of an executive summary?

Businesses frequently use the executive summary to obtain conventional finance from banks and other lenders. Effective executive summaries can persuade and rapidly explain the possible advantages of investment and aid in raising money.

The business plan's executive summary is a crucial and necessary component. It tries to grab the attention of the intended stakeholders by giving them a brief, succinct, and upbeat overview of the firm as well as a thoughtful insight into the essence of business. It should outline your company, the issue it addresses, its target audience, and key financial figures.

What are 6 things you should include in an executive summary?

  • Give a high-level summary of the real estate sector.
  • The title, address, and goals of your real estate business
  • An overview of your real estate company, containing information about the management team, advisors, and history
  • Describe the kind of real estate business you run. Give a brief description of your target market, and explain how your business is unique compared to others in the sector.
  • Make a marketing plan that details the sales, partnering, and marketing tactics for your business.
  • And describe your financial strategy in general.

What are the three most important things in real estate?

The three most crucial things in real estate, that contribute to decision-making are:

Property Location

The maxim "location, location, location" is still true and is still the most crucial element in real estate investing success. Residential property assessments heavily consider the status of the community, green space, scenic vistas, and proximity to amenities. When valuing commercial real estate, accessibility to markets, warehouses, transportation hubs, motorways, and tax-exempt regions is crucial.

Valuation of the Property

Real estate valuation is crucial for financing the purchase as well as listing price, investment research, insurance, and taxation—all of which rely on it.

Investment Purpose and Investment Horizon

Lack of clarity regarding aim may result in unanticipated outcomes, including financial distress—especially if the investment is mortgaged—given the low liquidity and high value of real estate.

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5 Real Estate Business Plan Examples & How to Create One?

By Danesh Ramuthi , Nov 28, 2023

Real Estate Business Plan Examples

Crafting a business plan is essential for any business and the real estate sector is no exception. In real estate, a comprehensive business plan serves as a roadmap, delineating a clear path towards business growth. 

It guides owners, agents and brokers through various critical aspects such as identifying target markets, devising effective marketing strategies, planning finances and managing client relationships.

For real estate businesses, a well-written plan is crucial in attracting potential investors, showcasing the company’s mission statement, business model and long-term income goals.

So, how can you write one?

Leveraging tools like Venngage Business Plan Make r with their Business Plan Templates to create your own real estate business plan can be transformative.

They offer a lot of real estate business plan examples and templates, streamlining the process of crafting a comprehensive plan.

Click to jump ahead: 

  • 5 real estate business plan examples

How to write a real estate business plan?

  • Wrapping Up

5 Real estate business plan examples

As I have said before, a well-crafted business plan is a key to success. Whether you’re a seasoned agent or just starting out, examples of effective real estate business plans can offer invaluable insights.

These examples showcase a range of strategies and approaches tailored to various aspects of the real estate market. They serve as guides to structuring a plan that addresses key components like market analysis, marketing strategies, financial planning and client management, ensuring a solid foundation for any real estate venture.

Real estate business plan example

There are various elements in a real estate business plan that must be integrated. Incorporating these elements into a real estate business plan ensures a comprehensive approach to launching and growing a successful real estate business. 

Real Estate Business Plan Template

What are they?

  • Executive summary: The executive summary is a concise overview of the real estate business plan. It highlights the mission statement, outlines the business goals and provides a snapshot of the overall strategy. 
  • Company overview: An overview on the history and structure of the real estate business. It includes the company’s mission and vision statements, information about the founding team and the legal structure of the business. 
  • Service: Here, the business plan details the specific services offered by the real estate agency. This could range from residential property sales and leasing to commercial real estate services. The section should clearly articulate how these services meet the needs of the target client and how they stand out from competitors.
  • Strategies: A very crucial part of the plan outlines the strategies for achieving business goals. It covers marketing strategies to generate leads, pricing strategies for services, and tactics for effective client relationship management. Strategies for navigating market shifts, identifying key market trends and leveraging online resources for property listings and real estate listing presentations to help with lead generation are also included.
  • Financial plan: The financial plan is a comprehensive section detailing the financial projections of the business. It includes income statements, cash flow statements, break-even analysis and financial goals. Besides, a financial plan section also outlines how resources will be allocated to different areas of the business and the approach to managing the financial aspects of the real estate market, such as average sales price and housing market trends.

Real Estate Marketing Plan Template

Read Also: 7 Best Business Plan Software for 2023

Real estate investment business plan example

A real estate investment business plan is a comprehensive blueprint that outlines the goals and strategies of a real estate investment venture. It serves as a roadmap, ensuring that all facets of real estate investment are meticulously considered.

Real Estate Investment Business Plan Template

Creating a business plan for real estate investment is a critical step for any investor, regardless of their experience level Typically, these plans span one to five years, offering a detailed strategy for future company objectives and the steps required to achieve them.

Key components:

  • Executive summary: Snapshot of the business, outlining its mission statement, target market, and core strategies. It should be compelling enough to attract potential investors and partners.
  • Market analysis: A thorough analysis of the real estate market, including current trends, average sales prices and potential market shifts.
  • Financial projections: Detailed financial plans, including income statements, cash flow analysis, and break-even analysis.
  • Strategy & implementation: Outlines how the business plans to achieve its goals. This includes marketing efforts to generate leads, pricing strategies and client relationship management techniques.
  • Legal structure & resource allocation: Details the legal structure of the business and how resources will be allocated across various operations, including property acquisitions, renovations and management.

Real estate agent business plan example

A real estate agent business plan is a strategic document that outlines the operations and goals of a real estate agent or agency. It is a crucial tool for communicating with potential lenders, partners or shareholders about the nature of the business and its potential for profitability.

Real Estate Agent Business Plan Templa

A well-crafted real estate agent business plan will include

  • Where you are today: A clear understanding of your current position in the market, including strengths, weaknesses and market standing.
  • Where you aim to be: Sets specific, measurable goals for future growth, whether it’s expanding the client base, entering new markets or increasing sales.
  • How can you get there: Outlines the strategies and action plans to achieve these goals, including marketing campaigns, client acquisition strategies and business development initiatives.
  • Measuring your performance: Defines the key performance indicators (KPIs) and metrics to assess progress towards the set goals, such as sales figures, client satisfaction rates and market share.
  • Course correction: Establishes a process for regular review and adjustment of the plan, ensuring flexibility to adapt to market changes, shifts in client needs and other external factors.

For real estate agents, a comprehensive business plan is not just a roadmap to success; it is a dynamic tool that keeps them accountable and adaptable to market changes.

Realtor business plan example

A realtor business plan is a comprehensive document that outlines the strategic direction and goals of a real estate business. It’s an essential tool for realtors looking to either launch or expand their business in the competitive real estate market. The plan typically includes details about the company’s mission, objectives, target market and strategies for achieving its goals.

Realtor Business Plan Template

Benefits of a realtor business plan and applications:

  • For launching or expanding businesses: The plan helps real estate agents to structure their approach to entering new markets or growing in existing ones, providing a clear path to follow.
  • Securing loans and investments: A well-drafted business plan is crucial for securing financing for real estate projects, such as purchasing new properties or renovating existing ones.
  • Guideline for goal achievement: The plan serves as a guideline to stay on track with sales and profitability goals, allowing realtors to make informed decisions and adjust strategies as needed.
  • Valuable for real estate investors: Investors can use the template to evaluate potential real estate businesses and properties for purchase, ensuring they align with their investment goals.
  • Improving business performance: By filling out a realtor business plan template , realtors can gain insights into the strengths and weaknesses of their business, using this information to enhance profitability and operational efficiency.

A realtor business plan is more than just a document; it’s a roadmap for success in the real estate industry. 

Writing a real estate business plan is a comprehensive process that involves several key steps. Here’s a detailed guide to help you craft an effective business plan :

  • Tell your story : Start with a self-evaluation. Define who you are as a real estate agent, why you are in this business and what you do. Develop your mission statement, vision statement and an executive summary​​.
  • Analyze your target real estate market : Focus on local market trends rather than national or state-wide levels. Examine general trends, market opportunities, saturations, and local competition. This step requires thorough research into the real estate market you plan to operate in​​.
  • Identify your target client : After understanding your market, identify the niche you aim to serve and the type of clients you want to target. Create a client persona that reflects their specific needs and concerns​​.
  • Conduct a SWOT analysis : Analyze your business’s Strengths, Weaknesses, Opportunities and Threats. This should reflect a combination of personal attributes and external market conditions​​​​.
  • Establish your SMART goals : Set specific, measurable, attainable, realistic and timely goals. These goals could be financial, expansion-related or based on other business metrics​​​​.
  • Create your financial plan : Account for all operating expenses, including marketing and lead generation costs. Calculate the number of transactions needed to meet your financial goals. Remember to separate personal and business finances​​.
  • Revisit your business plan to monitor & evaluate : Treat your business plan as a living document. Plan periodic reviews (quarterly, semi-annually or annually) to check if your strategies are advancing you toward your goals​​​​.
  • Defining your mission & vision : Include a clear mission and vision statement. Describe your business type, location, founding principles and what sets you apart from competitors​​.
  • Creating a marketing plan : Develop a marketing plan that addresses the product, price, place and promotion of your services. Determine your pricing strategy, promotional methods and marketing channels​​.
  • Forming a team : Ensure the cooperation of colleagues, supervisors and supervisees involved in your plan. Clarify their roles and how their participation will be evaluated​​.

Related: 15+ Business Plan Examples to Win Your Next Round of Funding

Wrapping up

The journey to a successful real estate venture is intricately linked to the quality and depth of your business plan. From understanding the nuances of the real estate market to setting strategic goals, a well-crafted business plan acts as the backbone of any thriving real estate business. Whether you’re developing a general real estate business plan, focusing on investment, working as an agent, or operating as a realtor, each plan type serves its unique purpose and addresses specific aspects of the real estate world.

The examples and insights provided in this article serve as a guide to help you navigate the complexities of the real estate industry. Remember, a real estate business plan is not a static document but a dynamic blueprint that evolves with your business and the ever-changing market trends.

Crafting a strategic real estate business plan is a crucial step towards achieving your business goals. So, start shaping your vision today with Venngage.

Explore venngage business plan maker & our business plan templates and begin your journey to a successful real estate business now!

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How To Write A Real Estate Business Plan

executive summary of a real estate business plan

What is a real estate business plan?

8 must-haves in a business plan

How to write a business plan

Real estate business plan tips

Success in the real estate investing industry won’t happen overnight, and it definitely won’t happen without proper planning or implementation. For entrepreneurs, a  real estate development business plan can serve as a road map to all of your business operations. Simply put, a real estate business plan will serve an essential role in forming your investing career.

Investors will need to strategize several key elements to create a successful business plan. These include future goals, company values, financing strategies, and more. Once complete, a business plan can create the foundation for smooth operations and outline a future with unlimited potential for your investing career. Keep reading to learn how to create a real estate investment business plan today.

What Is A Real Estate Investing Business Plan?

A real estate business plan is a living document that provides the framework for business operations and goals. A business plan will include future goals for the company and organized steps to get there. While business plans can vary from investor to investor, they will typically include planning for one to five years at a time.

Drafting a business plan for real estate investing purposes is, without a doubt, one of the single most important steps a new investor can take. An REI business plan will help you avoid potential obstacles while simultaneously placing you in a position to succeed. It is a blueprint to follow when things are going according to plan and even when they veer off course. If for nothing else, a real estate company’s business plan will ensure that investors know which steps to follow to achieve their goals. In many ways, nothing is more valuable to today’s investors. It is the plan, after all, to follow the most direct path to success.

real estate investing business plan

8 Must-Haves In A Real Estate Business Plan

As a whole, a real estate business plan should address a company’s short and long-term goals. To accurately portray a company’s vision, the right business plan will require more information than a future vision. A strong real estate investing business plan will provide a detailed look at its ins and outs. This can include the organizational structure, financial information, marketing outline, and more.  When done right, it will serve as a comprehensive overview for anyone who interacts with your business, whether internally or externally.

That said, creating an REI business plan will require a persistent attention to detail. For new investors drafting a real estate company business plan may seem like a daunting task, and quite honestly it is. The secret is knowing which ingredients must be added (and when). Below are seven must-haves for a well executed business plan:

Outline the company values and mission statement.

Break down future goals into short and long term.

Strategize the strengths and weaknesses of the company.

Formulate the best investment strategy for each property and your respective goals.

Include potential marketing and branding efforts.

State how the company will be financed (and by whom).

Explain who is working for the business.

Answer any “what ifs” with backup plans and exit strategies.

These components matter the most, and a quality real estate business plan will delve into each category to ensure maximum optimization.

A company vision statement is essentially your mission statement and values. While these may not be the first step in planning your company, a vision will be crucial to the success of your business. Company values will guide you through investment decisions and inspire others to work with your business time and time again. They should align potential employees, lenders, and possible tenants with the motivations behind your company.

Before writing your company vision, think through examples you like both in and out of the real estate industry. Is there a company whose values you identify with? Or, are there mission statements you dislike? Use other companies as a starting point when creating your own set of values. Feel free to reach out to your mentor or other network connections for feedback as you plan. Most importantly, think about the qualities you value and how they can fit into your business plan.

Goals are one of the most important elements in a successful business plan. This is because not only do goals provide an end goal for your company, but they also outline the steps required to get there. It can be helpful to think about goals in two categories: short-term and long-term. Long-term goals will typically outline your plans for the company. These can include ideal investment types, profit numbers, and company size. Short-term goals are the smaller, actionable steps required to get there.

For example, one long-term business goal could be to land four wholesale deals by the end of the year. Short-term goals will make this more achievable by breaking it into smaller steps. A few short-term goals that might help you land those four wholesale deals could be to create a direct mail campaign for your market area, establish a buyers list with 50 contacts, and secure your first property under contract. Breaking down long-term goals is a great way to hold yourself accountable, create deadlines and accomplish what you set out to.

3. SWOT Analysis

SWOT stands for strengths, weaknesses, opportunities, and threats. A SWOT analysis involves thinking through each of these areas as you evaluate your company and potential competitors. This framework allows business owners to better understand what is working for the company and identify potential areas for improvement. SWOT analyses are used across industries as a way to create more actionable solutions to potential issues.

To think through a SWOT analysis for your real estate business plan, first, identify your company’s potential strengths and weaknesses. Do you have high-quality tenants? Are you struggling to raise capital? Be honest with yourself as you write out each category. Then, take a step back and look at your market area and competitors to identify threats and opportunities. A potential threat could be whether or not your rental prices are in line with comparable properties. On the other hand, a potential opportunity could boost your property’s amenities to be more competitive in the area.

4. Investment Strategy

Any good real estate investment business plan requires the ability to implement a sound investment strategy. If for nothing else, there are several exit strategies a business may execute to secure profits: rehabbing, wholesaling, and renting — to name a few. Investors will want to analyze their market and determine which strategy will best suit their goals. Those with long-term retirement goals may want to consider leaning heavily into rental properties. However, those without the funds to build a rental portfolio may want to consider getting started by wholesaling. Whatever the case may be, now is the time to figure out what you want to do with each property you come across. It is important to note, however, that this strategy will change from property to property. Therefore, investors need to determine their exit strategy based on the asset and their current goals. This section needs to be added to a real estate investment business plan because it will come in handy once a prospective deal is found.

5. Marketing Plan

While marketing may seem like the cherry on top of a sound business plan, marketing efforts will actually play an integral role in your business’s foundation. A marketing plan should include your business logo, website, social media outlets, and advertising efforts. Together these elements can build a solid brand for your business, which will help you build a strong business reputation and ultimately build trust with investors, clients, and more.

First, to plan your marketing, think about how your brand can illustrate the company values and mission statement you have created. Consider the ways you can incorporate your vision into your logo or website. Remember, in addition to attracting new clients, marketing efforts can also help maintain relationships with existing connections. For a step by step guide to drafting a real estate marketing plan , be sure to read this guide.

6. Financing Plan

Writing the financial portion of a business plan can be tricky, especially if you are starting your business. As a general rule, a financial plan will include the income statement, cash flow, and balance sheet for a business. A financial plan should also include short and long-term goals regarding the profits and losses of a company. Together, this information will help make business decisions, raise capital, and report on business performance.

Perhaps the most important factor when creating a financial plan is accuracy. While many investors want to report on high profits or low losses, manipulating data will not boost your business performance in any way. Come up with a system of organization that works for you and always ensure your financial statements are authentic. As a whole, a financial plan should help you identify what is and isn’t working for your business.

7. Teams & Small Business Systems

No successful business plan is complete without an outline of the operations and management. Think: how your business is being run and by whom. This information will include the organizational structure, office management (if any), and an outline of any ongoing projects or properties. Investors can even include future goals for team growth and operational changes when planning this information.

Even if you are just starting or have yet to launch your business, it is still necessary to plan your business structure. Start by planning what tasks you will be responsible for, and look for areas you will need help with. If you have a business partner, think through your strengths and weaknesses and look for areas you can best complement each other. For additional guidance, set up a meeting with your real estate mentor. They can provide valuable insights into their own business structure, which can serve as a jumping-off point for your planning.

8. Exit Strategies & Back Up Plans

Believe it or not, every successful company out there has a backup plan. Businesses fail every day, but investors can position themselves to survive even the worst-case scenario by creating a backup plan. That’s why it’s crucial to strategize alternative exit strategies and backup plans for your investment business. These will help you create a plan of action if something goes wrong and help you address any potential problems before they happen.

This section of a business plan should answer all of the “what if” questions a potential lender, employee, or client might have. What if a property remains on the market for longer than expected? What if a seller backs out before closing? What if a property has a higher than average vacancy rate? These questions (and many more) are worth thinking through as you create your business plan.

How To Write A Real Estate Investment Business Plan: Template

The impact of a truly great real estate investment business plan can last for the duration of your entire career, whereas a poor plan can get in the way of your future goals. The truth is: a real estate business plan is of the utmost importance, and as a new investor it deserves your undivided attention. Again, writing a business plan for real estate investing is no simple task, but it can be done correctly. Follow our real estate investment business plan template to ensure you get it right the first time around:

Write an executive summary that provides a birds eye view of the company.

Include a description of company goals and how you plan to achieve them.

Demonstrate your expertise with a thorough market analysis.

Specify who is working at your company and their qualifications.

Summarize what products and services your business has to offer.

Outline the intended marketing strategy for each aspect of your business.

1. Executive Summary

The first step is to define your mission and vision. In a nutshell, your executive summary is a snapshot of your business as a whole, and it will generally include a mission statement, company description, growth data, products and services, financial strategy, and future aspirations. This is the “why” of your business plan, and it should be clearly defined.

2. Company Description

The next step is to examine your business and provide a high-level review of the various elements, including goals and how you intend to achieve them. Investors should describe the nature of their business, as well as their targeted marketplace. Explain how services or products will meet said needs, address specific customers, organizations, or businesses the company will serve, and explain the competitive advantage the business offers.

3. Market Analysis

This section will identify and illustrate your knowledge of the industry. It will generally consist of information about your target market, including distinguishing characteristics, size, market shares, and pricing and gross margin targets. A thorough market outline will also include your SWOT analysis.

4. Organization & Management

This is where you explain who does what in your business. This section should include your company’s organizational structure, details of the ownership, profiles on the management team, and qualifications. While this may seem unnecessary as a real estate investor, the people reading your business plan may want to know who’s in charge. Make sure you leave no stone unturned.

5. Services Or Products

What are you selling? How will it benefit your customers? This is the part of your real estate business plan where you provide information on your product or service, including its benefits over competitors. In essence, it will offer a description of your product/service, details on its life cycle, information on intellectual property, as well as research and development activities, which could include future R&D activities and efforts. Since real estate investment is more of a service, beginner investors must identify why their service is better than others in the industry. It could include experience.

6. Marketing Strategy

A marketing strategy will generally encompass how a business owner intends to market or sell their product and service. This includes a market penetration strategy, a plan for future growth, distribution channels, and a comprehensive communication strategy. When creating a marketing strategy for a real estate business plan, investors should think about how they plan to identify and contact new leads. They should then think about the various communication options: social media, direct mail, a company website, etc. Your business plan’s marketing portion should essentially cover the practical steps of operating and growing your business.

real estate investor business plan

Additional Real Estate Business Plan Tips

A successful business plan is no impossible to create; however, it will take time to get it right. Here are a few extra tips to keep in mind as you develop a plan for your real estate investing business:

Tailor Your Executive Summary To Different Audiences: An executive summary will open your business plan and introduce the company. Though the bulk of your business plan will remain consistent, the executive summary should be tailored to the specific audience at hand. A business plan is not only for you but potential investors, lenders, and clients. Keep your intended audience in mind when drafting the executive summary and answer any potential questions they may have.

Articulate What You Want: Too often, investors working on their business plan will hide what they are looking for, whether it be funding or a joint venture. Do not bury the lede when trying to get your point across. Be clear about your goals up front in a business plan, and get your point across early.

Prove You Know The Market: When you write the company description, it is crucial to include information about your market area. This could include average sale prices, median income, vacancy rates, and more. If you intend to acquire rental properties, you may even want to go a step further and answer questions about new developments and housing trends. Show that you have your finger on the pulse of a market, and your business plan will be much more compelling for those who read it.

Do Homework On The Competition: Many real estate business plans fail to fully analyze the competition. This may be partly because it can be difficult to see what your competitors are doing, unlike a business with tangible products. While you won’t get a tour of a competitor’s company, you can play prospect and see what they offer. Subscribe to their newsletter, check out their website, or visit their open house. Getting a first-hand look at what others are doing in your market can greatly help create a business plan.

Be Realistic With Your Operations & Management: It can be easy to overestimate your projections when creating a business plan, specifically when it comes to the organization and management section. Some investors will claim they do everything themselves, while others predict hiring a much larger team than they do. It is important to really think through how your business will operate regularly. When writing your business plan, be realistic about what needs to be done and who will be doing it.

Create Example Deals: At this point, investors will want to find a way to illustrate their plans moving forward. Literally or figuratively, illustrate the steps involved in future deals: purchases, cash flow, appreciation, sales, trades, 1031 exchanges, cash-on-cash return, and more. Doing so should give investors a good idea of what their deals will look like in the future. While it’s not guaranteed to happen, envisioning things has a way of making them easier in the future.

Schedule Business Update Sessions: Your real estate business plan is not an ironclad document that you complete and then never look at again. It’s an evolving outline that should continually be reviewed and tweaked. One good technique is to schedule regular review sessions to go over your business plan. Look for ways to improve and streamline your business plan so it’s as clear and persuasive as you want it to be.

Reevauating Your Real Estate Business Plan

A business plan will serve as a guide for every decision you make in your company, which is exactly why it should be reevaluated regularly. It is recommended to reassess your business plan each year to account for growth and changes. This will allow you to update your business goals, accounting books, and organizational structures. While you want to avoid changing things like your logo or branding too frequently, it can be helpful to update department budgets or business procedures each year.

The size of your business is crucial to keep in mind as you reevaluate annually. Not only in terms of employees and management structures but also in terms of marketing plans and business activities. Always incorporate new expenses and income into your business plan to help ensure you make the most of your resources. This will help your business stay on an upward trajectory over time and allow you to stay focused on your end goals.

Above all else, a  real estate development business plan will be inspiring and informative. It should reveal why your business is more than just a dream and include actionable steps to make your vision a reality. No matter where you are with your investing career, a detailed business plan can guide your future in more ways than one. After all, a thorough plan will anticipate the best path to success. Follow the template above as you plan your real estate business, and make sure it’s a good one.

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executive summary of a real estate business plan

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7 Key Elements of a Real Estate Business Plan

executive summary of a real estate business plan

  • June 25, 2023

7 Key Elements of a Real Estate Business Plan

Table of Contents

As a seasoned real estate professional, I’ve seen firsthand how crucial it is to have a solid business plan in place. Whether you’re a new agent just starting out or a seasoned investor looking to expand your portfolio, a well-crafted real estate business plan can make all the difference in your success. In this article, I’ll share my insights on the seven key elements that should be included in any real estate business plan, based on my own experiences and industry knowledge.

1. Executive Summary

The executive summary is the first section of your real estate business plan, and it should provide a high-level overview of your entire plan. This is your chance to grab the reader’s attention and make them want to learn more about your business. In my experience, a strong executive summary should include:

  • A brief description of your business and its Mission
  • A summary of your target market and competition
  • An overview of your marketing and sales strategies
  • A snapshot of your financial projections and goals

Remember, the executive summary is just that – a summary. You’ll dive deeper into each of these topics in the sections that follow.

2. Company Description

Next up is the company description, which provides more detail about your real estate business. This section should cover:

  • The legal structure of your business (e.g., sole proprietorship, LLC, corporation)
  • Your business’s history, if applicable
  • Your unique value proposition – what sets you apart from the competition?
  • Any partnerships or affiliations you have in the industry

As a real estate expert, I’ve found that having a clear and concise company description helps establish credibility with potential clients and partners.

3. Market Analysis

A thorough market analysis is essential for any real estate business plan. This section should include:

  • An overview of your target market, including demographics and psychographics
  • A detailed analysis of your competition, including their strengths and weaknesses
  • Current market trends and how they may impact your business
  • Any potential opportunities or threats in the market

In my experience, conducting a comprehensive market analysis has helped me identify new opportunities and stay ahead of the competition.

4. Marketing and Sales Strategies

Having a solid marketing and sales strategy is crucial for any real estate business. In this section, you should outline:

  • Your overall marketing approach and goals
  • Specific marketing tactics you’ll use, such as social media , email marketing, or direct mail
  • Your sales process, including lead generation, nurturing, and closing
  • Any tools or technology you’ll use to support your marketing and sales efforts

As a real estate professional, I’ve found that having a well-defined marketing and sales strategy has been instrumental in growing my business and reaching my goals.

5. Operations and Management

The operations and management section of your real estate business plan should cover:

  • Your day-to-day operations, including any systems or processes you have in place
  • Your management team, if applicable, and their roles and responsibilities
  • Any hiring plans or staffing needs
  • Any necessary equipment or resources for your business

From my experience, having a clear operations and management plan helps ensure that your business runs smoothly and efficiently.

6. Financial Projections and Goals

One of the most important aspects of a real estate business plan is the financial projections and goals section. This should include:

  • A detailed budget, including income and expense projections
  • Projected cash flow statements
  • A break-even analysis
  • Long-term financial goals and milestones

As a real estate expert, I can’t stress enough the importance of having a solid financial plan in place to guide your business decisions and measure your success.

7. Appendix

Finally, the appendix is where you can include any additional supporting documents or resources, such as:

  • Market research data
  • Resumes of key team members
  • Sample marketing materials
  • Any relevant licenses or certifications

While not always necessary, I’ve found that including an appendix can help provide additional context and credibility to your real estate business plan.

Frequently Asked Questions

  • How often should I update my real estate business plan? I recommend reviewing and updating your business plan at least once a year, or more frequently if there are significant changes in your market or business.
  • What if I’m just starting out in real estate and don’t have a lot of experience? That’s okay! Your business plan is a living document that will evolve as you gain experience and grow your business. Focus on your goals, research your market, and be realistic about your projections.
  • Do I need a separate business plan for each type of real estate I’m involved in (e.g., residential, commercial, investing)? It depends on the scope and complexity of your business. If each area has distinct goals, strategies, and financial projections, it may be helpful to create separate plans for each. However, if there’s significant overlap, a single comprehensive plan may suffice.

In conclusion, a well-crafted real estate business plan is essential for any professional in the industry. By including the seven key elements discussed in this article – executive summary, company description, market analysis, marketing and sales strategies, operations and management, financial projections and goals, and an appendix – you’ll be well on your way to creating a solid foundation for your business. Remember, your business plan is a living document that should evolve as your business grows and changes, so be sure to review and update it regularly to ensure continued success.

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executive summary of a real estate business plan

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Ultimate Guide: 11 Points to Writing a Real Estate Business Plan

Ultimate Guide: 11 Points to Writing a Real Estate Business Plan

Failing to plan is planning to fail. Your business plan is the GPS for success. Instead of wandering, push towards your goals and objectives with clear direction. Developing a real estate business plan is critical to forming a healthy and sustainable business. 

A real estate business plan is an important step for any real estate agent looking to build a successful career in the industry. While there is no one-size-fits-all approach, there are certain key elements that should be included in any plan. First and foremost, it is essential to set clear goals and objectives.

A study of 2,877 business owners found that companies are twice as likely to secure loans and funding if they have a business plan and 75% more likely to grow. Another study showed that 64% of companies who created a plan increased their businesses, compared to 43% of companies that hadn't yet finished a plan. 

Your own business plan is an essential tool for any business, small or large. Real estate agents use business plans to map their marketing strategies, target their advertising, and track their progress. A business plan helps agents set goals and stay on track throughout the year. It is also a valuable reference point when meeting with clients and potential investors. 

While there are many different ways to create a real estate business plan, certain elements should be included in every scenario. These elements include an overview of the business, the company's goals and objectives, a marketing strategy, and a financial analysis. By having these key components, companies can ensure that their real estate business plan is comprehensive and will help them achieve their desired results.

Harvard Business Review (HBR) stated that the chances of success rose by 12% for those that spent no longer than three months on their plan . With any longer proving futile. So, how do you write a business plan for your real estate business without getting bogged down in the details? In this post, we'll look at actionable steps agents and brokers can take to outline, execute and measure the performance of a business plan.

As a real estate agent, you know that the housing market can be unpredictable. You need to be prepared for the ups and downs of the market, and one way to do that is to have a business plan. Your business plan will help you set goals and track your progress. It will also force you to think about the costs of running your business and how you will generate leads. There are many online resources that can help you write a business plan, but the most important thing is to get started. By taking the time to write a plan, you will ensure that your business is ready for whatever the housing market throws your way.

What is a real estate business plan?

A business plan is a written document that captures the future of your business. It details what you plan and how you plan to do it.

Real estate business plans are essential for two reasons. First, they provide a road map for agents to follow as they work to build their businesses. Second, they force agents to think through all the crucial aspects of their business, such as their marketing efforts, target market, and financial goals. 

By taking the time to write a Real Estate Business Plan, agents can ensure that they are taking all the necessary steps to build a successful business.

A Real Estate Business Plan is an essential tool for any business, whether you are just starting or have been in business for years. There are many benefits to creating a Real Estate Business Plan, including: 

  • Having a Real Estate Business Plan forces you to take a step back and assess your business as a whole. It allows you to see where your business stands, and identify any areas that need improvement.
  • A Real Estate Business Plan provides a roadmap for your business. It can help you to set goals and track your progress over time.
  • A Real Estate Business Plan can help secure your business funding. If you seek investment from Venture Capitalists or Banks, they will often require a copy of your business plan before considering your request.
  • A Real Estate Business Plan can help you to attract and retain top talent. If you are looking to hire employees or contractors, having a well-crafted business plan can be a significant selling point.
  • A Real Estate Business Plan can be a valuable tool for managing day-to-day operations. A clear and concise plan can help you better decide where to allocate resources and how to utilize your team's time and talents best.
  • A Real Estate Business Plan can help you to measure and track your marketing efforts. By setting specific goals and objectives, you can more effectively gauge the success of your marketing campaigns and make necessary adjustments along the way.
  • A Real Estate Business Plan can serve as a valuable sales tool. A professional business plan can give you a significant competitive advantage if you are looking to sell properties or convert leads into clients.
  • A Real Estate Business Plan helps to keep you organized and on track. Trying to run a successful real estate business without a plan is like trying to drive from New York to Los Angeles without a map - chances are, you'll get lost along the way!

Having a Real Estate Business Plan gives you credibility in the eyes of others. If you are working with other professionals such as lenders, appraisers, or title companies, having a well-developed business plan shows that you are serious about your business and increases the likelihood that they will want to work with you in the future.

Last but not least, creating a Real Estate Business Plan is empowering! Taking the time to develop a comprehensive plan shows that you believe in yourself and your business and sets the foundation for long-term success.        

Precisely, it conveys your business goals, the strategies and tactics you'll use to achieve them, potential problems you may run into along the way and how to overcome them, roles and responsibilities, SWOT analysis, and measurement strategies.

executive summary of a real estate business plan

What should a real estate business plan include?

Real estate business plans are different from traditional business plans. 

Real estate agents need to focus on their target market, their uniqueness, and how they will succeed against the competition. Real estate business plans should also include an analysis of the current market conditions and the potential for growth in the future. In addition, real estate agents should outline their marketing strategy and have a budget for advertising and promotions. By taking the time to create a comprehensive business plan, real estate agents can increase their chances of success in this competitive industry.

Real estate business plans vary in length and complexity, but all should include the following elements: 

  • An overview of the real estate market 
  • A description of the agent's target market 
  • A marketing plan 
  • A financial plan 
  • A discussion of the agent's competitive advantages 

Real estate business plans provide a roadmap for agents to achieve their goals. They should include specific strategies for generating leads, marketing properties, and closing deals. The business plan should also outline the agent's budget and target income. Additionally, the real estate business plan should set forth a schedule for prospecting, listing appointments, and open houses. By following a real estate business plan, agents can increase their chances of success in real estate.

How do you assemble a real estate business plan?

A business plan is essential for any real estate business, whether you're just starting out or have been in the industry for years. It provides a roadmap for your business, laying out your goals and strategies for achieving them. But how do you go about assembling a business plan?

First, you'll need to identify your target market. Who are you trying to reach with your real estate business? Once you know your target market, you can start developing your marketing strategy. What methods will you use to get potential clients? How will you differentiate yourself from other real estate businesses in your area?

Next, you'll need to put together a financial plan. What are your revenue sources? How much money do you expect to bring in each month? What are your expenses? How much do you need to save for a rainy day? A clear financial picture will help you make sound decisions for your business.

Lastly, don't forget to include a personal development plan. What skills do you need to improve to succeed in the real estate business? What classes or training programs can you take to close more deals and earn more commissions? A well-rounded business plan will help ensure your real estate business is booming.

Writing a Real Estate Business Plan in 11 Easy Steps

1. write a detailed business description.

There's a story and context behind your business, and the business description is where that should shine. Write a brief overview of your Real Estate business. Include your business goals and how you plan on achieving them. Then create a description of your company, including its history, structure, and other relevant information.

The mission statement is part of the business description — which helps keep the rest on the track. Many mission statements follow a familiar format, like:

"To be the best, full-service Real Estate company in the Triangle and to enhance our quality of life through active community involvement.".

In a microstudy of 200 mission statements, it was found that mission statements most often talk about the company's dedication to customers (85%), shareholders (37%), employees (21%), and society (3%).

As well as a defined mission statement, make sure to include:

  • When you were founded
  • Where you are located
  • Who the leaders are
  • Special advantages/partnerships
  • Market opportunities
  • Legal structure

A very brief real estate business description example is:

"Norris & Company Real Estate is Vero Beach's premier upscale real estate firm. They specialize in luxury waterfront homes and condominiums, particularly in Vero Beach and Indian River County, FL."

2. Market Analysis

Research the Real Estate market in your area and identify any trends or opportunities. Include this information in your business plan.

Real estate agents must constantly be aware of the market conditions in their area to serve their clients best. Agents can provide expert guidance and advice by understanding the trends and opportunities.

When writing your Real Estate business plan, including a comprehensive analysis of the market conditions in your area. It will help you better understand your client's needs and identify potential opportunities.

Your market analysis should include:

  • An overview of the Real Estate market in your area
  • Identification of any trends or opportunities
  • An explanation of how you will address these trends or options in your business plan

By including this information in your Real Estate business plan, you will be able to show potential clients that you are knowledgeable and prepared to help them navigate the Real Estate market.

3. Perform a SWOT Analysis

A SWOT analysis is a technique used to identify and define several key characteristics that will impact your business: Strengths, Weaknesses, Opportunities, and Threats.

Think of it this way:

Strengths and Weaknesses are internal. Threats and Opportunities are external.

An analysis can be as simple as making lists of items under each category.

For example, a strength could be a solid and experienced sales team, while a weakness might be that your business is expensive to run because you haven't nurtured supplier relations.

It could be as simple as filling four sheets of paper with descriptions of the strengths, weaknesses, opportunities, and threats — collaboratively or alone. To make the answers clearer and the exercise more manageable, you can use questions like:

  • What do our competitors do better than us? Threat .
  • What's our unique selling point? Strength .
  • Why have customers churned in the past? Weakness .
  • Which markets are underserved in your territory? Opportunities .

4. List Your #1 SMART Goal

It's great to be ambitious, but focusing on one goal makes it easier to stay motivated, track progress, and see the measurable effect of achieving it. Even better if that goal is a SMART Specific, Measurable, Attainable, Realistic, and Timed – goal.

Examples of SMART goals you might set for your growing real estate business are:

  • Build a new real estate website in the next three months
  • Hire and onboard three new SDRs in the next six months
  • Increase monthly leads by 50% by next year
  • Sell ten houses in the Dallas metro area in the next 30 days.

Pick one at a time and focus on it! Sticking to an achievable goal with a time limit makes it more likely to come to fruition. And, even just writing it down makes you 42% more likely to attain it.

5. Identify Your Market Niche

Before setting out your facts and figures, it's essential to spotlight your target market and how you'll serve this niche. It helps you decide what's realistic and feasible to achieve in your business plan.

Determining your market niche is a fancier way of saying: Who are your services best suited to? While honing in on a narrow target seems a little exclusionary, niche marketing can save you time, effort, and money on marketing.

One tool to help you define your market is a buyer persona. A persona is a fictional typification of your ideal customer, with information that enables you to steer your sales and marketing in the right direction.

It's essential to assess your niche and ensure it is consistent with the market in your area.

For example, if you've decided to focus on first-time buyers, do some research to look at relevant stats and figures:

  • What percentage of sales in your market were to first-time buyers in the last 12–14 months?
  • What was the average sales price to first-time buyers?

Also, assess how competitive this market is:

  • Are you the only agent catering to the young first-timer?
  • Are you competing with well-known heavy hitters?

A competitive SEO audit can be a helpful starting point in finding your competitors in the online space, where almost all leads will turn at some point in the buying process.

6. Implementation Plan

Before you can begin implementing your real estate business plan, you must clearly understand your goals and objectives. What are you trying to achieve with your business? Are you looking to buy and hold properties for long-term appreciation, or are you more interested in flipping houses for a quick profit? 

Once you have a good idea of your goals, you can start to put together a plan for how to achieve them. For example, if you're interested in buying and holding properties, you'll need to generate enough income from rentals to cover the mortgage and other expenses. If you're more interested in flipping properties, you'll need to find motivated sellers and then negotiate deals that provide you with a healthy profit margin. 

Regardless of your goals, careful planning is essential for success in the real estate business.

Breaking your goals into action steps makes them more tangible and ensures you're making strides to fulfill them. Here are some keys to converting your real estate business plan into actual business practices.

7. Monitoring & Evaluation

Successful real estate businesses have a plan to monitor and evaluate their progress. This plan includes setting clear goals, measuring progress against those goals, and making adjustments as needed. Without this proactive approach, it can be challenging to identify areas of improvement or stagnation. 

Additionally, a well-executed monitoring and evaluation plan can help to keep employees focused and on track. By regularly assessing performance and goal progress, businesses can ensure that they are making the most of their resources and achieving their desired results. Ultimately, a sound monitoring and evaluation plan are crucial for any real estate business that wants to stay ahead of the competition.

8. Risk Management

Real estate investing comes with a certain amount of risk. But with a well-thought-out risk management strategy, you can minimize the potential for loss and maximize your chances for success.

One of the most critical aspects of risk management is diversification. Investing in various property types in different markets spreads your risk and increases your chances of finding a profitable investment.

Another critical element of risk management has a solid business plan. Thoughtfully consider each step of the real estate investing process, from finding deals to financing them to managing the properties. Have a clear exit strategy for each investment to know when to sell or refinance. And always remember to stay within your comfort level; don't let greed or fear make decisions for you.

With careful planning and discipline, you can create a real estate investment portfolio that withstands market fluctuations and generates long-term wealth.

9. Financial Plan

Having a sound financial plan for your business is essential. To assist you, we've created spreadsheets you can use to estimate goals, income, and expenses. You will find specific instructions in the spreadsheets, but here are some guidelines for creating a financial plan:

To create your plan, determine what your expenses will be.

Here are three main areas your expenses may fall into:

  • Licensing: These expenses will include training, state exam fees, etc.
  • Personal: This can consist of your wardrobe, technology fees (like computer and phone), and car fees.
  • Business: Business expenses include broker fees, website and MLS fees, marketing, advertising, etc.

Our template divides these expenses into the startup and yearly costs to help you discern which payments will recur and which are one-time-only. Here's an example of what your startup expenses might look like.

Yearly expenses might include recurring costs like office rent, electricity bills, and annual license fees.

Estimating income is the biggest concern for most new agents. To do this, you must decide how much money you need to make in your first year and how much you would like that figure to grow. You will also need to research some basic statistics for your market, like the average sale price for homes.

Use our business plan template to help calculate these numbers.

Transactions and Leads 

To meet your income goals and cover expenses, you'll need to conduct a certain number of transactions. And, to complete a certain number of transactions, you'll need to work a set number of leads. There's no need to work this figure out by hand. ‍

Our template will automatically calculate the number of transactions and leads you will probably need to meet your goals. Still, you will have to assess these figures to decide whether they are reasonable. For example, if you plan to work part-time as an agent in your first year but need to close 20 transactions to meet your goals, you are unlikely to have enough time.

10. Create a Personal Development Plan

A personal development plan is an essential tool for any real estate business. By taking the time to assess your strengths and weaknesses, set goals, and create a roadmap for success, you can ensure that your business is on track to reach its full potential. While it may seem daunting, creating a personal development plan is simple. 

Start by taking stock of your current situation. What are your strengths and weaknesses? What are your goals for the future? Once you clearly understand where you are starting, you can begin to map out a plan of action. Set realistic goals and create a timeline for achieving them. Put together a resources list and ensure you have everything you need to reach your goals. Finally, implement your plan and monitor your progress along the way.

Remember, your development plan should be flexible and adapt as your needs change over time. With some planning and effort, you can create a roadmap for success that will help you achieve your long-term goals in the real estate business.

11. Write an Executive Summary that Captures the Vision

Your executive summary is an anchor point you can use to understand the overall goals, cement the parameters of your target market, and make decisions aligned with your plan. It's also a way to get inspired by your original vision.

For real estate, it would include points on:

  • Target neighborhoods and price ranges
  • Target clients and a brief description of the persona
  • Brief marketing plan overview
  • Market threats and opportunities

Think of the executive summary as the section of your business plan you would explain to a friend a football game when asked how you plan to make money as an agent or broker in your local town/ city or state.

Note: due to the specific details in the executive summary, this part of the business is typically one of the last completed items.

Real Estate Business Plan Template

If you're considering starting a real estate business, you'll need to create a business plan template. Here's a basic template that you can use to get started. Remember that your business plan should be tailored to your specific business and industry.

  • Executive Summary

The executive summary is a brief overview of your business plan. It should include your company's mission statement and an overview of your products or services, target market, and growth strategy.

  • Company Description

This section will provide an overview of your company, including its history, structure, and team. Be sure to include information on your company culture and values.

  • Mission statement

In this section, you will summarize the reason for being and the guiding principles of your organization. For example: "We are a nonprofit that provides free legal aid to those in need." You can also provide a brief overview of what we want them (the users) to come into contact with. 

Why should they care about our mission or message by telling them why it is vital to their lives now and later down the line?

  • Company goals

This section will provide a high-level overview of your company's top business goals for its first years in operation.

  • Market Analysis

In this section, you will need to analyze your target market thoroughly. It should include information on your customers, your competition, and the overall industry.

  • Product or Service

In this section, you will need to describe your product or service. Be sure to include information on your pricing strategy and any unique features or benefits your product or service offers.

  • Marketing and Sales Strategy

In this section, you will need to outline your marketing and sales strategy. It should include information on how you plan to generate leads and convert them into customers.

  • Operational Plan

This section will need to provide an overview of your business operations. It should include your production process and distribution and fulfillment strategy.

This section will briefly describe what your company offers to customers.

  • Target customer

To effectively reach the people we want as customers, you must provide a clear overview of who they are and how your product or service can benefit them. In this section, I'll go over some questions worth asking yourself when determining who your potential clients may be. 

  • Best Practices

Write out your ideal practices for how you'll deal with qualified leads versus unqualified leads, how quickly you'll follow up with interested parties, your methods for helping a leader throughout the final steps of the sales process, and how you'll stay in touch with customers after papers have been signed.

  • Financial Plan

In this section, you will need to provide detailed financial information for your business. It should include your income, balance, and cash flow statements. The following will include startup expenses, assets, liabilities, capital, break-even analysis, and loan repayment.

  • Exit Strategy

This section will need to provide an overview of your exit strategy. It should include information on how you plan to sell or exit your business in the future.

Individual Agent Real Estate Business Plan

Real estate agents need a business plan like any other entrepreneur. A real estate business plan outlines your goals, strategies, and how you plan on achieving them. It is essential to have a business plan because it will help you stay focused and on track. Real estate is a competitive industry, so you need to be able to stand out from the rest.

A business plan will also be helpful if you ever need to seek funding for your business. Investors and lenders will want to see that you have a well-thought-out plan before they give you money. 

Creating a Real Estate Business Plan is essential if you want to build a successful career in real estate. With our easy-to-use template, you can get started today and be on your way to achieving your long-term goals.

There are many benefits to creating a Real Estate Business Plan, including:

  • Clarifying your goals and strategies
  • Mapping out a clear road map for your business
  • Identifying potential obstacles and solutions
  • Helping you stay organized and on track
  • Increasing your chances of success

So, if you are considering starting a real estate business, sit down and write a business plan. It will be worth it in the long run!

Real Estate Team Business Plan

Before you start your real estate team, it's essential to have a business plan in place. It will help you define your goals, map your strategies, and track your progress over time. While there is no one-size-fits-all approach to creating a business plan, certain key elements should be included. Here are a few of the most important things to keep in mind:

  • Your team's mission statement: What sets your team apart from the competition? Why do you exist?
  • Your target market: Who are you trying to reach with your services? What needs do they have that you can address?
  • Your marketing strategy: How will you get your target market and communicate the benefits of working with your team?
  • Your financial goals: How much revenue do you hope to generate? What are your expenses? How will you fund your business?

By thoughtfully developing your real estate team business plan, you'll increase your chances of success in an increasingly competitive industry.

Real Estate Brokerage Business Plan

A real estate brokerage business plan is a document that outlines the goals, strategies, and financial projections of a real estate brokerage business . It should include an executive summary, market analysis, business model, operational plan, and financial plan. The executive summary should briefly describe the company, its target market, and its competitive advantages. The market analysis should assess the size and growth potential of the target market. 

The business model should describe how the real estate brokerage plans to generate revenue. The operational plan should outline the business's day-to-day operations, including staffing and marketing initiatives. Finally, the financial plan should provide detailed information on the anticipated costs and revenues of the company. A well-crafted real estate brokerage business plan can be valuable for attracting investors and achieving long-term success.

Remember that your business plan is a living document that should be updated as your company grows and evolves. Regularly reviewing and revising your business plan ensures that your real estate brokerage is always moving in the right direction.

Ready. Set. Plan

Whether you've got a ready-to-execute business plan or it's still being drafted, the most important thing is to start now — and fast.

At its core, a real estate business plan should outline the steps necessary to achieve specific goals, such as increasing sales or expanding into new markets. It should also identify potential obstacles preventing the business from achieving its objectives. By taking the time to create a comprehensive business plan, real estate businesses can increase their chances of weathering storms and coming out on top in the long run.

A business plan puts you on a clear track that makes your business 75% more likely to grow.

By following the above points, you'll be well on writing a comprehensive Real Estate Business Plan.

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Real Estate Business Plan

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People would always need to find places. Be it for offices, homes, and whatnot.

Finding the ideal place irrespective of your needs and requirements is never a cakewalk, to begin with.

You can go through a number of real estates business plan templates before you write your plan.

Industry Overview

The market size, measured by revenue, of the Real Estate Sales and brokerage industry, is $156.2bn in 2021, and the industry is expected to increase by 0.4% in 2021.

Also, the market is changing at a rapid rate and the way people use spaces is changing at a rapid rate too.

Hence, to get on or stay on the higher end of the spectrum you’ll need to upskill and change the way you do business constantly.

But that is a fair trade for the amount of growth and profitability this industry has to offer.

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executive summary of a real estate business plan

Things to Consider Before Writing a Real Estate Business Plan

Be specific.

The real estate industry is broad when it comes to work and what you can do. It can either be a source of primary or passive income. At the same time, you might be involved in the industry as an investor, agent, or builder. Decide what you want to do and plan on that basis.

Do your research

The trends of the real estate business change constantly, hence doing your research and updating it constantly is a crucial part of your profession.

As your knowledge and expertise is your greatest asset in this industry, keep expanding it to stay at the top of things.

Build a team of skilled professionals

Having a team you can build your real estate business with is essential.

Select a group of individuals with a diverse set of talents ranging from good communication skills to brilliant analytical skills. Given the dynamics of the real estate business, you never know what skills might come in handy in your business journey.

Be ready for change

As we have constantly discussed, real estate is a dynamic industry. Change is the only constant you’ll have in this business.

Thus, it is important for everything from your plan and way of doing business to be change-friendly.

Sources of Funding for a Real Estate Business

Gaining funds is one of the major reasons for writing a business plan. And here are a few good funding options for your real estate business:

A traditional loan is one of the most basic options for getting funded. You can opt for this if you have a good credit score.

Non-bank mortgage lending

This is a good option if you don’t want to go through a lot of paperwork.

The asset-based mortgage

For this, the lenders look at the rental value of your property and provide a loan on that basis. It is a good option if you don’t want or can’t get a loan based on your personal assets or income.

Above all, it is essential to plan your business to figure out your funding requirements and the right way to fulfill the same.

Write Your Business Plan

If you have enough connections, and the ability to find places for people that have attributes they want and need then a real estate business can be a profitable one for you.

A business plan helps you get funded, explain your ideas to the stakeholders of your business, and make better decisions.

Hence, planning is an important aspect of starting or growing your business.

It has been created using Upmetrics online business plan software that helps you create dynamic and customizable plans anywhere and at any time.

Our sample real estate business plan can help you with writing a well-rounded business plan for your business. It can act as a guide and prevent you from getting stuck in a certain section for too long.

Real Estate Business Plan Outline

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

  • Market Opportunity
  • Demand for Housing
  • Financing & Investment Forecast
  • Introducing Kegan
  • Business Model
  • Short Term Goals
  • Long Term Strategies
  • Keys to Success
  • Contemporary Living for the 21″ Century
  • The Complete Package
  • Pricing Strategy
  • Implementation Strategy – Action Plan
  • Target Market Overview
  • Housing Shortage Overview in Saudi Arabia
  • Housing Shortage Overview in Riyadh
  • Housing Prices
  • Kegan Home Prices
  • Market Positioning & Brand
  • Marketing Strategies
  • Sales Strategies
  • Sales Process
  • Competitive Landscape
  • Competitive Advantages
  • Rashid Bin Said
  • Director of Construction
  • Member name
  • Chief Accountant
  • Director of Marketing & Sales
  • Other Staff
  • Independent Directors
  • Solid Balance Sheet
  • Impressive Cashflow
  • Financial Summary
  • Financial Assumptions
  • Income Statement (Five-Year Projections)
  • Balance Sheet (Five-Year Projections)
  • Cash Flow Statement (Five-Year Projection)

After getting started with Upmetrics , you can copy this sample real estate business plan into your business plan and modify the required information and download your real estate business plan pdf or doc file.

It’s the fastest and easiest way to start writing your business plan.

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Download a sample real estate business plan

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

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

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Real Estate Business Plan Template [Updated 2024]

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Real Estate Business Plan & Example

If you want to start a real estate business or expand your existing real estate business, you need a business plan.

The following real estate business plan template and example give you the key elements to include in a winning real estate business plan or a real estate agent business plan. In addition, a business plan template for real estate businesses lays out your goals, challenges, and plans for meeting your goals.

You can download our Real Estate Business Plan Template (including a full, customizable financial model) to your computer here.

Real Estate Business Plan Example

Below are links to each of the key sections of a sample real estate business plan (if you’d like a real estate investment business plan template , go here.)

  • Executive Summary – The executive summary is the first section of your real estate business plan and should give a brief overview of your business plan. It should include your company’s mission statement, a brief description of your products or services, your target market, and how you plan to succeed.
  • Company Overview – The company overview section of your business plan should include a brief description of your company, your legal structure, your business model, your products or services, and your mission statement.
  • Industry Analysis – The industry analysis section of your business plan should give a brief overview of the real estate industry, including statistics on the size of the industry, growth trends, and major players.
  • Customer Analysis – The customer analysis section of your business plan should give a brief overview of your target market, including statistics on the size of the market, growth trends, and major segments.
  • Competitive Analysis – The competitive analysis section of your business plan should give a brief overview of your competitors, including their products or services, their market share, and their marketing efforts.
  • Marketing Plan – The marketing plan section of your business plan should give a brief overview of your marketing strategies to generate leads, including your property listings and services, your pricing strategy, your distribution channels, and your marketing budget.
  • Operations Plan – The operations plan section of your business plan should give a brief overview of your agency’s day-to-day operations, including your office procedures, your on-site procedures, and your customer service procedures.
  • Management Team – The management team section of your business plan should give a brief overview of your team, including their experience, their qualifications, and their roles in your agency.
  • Financial Plan – The financial plan section of your business plan should give a brief overview of your financial projections, including your income statement, balance sheet, and cash flow statement.

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Real Estate Business Plan Outline

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Real Estate Agent Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

  • Real Estate Agent Business Plan Home
  • 1. Executive Summary
  • 2. Company Overview
  • 3. Industry Analysis
  • 4. Customer Analysis
  • 5. Competitive Analysis
  • 6. Marketing Plan
  • 7. Operations Plan
  • 8. Management Team
  • 9. Financial Plan

Real Estate Agent Executive Summary

Business overview.

Barbara Brooks is a newly-licensed real estate agent in Malibu, California.  Barbara’s focus of real estate will be centered around Malibu and its surrounding communities. Since obtaining her real estate license last year, Barbara has been shadowing another local real estate agent for training purposes and to learn the proper procedures required to follow. Barbara will be sponsored by Century 21 but will open her own office space to commence her real estate business.

Barbara realizes the highly competitive nature of the real estate industry and is prepared to dedicate all her time, energy, and focus to make her business successful and eventually represent exclusively luxury properties and clients. Barbara’s initial focus will be on first-time home buyers and condo/townhome buyers and sellers.

Product Offering

The following are the services that Barbara Brooks, Real Estate Agent, will provide:

  • Buyer’s agent
  • Seller’s agent
  • First time home buyer
  • Condos/townhomes
  • Foreclosed properties
  • Luxury properties
  • New construction
  • Property management

Customer Focus

Barbara Brooks, Real Estate Agent, will target those residents residing within Malibu to become her clients. Barbara’s goal is to eventually represent luxury properties and wealthy clients exclusively, but she is aware that she will need to increase her realtor reputation first by increased experience in the field. For now, Barbara will start small with first time home buyers and low to middle income properties, sellers, and buyers.

Management Team

Barbara will be the sole manager and operator of her business. Barbara has chosen to be contracted under Century 21, and will open her own office for her real estate operation. Barbara will be managing her office, network with clients and other industry professionals, and market herself exclusively for now. When her business is more established, Barbara will employ an office manager who will perform the daily administrative tasks that will be required.

Success Factors

Barbara Brooks, Real Estate Agent, will be able to achieve success by offering the following competitive advantages:

  • Friendly and knowledgeable real estate professional with exceptional customer service skills and as a native resident of Malibu, she is extremely knowledgeable of the local real estate market.
  • Barbara has become adept at compiling market reports for her clients and local comp reports regarding a specific property.
  • Barbara has an extensive network of clients, agents, title officers, appraisers, and mortgage loan officers.
  • Her ability to hustle and work until the client is satisfied is unmatched in the real estate network.

Financial Highlights

Barbara Brooks, Real Estate Agent, is seeking $50,000 in debt financing to launch her real estate business. The funding will be dedicated towards securing a small office space, purchasing office equipment, and funding the marketing company for advertising costs. Funding will also be dedicated towards the third-party CPA that Barbara will contract with for accounting and tax requirements. The breakout of the funding is below:

  • Office Lease Up-front Cost:  $10,000
  • Office equipment:  $10,000
  • Advertising agency in charge of promotions: $10,000
  • Three months of CPA costs:  $15,000
  • Working capital:  $5,000

The following graph outlines the pro forma financial projections for Barbara Brooks, Real Estate Agent:

executive summary of a real estate business plan

Don't bother with copy and paste.

Get this complete sample business plan as a free text document.

Real Estate Website Business Plan

Start your own real estate website business plan

Executive Summary executive summary is a brief introduction to your business plan. It describes your business, the problem that it solves, your target market, and financial highlights.">

Our place in the market, though just pure luck and a lot of arrogance, has put us in a position to literally change the real estate industry forever. The advent of e-commerce and the growth of the Internet has no bearing on our current business plan. The Internet, in our opinion, is just a tool used by our company to supply services directly to an agent’s home office, but still conform to all our legal obligations under state and federal laws. We have the ability to offer our agents 100% of the commission from their sale, a situation that is afforded only the most successful realtors in the industry. We can do this by charging them only $200 per month, plus $100 per listing and/or sale. If you look at our projections, we can accomplish this and still generate astronomical profits from the deal. The agents save thousands of dollars, which makes it imperative to join our company. We make a great profit, and consumers save a great deal of money as well. The agents affiliated with Amerihall are called Amerihall Realest®; this title is awarded once they have reached the highest quality of professionalism and knowledge of the real estate industry.

The partners in this program are very capable in the automation of businesses as well as knowing the needs of real estate agents. This, combined with the timeline for change via the Web, gave us this opportunity to develop a site dedicated to the needs of the real estate industry. This includes agents, clients, suppliers, and even real estate educational services. Our company envisions continuing education classes provided to our agents exclusively through our website allowing agents, for a fee, directly from their home computers, to accomplish all the continuing educational needs required by the various states. The process will be complete all the way down to automatically filling their state license renewal through the appropriate agencies.

We are, simply put, “the future of real estate” and with the cooperation of the following affiliated organizations, we believe this will revolutionize the real estate industry.

Real estate website business plan, executive summary chart image

1.1 Strategic Alliances

AT&T will supply all of our Web needs as well as automate servers designed specifically for our agents allowing them to receive all of their calls through our virtual floor time plan.  Each agent will be assigned an extension number. When clients call our toll-free phone number, they will be prompted to enter the agent’s extension. This call will then be forwarded directly to the agent’s home office. If a client does not have a particular agent’s extension number, they will be instructed to enter a second option and the call will be automatically forwarded to the closest Amerihall agent. AT&T realizes the strength of our business plan and has already anticipated that our growth will be so rapid, they needed to automate their systems further just to handle the demand. Their projection, which is independent of our own, is 10,000 within the 1st year and an anticipation for 100,000 transactions on their network before retooling their system. Their strength in our future lies in their ability to supply all of our potential clients with wide-band Internet access through cable modems. We are currently looking at a script page to allow our agents easy sign up and discounted installation program. This will allow our agents easy sign-up and a discounted installation program, and will also allow our agents a direct link through our website, promoting fast Internet access at discounted rates. Our company’s growth will be directly impacted on how fast clients and agents adapt to technology: AT&T is the best bet for implementing these future products

Bank of America has provided the most services to date for our company. They recognized early on in preliminary talks with our Web developer that this company will be a huge asset to the real estate industry. In addition to providing merchant services dedicated to our special billing needs, they have also developed special script in association with our Web development staff to handle the very specific needs of Amerihall agents. Bank of America and Amerihall have developed a system that will allow our agents to deposit their escrow checks directly into our corporate account right from their virtual office terminal. The electronic transfer will be instantaneous and will print direct deposit receipt instantly to the realtors’ printer. We are the first in the industry to provide this service. The bank will also certify our escrow accounts on a monthly basis providing our clients the highest quality control in the industry. These measures surpass all state requirements for escrow managements. Bank of America’s software developers are currently working on more features with future plans to allow our agents and their clients the ability to watch the transaction progress through all stages from start to finish.

Sterling Capital Mortgage is a national brokerage firm for residential mortgages. The have offered, at no expense to us, the ability for our agents to go online through our site exclusively and run a brief credit history on the clients. The server will automatically print a prequalification letter immediately allowing the agent and client to submit with an offer to purchase a particular property. This, again, is a system that was developed specifically for Amerihall and its members.

Lowen Signs is the largest real estate sign manufacturer in the country. They have developed a dedicated Web page for our agents to order their personalized Amerihall signs and ship them directly to the agent.

1.2 Service Description

Our product will be furnished on the Internet giving our agents the power to handle all of their real estate activities. The Internet already provides them access to our regional multiple listing services. This allows them to post their listings and reports their sales. We want to offer them all of the services that a traditional office offers without ever having to visit the designated office.

The website will allow agents to pick a duty to perform and be placed on the appropriate page to accomplish that particular task.

If agents need to order paper supplies, they simply go to our vendor area and pick the style, quantity, and the personal information to be printed. This site will be connected to a printer who will fill the order and ship the material directly to their home office. We ultimately would like to see the event as totally transparent to the agent and make it seem to be just another service provided by Amerihall. The same system would apply to house signs, Errors & Omissions Insurance, home inspection agencies, and real estate lawyers. We will also offer a site to a nationally recognized mortgage company. The realtor has the ability to punch in their clients personal information and the site will immediately run a credit check and download a prequalification letter for the purchase of the new home.

Our system will allow agents to be billed by credit card for all services, including monthly fees.

Our company will carry a blanket Error & Omissions insurance policy. Amerihall will pay the insurance carrier one fee annually and bill agents a quarterly fee of approximately $60 each.

Finally we will offer all the agents a nationally advertised toll-free number. This number will be advertised on participating Realest® signs with their phone extension. A caller will dial the toll free number and be prompted to provide the extension. The phone call would then be forwarded to the agent’s home office.

The number will also be a nationally advertised general number for the company allowing us to market the same number to all of our prospective clients via traditional advertising techniques. When a prospect calls the toll-free number and chooses option #2, AT&T automation will search out the closest Amerihall agent using the address finding service and forward the call to the agent. If the service fails to find an Amerihall Realest® agent in the area, the call will return to the corporate office and then be referred to a non-participating agent with an expressed agreement that they will pay a 20% referral fee to our office.

This feature will allow us to pay for national advertising to increase our public attention, without having to over-burden the individual agents with high advertising costs. As technology progresses, we are interested in ultimately doing all of the phone features in-house.

We will have a live online help desk, available during business hours, to answer all of our agents’ questions and concerns. There will also be an email help desk constantly online.

In addition to all these feature, the agents will be able to download all of the forms used in the sale and management of real estate via the website.

In the future, our virtual office will take advantage of a live chat through NetMeeting, which will allow all agents (with the appropriate equipment) to communicate with each other, as well as deal with questions and concerns directly with our staff.

We would also like to offer all the agents their own email address that corresponds with their Amerihall image.

1.3 Description of Company

Amerihall is a culmination of the ownership of several real estate companies both franchises and partnerships. Hall Properties Realty, Inc. has been in business for over 18 years with ownership in a commercial real estate sales and management company. Hall properties has also owned franchise rights for a residential real estate franchise D.B.A. Re/Max Junction. We have focused our real estate sales on creative marketing through the use of technology.

We have found shortcomings in real estate sales technique as a whole. The traditional real estate office follows a plan where brokers supply an office and basic equipment (i.e. phone, fax, computer, printers). They also supply all prerequisites dictated by state law, in that the company will have a place of business that is open for inspection by the appointed agencies of the state during normal business hours. The office and all pertinent documents for running the business will be open for inspection through the designated business hours. They also must supply at least one designated broker who answers to the state agencies concerning all real estate related issues.

There is no limit to the number of agents under one broker’s license, and the only rule designated by the state concerning the amount of agents is that all of their licenses must be displayed conspicuously in the office.

In the traditional office, the company receives 20%-50% of all commissions received from sales generated by the agent. This can amount to tens of thousands of dollars, and they still charge the agents for all miscellaneous items, which can run into hundreds of dollars monthly.

The Re/Max plan is a simple desk fee that is paid monthly on a triple net lease. This means an agent pays an average of $2,000 per month for desk rental and pays a shared fee for all other expenses (utilities, salaries, supplies, etc.).

In both cases, the agent is still liable for all personal advertising that is set up in a way to benefit the office as much as the agent. They are never guaranteed to get the fullest return on their investment.

Our plan is to take advantage of the Internet and provide individual agents with the ability to work out of their own homes using a computer, fax, and Internet connection to service all of their clients’ needs, thus eliminating the overhead of an expensive office. The agent gets to advertise in a fashion allowed by law and receives all the proceeds from their investment. Amerihall agents pay our company a flat fee of $200.00 per month and $100.00 per transaction. In return, the agent receives 100% of their commissions.

1.4 Mission

The mission of Amerihall is to change the way we all do business in real estate by reducing the expense of a traditional office and replacing it with a virtual real estate office using the Internet. We are literally saving real estate agents $30,000 to $50,000  per year, which will increase their profits and put them in a position to underbid all other conventional realtors in the commissions charged to consumers, ultimately saving the consumer thousands of dollars on the sale of the property.

1.5 Financing Requirements

The owner invests a total of $125,000 into the company. The rest will be funded by new membership and sales of services.

Our interest in seeking outside funding is solely for the purpose of expanding on a national level. The funds will be used for developing and marketing Amerihall through the continental United States. We will be using a direct marketing campaign through lists received through the Freedom of Information Act from the individual state licensing agencies. Our campaign will be modified only slightly to accommodate the different state laws and regional policies associated with real estate agents.

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Company summary company overview ) is an overview of the most important points about your company—your history, management team, location, mission statement and legal structure.">.

Our staff has the knowledge and foresight to help the industry into the 21st century. We are committed to technology growth and the changes in the real estate industry.

  • Offering clientele an avenue to list their properties without the expense of a full-service real estate company. This particular service has already been proven successful through other Internet-based companies.

2.1 Organizational Structure

Regional office (1 per state):

  • 1 Regional Sales Administrator

Corporate office:

  • 1 Convention\Sales Coordinator

2.2 Guarantees and Warranties

Our service agreement with the agents will include all requirements dictated by each state in performing our broker duties. We will also provide technical support for all of the services and software provided on our website. The computer manufacturer will provide all hardware warranties.

Errors and Omissions Insurance will be mandatory and billed directly to the agent quarterly ($60).

The escrow account will be balanced and certified monthly by a subsidiary of Bank of America.

All agents will be required to hold a membership with the National Association of Realtors and be subject to all of their rules of ethics and standard operating procedures.

2.3 Start-up Summary

Our start-up is fully financed by David Hall. He is capable of supplying the capital for regional development. It is assumed that, without financing, the company’s growth will be fulfilled by revenues. The profile suggests such a low overhead that no need for further financing is needed. Our only advantage to financial help is to accelerate the growth process for a national presence.

Real estate website business plan, company summary chart image

2.4 Technology

We will be spending a large amount of our profits on development and compter equipment to better service our agents and stay slightly ahead of the technology trends. The project demand for capital will grow only slightly over the first three years as our template for the business pan will copy well from one state to another. Our expense will be centered on maintenance and upgrading over a long term and should not exceed 2% of gross revenues.

Market Analysis Summary how to do a market analysis for your business plan.">

This revolutionary plan is setting the stage for the future of real estate. No existing franchised or corporate owned traditional real estate company will be able to compete with the fees and subsequent profits established by our industry plan.

Even if the structure of real estate sales in the future is automated to the point of not needing real estate agents, our company will have a firm hold on the FSBO (For Sale By Owner) market. We are committed to change and embrace the idea that is inevitable. Our ability to foresee needs for change will prepare us for a profitable future in the industry.

3.1 Market Segmentation

Established Realtors : The majority of our market will consist of the Established Realtor and is viewed as the future of real estate. These agents have embraced technology and are constantly looking for new ways to increase their profit margin. Our service is ideal for them in that the majority of this part of the market has already sought out a 100% commission program and has established a home office as well as a Web presence. This technology-savvy group will be the fundamental part of the industry in the future and will see our company as simply “the wave of the future,” in real estate.

New Real Estate Agents : We project our New Agent segment to be a much smaller share than our Established Realtors segment. We assume that agents new to the real estate industry will need more hands-on training found in traditional real estate offices. Though, as technology progresses and our website matures, even inexperienced agents will find Amerihall beneficial.

Old Timers : Our research shows that the Old Timers will resist change and not be as willing to accept new technology as the Established Realtors. This part of the market is predicted to be our slowest growth area.

Real estate website business plan, market analysis summary chart image

3.2 Target Market Segment Strategy

Originally our target will be the more experienced, computer-literate agent in the state of Illinois. We will expand the target as our system becomes more refined. The expansion to a national level should take no less than two years. Our research shows that in the beginning, our clients will be within the age of 30 to 45, with annual sales between $1.5 and $5 million. The clientele should be centered on the northwest suburbs, expanding to the western suburbs, followed by greater metropolitan Chicago, and finally fanning out to rural Illinois. At this point we will re-evaluate the growth market to determine the best plan of action.

3.2.1 Market Needs

We believe that, with our direction centered on e-commerce, our business can focus on expanding Web services with a boundless growth potential. Our market may be directed to providing specialized real estate software to all real estate agents, including our competitors.

Phase 2 of our plan will focus on clients looking to sell real estate on their own. The term used for this type of client is FSBO (For Sale By Owner, pronounced fisbo). This part of the market is growing at an alarming rate. Research from many independent sources show this growth factor will result in a decline of top-producing real estate agents by as much as 50%.

We believe our service, through Web technology, and the largest market share of realtors will provide us with the needed tools to overcome the changing real estate sales trends. Our goal is to provide full-service real estate sales at a fraction of the cost associated with traditional real estate office.

Currently, the traditional real estate office provides the listing and sale of a client’s property at approximately 6% commission of the total sale. This figure is an industry norm that is usually set by the managing broker. This figure can go as low as 5% in metropolitan areas and as high as 10% for commercial or other unique properties. To put this in perspective, a home selling for $200,000 will cost an average of $12,000 in commissions alone, not to mention legal fees and other closing costs which can bring the figure to as high as $15,000 before capital gains tax. It is plain to see why clients are scrambling to find ways to sell their own properties. The current figures for licensed real estate agents in Illinois alone are 49,000 with a 98.2% share of all sales in real estate. The untold truth is that, of the sales of real estate, 82% of the listings are sold by another real estate agent outside the listing office. The buyer’s agent receives 2.5 to 3.0% of the total commission charged to the seller. This is the saving grace of the industry and the key to our future roles as a real estate sales company. Our proposal for Phase 2 is simply to establish a revenue base from the ever-growing FSBO market.

Our plan is to initiate a Web-based tool which allows the public to input a listing directly into the Multiple Listing Service (MLS). The client will be able to list a home and show the properties themselves. The advantage is that this will be accomplished by only paying 2.5% – 3.5%, compared to the industry standard of 6%. Through automation, the public will have the option of saving thousands of dollars and receive the same marketing strength of a client listing a property the conventional way. The client will still receive offers from other realtors who, upon closing, will still receive 2.5%-3.5% commission for bringing in the buyer.

If the client is in need of a full-service realtor at any time through the transaction, there is always the option of searching out a local Amerihall Realest® agent with whom they can negotiate a deal, depending on the services needed.

Our agents benefit by being guaranteed added income when services are rendered. In this regard, we hope that agents will accept our proposed strategy to pull in a new market and not consider it a threat to their livelihood.

Clients benefit by saving thousands of dollars when taking on the responsibility of showing their homes themselves, a task that is legal and preformed more and more by consumers on a regular basis in the industry.

Our share of the profit is 1% commission on the sale, and no overhead on our part. This will establish a future market in this ever-changing environment. This phase of the plan will not be initiated until the Web volume is appropriate.

3.2.2 Market Growth

Our initial plan will provide for 27,000 Amerihall brochures to be mailed to all of the active realtors within the Multiple Listing Services of Northern Illinois (MLSNI). The response should be expected to be no less then 1,800. The responding agents will receive a start-up package, which details our services and provides transfer forms and related independent contractors agreement, or the agent can join Amerihall at our website, www.Amerihall.com. This process is expected to bring in 1,000 new agents The bulk of our agents should then trickle in as their contracts expire with their existing offices. We project 1,500 agents within the first year.

3.3 Service Business Analysis

The following topics will list a number of attributes associated with our business structure. Our plan is simple: that we will have no competition due to the fact that no company will be able to compete under the existing structure of their corporations. The established national real estate companies (i.e. Re/Max, Century 21 and Coldwell Banker) cannot compete while under a franchise structure. Independently owned offices have too much overhead to be able to compete with our corporate structure.

3.3.1 Competitive Edge

We project that all agents working for Amerihall will increase their profit margin by 70%. We suggest that, by volume of agents alone, our advertising and sales will stand out well above the other real estate companies. Our agents will be able to offer their services for 25% of the normal rates and still realize a significant profit.

Our agents will have the ability of changing the industry standard by under bidding the competition to the point that traditional real estate companies will be unable to compete due to high operating cost.

3.3.2 Main Competitors

The two largest companies are Re/Max and Century 21. We expect much resistance from these two leaders in the industry. Our first obstacle may lie in a direct legal assault on our company in an effort to drain our assets, and give them strength through diffusion; the second effort will probably be centered on credibility. The focus will be on how a rogue real estate agent could possibly provide services as efficiently as traditional office agents. These situations can both be defended by a professional image and certainly by the technology our agents can bring to their disposal.

3.3.3 Competition and Buying Patterns

The uniqueness of our company, and our knowledge of the realtors’ needs, gives us an exceptional lead over any competitor. Our concern is over copycat companies and the ease of repeating our idea before we grab a firm national position. We are investing a great amount of energy using copyrights and patent laws to assure a firm position.

Strategy and Implementation Summary

During the first phase of our plan, we will focus on the region of Illinois covered by the MLSNI. This service is the tool used by all realtors in the northwest region of the state to market their clients’ properties. This company is owned by 13 of the surrounding realtor boards, each holding a position on the board. This collaborative effort has established the largest real estate multiple listing service (MLS) in the country. This fact is the reason why Amerihall decided to use this region as its test market. This move allows us to prove the validity of our corporate plans well as test all the features associated with the different phases of the operation.

4.1 Sales Strategy

Our sales strategy is to automate the process so agents may apply for membership on the website and, after answering several questions, will be instructed to print out the required forms for making application to our company as well as the state and appropriate MLS.

Our services are automated and profits are based on volume. The agent, to be competitive in our real estate market, will have to join our company or succumb to the industry change. We are leaving no choice but to conform to our way or vanish into the past. The patent pending on our business plan will hopefully stop copycat companies and give us time to gain a strong foothold in the industry.

4.1.1 Sales Forecast

The following chart and table give a run-down on forecasted sales. We expect to have strong sales growth for each product in the first few months.

August through September we expect slow sales due to process of transferring agents from one office to another. Our services will promote more realtors signing on steadily over the first several years. We will truly be tested by the volume of agents entering the office, particularly through the first year.

Real estate website business plan, strategy and implementation summary chart image

4.2 Milestones

The following table is self explanatory, but as with all good plans, the dates are not written in stone. Our plan will vary drastically depending on capital. Everything listed in the following plan could be easily accomplished within a 12-month period of time, which would keep right in pace with the Internet growth technology.

What the table doesn’t show is the commitment behind it. Our business plan includes complete provisions for a plan-vs-actual analysis, and we will hold monthly follow-up meetings to discuss the variance and course corrections.

Real estate website business plan, strategy and implementation summary chart image

Management Summary management summary will include information about who's on your team and why they're the right people for the job, as well as your future hiring plans.">

The management is one of our strongest points in this plan. Our Internet-based service allows for automation to be our key asset. This virtual office is the most automated office environment known in the industry. Our planning has been based on servicing all clients using an Internet-based system allowing for a very low overhead. This process, though expensive in the beginning, will allow us to realize unbelievable profit over the years.

Our ability to keep each state-represented office to a mere three full-time personnel, and the corporate office to 13 employees allows us to man the entire country with a staff of 163-170 personnel. The traditional office holds an average of three personnel per office with the average office, servicing only 30 agents.

To put this in another light, in Illinois there are over 42,000 agents with over 45,000 offices. The average office employs three full-time personnel and one part-time employee for a total of 13,500 full-time employees. A fully-staffed, National Amerihall corporate presence will need no more then 200 employees to service up to 525,000 agents, or one employee for every 2,625 agents. This compares to the national average of one employee for every 3.1 agents. This figure amounts to millions of dollars in savings and just by design, no other established real estate company in the world can compete.

5.1 Personnel Plan

From the outset, our staff will be kept to a bare minimum and replaced at every opportunity by automation. The key to our success is dependent on our ability to provide high quality service at a low cost. The best way to accomplish our goals is with the use of automated database applications and the Internet.

The following table summarizes our personnel expenditures for the first three years, with compensation increasing from less than $240,000 for the first year to over $2.1 million in the third. We believe this plan is a equitable balance between fairness and expedience, and meets the commitment of our mission statement.

5.2 Management Team

David Hall, Managing  Director, before founding Amerihall, was the founder of Hall Properties Reality, Inc., which was derived from family-owned real estate holdings. Hall Properties was located in Chicago for 15 years before moving to the NW suburbs and ultimately settling in Prospect Heights. David’s expertise has been in the medical industry originating from a 10-year service with Chicago. Fire Department where he served as a Paramedic officer. During his tenure he studied computer sciences and became an expert in office automation techniques where he finally developed several computer oriented real estate services.

Ellisa Hall, Director Of Realest® Relations, was originally hired to take over management of the office staff and bookkeeping. Ellisa has a long employment history in management positions. She is familiarizing us with the positive and negative aspects of the major real estate companies, knowledge gained from her search for perfecting a smooth office operations system. Ellisa spent 5 years exploring all of the companies through hands on employment as office manager. These companies ranged from small, individually owned operations, to large corporate offices handling up to 60 agents per office. The largest was a privately owned company holding 43  individual offices with as many as 800 agents. Ellisa is the undisputable leader in her field and has insight to the needs of the average real estate agent.

We intend to hire two full-time realtors to handle office duties and client relations. We also plan to extend the staff to include an Internet server administrator and marketing personnel to service our advertising.

Financial Plan investor-ready personnel plan .">

We want to finance growth mainly through cash flow. We recognize that this means we will have to grow more slowly than we might like. The most important factor in our case is collection days. Our agents are committed to a year lease with a 30-day cancellation agreement. These 30 days are not prorated and payment comes at the first of every month through direct withdrawal from either a major credit card or electronic transfer. If a credit card transaction fails because the agent has exceeded his/her limit or has received an NSF from his/her bank, he/she will be locked out of the members area automatically. This will prohibit him/her from performing any duties as a real estate agent until the problem has been remedied.

6.1 Funding Options

The owner plans to invest $125,000 of his own money (the proceeds of the liquidation of properties and assets of Hall Properties Realty, Inc.). The cash flow projections show that the business will require $65,000 of working capital during the early months of the first year of operations. If a new corporate site is needed for unforeseen growth, additional financing may be necessary. We have identified three options for raising further funds

  • Option : This third option has been added due to the overwhelming response of real estate agents and other professionals in the real estate field. Our national presence should be guaranteed and only capital will set the pace for accomplishing this goal. Our figures to date have been with no financing, and it could take as long as five years to complete. Our belief is that this period of time could leave an area open for competition and should possibly be addressed now. Our figures, though not set in stone, should be placed at $1 million, but that should be considered low end. If you take into account the other untouched markets that have not been addressed in Phase 1 of our plan, we should be ready to seek an additional $1 million for future growth as the need arises .

6.2 Important Assumptions

The financial plan depends on important assumptions, most of which are shown in the following table as annual assumptions. From the beginning, we recognize that collection days are critical, but not a factor we can easily influence. At least we are planning on the problem, and dealing with it. Interest rates, tax rates, and personnel burden are based on conservative assumptions.

Some of the more important underlying assumptions are: 

  • We assume that no laws will change to interfere with the real estate market as we see it now.

6.3 Break-even Analysis

The following chart and table summarize our Break-even Analysis. With fixed costs of $37,000 per month at the outset (a bare minimum), we need to bill $45,000 to cover our costs.

Real estate website business plan, financial plan chart image

6.4 Projected Profit and Loss

Our projected profit and loss is shown in the following chart and table, with sales increasing from $7.78 million the first year to more than $77 million in the third, and substantial profits even in the start-up phase of the business.

Real estate website business plan, financial plan chart image

6.5 Projected Cash Flow

The company’s projected cash flow analysis for FY2001-2003 is provided below.

Real estate website business plan, financial plan chart image

6.6 Projected Balance Sheet

The following table shows managed but sufficient growth of net worth, and a sufficiently healthy financial position.

6.7 Business Ratios

Business ratios for the years of this plan are shown below. Industry profile ratios based on the Standard Industrial Classification (SIC) code 6531, Real Estate Agents and Managers, are shown for comparison.

Business Controls

The following is a brief outlook into control issues pertaining to this new concept. Amerihall recognizes that many issues will present themselves that will need to be addressed from the outset. This is just a preliminary summary of the most obvious of situations. Our staff is ready and willing to make all appropriate changes as the needs arise.

7.1 Quality Control

We will be developing outlined scripts to help the sales staff manage inquiries. This will insure that all incoming phone calls are dealt with in the same way and meet a high standard.

  • All agents, upon initiation into the company, will receive a designation of Realest®. The designation will place our agents in a catagory of their own.

7.2 Capacity

We can accommodate an unlimited amount of realtors (Note: all realtors’ licenses must be displayed on a wall plaque in the office). Our office can accommodate up to 1,000 agents before our need for new facilities. The capacity is only limited by the amount of clerical staff needed to manage their accounts.

7.3 Long-term Goals

The financial objective is to be operating at, or close to, break-even cash flow within the first three months with steady growth over the next five years. We aim to be profitable from year one onward. Our goal is to earn at least $4 million post tax profit in year one and nearly $45 million in year three. Our profit margin on sales by year three will be a more than respectable figure over 55%.

The future goals, as far as the market is concerned, is 25% of the total market share. This is a conservative estimate and is based on need as well as competitive edge. The only possible effect an outside source may have on our future is if a competitor may be allowed to duplicate our process. A large emphasis must be put on establishing our patents and defending them upon completion.

The future is totally left up to our imaginations and knowing that the trillion dollar real estate market is open ended with the development of new technology.

7.4 Steps for Achieving Goals

Amerihall’s strategy for achieving our goals consists of seven major points:

  • Realest® Designation.

The first step to achieving our goal is to hire experienced, service oriented personnel who will provide all manual duties that cannot be automated, directing state-of-the-art services through Internet access, and providing key services at reasonable prices.

7.5 Risks Associated with Growth

We see some risks associated with our expected growth:

  • The risk factor facing the expansion of Amerihall may ultimately be competition. In order to sustain our position in the area as the “Premiere Real Estate Service,” we will need to outperform all other companies by using technology creatively and supplying these services at a very low price to our agents.

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Property Management Business Plan Template

Property management executive summary.

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of property management business you are operating and the status; for example, are you a startup, do you have a property management business that you would like to grow, or are you operating a network of property management companies.

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the property management industry. Discuss the type of property management business you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.

PROPERTY MANAGEMENT BUSINESS PLAN OUTLINE

  • Property Mgmt Business Plan Home
  • 1. Executive Summary
  • 2. Company Overview
  • 3. Industry Analysis
  • 4. Customer Analysis
  • 5. Competitive Analysis
  • 6. Marketing Plan
  • 7. Operations Plan
  • 8. Management Team
  • 9. Financial Plan
  • 10. Appendix
  • Property Mgmt Business Plan Summary

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Ask Bill Real Estate

Real estate investment business plan executive summary.

Real estate investing is serious business where serious wealth is created. Creating that wealth is not magic. It takes planning. Specifically a solid real estate investment business plan. Solid business plans can easily run 50 pages or longer. Serious investors first read the executive summary before diving into the full plan to determine if the person asking for money has a reasonable idea of how to make money in a specific marketplace.

This article provides a few short examples about how to write the executive summary to a real estate investment business plan that will be well received by potential investors. A well-written executive summary is an extremely condensed version of the key points of the overall plan. The summary should never be more than two pages and a single page is preferred.

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The Critical Executive Summary of Your Real Estate Investment Business Plan

The executive summary is an overview of your entire business plan. It needs to convince the reader that you run a competent business and have a bright future. Here is a short example.

"West Real Estate is a California based real estate company offering deluxe rental units for the San Diego, California community. Our condo-style apartments combine security, cutting edge technology, desired amenities, and a positive atmosphere for all tenants. These rentals come with unmatched levels of customer service and attention to details. Profits are projected to be substantial over the next three years."

Another important section of your business plan to be covered in the executive summary are the details of market that you serve. After all, real estate is about location, location, location. Here is another example.

"West San Diego is expected to face a significant shortage of apartments within the next 18 months. As of the last financial quarter, the vacancy rate was a mere 3.5%. That's an amount due strictly to turn over (very low turn over). Yet, population is forecast to grow 1.2% over the same 18 months, with approximately half of the new population becoming renters."

"This is an exciting time for West Real Estate because the forecasted need is for an additional 9,300 rental units but only 1,800 are currently being constructed. Western Real Estate is convinced that our occupancy rate will remain well above 97%, while simultaneously generating premium rents."

Other subjects your real estate investment business plan summary needs to cover are:

  • The business strategy
  • A summary of the financial projections
  • The management team (including experience)
  • Specific investments being sought (amount and how it will be spent)

Without those sections of your real estate investment business plan being highlighted in the executive summary, you're not likely to gain the interest of potential investors.

When it comes to real estate investing, your strategy is critically important. You need to stand out from all the other investors seeking financial backing. Here is an example of a well-written strategy paragraph.

"West Real Estate is significantly different from other real estate investing and property management companies because our business model is based on taking lease purchase options on poorly managed properties. This gives us the opportunity to take control of apartment complexes and work to turn them around with expectation but not the obligation to make a final purchase. Our initial commitment is more about time than money. Only apartments that become truly profitable will become part of our long term portfolio."

What to Avoid in the Executive Summary of Your Real Estate Investment Business Plan

Your real estate investment business plan summary should be written in an interesting and enticing manner to lead the investor to read the complete the business plan. Although the executive summary is the first part of your business plan, it is the last section written. It is a summary of the entire plan but it should not be a table of contents to the rest of the plan or a cut and paste from the major sections of your business plan.

The executive summary needs to stand alone as an introduction to your business. Excessive exaggeration and hype only serves to turn off serious investors that have read enough real estate investment business plans to know when they are being given BS.

Please leave a comment if this article was helpful or if you have a question.

Brian Kline

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2 comments on “Real Estate Investment Business Plan Executive Summary”

Excellent advice!

Well written!

Thanks Tom. I glad you found it useful. Brian

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Business Plan Writer Moscow

A well written business plan is an essential component for any company seeking to raise capital. Our team at Prospectus.com has over 20 years of experience writing business plans and structuring business models for start-ups, later stage and expansion companies, those seeking venture or angel financing all the way to mezzanine and 144A funding, spanning a wide range of industries across the globe. We have been involved in thousands business projects and assisted with business planning, offering and private placement setup, feasibility studies, drafting financial projections, both for private companies and those seeking initial public offerings or listings on a stock exchange.  Our team is a recognized leader in business plan development. In fact, our CEO is the Chairman and Founder of  Borders.org  ( Business Plans Without Borders ), a not-for-profit 501c3 organization which assist low income families as well as refugees and immigrants with business plan writing services and grants.

Our Team’s Business Plan Advisory Services Value-Proposition:

  • Our staff are known as one of the most reliable and affordable Business Plan developers in the U.S. and worldwide. Our straight forward and honest assessment of one’s business is one of our strongest characteristics
  • Offices and associates in numerous countries, including New York, London, Hong Kong Beijing, Singapore and Seattle
  • 1 to 2 weeks’ average time for completing business plans
  • Proven track record of saving entrepreneurs thousands of dollars in needless spending while developing the business plan
  • Ability to draft your business plan and prospectus or private placement memorandum or offering memorandum for debt or equity offerings or any other service and package    everything as one price
  • We are somewhat of a one stop business for most of the startup and later stage company needs.

Moscow Business Plan Options

There are mainly two types of business plans that are written in Moscow: capital raising business plans and management or managerial business plans.

Raise Capital with a Business Plan

Most business plans are written with eye towards raising money for their venture. In a business plan that is written for investment capital, the structure of the business plans and therefore the most important point of the document will be the value-added benefit. Information on the products, services and the market will play central roles in the development of the plan, as well as various payout or exit strategies for the investors. Most business plans will focus on either selling equity or debt to investors.

  • Equity : In an equity business plan the company seeking funding will sell an ownership stake. If the company is a corporation, they will sell shares or common stock or a variation of them. If the company is a LLC or a Limited Company (which is popular worldwide) interest or units in the company would be offered. Both a form of ownership, just with a different name for each entity. In additional, there are other sweeteners one can add into any business plan offering, including warrants or preferred shares or preferred units or convertible debt.
  • Debt : in a debt offering business plan the company will be issuing some type of bond or a note to investors. A bond or note differ only in terms of the length of each security, which bonds being considered a longer maturity date than a note. There are also convertible debt securities that would convert the notes/bonds to equity at a certain fixed point in time. The business plan for bonds would detail the terms, such as the maturity date, interest rate and other vital information.

Managerial Guidance Business Plan

  • No Capital Raising : In a managerial or a management business plan, the focus is not on raising money but what strategy a company should employ. While most companies that write business plans do so to raise capital, there are some that simply want to get a second opinion or an outside view of their business. They ask us to write them a business plan for growth opportunities, not to raise money. Said another way, the management of the company wants to see our view and take on their business and what we would do to expand their company.
  • Recommendations : A business plan used to simply strategically plan one’s next move is referred to as managerial guidance business plan document. No capital is being raised initially, although sometimes we may conclude that capital should be raised for the company to penetrate or open new markets or opportunities. In the course of research, we may conclude that, in fact, the company should conduct an offering and raise money. We will recommend the amount to raise based on the company’s expansion needs and the company valuation.

3 Levels of Business Plans

Our firm offers various levels of business plan writing service and consulting, including: Level I Start-up Business Plan »

  • Prospectus.com’s team consists of industry expert business plan writers. Our Level I Start-up Business Plan can be used for companies raising initial seed funding and getting off the ground. The dollar amount being raised is not of paramount importance.
  • The Start-up Plan includes complete financials, potential cash-flow, market analysis and marketing strategies as well as a break-even analysis, and a separate executive summary and much more.

Level II Expansion or Series B Business Plan »

  • Prospectus’ Level II Expansion or Series B Business Plan assists companies and entrepreneurs that are seeking to expand or scale their business, including by increasing market share.
  • The Level II Start-up Plan helps to define concepts, target markets and market potential, as well as financial clarity necessary to define your concept, identify your market potential, and identify capital requirements. Executive summary included.

Level III Enterprise Business Plan »

  • Prospectus’ Level III Enterprise Business Plan serves the need of those later stage and established companies seeking to raise additional capital to expand their businesses, often in the form of issuing debt securities such as bonds or convertible notes.
  • The Level III Enterprise Business Plan is our most comprehensive business plan and often our clients will need a prospectus or a private placement memorandum (offering memorandum) written as well.

Our firm has years of experience drafting securities documents and is confident we can assist with your Moscow Business Plan Writer.  Feel free to contact us anytime, or call us to setup an appointment at any one of our global offices.

Contact Us Today To Schedule Your Free Consultation

  • Prospectus Writing
  • IPO Stock Exchange Listing
  • Bonds Offerings
  • 144A Reg S Offerings
  • Hedge Funds and Mutual Funds
  • Offering Memorandum
  • Private Placement Memorandum
  • Offering Circular
  • Explanatory Memorandum
  • Information Memorandum
  • Fund Setup Formation
  • Securities Identifiers
  • Registration and Filing
  • Business Plans

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executive summary of a real estate business plan

Judge fines Donald Trump more than $350 million, bars him from running businesses in N.Y. for three years

The judge who presided over a civil business fraud trial against Donald Trump on Friday ordered the former president, his sons, business associates and company to pay more than $350 million in damages and temporarily limited their ability to do business in New York.

Judge Arthur Engoron ordered the former president and the Trump Organization to pay over $354 million in damages , and barred Trump “from serving as an officer or director of any New York corporation or other legal entity in New York for a period of three years,” including his namesake company.

New York Attorney General Letitia James, whose office brought the case, said that with pre-judgment interest, the judgment totals over $450 million, an amount “which will continue to increase every single day” until the judgment is paid.

“Donald Trump is finally facing accountability for his lying, cheating, and staggering fraud. Because no matter how big, rich, or powerful you think you are, no one is above the law,” James said in a statement, calling the ruling “a tremendous victory for this state, this nation, and for everyone who believes that we all must play by the same rules — even former presidents.”

The ruling also bars Trump and his company from applying for any bank loans for three years.

In his first public remarks after the ruling, Trump said, “We’ll appeal and we’ll be successful.”

Speaking to reporters at Mar-a-Lago on Friday night, Trump bashed the ruling as “a fine of 350 million for a doing a perfect job.” He also repeated previous attacks by calling the judge “crooked” and the attorney general “corrupt.”

Trump did not take any questions from reporters after speaking for about six minutes.

The judge’s decision is a potential blow to both Trump’s finances and persona — having built his brand on being a successful businessman that he leveraged in his first run for president. Trump is currently running for the White House for a third time. This case is just one of many he is currently facing, including four separate pending criminal trials, the first of which is scheduled to begin on March 25.

Engoron also ordered the continued “appointment of an Independent Monitor” and the “the installation of an Independent Director of Compliance” for the company.

In posts on his social media platform Truth Social, Trump called the ruling “an illegal, unAmerican judgment against me, my family, and my tremendous business.”

“This ‘decision’ is a complete and total sham,” he wrote.

During the trial, Trump and executives at his company, including his sons Donald Trump Jr. and Eric Trump, attempted to blame exaggerated financial statements that were the heart of New York Attorney General Letitia James’ fraud case on the accountants who compiled them. Engoron disagreed.

“There is overwhelming evidence from both interested and non-interested witnesses, corroborated by documentary evidence, that the buck for being truthful in the supporting data valuations stopped with the Trump Organization, not the accountants,” he wrote.

In explaining the need for a monitor, the judge cited the lack of remorse by Trump and his executives after the fraud was discovered.

“Their complete lack of contrition and remorse borders on pathological. They are accused only of inflating asset values to make more money. The documents prove this over and over again. This is a venial sin, not a mortal sin. Defendants did not commit murder or arson. They did not rob a bank at gunpoint. Donald Trump is not Bernard Madoff. Yet, defendants are incapable of admitting the error of their ways,” Engoron wrote.

“Defendants’ refusal to admit error — indeed, to continue it, according to the Independent Monitor — constrains this Court to conclude that they will engage in it going forward unless judicially restrained,” he added.

The ruling also bars the Trump sons — who’ve been running the company since their father went to the White House — “from serving as an officer or director of any New York corporation or other legal entity in New York for a period of two years.” Both were fined over $4 million, plus interest, for their roles in the scheme.

Donald Trump Jr. posted on the social media site X that “We’ve reached the point where your political beliefs combined with what venue your case is heard are the primary determinants of the outcome; not the facts of the case! It’s truly sad what’s happened to our country.”

In a statement, Eric Trump called the judge “a cruel man.”

“He knows that every single witness testified to that fact that I had absolutely NOTHING to do with this case (as INSANE as the case truly is),” Eric Trump said.

He also attacked the ruling as “political vengeance by a judge out to get my father.”

 Trump attorney Alina Habba called the verdict “a manifest injustice — plain and simple.”

“Given the grave stakes, we trust that the Appellate Division will overturn this egregious verdict and end this relentless persecution against my clients,” she said in a statement.

A spokesperson for Trump Organization called the ruling “a gross miscarriage of justice. The Trump Organization has never missed any loan payment or been in default on any loan.”

High legal costs

An appeal in the case would likely take years, but Trump could have to post a bond for the full amount if he does so.

Read more: Trump faces about $400 million in legal penalties. Can he afford it?

The judgment is the second this year against Trump after he was hit last month with an $83.3 million verdict in writer E. Jean Carroll’s defamation case against him. Trump has said he plans to appeal that verdict as well, but would have to post a bond for that amount as well.

James had been seeking $370 million from Trump, his company and its top executives, alleging “repeated and persistent fraud ” that included falsifying business records and financial statements. James had argued those financial statements were at times exaggerated by as much as $2.2 billion.

James contended the defendants used the inflated financial statements to obtain bank loans and insurance policies at rates he otherwise wouldn’t have been entitled to and “reaped hundreds of millions of dollars in ill-gotten gains.”

Trump had maintained his financial statements were conservative, and has called the AG’s allegations politically motivated and a “fraud on me.”

“This is a case that should have never been brought, and I think we should be entitled to damages,” Trump told reporters when he attended closing arguments in the case on Jan. 11.

Trump testimony knocked

The monthslong civil trial included testimony from Trump and his oldest children . The former president was combative in his day on the stand, blasting James as a “hack” and calling the judge “extremely hostile.”

Trump repeatedly complained about Engoron before and throughout the trial, and the judge slapped him with a partial gag order after he started blasting the judge’s law clerk as well. Trump’s complaints led to a flood of death threats against the clerk, as well as Engoron, court officials said, and Trump was fined $15,000 for twice violating the order.

Among the examples cited as fraud by the attorney general’s office during the trial was Trump valuing his triplex home in Trump Tower in New York City at three times its actual size and value, as well as including a brand value to increase the valuation of his golf courses on the financial statements, which explicitly said brand values were not included.

Another example pointed to by the attorney general clearly got under his skin — a dispute over the value of Mar-a-Lago, his social club and residence in Florida. Trump’s financial statements from 2011 to 2021 valued Mar-a-Lago at $426 million to $612 million, while the Palm Beach County assessor appraised the property’s market value to be $18 million to $27 million during the same time frame. Trump had also fraudulently puffed up the value of the property by saying it was a private residence, despite having signed an agreement that it could only be used as a social club to lower his tax burden.

Trump maintained during the trial the property was worth much, much more .

“The judge had it at $18 million, and it is worth, say, I say from 50 to 100 times more than that. So I don’t know how you got those numbers,” Trump testified, adding later that he thinks it’s actually worth “between a billion and a billion five.”

In his ruling Friday, Engoron said he didn’t find Trump to be a credible witness.

“Overall, Donald Trump rarely responded to the questions asked, and he frequently interjected long, irrelevant speeches on issues far beyond the scope of the trial. His refusal to answer the questions directly, or in some cases, at all, severely compromised his credibility,” the judge wrote.

Michael Cohen testimony ‘credible’

James’ investigation into the former president’s business began in 2019 as a result of congressional testimony from his former personal lawyer Michael Cohen , who told the House Oversight Committee that Trump would improperly expand and shrink values to fit whatever his business needs were.

Cohen testified during the trial about his role in the scheme, and said while Trump didn’t explicitly tell him and then-Chief Financial Officer Allen Weisselberg to inflate the numbers in the financial statement, he was like a “mob boss” who tells you what he wants without directly telling you.

Trump claimed Cohen’s testimony exonerated him while also painting him as an untrustworthy liar because he admitted having previously lied under oath.

In his ruling, Engoron called Cohen an “important witness” and said he found his testimony “credible.” “This factfinder does not believe that pleading guilty to perjury means that you can never tell the truth. Michael Cohen told the truth,” the judge wrote.

Former CFO ‘evasive’

Engoron was less forgiving about former Trump CFO Weisselberg, who previously pleaded guilty to carrying out tax fraud at the company.

Weisselberg’s “testimony in this trial was intentionally evasive, with large gaps of ‘I don’t remember.’”

“There is overwhelming evidence that Allen Weisselberg intentionally falsified hundreds of business records during his tenure” at the company, the judge wrote. “Weisselberg understood that his assignment from Donald Trump was to have his reported assets increase every year irrespective of their actual values. The examples of Weisselberg’s intent to falsify business records are too numerous to itemize,” he added.

The judge permanently barred Weisselberg “from serving in the financial control function of any New York corporation or similar business entity operating in New York State,” and ordered him to pay the $1 million he’s already received from his $2 million separation agreement from the company as “ill-gotten gains.”

AG initially sought less

James filed her suit seeking $250 million in damages from Trump in 2022, and the judge appointed a monitor to oversee the company’s finances that November.

In a summary judgment  ruling the week before the trial started, Engoron found Trump and his executives had repeatedly engaged in fraud. The “documents here clearly contain fraudulent valuations that defendants used in business, satisfying [the attorney general’s] burden to establish liability as a matter of law against defendants,” the judge wrote, while denying Trump’s bid to dismiss the case.

Engoron summarized the Trump defense as “the documents do not say what they say; that there is no such thing as ‘objective’ value; and that, essentially, the Court should not believe its own eyes.”

The order, which Trump appealed, held that Trump’s business certificates in New York should be canceled, which could have wreaked havoc on Trump’s company and forced the sell-off of some assets.

Engoron backed off of that decision in his ruling Friday, saying the addition of the “two-tiered oversight” of the monitor and the compliance director makes that move “no longer necessary.”

Trump had complained about the summary judgment ruling while he was on the witness stand. “He said I was a fraud before he knew anything about me, nothing about me,” Trump said. “It’s a terrible thing you did.”

executive summary of a real estate business plan

Adam Reiss is a reporter and producer for NBC and MSNBC.

executive summary of a real estate business plan

Dareh Gregorian is a politics reporter for NBC News.

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After Moscow Plane Crash, Total Names New CEO

RUSSIA-TOTAL/CEO

French oil major Total on Wednesday appointed refining head Patrick Pouyanne as chief executive and former CEO Thierry Desmarest as non-executive chairman.

The nominations at the head of the world's fourth-largest integrated oil company came less than 48 hours after the brutal death of Chairman and CEO Christophe de Margerie in a plane crash in Moscow.

Desmarest, previously honorary chairman of the oil group, will keep his new position until the end of 2015, after which the roles of CEO and chairman would again be combined, Total said in a statement following an emergency board meeting.

Pouyanne, 51, had a key role in merging Total's loss-making "downstream" refining and petrochemical units in recent years, and also had senior roles at the group's "upstream" exploration units in Angola and Qatar.

"Being in the downstream gives you more of a feel for costs, which is the big focus of the industry at the moment, whereas in the upstream you get a bit carried away sometimes, it's kind of sexy," said Iain Reid, a BMO analyst in London.

"In the downstream it's more about manufacturing and hard work - that's what these big oil companies need at the moment."

Pouyanne will likely face a politically sensitive situation in France, where he told unions earlier this year that Total would seek to cut capacity among its five refineries, with more details about the plan expected next spring.

The company will be hoping to avoid a repeat of its problems in 2010 when Total's decision to close down the Dunkirk refinery prompted weeks of strikes by angry unions and disrupted French oil supplies.

A graduate of France's elite Polytechnique and Ecole des Mines engineering colleges, Pouyanne was also a ministerial advisor under previous conservative governments.

Desmarest, 68, headed the group during the mergers of Total with Petrofina and then Elf in 1999.

"A Desmarest/Pouyanne tandem would combine experience and expertise," said Christian Jimenez, a fund manager at Diamant Bleu-Gestion, which owns Total shares. "It's a quasi-ideal configuration, at least for the next few years until we have seen whether Pouyanne displays any talent as a strategist."

(Additional reporting by Raoul Sachs and Alexandre Boksenbaum-Granier; Editing by Brian Love and James Regan)

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Russia approves loan plan to ease credit crunch

By Andrew E. Kramer

  • Oct. 10, 2008

MOSCOW — The Parliament on Friday passed a law unlocking central bank lending to private banks in a $36 billion bailout, continuing an anti-crisis strategy that has essentially relied on making the government's windfall oil profits available to banks, hoping they will in turn lend to companies and maintain growth.

Meanwhile, the authorities closed both principal stock markets on Friday after Asian shares plunged and European markers followed, in falls that did not augur well for the market here.

In such cases, Russia has taken to closing the market. Shares in Russian companies traded on foreign stock exchanges plunged, however. The FTSE Russia index fell 9.4 percent in the first half hour of trading. Gazprom, Russia's biggest company, fell 11 percent.

In another bad sign for Russia, crude oil futures dropped to $82 a barrel., Russia's finance minister has said the budget will go into deficit if prices drop below $70. And savings from a long period of high oil prices are now at risk.

Unlike in the United States, where the bailout funds are being gathered by borrowing that will raise the national deficit, in Russia they are being drawn from the national savings account from the period of high oil prices.

The money is going quicker than anybody imagined. Under the latest plan approved by lawmakers Friday, the Central Bank will dip into the national gold and hard currency reserves for loans to private Russian banks. In a particularly Russian answer to the debate going on around the world about accountability for the bailout money, the law allows the central bank broad executive privilege in disbursing the money.

Recipients in Russia's sprawling and notoriously shady banking sector would have to meet creditworthiness requirements, the Interfax news agency reported, but the law did not say what those would be. Nor did it specify which credit agency would be relied upon in spending the national reserves.

On Tuesday, President Dmitri Medvedev said the central bank would lend about $18 billion to commercial banks, and that the government would lend about $18 billion.

In a new proposal, the Parliament, or Duma, is considering a measure to place about $17 billion of one of Russia's two sovereign wealth funds, the National Welfare Fund, on deposit with a state bank, VEB, which would presumably lend the money to other banks and businesses.

In particular, VEB would be instructed to loan about $1 billion to Rosselkhozbank, the agricultural bank, to ward off a possible collapse in a sector that is capital intensive and was just getting on its feet with the largest wheat harvest since the collapse of the Soviet Union.

Also, Russian companies hit hard by declining commodities prices continued to announce layoffs or production cuts. Severstal, which makes automotive plate steel and had been on a buying spree for mills around the world, said Friday it would cut production by 30 percent in the United States, and 25 percent at plants in Russia and Italy. More Articles in Business »

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  1. Writing a Business Plan

    Writing a business plan begins by defining your business's mission and vision statement. Though creating such a statement may seem like fluff, it is an important exercise. The mission and vision statement sets the foundation upon which to launch your business.

  2. How to create a real estate business plan

    To write a clear executive summary for a real estate business, follow these steps: Start with a brief introduction: Describe your business' mission, vision and the services you intend to offer. Highlight what sets your business apart in the competitive real estate landscape.

  3. Top 10 Real Estate Executive Summary Templates with Examples

    A real estate executive summary is a document that provides a brief overview of a specific real estate project or investment opportunity. It typically includes information on the property location, size, and type, as well as the project's financial projections and expected return on investment.

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    1. Your Business Serves Customer Needs First and Your Abilities Second. A common misstep in real estate business planning is building a business around your specific skills, resources, or talents before understanding whether your community has a need for them.

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    1. Executive Summary The executive summary is the first section of your real estate business plan, and it should provide a high-level overview of your entire plan. This is your chance to grab the reader's attention and make them want to learn more about your business. In my experience, a strong executive summary should include:

  8. Ultimate Guide: 11 Points to Writing a Real Estate Business Plan

    What is a real estate business plan? A business plan is a written document that captures the future of your business. It details what you plan and how you plan to do it. Real estate business plans are essential for two reasons. First, they provide a road map for agents to follow as they work to build their businesses.

  9. Real Estate Business Plan Template [Updated 2024]

    General Real Estate Business Plan Template. Below is a template that will help you with how to write a real estate business plan. The plan should include the following 10 sections: Executive Summary. Although it serves as the introduction to your business plan, your executive summary should be written last.

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    Real Estate Agent Business Plan Executive Summary - PlanBuildr Real Estate Agent Executive Summary Business Overview Barbara Brooks is a newly-licensed real estate agent in Malibu, California. Barbara's focus of real estate will be centered around Malibu and its surrounding communities.

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    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. Example: John Smith is a real estate agent who serves clients — particularly first-time home buyers — in Western Washington.

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  15. PDF EXECUTIVE SUMMARY OF A REAL ESTATE BUSINESS

    To achieve the Company's objective, the management contributes $50K into the business and seeks $200K as a bank loan. Business Model: ABC Properties intends to earn revenue from real estate investments by renting residential properties in Arkansas, primarily focusing on Little Rock Metropolitan.

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    1.1 Objectives Open the door of home ownership to residents of the Richmond Metro area. Build a business that demonstrates that a real estate brokerage can thrive serving the residents of the intercity. Capture a significant market share of the new business being generated by the current and future renovation and building projects. 1.2 Mission

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  20. Business Plan Writer Moscow

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  21. Judge Engoron fines Trump more than $350M, bars him from running

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  22. The Civil Fraud Ruling on Donald Trump, Annotated

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  24. PDF Q3 2010 office real estate market

    office real estate market Moscow 4 the level of take-up shows a stable positive dynamics. According to the general positive trends, there is no prerequisites for a decrease in demand and a traditional pre-New Year buoyancy of the office real estate market is expected by the end of the year. A decrease in the share of renegotiation deals

  25. After Moscow Plane Crash, Total Names New CEO

    French oil major Total on Wednesday appointed refining head Patrick Pouyanne as chief executive and former CEO Thierry Desmarest as non-executive chairman.

  26. Russia approves loan plan to ease credit crunch

    In a particularly Russian answer to the debate going on around the world about accountability for the bailout money, the law allows the central bank broad executive privilege in disbursing the money.