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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.

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How To Write A Real Estate Business Plan

real estate business plan overview

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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real estate business plan overview

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Real Estate | How To

How to Write a Real Estate Business Plan (+ Free Template)

Published June 30, 2023

Published Jun 30, 2023

Gina Baker

REVIEWED BY: Gina Baker

Jealie Dacanay

WRITTEN BY: Jealie Dacanay

This article is part of a larger series on How to Become a Real Estate Agent .

  • 1 Write Your Mission Statement
  • 2 Conduct a SWOT Analysis
  • 3 Set Specific & Measurable Goals
  • 4 Plan Your Marketing Strategies & Tactics
  • 5 Create a Lead Generation & Nurturing Strategy
  • 6 Calculate Your Income Goal
  • 7 Set Times to Revisit Your Business Plan
  • 8 Why Agents Need a Real Estate Business Plan
  • 9 Real Estate Business Plan Examples & Templates
  • 10 Bottom Line
  • 11 Frequently Asked Questions (FAQs)

A real estate business plan lays the groundwork and provides direction on income targets, marketing tactics, goal setting, lead generation, and an overview of your industry’s competition. It describes your company’s mission statement in detail and assesses your SWOT (strengths, weaknesses, opportunities, and threats) as an organization. Business plans should include measurable goals and financial projections that you can review periodically throughout the year to ensure you meet your goals.

Continue reading to see real estate business plan examples and discover how to write a real estate business plan. Start by making your own by downloading and using the free real estate business plan template we’ve provided below.

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Real Estate Business Plan Template

Real estate business plan template.

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Market Leader provides a comprehensive paid inbound lead, automated marketing, and CRM solution to help agents acquire, engage, and nurture real estate leads.

Furthermore, Market Leader offers and guarantees you a number of exclusive seller and buyer leads in your target niche at a monthly rate.

1. Write Your Mission Statement

Every real estate agent’s business plan should begin with a mission statement, identifying your values and why your business exists. Your mission statement serves as the guide to achieving your ultimate business objective. When you create a solid clear mission statement, all other items identified in your realtor business plan should be aimed at fulfilling this statement.

A screenshot of Compass' website.

Compass’ mission statement: “Our mission is to help everyone find their place in the world.” (Source: Compass )

Your mission statement should identify your target audience, what product or service you provide, and what makes your business distinct. As seen in the example above, a powerful mission statement should be short and concise but sums up a business objective.

Let’s take Compass’ mission statement above as an example: “Our mission is to help everyone find their place in the world.” The statement identifies what the company offers, for what reasons, and who it benefits.

2. Conduct a SWOT Analysis

SWOT is an acronym that stands for a business’ strengths, weaknesses, opportunities, and threats. The primary objective of these four elements is to assess a business by evaluating internal and external factors that can drive decision-making and help you make more money . Conducting a SWOT analysis as you develop your business plan for real estate uncovers opportunities to differentiate yourself from the massive competition currently on the market.

Strengths & Weaknesses

Strengths and weaknesses are internal parts of your organization. Strengths identify what product or services you provide better than others, your access to resources, and items that benefit your customers. Weaknesses are items that need improvement, lack of resources, or what your competition does better. These are items within your control to change because you can convert a weakness into a strength.

See the example below if “Agent X” was doing their SWOT analysis:

Opportunities & Threats

External factors drive opportunities and threats and are areas you can take advantage of to benefit your business. Examples of opportunities can be shifts in the current marketplace, emerging trends you can capitalize on, features that competitors lack, or even changes with your competitors. Threats, on the other hand, are anything that can negatively impact your business. You don’t have control over changing the opportunities or threats, but you can develop a practice to anticipate and protect your business against the threats.

The opportunities and threats for “Agent X” would be:

When you complete your SWOT analysis, use it as a guide when creating strategies to meet your business objectives. To gain the most benefit from creating a SWOT analysis, make sure you are being realistic about your business and evaluating it in its present state. You don’t want to be unrealistic by listing strengths or opportunities that don’t exist yet, and you want to allocate time and money to the most impactful solution to your business issues.

If “Agent X” completed the above SWOT analysis, a few strategies they could derive would be:

  • Incentivize agents to keep them at the brokerage for longer
  • Implement a technology-based key machine to reduce lost keys and keep the team accountable
  • Find a competitive advantage against competing brokerages and use that in marketing messages

Example of Zillow Premier Agent Agent Finder advertising for three featured agents.

Zillow agent finder (Source: Zillow )

To help agents locate other brokerages operating in your preferred market, agents can use Zillow’s agent finder page as a research tool to see which agents or brokerages are operating in a specific area. You can find an agent by location, name, specialty, and language. Once you click on a Zillow profile , you can read their reviews, see their team members, contact and website information, and property listings. Take a deep dive into your competitor profiles and can use the information to implement strategies within your own business.

Visit Zillow

Read how our experts feel about this real estate lead generation company in our Zillow Premier Agent review .

3. Set Specific & Measurable Goals

You’re ready to set some business goals after clearly defining your mission statement and SWOT analysis. Goals can help set the tone to increase your performance and drive your business in the right direction. Your goals should have a definitive way to show progress, which can be a prime motivator to keep you on track to achieving them.

Each goal should follow a pattern to identify set criteria. This will ensure that your daily efforts are performed to meet business objectives within a set period. A way to do this is by using SMART goals:

Examples of SMART goals for agents or brokerages:

  • Increase closed transactions by 20% to a total of 150 deals within the next year
  • I will ask all closed clients for a referral and review within 30 days of closing the deal

Goals can be split into short-term and long-term goals. Short-term goal lengths vary between days and weeks but do not exceed six months. Short-term goals can also be worked on simultaneously with long-term goals. Long-term goals can take up to six months or more to complete and require careful planning and perseverance. A mix of short-term and long-term goals will help you maintain motivation.

All goals are equally important; however, success will stem from how you prioritize each one. Slowly add on additional goals as you have the capacity and feel comfortable with the current progress of your current set of goals. Without identifying your business goals, you’ll leave your results up to luck to attain your business objectives.

4. Plan Your Marketing Strategies & Tactics

Developing marketing strategies and tactics and implementing them help you identify and locate your current value proposition in the real estate industry, along with specific timelines for execution. In addition to determining your overall business objectives and goals, your marketing strategy and plan should include the following:

  • Pinpoint general marketing goals
  • Estimate projected marketing budget
  • Know your geographic farm area data and identify your target niche audience
  • Analyze market competition
  • Identify your unique selling proposition
  • Establish a timeline and set your plan in motion
  • Track your progress and readjust as needed

While a marketing strategy identifies the overall marketing goals of your business, developing marketing tactics will help you achieve those individual goals. They can include referral business tactics, retention efforts, and ways to acquire new customers. For example, you can offer incentives to anyone who refers your business, or you can implement new email drip campaigns to help increase lead conversion rates.

These tactics should have set key performance indicators (KPIs) to help you evaluate your performance. For instance, a KPI you can set for your business could be that referral business should exceed 20% of your lead generation sources.

If you’re unsure how to put together your marketing plan, check out our article Real Estate Marketing Plan Template & Strategy Guide and download the free template to get started.

Postcard campaign examples from ProspectsPLUS!.

Postcard campaign example (Source: ProspectsPLUS! )

If direct mail is part of your promotion strategy, services like ProspectsPLUS! can help easily create and distribute mailers to a targeted area. It also has options for postcards , brochures, newsletters , flyers, and folders. You can also send mailers to prospective clients by geographic or demographic farm areas through its campaigns. Check out its templates and mailing options today.

Visit ProspectsPLUS!

Read how our experts feel about this real estate direct mail service in our ProspectsPLUS! review .

5. Create a Lead Generation & Nurturing Strategy

Having a successful lead generation strategy will help you maintain business growth. Lead generation can be performed organically and through paid advertisements to attract and convert prospective clients. In addition to generating leads, agents should have systems to manage, nurture, and re-engage with contacts to maximize opportunities.

Generating leads through a multipronged approach is the best way to maintain lead flow. Use organic strategies like hosting an open house, reaching out to your sphere of influence, and attending networking events. Employ paid generation strategies, such as purchasing leads from a lead generation company or setting up a website to funnel potential clients. Your marketing strategies will directly correlate with your lead generation strategies.

Every lead is an opportunity, even if they don’t immediately convert into a deal. Effectively nurturing leads can make sure no opportunity falls through the cracks. Agents can nurture leads by continuously engaging and developing relationships with prospective leads . It’s important to provide prospective clients with a constant flow of essential and relevant information, depending on where they are in the real estate buying or selling process.

Here are the top lead generation companies for real estate agents and brokers:

Engage more efficiently with buyer and seller leads using Market Leader’s new feature Network Boost. Network Boost has shown a 40% increase in agents successfully connecting with leads. Market Leader social media experts design highly targeted and optimized ads for your Instagram and Facebook. As visitors engage with your ads, they will be prompted to complete a form and funnel directly into your Market Leader client relationship manager (CRM). This will also trigger an automatic marketing campaign that nurtures your clients and lets you know they are ready to engage with you personally. Try Market Leader’s Network Boost today.

6. Calculate Your Income Goal

Your income goal is one of the most critical items to be included in your business plan. While this may be more difficult for new agents who are still learning the business, it’s still necessary to estimate the amount of money you will earn for the year. Work with an experienced agent or mentor to help you estimate your monetary goals. For professional agents, review your previous years to judge your income goals for the upcoming year.

To calculate your income goal and the amount of work you’ll need to complete to get to that goal, you’ll need to have some basic number estimates:

  • Net income: The amount of money you will put in your pocket after commission splits with your real estate brokerage.
  • Fee split with brokerage: This is the agreed-upon commission split you have with your brokerage for each completed transaction. For example, if you have a 70/30 split with your brokerage, you will collect 70% of the commission, and your brokerage will receive a 30% commission for each deal.
  • Estimate of completed deals per year: You also want to estimate the number of deals you intend to complete yearly. Remember that some months will be busier than others, so make sure to account for holidays, weather, and your schedule.

Real Estate Yearly Goal Calculator

By figuring out these numbers, you can give yourself a realistic number for your income goal. Compute the gross income commission (GCI) or amount of money you must make before the commission splits and the average profit per deal and month you’ll need to reach your goal.

For a more detailed breakdown of your yearly goal, download and use our yearly goal calculator. Input your information into the highlighted yellow boxes, and the spreadsheet will automatically calculate the GCI, total deal count, and gross income you’ll have to earn each month to reach your goal. Adjust the average gross commission per deal and brokerage split as necessary.

FitSmallBusiness Year Goal Calculator

FitSmallBusiness Year Goal Calculato template.

For additional information on real estate agent salaries, review our article Real Estate Agent Salary: How Much Do Real Estate Agents Make?

7. Set Times to Revisit Your Business Plan

Business plans are only effective if you use them. A business plan is a roadmap for your business, and you’ll need to revisit it often to ensure you’re staying on track. It should be a constant resource to guide you through meeting your goals and business objectives, but it’s not necessarily set in stone if you need to make any changes.

Agents should revisit their business plans monthly to measure progress and make any changes to stay the course. If you find that you’re missing the times set for your goals, then you should continue to revisit your business plan regularly. Changing the business plan itself should occur annually once you can have a complete picture of your yearly performance. Evaluating the business plan can help you discover new strategies and ensure you have the appropriate resources for the upcoming year.

Pipedrive user dashboard

Overall status of sales activities in the dashboard (Source: Pipedrive )

Sales software like Pipedrive can help you track your overall business performance when revisiting your business plan. It presents company sales data in easy-to-visualize dashboards that track your business performance and contains forecasting tools to project future revenue. It can maintain company and team goals with progress tracking to keep goals top of mind.

Visit Pipedrive

Read how our experts feel about this real estate customer relationship manager (CRM) system in our Pipedrive review .

Why Agents Need a Real Estate Business Plan

A real estate business plan keeps you up to date on market developments and one step ahead of your competitors. It also enables you to test lead-generating tactics and create new marketing campaigns while keeping track of results over time. A solid business plan for a real estate agent presents the following:

  • Where you are at the moment
  • Where you would like to be
  • How you’re going to get there
  • How to evaluate and measure your performance
  • When and when to correct the course

Real Estate Business Plan Examples & Templates

Real estate agents and brokerages don’t have to build their business plans from scratch, as many resources provide different examples. Business plan templates can also have different objectives. Some are used to secure financing or help you focus on lead generation, while others are single-page plans meant to get you started.

Here are five real estate business plan examples you can use to create yours:

Lead Generation & Income Plan

Screenshot of Market Leader real estate business plan.

Market Leader business plan example (Source: Market Leader )

This business plan is from Market Leader, a third-party lead generation platform. It specializes in lead generation, marketing, and converting leads into customers with an attractive IDX (Internet Data Exchange) website and robust automation tools. Agents can also participate in purchasing leads through their lead products to receive a guaranteed number of leads per month.

A Single-page Business Plan

Single Page Business Plan example from pngfind.

Business plan for real estate (Source: PngFind )

Agents who are new to writing a business plan can start small. Business plans do not have to be multipage to be effective. This single-page business plan helps identify a single goal followed by three areas to focus on and five objectives for each focus area. As real estate agents begin to feel comfortable with goal setting and completion, they can continue to add to this single-page business plan with duplicate pages, identifying additional goals.

Business Plan for Real Estate Brokers

Screenshot of Real estate broker business plan example from AgentEDU.

Real estate broker business plan (Source: AgentEDU )

This robust real estate broker business plan is designed to address organization and management goals. It contains pages identifying personnel information like title, job description, and salary. The business plan also encourages the broker to identify operational goals for future personnel changes. It’s best suited for a broker with a larger team to help drive operational change.

Business Plan With Detailed Financials

Business plan with detailed company financial information.

Example of real estate agent business plan template (Source: FinModelsLab )

This multipage business plan contains eye-catching graphics and detailed company financial information for real estate agents and brokers seeking funding from outside investors. One of the last sections of the business plan is a financial planning section geared toward showing how viable your business is through your provided income statements, cash flow, and balance sheet reports.

Real Estate Developers’ Business Plan

Easy to edit real estate business plan template from Upmetrics.

Realtor business plan template sample (Source: Upmetrics )

Upmetrics’ real estate business plan templates are easy to edit and share and contain professional cover pages to help agents convert their business ideas into actionable goals. The business plans from Upmetrics are geared toward agents looking to transition into real estate development. This plan includes vital sections important for a developer to analyze, such as building location, demand for housing, and pricing.

Market Leader's CRM dashboard as viewed on tablet and phone devices.

Real estate CRM (Source: Market Leader )

Market Leader’s business plan is centered around driving more business through lead generation. It helps agents understand their lead sources, average sales price, and how much commission was earned in a given year. It also allows agents to set income and transactional goals for the following year.

Visit Market Leader

Bottom Line

Whether you are a new real estate agent or looking to grow your brokerage, writing a real estate business plan template will help you define the steps needed to build a successful business . It serves as a guided roadmap to help you achieve your business goals, identify areas of improvement, and provide guidance in all aspects of your business, from marketing, operations, and finance to your products and services. Business plans can help determine if your business is viable and worth the financial investment.

Frequently Asked Questions (FAQs)

What is a real estate business plan.

A real estate business plan is a document that presents an outline of your organizational goals. A business plan lays out future company goals and structured procedures to achieve them. Business plans commonly contain plans for one to five years at a time, though they can differ from investor to investor.

A real estate business plan will put you in a position to succeed while also assisting you in avoiding potential pitfalls. It serves as a guide to follow when things go as expected and when they diverge from the initial plan of action. Also, a real estate business plan will ensure that investors know the steps they need to take to succeed.

How do I jump-start my real estate business?

It is important to note that starting a real estate business is not a simple task. Before launching a firm in any field, entrepreneurs should spend numerous hours researching and developing a solid business plan. As you start your real estate business, use the following tips as guidance:

  • Think about your professional goals
  • Conduct extensive research
  • Organize your finances
  • Create a business plan
  • Establish an LLC
  • Make a marketing plan
  • Create a website
  • Start campaigns
  • Keep track of leads
  • Develop a network of connections

How can I grow my real estate business?

You can use multiple strategies and ways to grow your real estate business. They include:

  • Assess your current situation
  • Invest in your professional growth
  • Establish strategic alliances
  • Take advantage of omnichannel marketing
  • Start blogging
  • Create consistent social media profiles and campaigns
  • Improve your website
  • Consider working with a marketing company
  • Optimize your signs and direct mail

About the Author

Jealie Dacanay

Find Jealie On LinkedIn

Jealie Dacanay

Jealie is a staff writer expert focusing on real estate education, lead generation, marketing, and investing. She has always seen writing as an opportunity to apply her knowledge and express her ideas. Over the years and through her internship at a real estate developer in the Philippines, Camella, she developed and discovered essential skills for producing high-quality online content.

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How to Plan, Start, & Grow a Real Estate Business: 27 Essential Tips

David Lawrence

Published: February 21, 2024

Starting a real estate business isn’t for the faint of heart, but there’s hope for 2024. It’s expected that housing prices will soften in certain parts of the country , and despite what we’re hearing, experts are not predicting a housing market crash .

woman learns how to start in real estate

If the real estate world is calling you, don’t be put off. Here’s a down-to-earth look at how to start your own real estate business, plus advice for avoiding mistakes that hijack momentum as you grow.

Free Resource: Real Estate Strategy Template

In this article:

It’s Never Too Late to Start Your Business

How to start a real estate business, how to start in real estate, how to grow your real estate business, common professional pitfalls (and how to avoid them).

For many new real estate agents , real estate is their second, third, or even fourth career.

Whether you’re a solo agent or new to a team, if you have dreams of outperforming the average real estate agent salar y ($44,507 per year), you need to start thinking like a business owner — and that means planning.

real estate business plan overview

Free Real Estate Planning Template

Use this free template to plan the marketing, sales, and growth for your real estate business.

  • Company Overview
  • Territory Overview
  • Market Penetration Strategy

You're all set!

Click this link to access this resource at any time.

  • Craft your ideal personal plan.
  • Write a real estate business plan.
  • Build a consistent marketing plan.
  • Get a website.
  • Prospect consistently.
  • Nurture leads.
  • Have good time management.

1. Get a CRM.

Barry Jenkins is the broker-owner of the #2 Better Homes and Gardens Real Estate Team in the United States. He’s also a guy who hates inefficiency. “I, to a fault, like to make things easy. The reason my business is so successful is that it was built on the core principle of leverage.”

In order to bring that principle to life, Barry uses his CRM as a true lead conversion machine . A CRM is a Customer Relationship Management system that helps you organize your contacts and come up with actionable insights. With it, you can walk leads through relevant nurture campaigns based on lead source or automate the entire transaction process.

This is incredibly useful in real estate because the home buying process is so long with many different steps, multiplied across many agents and even more leads and customers.

Using a CRM to achieve boss-level organization is how Barry and his team sold 240 homes in a year. And it’s not all about the front end, either. Barry also uses his CRM to send automated onboarding drips to new team members and keep the business admin completely streamlined so that nothing important ever falls through the cracks.

2. Craft your ideal personal plan.

Before you set the right financial goals for your business, you need clear financial goals for your life.

Commissions are great, but — let's face it — we all came into this business wanting something bigger and better than what we had.

Consider the following questions:

  • What time do you want to start work?
  • What time do you want to finish?
  • How do you want to feel each day?
  • How much money do you want to make?

Top tip for defining your personal plan: Think about the real why. Running a successful real estate business is more about the impact on our lives or our families' lives and less about earning cash. Get to the real motivator behind work.

3. Write a real estate business plan.

Start writing your real estate business plan, paying special attention to the things that set you apart from other businesses in your area. Give it some real thought. This is where your personal and business identities can really come together to make profit-driving magic.

Start with these questions:

  • How does selling real estate make a meaningful difference for you, your prospects, and even the world?
  • What are the values and principles that drive your real estate business?
  • How are those different from the real estate business next door?
  • What are the three to five things you are going to own completely in the business?
  • Who will take care of the rest?

Even if you’re just looking to take administrative work off your plate by hiring your first virtual assistant, it's critical to create that big-picture vision to keep your team inspired and avoid repeating unproductive patterns.

Top tip for writing your business plan: While creating that big-picture plan, make sure you also pay attention to the details. Writing your plan is an opportunity for you to explore ideas and see what’s feasible.

Featured Resource: Free Business Plan Template

real estate business plan overview

Be the agent who’s always there, and you’ll automatically beat the herd.

8. Have good time management.

If you’re like most of us, a big part of the dream is to have more time and energy for the things that really light you up.

But most agents who set out to build a real estate business haven’t built that into the plan. They end up with a revolving door of team members and have to outwork the business problem du jour. But it doesn’t have to be that way.

For experts in automation, a motivating factor is saving time. By eliminating manual work through automation, you can free up time to focus on the activities that actually drive revenue.

The ability to do marketing automation further underscores your need for a CRM, which ends up acting as the engine that supports your efforts.

Top tip for introducing automation: Start with low-risk tasks that you don’t want to handle.

real estate business plan overview

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Blog Business

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!

Create a Real Estate Business Plan: Template, Tips & More

Real Estate Business Plan Strategies

A real estate agent business plan is a document that outlines your comprehensive strategy to grow your real estate business. It outlines important milestones of your approach, identifying what your goals are and how you will achieve them.

Because of the nature of the real estate business, you can construct plans as a broker, agent, etc. There are several ways to focus your goals and tactics when you are writing a real estate business plan, and each specific role you have will change what you’re trying to achieve and how you will do it.

It’s fundamentally important to remember that in real estate, there are two things to keep on the top of your mind:

  • You are your own boss and manage your own business.
  • Being busy doesn’t always mean that you’re making money.

Combining these two important thoughts leads us to one conclusion — that having a written-out plan will help determine what you’re trying to accomplish and will help keep you committed to a specific plan of action. A business plan for real estate agents is sure to help you identify measurable goals while helping you stay on a predetermined route to reach your ambitions.

Additionally, a plan will identify prospective issues you expect to run into and how you plan to overcome them. The plan will assign roles and responsibilities, and allow you to measure your success as your business progresses.

It’s important to know that you’re not in this alone – we have an experienced team of coaches who can help you  create a real estate business plan that makes it simple and easy.

Why Create a Real Estate Business Plan?

Studies  have shown that creating a business plan for real estate can increase your chance of success by 12%. Additionally, it can raise your chances of success by 27% when you commit to writing a real estate business plan and combine it with other things like talking to prospective customers, making marketing materials, and getting yourself ready for business.

What’s more, you will be taken more seriously by potential business partners, brokers, and banks because you have dedicated time to sit down and devise a written plan that precisely outlines the actions you plan to take. This shows that you have placed significant personal investment in your business, and gives others peace of mind that they can join you in this venture.

A real estate business plan gives you a clear direction and an operational checklist for identifying your goals. Some questions it will answer are:

  • Who is my prospective client?
  • How much do I want to earn?
  • What do my sales need to look like to reach my ideal take-home pay?
  • How will I cover the expenses of my business?

A plan is not set in stone and allows for adjustments as situations arise – but should be thoroughly devised enough to help you overcome foreseeable challenges like identifying leads and finding funding money to get started.

How to Start

Executive summary.

The executive summary of a real estate business plan establishes your hopes and dreams, a broad overview of how you plan to accomplish them, and highlights from the research used to support your decisions.

It should identify who your potential clients are, the areas you plan to focus on, and any potential sales opportunities (for example, the average house in this area is $450k). If there are any competitive assessments, those are also important to note here.

In many ways, consider this your elevator pitch. Given 30 seconds, or the amount of time you were in an elevator with someone, how would you describe your ability to  be profitable in real estate ?

Write a Detailed Business Description

If you’ve ever seen the show, “Shark Tank,” you’d be familiar with how the business owner stands in front of the investors and shares their story about why they should invest in their product. This is the detailed business description of your plan, where you tell what inspired you to get involved in real estate.

The description will highlight the opportunity and how you plan to make the most of it, while answering ‘who, what, when, where, how, and why’. Who is your prospective client? What makes you different and what is your client looking for? When are they typically looking to buy or sell their property? How do they typically start their search or process of selling their home?  Questions like these  will help shape your detailed business description to answer questions that you might not think about at first.

Perform a SWOT Analysis

If you’re unfamiliar with the term “SWOT”, it stands for (S)trengths, (W)eaknesses, (O)pportunities, (T)hreats. When applying a SWOT analysis to writing a real estate business plan, the coined term helps you identify some of the core questions that arise when planning.

Strengths address what makes you different and a better choice than your competition. Will you be more knowledgeable? Have you lived in the area you’re targeting your whole life? Are you a well-known member of the area who already has created a personal brand that will go far in real estate?

Weaknesses address the exact opposite. What things are you lacking? What things do others do better? Naturally, if you’re breaking into real estate, one of the first things you’d note is experience. Having multiple weaknesses isn’t a  bad  thing. It means you’ve identified potential issues and how to overcome them. For example, a new agent with experienced coaches can quickly overcome the example weakness.

Creating a Strategic Real Estate Business Plan

Defining your marketing strategy.

As much as you would like to be the perfect fit for all clients, the reality is that you are going to have a specific type of client that’s going to work the best with you. Maybe it’s someone from a specific area of town, first-time homebuyers, those using specific types of financing options, or those in the Armed Forces.

Identifying your market niche isn’t going to limit you to a specific clientele, but it’s going to direct your marketing and branding so that you’re not throwing lots of things and hoping that something sticks. This means saving time and money by directing your marketing efforts to the most meaningful ways, giving you the biggest bang for your buck.

Understanding the marketing strategy aspect of your real estate business plan will help you know who your target is, what their defining characteristics are, what services they are seeking, and help you understand how to grow those specific relationships.

Understanding  how you will generate leads  is incredibly important in developing your plan. If you don’t have leads, you won’t have sales — which means you won’t make money. Because of the nature of the business, you’ll need to understand how prospective clients start the process (which is usually through looking at things online).

Creating a Financial Plan

An important aspect of writing your business plan will always include money. Here you will identify your expenses, income, and estimate your sales goals. It’s important to create realistic and well-thought-out measurements in this section, to understand how your plan will come together.

When looking at your expenses, consider all things that will change for you on a licensing, personal, and business level. Licensing may seem self-explanatory, but ongoing education, covering multiple states, and other things might pop up. Personal expenses are also easily overlooked — will you need to buy different clothes, will a new smartphone be important to your work, and will your cost of gas rise? Business expenses are things like your broker fees, advertising costs, and other things often charged directly from your office.

A true financial plan is not a rough collection of estimates or guesstimates. It’s a close look at the reality of the costs you will be facing when you choose to start on the endeavor, and a true understanding of what it will take to achieve your goals. One of the basic goals you will look at financially is the ability of real estate to keep you economically profitable in consideration of your time and resources.

Analyze Your Local Competition

In-depth research into your local competition will help you beyond your SWOT analysis. When you’re looking at other offices that might be competing with you, consider what sets you apart and makes you different. Also,  use this competitive insight to grow your brand  and sharpen the services that you offer to clients.

For example, if your focus is on first-time homebuyers, are there any competitors that also have this focus? What do they do that seems to work? What can you offer that they don’t? There are generally four areas that will set you apart in regards to your competition; the product (your brand and focus), the price (your commission and price you seek for your clients), the place (your ideal market you’ve chosen to focus on), and promotion (meaning the way you’ll choose to market to generate leads).

Understand Your Ideal Customer

Understanding your customer is critical in writing a real estate business plan. Without that important link, you won’t meet your goals, your marketing dollars will be wasted, and your time will be spent without result.

The important things to know about your customer are:

  • How do you reach them? Will they respond better to emails, texts, or calls?
  • What matters to your clients? Is it more space, interior luxury, or location?
  • What brand does your client subscribe to? Will they value Walmart or Whole Foods more?
  • What matters most to your prospective buyer? Is it space, price, or something else?
  • What is your ideal demographic? This is age, sex, etc.

Having a firm grasp on these important things will help you develop your plan so that you can speak to what your market research is telling you. Perhaps your opportunity is in selling new homes in an up-and-coming area, or to military families who have been given new orders near a base. Referrals and leads will always attract outside of your ideal mindset, but this will help you focus your efforts.

Implementing Action Plans

An action plan is a carefully considered set of steps to take in  achieving a specific goal . For example, if your goal is to get ten new leads a month, an action plan will help you get there. An action plan establishes a clear goal and the different things that need to be done to reach your objective.

You might have different action plans for marketing, closing sales, ongoing education and personal development, social media goals, etc. All of these individual action plans will help carry your real estate business plan to fruition.

Evaluating and Revising Your Plan

Your business plan is sure to be a living document as time goes on. With a constantly evolving real estate market, it is critical to stay up to date with the latest news – not only for the industry, but also for the markets you specialize in. As you continue to meet and shake hands with individuals, new doors will open, offering you opportunities that you probably didn’t consider when you originally developed your plan.

For example, maybe you’ve met a developer who’s asked you to help list their properties. What you learn from your clients will be equally important to your plan – if things don’t matter, save time and resources by removing them. Additionally, if there are things missing (like virtual open houses, alternative social media focuses, etc), find a way to incorporate them into your plan.

There’s something to be said for pulling from the experience of others, and  having an experienced real estate coach look over and help develop your real estate business plan is a great way to jump past the typical pitfalls new agents face.  A new agent starting out , dreams of the financial freedom to spend more time with their family and friends. Skipping over the learning curve by having an experienced professional will only help you achieve your goals faster.

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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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.

real estate business plan overview

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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Creating a Winning Real Estate Business Plan (Updated in 2023)

Are you a real estate professional looking to build a successful and thriving business? If so, one of the crucial steps you need to take is creating a comprehensive business plan. A well-crafted business plan acts as a roadmap, guiding you toward your goals and helping you make informed decisions. This article will delve into the key components of creating a winning real estate business plan that sets you up for success.

Setting Goals and Objectives

The value strategy: creating and delivering value, defining the business model, products and services offered, unique value proposition, conducting market research, developing a marketing strategy, building a strong team, financial planning and budgeting, crafting sales and lead generation strategies, providing exceptional customer service, monitoring and evaluating performance, creating a long-term growth plan, networking and building relationships, attending real estate conferences and events, online platforms and investor networks, creating a compelling investment proposal, why is a business plan important for a real estate business, how can a real estate business plan attract investors, what should be included in a real estate agency business plan, how can a real estate agent benefit from having a business plan, what should a real estate business plan for 2023 include, where can i find real estate business plan samples for reference, what should be included in a commercial real estate business plan, how can a beginner create a real estate business plan, what are the essential steps to write a real estate business plan, how can i make my real estate business plan stand out.

The first step in creating your real estate business plan is defining your mission statement and setting goals and objectives. Your mission statement encapsulates the purpose and values of your business. It should be concise, inspiring, and reflective of your vision. Once you have a clear mission statement, you can proceed to set SMART goals—specific, measurable, achievable, relevant, and time-bound objectives that will drive your business forward.

A key business plan component is defining the value strategy, which outlines how a business creates value, its business model, and the products and services it provides. This section focuses on articulating the unique value proposition that sets your real estate business apart from competitors. By clearly defining your value strategy, you can effectively communicate what your business offers and how it addresses the needs and desires of your target audience.

The business model is the foundation upon which your real estate business operates. It outlines how you generate revenue, what resources and partnerships are necessary, and the key activities involved in delivering your services. In this section, you will explain your business model and highlight its strengths and advantages. Whether you focus on traditional real estate transactions, property management, or specialized niche markets, clearly define your business model to provide clarity and direction.

Detailing the products and services your real estate business offers is essential for potential clients to understand the scope of your expertise. This can include residential and commercial property sales, property leasing, property management, real estate consulting, or any other specialized services you provide. Clearly describe the benefits and value your offerings bring to clients, emphasizing what sets you apart and how you meet their unique needs.

Your unique value proposition (UVP) concisely summarizes the distinctive qualities and advantages of your real estate business. It encapsulates the reasons why potential clients should choose your services over competitors. Clearly articulate your UVP, highlighting the benefits and advantages that differentiate you in the market. This could include factors such as extensive market knowledge, exceptional customer service, innovative technology solutions, or specialized expertise in a particular niche.

Market research is a critical aspect of creating a successful real estate business plan. It involves analyzing the local real estate market, understanding trends, and identifying your target audience and competition. By conducting thorough market research, you gain valuable insights that can shape your marketing strategies, pricing decisions, and service offerings.

A well-defined marketing strategy is essential for attracting clients and growing your real estate business. Start by identifying the marketing channels that resonate with your target audience. This can include online platforms, such as social media and search engine advertising, as well as offline tactics, like networking events and traditional advertising. Additionally, create a branding strategy that differentiates your business and communicates your unique value proposition.

You need a competent and dedicated team to build a thriving real estate business. Invest time and effort in hiring qualified professionals who align with your company’s values and vision. Provide comprehensive training and delegate responsibilities effectively to ensure smooth operations. Cultivate a positive company culture that fosters collaboration, innovation, and growth.

Financial planning is a crucial aspect of any business plan. Start by estimating your startup costs, including expenses like licensing, office setup, and marketing materials. Create a budget that covers ongoing operational costs and allocate funds for marketing and growth. If needed, explore financing options available to real estate professionals.

An effective sales and lead-generation strategy is vital for acquiring clients and driving revenue. Develop a lead generation system that captures potential clients’ information and nurtures them through the sales funnel. Implement proven sales techniques and leverage technology to streamline lead management and conversion.

In the competitive real estate industry, providing exceptional customer service is key to success. Take the time to understand your customers’ needs, preferences, and pain points. Develop strategies to exceed their expectations, foster long-term relationships, and encourage referrals. Consider implementing a customer relationship management (CRM) system to streamline communication and enhance customer experience.

Regularly monitoring and evaluating your business’s performance is crucial for staying on track and making informed decisions. Identify key performance indicators (KPIs) that align with your goals, such as sales volume, conversion rates, or customer satisfaction metrics. Analyze sales and marketing data to identify trends and areas for improvement. Make necessary adjustments to your strategies to ensure continued growth and success.

As your real estate business evolves, it’s important to plan for long-term growth and expansion. Explore opportunities to expand into new markets or offer additional services. Seek strategic partnerships that can amplify your reach and enhance your value proposition. Continually assess market trends and competition to stay ahead of the curve and plan for future scalability.

Finding Investors for Your Real Estate Business

Once you have a solid business plan and a clear capital-raising strategy, the next step is to find investors who are willing to support your real estate venture. Here are some effective strategies to help you attract potential investors:

real estate business plan

Networking is a powerful tool for finding potential investors in the real estate industry. Attend industry events, join real estate associations, and connect with professionals who may have access to investment opportunities. Building relationships and nurturing connections can lead to valuable partnerships and investor introductions.

Real estate conferences and events provide excellent opportunities to showcase your business, connect with industry experts, and attract potential investors. Participate as a speaker or exhibitor to increase your visibility and credibility within the real estate community.

Utilize online platforms and investor networks dedicated to real estate to expand your reach. Websites, forums, and social media groups focused on real estate investment can help you connect with investors actively seeking opportunities.

Crafting a compelling investment proposal is essential when approaching potential investors. Clearly articulate your value proposition, explain the benefits and potential returns on investment, and demonstrate a thorough understanding of the market and your competitive advantage.

Are you ready to take your business to new heights? Let Easy Capraise be your trusted partner in capital raising and fundraising . Start attracting investors today and unlock the potential for growth and success.

Get in touch with us now, and let’s discuss how Easy Capraise can help you secure the funding you need. Click here to schedule a consultation with our expert team and take the first step toward achieving your business goals.

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A business plan provides a roadmap and strategic direction for your real estate business. It helps you outline your goals, strategies, and financial projections, making it easier to attract investors and secure financing.

A well-written business plan demonstrates your understanding of the real estate market, your target audience, and the potential for growth. It showcases your profitability projections and highlights your unique value proposition, making it an attractive opportunity for investors.

A real estate agency business plan should include an overview of your agency, market analysis, marketing strategies, staffing plan, financial projections, and growth strategies. It should also outline how you plan to provide exceptional customer service and build strong relationships with clients.

A real estate agent business plan helps agents set goals, identify target markets, create marketing strategies, and develop a roadmap for success. It provides focus and direction, enabling agents to track their progress and make informed decisions to grow their business.

A real estate business plan for 2023 should reflect the current market conditions, trends, and challenges. It should outline strategies to adapt to changes in the industry, leverage technology, and meet clients’ evolving needs.

There are numerous resources available online where you can find real estate business plan samples. Websites of real estate associations, business planning websites, and industry publications often provide templates and examples that can serve as a starting point for creating your own plan.

A commercial real estate business plan should include an analysis of the local market, potential target industries, marketing strategies to attract commercial clients, financial projections for leasing and sales, and a comprehensive property management plan.

Beginners can create a real estate business plan by starting with a clear mission statement and setting SMART goals. They should conduct market research, identify target audiences, and develop marketing strategies tailored to their niche. Seeking guidance from mentors or attending industry workshops can also be helpful.

To write a real estate business plan, start with an executive summary, followed by sections on goals and objectives, market analysis, marketing strategies, financial projections, operational plans, and growth strategies. It’s important to revise and refine the plan regularly as the business evolves.

To make your real estate business plan stand out, focus on presenting a unique value proposition, showcasing your expertise and experience, providing comprehensive market analysis, and emphasizing innovative strategies for success. Incorporate visuals, charts, and graphs to enhance clarity and readability.

Creating a winning real estate business plan is a fundamental step toward building a successful venture. By setting clear goals, conducting thorough market research, developing a robust marketing strategy, and providing exceptional customer service, you can position your business for long-term growth and profitability. Remember to regularly evaluate your performance, make data-driven decisions, and adapt to the ever-changing real estate landscape.

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Real Estate Agent Business Plan

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A real estate agent business is one of the best ways of getting paid for your expertise in the real estate industry.

If you have a thorough knowledge of the market, are a brilliant negotiator, and can think on your feet then being a real estate agent might be the right career for you.

Industry Overview

Research says the global real estate agent and brokerage market are expected to grow from $960.12 billion in 2020 to $1008.95 billion in 2021 at a compound annual growth rate (CAGR) of 5.1%. Also, the market is expected to reach $1351.1 billion in 2025 at a CAGR of 8%.

The above figure suggests It is a great market to be in, but you need a well-designed business plan to succeed as a real estate agent. A business plan can help you in having a clear strategy and also in keeping a track of your progress.

But what else can a business plan do for your brokerage firm, and how to write one? Read on to find out.

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Things to Consider Before Writing a Real Estate Agent Business Plan

Find a way to get leads.

The majority of your leads, at least at the beginning of your career, would come from constant effort and a variety of sources. So before getting started you’ll have to figure out all the possible ways of generating leads.

Make a networking plan

Having a network comprising of your customers, businessmen, and even your competitors is necessary for a real estate agent. Because you never know where you’ll get your next big client.

Hence, figuring out a networking strategy is important.

Set up your website

Nowadays, a lot of people look for real estate services online. Hence, it makes it important for you to set up a website for your business.

Making a website also contributes to building your credibility and brand image. Hence, building an optimized and active website can do wonders for your business.

Be prepared for changes in the industry

The real estate agent is changing at a rapid pace. Everything from changes in the economy to people’s buying behavior, and income has a major impact on the real estate market. Hence, it is important for you to have a strategy to deal with such changes.

One of the simplest ways to do so is to have a dynamic and customizable real estate business plan. It helps you deal with changes in a smooth and effective way.

How a Business Plan Can Help You?

As a real estate agent, clear business goals and a constantly evolving way of doing business can be extremely profitable for your business. Apart from that, networking is a key aspect of a real estate agent’s business.

A professional business plan can help you manage all of the above efficiently without any hassles.

Having a plan makes managing your business easier and lets you focus on the more pressing concerns of a business.

Moreover, it gives you a competitive edge over those who jump right in, without any plan.

Real Estate Agent Business Plan Outline

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

  • Products and Services
  • Management Team
  • Success Factors
  • 3 Year profit forecast
  • Startup cost
  • Funding Required
  • Our business offering is listed below:
  • Industry Analysis
  • Market Trends
  • Target Market
  • Sales Strategy
  • Targeted Cold Calls
  • Publications
  • Pricing Strategy
  • Management Summary
  • Hiring Plan
  • Important Assumptions
  • Brake-even Analysis
  • Profit Yearly
  • Gross Margin Yearly
  • Projected Cash Flow
  • Projected Balance Sheet
  • Business Ratios

How to Write a Real Estate Agent Business Plan?

A business plan should be clear-cut and ever-changing. It should have goals, but also be flexible at the same time.

Moreover, it should be customizable as per your target market and location. You can write such a plan in many ways.

Although there are several changing and fixed aspects of a real estate agent’s business plan, there are certain essential areas that should be included to write a good business plan.

They are as follows:

1. Executive Summary

The executive summary section sums up what your entire business idea stands for. It is a brief overview of all of your business’s functions, including finances, target audience, operations, marketing, sales, etc.

This section, if written properly, can help you get funded as it presents your idea to the investors in a precise way and helps you gain their confidence.

2. Company Summary

This section basically consists of all the information about your agency’s history, its current situation, the idea behind its existence, and also the finances and funding it requires for becoming profitable.

3. Products and Services

In this product and services section, you’ll define your niche. Having a niche in real estate helps you get a better knowledge of the market and better deals in return. It also helps you meet the right people and the right customers.

As a real estate agent, you can decide whether you’ll deal with office spaces, residential spaces, rentals or buying, selling, etc. Working with a specific set of customers most of the time helps you stay at the top of your game in the real estate market.

4. Market Analysis

A thorough and ongoing market analysis helps you know the market trends and your target audience better. It helps you stay updated with the demands of your customers and how you can fulfill them in the best way possible.

Not just that, it also helps you in knowing where you stand in the market when you need to change your business model with a changing market, and when you need to upskill to stay relevant as a real estate agent.

5. Strategy and implementation

After you are done analyzing the market, writing this section would be a cakewalk. As you are familiar with the market you can formulate the best strategy to thrive in it.

As a real estate agent, having a good advertising strategy, sales strategy, and essentially a good pricing strategy is of utmost importance.

6. Operations Plan

The operations plan section in your business plan includes the day-to-day functioning of your company, as well as your goals and strategies to achieve them.

It is an ever-changing section and has to be tweaked as per the demands of the industry. Breaking your goal down into smaller milestones in this section is an effective way of writing it.

7. Financial Plan

A financial plan decides whether your agency would succeed or not. It prevents you from having mismanaged finances, and a dearth of funds and also helps you in managing the cash inflow of your business.

Download a sample real estate agent business plan

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

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

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

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

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Business Plan Summary

A business plan can not only help you with the management of your business but also work as a road map to success.

A real estate agency’s cash inflow is on the irregular side, but a business plan can help you thrive with that too. Having a plan gives you a clear idea of the functioning as well as the spending of your business.

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

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

So, what are you waiting for? Start planning

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About the Author

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Vinay Kevadiya

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

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Download Real Estate Agent Business Plan

Real Estate Business Plan

If you’re looking to build a successful career in the dynamic world of real estate, a well-crafted business plan can be your ticket to success.  

In this guide, we will provide free real estate business plan templates, samples, as well as tips on how to create a business plan from scratch. Whether you’re an experienced real estate agent or just starting in the industry, our guide will walk you through the process of creating a successful real estate business plan that can help you stay organized, focused, and achieve your goals. 

We’ll cover everything from how to write a business plan for real estate to the best practices for creating a marketing plan that can help you grow your business. So whether you’re a real estate agent, broker, or agency, our guide has the information you need to create a comprehensive and effective real estate business plan to build your real estate business.

This real estate business plan sample is focused on the thriving real estate industry in Nashville, Tennessee .  We hope this sample provides you with a brief foundation for starting your own record label company.  Our record label business plan writers crafted this sample for your review.

Executive Summary

“RS4 Home Sale Ltd.” (herein also referred to as “RS4 Home Sale” and “the company”) was incorporated on April 10 , 2020 in the City of Nashville by Mr. Brian Carlston.  Nashville’s average sale price is half of that of Philadelphia’s or Texas’, thus making it substantially easier to enter the market or expand an existing real estate investment portfolio.  RS4 Home Sale is uniquely positioned in the market by focusing on distressed properties and motivated sellers.  The company often has properties purchased and resold without ever having to publicly list.

This highly unique market segmentation has brought about a multitude of opportunities to scale and welcome a massive list of investors to work with.  To date, RS4 Home Sale has focused on securing revenue through real estate commission via the sale and purchase of properties for clients.  With the rise of e-learning and online courses, Mr. Carlston seeks to establish an additional revenue stream via real estate education programs.

This business plan outlines the strategy to establish a real estate education segment of RS4 Home Sale Ltd., and turn students into educated, prepared and active investors who can independently select investment properties which suit their unique needs and investment profile.  

Mr. Brian Carlston brings nearly 20 years of experience as a licensed realtor in Nashville to this opportunity, in addition to 28 years of public broadcasting experience in live events and radio.  With great credibility and public recognition, Mr. Carlston is focused on creating two courses; a mini course to build excitement and qualify applicants, and a full course where serious applicants can validate their interests and learn about a variety of Nashville real estate investment opportunities.

Today, the company is seeking a $200K loan through the Tennessee Minority Business Development (MBDA) to support course development, marketing and operational cost.  A mini course will be completed first, and a full investment course is anticipated to take 6 months to complete. Not only will the company benefit from the sale of online education and brand development, but there will be a flow of investors interested in buying and selling properties with the assistance of RS4 Home Sale.  This vertically integrated business model will be founded with a fully-compliant and integrity driven approach, ensuring that all students, clients and referral partners are treated with honesty and full transparency. 

Mr. Carlston brings the best of both worlds, maximizing his local presence through digital platforms including YouTube, Instagram and Web, while growing meaningful and bilateral relationships in the real-estate investment community.

Business Overview

RS4 Home Sale has two overarching revenue streams; commissions from real estate transactions, and real estate education.  To date, revenue has been generated through commissions via real estate transactions.  By establishing a small, condensed “Mini Investor Course” and then leading the audience to investing in a comprehensive, “Full Investor Course”, the company will capitalize on a growing pool of real estate investors interested in working with RS4 Home Sale. The following graph showcases the flow of leads from starting with the Mini Investor Course, to graduating to the Full Investor Course, to taking the step to investing in their own investment property and finally working with RS4 Home Sale on an ongoing basis.

Mission Statement

Our mission is to simplify real estate for motivated sellers and investors.

Vision Statement 

Our vision is to become the leading real estate solution for investors in the USA, consistently connecting top investors with qualified properties.

Goals and Objectives

The company has the following goals and objectives:

  • Securing financing to support the proceeding goals
  • Building out the Mini Investor Course and the Full Investor Course
  • Training and servicing agents across USA 
  • Implementing marketing across USA to identify deals which are beneficial to investors
  • Gaining lists of qualified investors in each market, after they have gone through education
  • Selling the courses to each market in USA 

Market Analysis

The following market analysis reviews recent performance in the Nashville real estate markets; market trends, government regulations and a competitive analysis.

The level of new listings in January fell to the lowest levels seen since the late 90s. While new listings fell in nearly every price range, the pace of decline was higher for lower-priced properties. At the same time, sales activity slowed down compared to the high levels reported last year but remained consistent with long-term trends. However, there has been a shift in the composition of sales as detached homes only comprised 47 percent of all sales.

Higher lending rates are causing many buyers to seek out lower-priced products in our market. However, the higher rates are likely also preventing move-up activity in the market impacting supply growth for lower-priced homes. This is causing differing conditions in the housing market based on price range.

With 2,451 units available in inventory, levels remain 43 percent lower than long-term trends for the month. While overall inventory levels are slightly lower than last January, there is significant variation by price range. Homes priced under $500,000 reported year-over-year inventory declines of nearly 30 percent while inventory levels improved for homes prices above that level.

Although conditions are not as tight as last year, lower supply levels are preventing a significant shift toward balanced conditions and prices trended upwards slightly over last month breaking the seven consecutive month slide. As of January, the benchmark price reached $520,900, five percent higher than last January, but still well below the May 2022 high of $546,000.

Market Trends 

Downward pressure on pricing at the present moment 

Home prices to remain strong despite expected sales drop. Sales are forecast to drop in 2023 but prices should remain strong due to the lack of inventory and high interprovincial migration numbers to Nashville.

Nashville’s detached market finished with a benchmark of $619,600, down four per cent from its high in June, but still up 14 per cent overall.

Semi-detached and row housing markets remained strong. Semi-detached sales declined by about three per cent in December but benchmark prices were up 12 per cent. A record 5,163 row house units were sold last year, doubling long-term trends. Low inventory levels are expected to keep prices high in these segments in 2023.

Apartment sales continued to soar throughout the year with a 50 per cent increase in sales to 6,221 units and an annual price gain of nearly nine per cent, though still below the record set in 2014.

Housing shortage – stable and growing market in Nashville

Nashville’s housing market is suffering a supply deficit in the non-market (affordable housing) sector. Since 2011, the average increase in new affordable housing units is 308 units per year.  However, to keep up to demand, Nashville needs 2,000-2,500 new units per year.

Net migration to USA

Just over 1.3 million new immigrants settled permanently in the USA from 2016 to 2021, the highest number of recent immigrants recorded in an American census.

To ensure USA has the workers it needs to fill critical labour market gaps and support a strong economy into the future, the 2022–2024 Immigration Levels Plan aims to continue welcoming immigrants at a rate of about 1% of USA’s population, including 431,645 permanent residents in 2022, 447,055 in 2023, and 451,000 in 2024. This plan builds on the previous levels plan, with an increased focus on supporting our economic resurgence and post-pandemic growth.

Government Regulations

The following government regulations are applicable to RS4 Home Sale Ltd., and Mr. Brian Carlston as a licensed real estate agent.

Nashville Real Estate License

The Real Estate Council of Nashville is the independent governing authority that sets, regulates, and enforces standards for residential real estate, commercial real estate, property management, condominium management, and mortgage brokerage licensees in Nashville.

Nashville is one of the few North American jurisdictions where real estate sectors are fully self-regulated. Self regulation is a privilege granted in the public interest and for the public good. RECA acts in the public interest to promote and protect consumer interests, support competition in real estate services, and promote market integrity. RECA’s regulatory activities define standards, investigate complaints, and enforce rules. These activities are focused on ensuring Nashvillens feel empowered to participate with confidence in real estate transactions and that Nashvillens are working with trusted real estate professionals. The actions of licensees have the potential to affect not only the clients they represent, but Nashvillens overall. At the same time, decisions and actions by RECA have the potential to impact Nashvillen’s view of the real estate industry and the role and responsibilities of licensees. RECA’s focus, in partnership with industry, is to achieve positive outcomes for Nashville consumers.

The Personal Information Protection and Electronic Documents Act

Organizations covered by PIPEDA must generally obtain an individual’s consent when they collect, use or disclose that individual’s personal information. 

People have the right to access their personal information held by an organization. They also have the right to challenge its accuracy. Personal information can only be used for the purposes for which it was collected. If an organization is going to use it for another purpose, they must obtain consent again. Personal information must be protected by appropriate safeguards. PIPEDA applies to private-sector organizations across the USA that collect, use or disclose personal information in the course of a commercial activity. The law defines a commercial activity as any particular transaction, act, or conduct, or any regular course of conduct that is of a commercial character. All businesses that operate in the USA and handle personal information that crosses provincial or national borders in the course of commercial activities are subject to PIPEDA, regardless of the City or territory in which they are based.

Products and Services

RS4 Home Sale has two revenue streams; real estate services and real estate course education.

Real Estate Services

The company provides real estate services to homeowners, sellers and primary real estate investors.  With a focus on distressed properties in the Greater Nashville Region, RS4 Home Sale has established a niche position within the local market.  Mr. Carlston aims to grow the company’s market share by establishing an additional revenue stream in paid real estate education courses.

  Real Estate Education

The company has established a following of 1,500 real estate investors who have interest in further education from Mr. Brian Carlston.  Through a Mini Investor Course, and a Full Investor Course, real estate investors will gain access to RS4 Home Sale’s accumulation of 18 years in the real estate industry.  When the Full Investor Course is complete they will gain access to the company’s niche position in the market which often results in transactions which are never publicly listed on the MLS, resulting in faster transaction time and more competitive pricing.

Competitive Advantages 

RS4 Home Sale has the following competitive advantages that will drive its success in the real estate market:

Selling Options: The company offers sellers a choice of two options to meet their real estate needs – the ‘Quick Convenient Sale’ and the listing option. The ‘Quick Convenient Sale’ offers a guaranteed sale with the option to receive cash, providing sellers with certainty and enabling them to proceed with their next plans. The listing option gives sellers the benefit of maximum exposure for their property through market listing, potentially attracting higher offers and greater value for their asset. By providing flexibility for sellers to select the path that aligns with their unique needs and objectives, the company enhances its competitive advantage and differentiates itself from other real estate firms. 

  Access to Non-Public Properties: The company’s unique approach to real estate transactions provides buyers access to properties that are not publicly listed on the MLS. This exclusive access provides buyers with a considerable advantage in the market as it enables them to evaluate properties that are not readily available to the general public. This affords buyers the ability to make informed purchasing decisions, enhancing their prospects of locating the ideal property that meets their requirements. By offering this exclusive access to non-public properties, the company is well-positioned to effectively match buyers with the right property which will enable a higher rate of sales closures.

  Focus on Distressed Properties: The company’s primary focus on distressed, off-market properties enables it to acquire and offer properties at a more favorable cost. This focus results in a quicker and more convenient disposal process for sellers and a lucrative opportunity for buyers to acquire properties at a discounted price, creating a mutually beneficial situation for all parties involved.  This strategic approach distinguishes the company from its competitors and provides a valuable service to the real estate market, offering solutions for buyers and sellers in challenging real estate circumstances.

Key Success Factors

  The success of RS4 Home Sale will be influenced by a range of internal factors, including:

Brand recognition: With 20 years of experience in the real estate industry, the company’s founder, Mr. Carlston, has established a highly regarded brand reputation. This recognition is further strengthened by his well-known presence as a radio personality, increasing the company’s visibility and reinforcing its brand recognition. A proven track record of success, including a history of satisfied clients and successful transactions also helps solidify the company’s reputation for delivering results and meeting customer expectations. This company’s brand recognition will greatly impact the company’s ability to attract and retain clients, making it a key factor for success. 

  Strong network of agents and clients: The relationships that the company has built with its agents and clients over time have helped it establish a reputation for delivering high-quality services and achieving successful transactions. The company’s extensive network of agents provides a broad reach, enabling it to access a wide range of properties and clients, increasing its chances of closing successful deals. The strong relationships with clients also help the company retain business and generate repeat business, providing a stable source of income. This strong network is a critical success factor for the company as  it provides a reliable source of leads and referrals, that ultimately leads to increased sales.

  Journey Focused Marketing: The company’s real estate education courses will be marketed through a carefully crafted funnel approach that focuses on the customer’s journey. The marketing strategy will begin with a free introductory course on YouTube, which will serve as a teaser and generate interest in the full program. From there, students will be directed to the Mini Investor Course , which will provide a more in-depth overview of the subject matter and further engage potential students. Finally, students will be encouraged to enroll in the Full Investor Course , which will offer a comprehensive education on real estate. This marketing approach will ensure maximum exposure and engagement for the company’s education offerings, leading to a high enrollment rate for the full program.

  Diversified Revenue Streams: The diversified revenue streams of the company mitigate risk and promote consistent growth by providing a cushion against economic fluctuations in either real estate sales or course enrollment. This stability enables the company to sustain the business and capitalize on new opportunities, making diversification a crucial factor for its long-term stability and success.

  Sales and Marketing Plan

The Sales and Marketing Plan outlines the methodologies and tactics that will be employed to effectively reach RS4 Home Sale’s target audience and accomplish sales objectives. It details the steps taken to promote the company’s services and educational offerings and the means of evaluating the success of these efforts. The plan also incorporates a comprehensive analysis of the company’s strengths, weaknesses, opportunities, and threats. Overall, the aim of this plan is to provide a clear, actionable guide for the sales and marketing team to follow, ensuring the success of RS4 Home Sale’s business operations.

  Target Customers and Channels

RS4 Home Sale has identified the target markets for its business segments, including real estate brokerage and real estate education. The following section provides an overview of these target markets and the channels to be used by the company to effectively reach them.

  Real Estate Investors

Real estate investors or ‘buyers’ are individuals and entities seeking to invest in real estate. These potential buyers consist of experienced real estate investors who aim to purchase properties at a value price, refurbish them and either resell for profit or hold as a steady income-generating asset. Additionally, there are also individuals looking for personal use properties, either for flipping or as a primary residence. Both segments of the target market are motivated by a desire for a wise investment that will provide long-term benefits, whether in the form of financial returns or personal gains.

The American real estate market presents a lucrative opportunity for real estate flipping. Although data specific to the USA is currently unavailable, industry reports from the United States suggest that house flippers can expect to generate substantial profits, with an average gross profit of 40.6%.  With the potential for substantial profits for real estate investors, and significant savings for individual buyers presents a promising opportunity for the company to attract and engage this market segment.

  Real Estate Sellers

Real estate sellers are individuals or entities that are looking to sell their property. This can include homeowners looking to sell their primary residence, investors looking to divest their portfolio, or real estate developers looking to offload their holdings. These sellers may be motivated by a desire to move to a new location, to liquidate their assets, or simply to take advantage of favorable market conditions. Regardless of their motivations, they are seeking a reliable and efficient solution to sell their real estate assets.

Money Sense reports that the leading cause for selling a home is due to first-time home buyers outgrowing their ‘starter’ home, often due to the expansion of their family.    Data from 2018 shows that 9% of households in the USA (1.3 million out of 14.8 million) were first-time home buyers who purchased their first home in the past five years. The highest concentration of these buyers are in Nashville, with 12.1%.  Meanwhile, upgrading is the second driving factor behind the decision to sell a home, as households’ earning capacities increase. Data from 2015 to 2020 shows that the median after-tax household income in the USA grew by 9.8%, a substantial increase compared to the 4.5% growth rate experienced from 2010 to 2015.

With the number of first-time home buyers and households looking to upgrade, the demand for efficient and reliable solutions to sell real estate assets is likely to grow. This presents a significant opportunity for the company to meet the needs of this market segment by providing quality services and support throughout the selling process. 

Real Estate Education

Real Estate Investors

Real estate investors form a crucial part of the company’s target market for real estate education. This segment comprises individuals who are seeking to invest in real estate, either as a beginner or as an experienced investor looking to enhance their existing knowledge and skills. This market segment is diverse and can range from those who are just starting their journey in real estate investing to seasoned professionals who are looking to stay ahead of the curve and stay updated on the latest industry trends and best practices. The common thread that binds this market segment is the drive to succeed in real estate investing and the desire to continuously learn and grow in this field.

Key Channels

YouTube Channel

The RS4 Home Sale YouTube Channel has seen significant growth since its launch in 2021, with over 700 subscribers. The company plans to leverage this platform to connect with its target audience through a blend of educational and informative content. This includes showcasing its real estate education courses, providing valuable tips and insights for real estate investors and sellers, featuring client testimonials, and highlighting successful transactions. Through this content, the company aims to attract and engage potential clients while building trust and credibility with its target audience. By promoting its offerings and providing regular updates through the channel, the company seeks to grow its reach and increase engagement with its target market.

Currently, the RS4 Home Sale website is designed to reach only the seller market segment. To broaden the website’s reach and engage with all target market segments, the company has devised a comprehensive strategy that includes the following components:

  • Website Optimization: The website will be optimized to cater to the needs and interests of all its target markets, including buyers, sellers, and students who are interested in the company’s offerings. This will involve improving the user experience, making the site easily navigable and incorporating relevant and engaging content that appeals to these groups.
  • Content Marketing: The company will create and publish relevant, valuable and engaging content, including articles, blog posts, infographics, and videos that educate and inform its target audience. This content will be optimized for search engines and will provide valuable information about the real estate market and the company’s services.
  • Lead Generation: The company will use various lead generation techniques to capture the contact information of potential clients, such as forms and pop-ups that provide an offer in exchange for their information. This information will be used to create targeted campaigns that are designed to convert these leads into customers.

Search Engine Optimization

To effectively reach its target audience, RS4 Home Sales will implement a comprehensive search engine optimization (SEO) strategy. Given that 78% of real estate searches begin with a search engine, and 75% of this traffic is on Google, the company will aim to improve its online visibility through relevant keyword optimization, meta tagging, and high-quality content. This content will include informative blog posts and articles that provide valuable information to potential sellers, buyers and students, which can drive organic traffic to the company’s official website. Additionally, the company will engage in link-building activities to obtain backlinks from reputable real estate industry websites. This will enhance the company’s search engine ranking, resulting in increased visibility to the target market segment.

Social Media

The company’s social media strategy will be revamped to reach and engage its target market through an integrated approach that leverages Facebook, Instagram, Twitter, and LinkedIn. The goal of this strategy is to enhance brand awareness, generate leads, encourage repeat business, and drive sales. To accomplish this, the company will execute the following tactics:

  • Content Development: The company will develop engaging content such as infographics, videos, and blog posts that educate and inform each of the market segments about the company’s offerings and services in real estate brokering and education. Examples of contents include market analysis, industry trends, and educational resources.
  • Paid Advertising: The company will invest in paid advertising on social media platforms to increase the reach and visibility of the company’s content and brand. This includes sponsored posts, boosted posts, and display ads.
  • Interaction and Engagement: The company will encourage interaction and engagement with the target audience by responding to comments and messages and by initiating conversations on relevant real estate topics. This will help build trust and establish a relationship between the company and the target audience.
  • User-Generated Content: The company will encourage previous clients to share their experiences and results on social media, and re-share these posts on the company’s profiles to showcase the company’s expertise and successes. This will serve as a powerful tool for building credibility and trust that could drive word-of-mouth referrals and attract potential new clients.
  • Analytics and Optimization: The company will continuously monitor the performance of the company’s social media presence through analytics tools and make optimizations as necessary to improve engagement and reach.

Real Estate Organizations

The company will leverage the resources and networks of real estate organizations to reach its target audience. Some identified organizations include the USA Real Estate Association, Nashville Real Estate Association  and the Nashville Real Estate Association.

These organizations have a large and established presence in the real estate industry and can provide valuable resources and opportunities for the company to reach and engage with potential clients. For example, the company could participate in events and initiatives hosted by these organizations, network with industry professionals, and access marketing and promotional opportunities. By leveraging the resources and networks of these organizations, the company can increase its visibility and exposure, establishing a strong and positive reputation in the industry and effectively reaching its target market.

SWOT Analysis

  • The founder’s extensive 18-year experience in the real estate industry
  • Strong brand recognition and reputation in the local market
  • Robust network of agents and clients
  • Diversified income streams
  • Limited geographic presence outside of Nashville
  • Operations limited to the current financial capacity of the company
  • Lack of technology integration in the sales and marketing process

Opportunities

  • Possibility of expansion into new geographical markets
  • Opportunity to broaden course offerings and reach a wider and more diverse market
  • Potential for partnerships and co-listing with other high-performing agents
  • Economic fluctuations affecting the real estate market
  • Changes in government regulations impacting the real estate industry
  • Increased competition from new entrants in the market
  • Changes in consumer preferences 

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Operational Plan

Operationally, RS4 Home Sale has two components; real estate services and real estate education.

Key operational activities include:

  • Respond to texts, emails, and phone calls
  • Process real estate documents, agreements, and lease records
  • Coordinate appointments, showings, open houses, and meetings
  • Create and distribute flyers, newsletters, listings, and other promotional materials
  • Create budgets for monthly, quarterly, and annual operations
  • Develop marketing plans for listings
  • Update client databases
  • Research listings to develop comparative market analysis (CMA) reports
  • Update websites and social media profiles
  • Develop course content in partnership with contractors
  • Shoot videos and content for courses
  • Receiving feedback from participants and making adjustment 
  • Working with contractors to develop new material 
  • Working with contractors to troubleshoot technical issues
  • Working with contractors to digitally market the courses
  • Coming up with new content for Version 2 and 3

Health & Safety

Nashville’s Occupational Health and Safety Act, Regulation and Code set minimum standards for health, safety and wellness in Nashville’s workplaces. Employers and workers need to know these rules. The OHS Code was recently amended by Nashville Regulation 202/2022 and will come into force March 31, 2023. The majority of operations are conducted remotely, and for all “on-site activities”, RS4 Home Sale personnel follow all health and safety requirements including the Nashville OHS Act.

Risk Analysis

Breach of Contract

Explanation: In the case of RS4 Home Sale, a breach of contract arises when the obligations outlined in the agreement between the company and the buyer are not met. For instance, failure to disclose a crucial aspect of a sale or providing an unclear concession statement from the seller of the property can result in legal action.

Mitigation: The company has a thorough review process which includes having a real estate attorney thoroughly review important legal documents. The company has a thorough review process which includes having a real estate attorney thoroughly review important legal documents. Furthermore, the company makes certain that clients have the opportunity to review the contract and voice any concerns they may have. If necessary, an error and omission insurance will be obtained.

Ethics Violations

Explanation: Ethics violations occur when a real estate practitioner breaches the code of ethics set by professional organizations, such as the American Real Estate Association (CREA). This can include failing to disclose agency relationships, acquiring an interest in property without disclosing their status as a real estate professional, not representing their client’s best interest, unauthorized access to private property, and engaging in actions that undermine the public’s trust and confidence in the real estate industry.

Mitigation Plan: The company abides by The REALTOR Code set by CREA and follows the principles of transparency, honesty, and integrity in all aspects of business dealings. This involves disclosing agency relationships, avoiding conflicts of interest, and maintaining high ethical standards in every transaction. By adhering to the set code, the company can ensure that the public confidence in the real estate industry remains intact, and that clients receive the professional and trustworthy services they expect.

Housing Market Volatility

Explanation: The housing market volatility can cause significant variations in the company’s business and income. The constantly changing market conditions can result in fluctuating home prices, changes in consumer sentiment and demand, and uncertainty in the overall real estate industry.

Mitigation Plan: The company will stay informed on current market conditions, follow key indicators, and monitor national and provincial employment reports. By staying updated on market trends the company can make informed decisions and minimize the risks posed by volatile market conditions.

Management Team

Mr. Brian Carlston

Founder and Director

Mr. Brian Carlston is a seasoned professional with an impressive 20-year track record in the real estate industry. He holds a real estate license in Nashville and has built a reputation for delivering quality services and closing successful transactions, with close to 200 properties transacted in his career. Since 2017, Mr. Carlston has focused on real estate investment and has successfully sourced, analyzed, and resold properties for clients, as well as for himself.

Prior to his career in real estate, Mr. Carlston spent 4 years as a full-time radio announcer and has over 28 years of broadcasting experience, including campus, community and commercial radio. He is highly regarded in the community and is regularly invited to speak at investment seminars in Nashville and has also been a live host for cultural festivals since 2010, including the Coca Cola Stage at the Nashville Stampede from 2014 to 2019. With a well-established reputation and extensive experience, Drew is a valuable asset to the real estate community and a driving force behind the success of RS4 Home Sale.

Mandate as Founder and Director

As Founder and Director of RS4 Home Sale, Mr. Carlston holds a mandate to lead the company in delivering top-notch real estate services and education to customers, while consistently improving the company’s operations and financial performance. His responsibilities include overseeing the day-to-day operations, managing the sales and marketing team, and developing and implementing strategies. Additionally, he plays a critical role in building and maintaining strong relationships with clients and stakeholders to ensure long-term success and sustainability for the company.

FINANCIAL PLAN

The following financial projections have been conservatively developed by the management team of RS4 Home Sale Ltd.

Pro Forma Income Statement

real estate business plan overview

Pro Forma Cash Flow Statement

real estate business plan overview

Pro Forma Balance Sheet

real estate business plan overview

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7 Key Elements of a Real Estate Business Plan

real estate business plan overview

  • 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.

Related posts:

real estate business plan overview

The Kurby Content Team is a diverse group of seasoned real estate experts dedicated to providing insightful, reliable information for homebuyers, real estate investors, and real estate agents. With backgrounds ranging from real estate brokerage, property investment, and residential home buying, our team combines decades of experience with a passion for demystifying the real estate world. We at Kurby are committed to helping you make informed, successful real estate decisions. Whether you're a first-time homebuyer, a seasoned investor, or a real estate professional, count on the Kurby Content Team to deliver the most relevant, actionable real estate content you need.

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How to Write a Real Estate Investment Business Plan + Free Sample Plan PDF

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Elon Glucklich

8 min. read

Updated February 19, 2024

Download a free one-page real estate investment sample business plan

With the worst of recent inflation in the rear-view mirror and interest rates projected to start falling in 2024, real estate investors see signs of optimism. 

New apartment construction is rising sharply . These new properties coming onto the market and the prospect of lower borrowing costs point to plenty of long-term opportunities for investors.

However, investing in real estate requires a sharp eye for market trends, as well as significant upfront resources. Investors need to understand the different strategies for securing financing, and how to manage their properties to increase their value before reselling.

A business plan reduces your likelihood of making a bad investment, because it gets you in the habit of organizing your market research, and updating it as conditions evolve. The plan ultimately helps align your investment strategies with your opportunities.

| Looking for a fix and flip , home inspection , or other type of plan? Browse the Bplans library of sample real estate business plans |

  • What should you include in a real estate investment business plan?

Here are the most common sections any real estate investor should consider including in their plan:

  • Executive summary
  • Company overview
  • Investment strategy
  • Market analysis
  • SWOT analysis
  • Financial plan and forecasts
  • Exit strategy

The length and depth of your business plan will vary depending on your business. For instance, a real estate investment firm with a national portfolio of office and apartment buildings is bound to have a more complex set of financial projections and supporting documents than an investor with single-family houses in a few markets.

Here’s an example of a real estate investment business plan outline.

real estate business plan overview

What’s your biggest business challenge right now?

  • The 8 elements of an effective real estate investment business plan

1. Executive summary

Most business plans start with an executive summary outlining the business opportunity and the core strategies of your business. 

It’s the first section that most readers (including loan officers) will read. You’ll want to highlight any unique value or competitive edge you have, such as a track record of generating positive returns, or knowledge of a specific market. 

You should also give a high-level overview of your financial projections and anticipated returns, which you’ll go into greater detail on in the plan’s financial section. If you’re writing a business plan because you’re seeking bank financing or an investment, this is a good section to state your funding request and how you’ll use those funds.

2. Company overview 

The company overview describes your company’s operational and legal structure . 

List whether you have any partners, and detail your team’s experience, expertise, and roles within the company. Also, outline your portfolio, such as investing in residential properties, commercial buildings, or new development projects. 

3. Investment strategy

There are many ways to invest in real estate — buying homes to rent out, fixing and flipping houses, pooling your resources with partners into a real estate investment group, investing in real estate investment trusts, and more. Describe your strategy and why it will generate the highest returns.You should also describe your criteria for choosing properties to invest in, and whether your primary focus is to invest in a certain geographic region or a type of property, such as apartments or fixer-upper homes.

4. Market analysis

If you have any experience in investment real estate, you know how important market research is. Imagine paying $1 million for an apartment building and adding $100,000 on renovations, only to realize you can’t find tenants to pay the higher rents you want to charge.

That’s where a thorough market analysis comes in. It helps you understand the landscape you’re operating in. 

Use resources like the U.S. Census Bureau to research your target market’s age, income, and population trends. Look online for local data about real estate prices and how they’ve changed over time, or reach out to local realtors to get a feel for the market.

You should also try to determine how much investment activity is taking place in the market and who you’re competing with for opportunities. 

Many cities and larger towns with development departments make their building permit databases available online, since permits are typically public records. Reviewing permit records can show you how much development activity is already occurring where you plan to invest.

5. SWOT analysis

Because of the risks involved in real estate investment, a SWOT analysis can be a helpful exercise. It’s a strategic way of evaluating your company’s internal and external environment (think about your company’s financial health as an internal factor, and interest rates as an external factor).

The SWOT analysis gets you thinking about your company’s:

Strengths: What you do well , and what unique resources you have.

Weaknesses: What you need to improve on, what resources you lack, or what your competitors do better than you.

Opportunities: What are the current opportunities you want to take advantage of?

Threats: What factors could expose your company to risk, or what might competitors do to harm your position?

6. Financial plan and forecasts

Your financial plan should provide a detailed view of the expected financial performance of your real estate investments. Include income statements , cash flow forecasts , and balance sheets projecting the next 3-5 years. 

List the assumptions you used in your projections, such as rental income changes from rent increases or unrealized revenue due to certain amounts of vacant commercial space. 

You should also include a break-even analysis. This calculates when you expect a property’s operating income to exceed the debt taken to buy and maintain it.

7. Exit strategy

If you’re writing your business plan for investors, detailing your exit strategy will clarify their pathways for realizing their returns. It also trains you to think about the long-term timeline for your investments and how to maximize their value. 

Consider strategies that will help you maximize your profits, like refinancing your properties or looking into potential tax-deferral opportunities like a 1031 exchange.

8. Appendix

The appendix is an optional section at the end of your business plan. It’s where you include additional documents that support your business plan but don’t fit in the plan. This might include your detailed market research data, financial tables not covered in the main sections of the plan, legal documents, or permit records.

  • Key considerations for writing a real estate investment business plan

To write a business plan that you can use as a guide for your decision making, consider places in the plan to emphasize these key points.

1. Develop a niche

If you’re a small investor or just starting, focus on carving out a specific niche for your investment strategy instead of trying to compete in multiple real estate segments. This could mean concentrating on a particular property type, such as multi-family homes, commercial real estate, or foreclosure properties, and diversifying your portfolio only after you’ve developed some traction. Or, you may decide to focus only on the segment you have the greatest advantage in.

2. Understand your risks

Real estate investment is inherently risky. 

Market dynamics, regulatory changes, and economic fluctuations can all impact the performance of your investments. 

As you compile research for your market analysis, dedicate time to conduct a detailed risk analysis to understand these factors and their potential impact on your investments. This includes assessing location-specific risks, economic cycles, and tenant or occupancy issues. 

Writing these out before they happen will help you think of strategies to mitigate these risks if they actually occur.

3. Network and develop market knowledge

Building a strong network with other real estate professionals, such as brokers and contractors, can provide valuable insights into the markets you hope to operate in. Document in your business plan how you will cultivate these relationships — you can include timelines for developing contacts in the milestones section of your plan.

Also, try to keep up to date on current events in the area, especially news about the regional economy. Look into the tax climate in the area, as well. All of this helps you build a deeper understanding of your market dynamics, and helps validate your investment strategy — or gives you reasons to reconsider.

4. Consider help with your financials

Even if you have the financial background to write financial forecasts, you may want to leave room in your budget for accounting support. 

If you’re starting or investing in an unfamiliar market, a CPA will help you navigate tricky tax issues that could throw off your projections. 

Include the expense of hiring an accountant in your plan if you decide to bring one on, and describe their role, whether it’s helping with budgeting, tax planning, or financial analysis.

  • Download your free real estate investment one page sample business plan

Download your free real estate investment sample business plan right now, or explore the Bplans gallery of over 550 sample business plans if you want to see plans for other industries.

You can also see how other real estate businesses have written their plans by checking out our free library of real estate business plans .

There are many reasons why real estate investors should write a business plan . Not only does it demonstrate credibility to the banks or investors you want to fund your acquisitions — it also increases your chances for growth , and gives you a strategy to manage your finances for the long term.

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Content Author: Elon Glucklich

Elon is a marketing specialist at Palo Alto Software, working with consultants, accountants, business instructors and others who use LivePlan at scale. He has a bachelor's degree in journalism and an MBA from the University of Oregon.

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real estate business plan overview

Your 10 Step Guide to Building a Real Estate Investing Business Plan

Real estate empires grow from a blueprint, not last-minute hunches. This guide outlines how to create a real estate investing business plan to help you navigate market dynamics, seek funding, and add to your team so that you can successfully grow your business.

real estate business plan overview

Let’s be honest, the idea of drafting a formal real estate investing business plan probably doesn’t excite you. After all, you got into real estate investing to scout deals and transform properties, not write novels full of financial projections.

But experienced investors know a solid plan spells the difference between profitability and major headaches. It forces clarity on direction and feasibility before you sink hundreds of thousands into property purchases and rehabs.

Think of your business plan as a blueprint for success tailored to your unique investment goals and market conditions. Whether you currently own a few rentals or are launching a full-fledged development firm, a plan guides decisions, aligns partners, and demonstrates viability to secure financing.

So how do you build one effectively without needless complexity? What key strategy areas require your focus? Let’s explore components that set you up for growth while avoiding common first-timer pitfalls. With realistic planning as your foundation, your investing journey can start smooth and stay the course.

What is a real estate investing business plan?

At its core, a real estate investment business plan is simply a strategic guide outlining your intended real estate approach. It defines target markets, preferred project types based on expertise, capital sources, growth strategy, key operational procedures, and other investment specifics tailored to your situation.

View your plan as an evolving document rather than a rigid static rulebook collecting dust. It should provide goalposts and guardrails as markets shift over time and new opportunities appear. You'll be able to refer back to the plan to confirm that these new opportunities align with proven tactics that yield predictable returns.

Detailed upfront planning provides a sound foundation for confident direction. It protects stakeholders by identifying potential pitfalls and mitigation strategies before costly surprises trip up the stability of your real estate business.

So, it's worth it to take the time and develop a customized plan aligned to your niche, resources, and risk tolerance. While initially tedious, the practice of putting together your strategic real estate business plan ultimately provides clarity and confidence moving forward.

Importance of having a business plan

Now that we’ve defined what a business plan is, let’s explore why having one matters — especially if you want to grow a successful real estate investment company.

Have you considered what originally attracted you to investing in properties? Whether it was rehabbing flips, acquiring rentals, or simply a lucrative hobby, your motivations and ideal path can get lost in the daily distractions of life. That’s where an intentional business plan provides clarity and conviction moving forward.

Reasons every real estate investor should prioritize planning are:

  • Goals and vision : You might be wanting to quit your day job and focus on real estate full time, or you might simply want to generate some extra income on the side. Either way, a business plan forces you to define what success looks like for you.
  • Due diligence : Creating a plan forces you to research the real estate markets you want to invest in — analyzing sales, rents, permits, zoning, demographics, and growth projections. This helps you objectively identify high-potential neighborhoods and properties rather than relying on hearsay or intuition.
  • Funding and financing : Lenders and potential investors will want to review your business plan to evaluate the viability and profitability of your real estate investment business before offering any financing . A complete plan builds credibility and confidence with stakeholders.
  • Guide decision-making : It's easy to get distracted by the latest real estate seminar or shiny new construction techniques. But sticking to the parameters and strategies laid out in your plan prevents you from making hasty changes or going down rabbit holes.
  • Identify potential risks : There are always things that can unexpectedly go wrong: what if interest rates spike and make your loans unaffordable, or your best tenants move out and unreliable folks move in? Brainstorming these scenarios in advance allows you to minimize risks and have contingency plans.
  • Systemize operations : As you grow, how will you scale operations? A business plan helps you identify areas that will require attention as your business evolves, like creating maintenance checklists for rentals, standardizing lease agreements , or automating accounting procedures.
  • Build the right team : Your business plan provides guidance on the team you'll need for your business. Know if you require a real estate agent to help you find deals or a property manager to handle tenant complaints at 2 AM.
  • Track progress : Your plan helps you compare things like actual rehab costs, rental occupancy rates, cash flow, etc. to your initial projections and determine whether you're on track.  You can then make adjustments as needed.
  • Maintain strategy : As you scale your operations with new hires or partnerships, you'll want to maintain direction in alignment with your original business plan. For example, if you are considering new verticals like commercial real estate, does evaluation criteria match your proven risk metrics and return hurdles? A real estate business plan keeps everyone focused on the same goals as your business grows.

What to include in a real estate investment business plan

A good real estate investing business plan covers everything from business goals to financing strategy. Here are the ten key elements you should include:

1. Executive summary

The executive summary provides a high-level overview of your real estate investment business plan. It briefly describes your company mission, objectives, competitive advantages, growth strategies, team strengths, and financial outlook.

Think of it as the elevator pitch for your business plan, and write it last after you have completed the full plan. Limit it to 1-2 pages at most.

Make your executive summary compelling and motivate investors or lenders to learn more. Be sure to also summarize your past successes and experiences to build credibility.

2. Company description

The company description section provides background details on your real estate investment company. Keep this section brief, but use it to legitimize your business and team.

  • Business model : Explain your core business model and investment strategies. Will you primarily flip properties, buy and hold rentals, conduct wholesale deals, or use another approach?
  • Company history and achievements : Provide a brief timeline of your company's history, including its formation, past projects, key milestones, and achievements.
  • Legal business structure : Identify your corporate structure, such as LLC , S-Corp , C-Corp, or sole proprietorship.
  • Office location : Provide your company's office address, which lends you credibility. If you are initially working from home, consider establishing a local PO Box or virtual address.
  • Founders and key team members : Introduce your founders and key team members. Highlight relevant real estate, finance, management expertise, and credentials.
  • Past projects : Provide an overview of any successful prior real estate projects your company or founders have executed.
  • Competitive advantages : Explain unique resources, systems, or other strengths that give your company an edge over competitors. These could be proprietary analytic models, contractor relationships, deal access, or specialized expertise.
  • Technologies and tools : Discuss technologies, software programs, or tools your company uses to streamline processes and optimize operations.

3. Market analysis

The market analysis section validates whether your real estate investment strategy makes sense in a given area.

Conduct detailed research from multiple sources to create realistic real estate investment market projections and identify potentially profitable opportunities.

Outline why certain neighborhoods, property types, or price points pique your interest more than others.

Your market analysis should dig deep into factors like:

  • Local sales and rental price trends : Analyze pricing history and current trends for both sales and rents. Look at different property types, sizes, and neighborhoods.
  • Housing inventory and demand analysis : Research the balance of supply and demand and how that impacts prices. Is the market undersupplied or oversupplied?
  • Market growth projections : Review forecasts from real estate analysts on expected market growth or decline in coming years. Incorporate these projections into your analysis.
  • Competitor analysis : Identify other real estate investors actively acquiring or managing properties in your target areas. Look at their business models and strategies.
  • Target neighborhood and property analysis : Provide an in-depth analysis of your chosen neighborhoods and target property types. Outline positive attributes, risks, and opportunities.
  • Demographic analysis : Analyze the demographics of potential tenants or homebuyers for your target properties. Factors like income, age, and family size impact demand.
  • Local construction and renovation costs : Research materials and labor costs for accurate budgets and understand the permitting process and timelines.
  • Regional economic outlook : Factor in projections for job growth, new employers, infrastructure projects, and how they may impact the real estate market.

4. SWOT analysis

SWOT stands for strengths, weaknesses, opportunities and threats. Conducting a SWOT analysis means stepping back from day-to-day business to assess your broader position and path from a strategic lens.

Internal strengths for your real estate investment business may include an experienced team skilled in major rehab projects, strong contractor relationships, or access to private lending capital. Weaknesses might be limited staff for handling tenant maintenance issues across a growing rental portfolio or only having a small number of referral partners for deal flow.

External opportunities can come from accelerating population growth and development in your target market, new zoning favorable to multifamily housing, or record-low mortgage interest rates. Threats could be rising material prices that hurt your flip margins, laws imposing restrictions on non-primary residence owners, or an oversupply of new luxury rentals, allowing tenants to be choosy.

The SWOT analysis highlights strengths to double down on and risks to mitigate in the real estate market.

5. Financial projections

The financial plan helps for both internal preparation and attracting investors. For real estate companies, the financial plan section should cover:

  • Startup costs : Include the expected startup costs involved to start your investment project, such as getting licenses and permits or paying for legal fees.
  • Profit and loss forecasts : Create projected profit and loss statements that outline what you think your revenues and expenses will be over the next 3-5 years.
  • Cash flow projections : Put together projected cash flow statements that show expected cash flow for each month.
  • Return on investment projections : Project your company's expected ROI over time under the different investment scenarios.
  • Funding requirements : Based on your forecasts, detail exactly how much capital you will need to start and operate your business until it is profitable. Specify whether you plan to use debt or equity financing.

6. Investment strategy

The investment strategy outlines your niche — will you focus on flipping, buying rentals, commercial properties, or a blend? Define any geographic targets like certain cities or zip codes backed by your research on growth potential.

Specify your criteria for ideal investment properties based on your goals. Decide which factors — age, size, layout, condition, or price point — matter most to you.

You can also use this section to explain how you plan to find deals, whether that's by scouting listed properties, attending foreclosure auctions, or networking to create off-market opportunities.

Clearly conveying your approach allows lenders and potential private investors to grasp your niche, planned pursuits, and process for finding deals. Having a strong strategy that summarizes how you locate, evaluate and capture deals matching your investing thesis can increase lender and private investor confidence in your ability to execute.

7. Marketing plan

Real estate marketing can’t just be an afterthought; it helps attract profitable deals, financing, and tenants to your business, making it a necessary component of your business plan to prioritize.

Components of your marketing plan can include:

  • Networking: Actively networking at local real estate meetups puts you directly in front of promising off-market opportunities and partnerships with motivated sellers, lenders and contractors in your community.
  • Social media: Consistently nurturing your social media presence can also pay off to help you find opportunities or potential investors.
  • Direct marketing: Never underestimate old school direct marketing — sending postcards to addresses with outdated “We Buy Houses” signs or calling the For Sale by Owners numbers from public listings can help you reach motivated sellers.
  • Listings management: Note that marketing does not end once you own property. To keep rental vacancies filled, leverage listing sites that can publish your units to a wide audience of prospective tenants.

8. Operations plan

Without systems, real estate investors struggle through renovations plagued by cost overruns, shoddy contractors who never call back, and frustrating tenants who always pay late . The operations component of your plan should consider aspects like:

  • Renovations: Ever lined up a contractor who juggles too many clients and leaves your projects languishing? Create standardized processes for accurate scoping, vetting subs, enforcing deadlines contractually, and maintaining contingency funds.
  • Business technologies: As your portfolio grows, tasks like tracking income, expenses , assets, and communicating with tenants can quickly overwhelm. Identify technologies early on that help centralize details to avoid getting swamped. Look into property management platforms that automate listings, tenant screening , digitized lease agreements, maintenance work order flows, and communications.
  • Insurance: Tenants or contractors can sometimes damage assets. Discuss landlord insurance policies to protect you against lawsuits, natural disasters, and major property repairs as you scale up.

9. Team structure

If you plan to grow your team beyond just yourself or a few partners, your business plan should outline your organization's key roles and responsibilities. This helps you consider what positions you may need to fill as your company scales.

  • Partners or co-founders: These are the main decision-makers and equity holders. Outline their background, skills, and the value they bring.
  • Property manager: This person handles day-to-day management of properties, tenants and maintenance issues.
  • Bookkeeper: You may need daily help managing bank accounts, invoices, taxes, and financial reporting.
  • Contractors and project managers : You'll need trusted renovations, repairs, and landscaping contractors. Dedicated project managers help oversee large jobs.
  • Leasing agents : As you grow and add more properties, leasing agents handle showings, applications, and signing new tenants.
  • Real estate attorneys : Real estate investing requires proper legal filings and compliance. Attorneys can help you manage this risk.

10. Exit strategies

Every wise investor plans their exit strategy upfront before acquiring a property. Will you aim to flip the asset quickly or retain it as a rental long-term? What factors determine ideal timing and the right profit margin for you to walk away?

Build flexibility into your strategy, as markets move in unpredictable ways. Especially with flips, have contingency plans if your listing gets lowballs or no offers. Be willing to rent short-term, refinance and hold if possible, convert to condos, or just patiently wait until the market changes. Having reserves and backup options allows you to avoid a distress sale.

Also include plans for strategies after a property sale, like a 1031 exchange to defer capital gains taxes and reinvest in another property. You may want to use sale proceeds to reduce or clear outstanding debts, enhancing cash flow and financial standing.

Tips for your real estate business plan 

Now that you know what to include, consider the following four tips to help your real estate investment business plan stand out.

1. Be detailed and specific

Resist the urge to gloss over details as you put together your plan. Drill down on the specifics for parameters like:

  • Target purchase and rehab costs.
  • Timelines for completing projects.
  • Minimum profit margins.
  • Maximum allowable vacancy rates .
  • Minimum cash reserves.

2. Refine and update regularly

Markets change, so don't create your business plan and file it away. Review your plan regularly to see how market conditions and your actual results compare to projections.

Make adjustments as needed. Tweak your approach if your rehabs are going over budget or your properties aren't selling as quickly as expected.

Aim to update your full plan annually at a minimum. Even if your overall strategy remains consistent, refresh the details around market factors, financials, tactics, risks, and projections.

3. Seek expert feedback

Before implementing your new real estate investment business plan, seek feedback from advisors who can identify potential issues or weaknesses.

Ask experienced real estate investors in your area to review your plan and provide constructive input. It's also a good idea to share your plan and numbers with your CPA and legal counsel as well.

4. Keep it simple

While specificity is good, don't over complicate your business plan to the point where it becomes difficult to follow. You want to inform readers without confusing them.

The goal is for stakeholders, such as co-investors, lenders, and partners, to easily digest your plan and understand it after a quick skim. Make it easy for readers to grasp your reasons behind focusing on a given area or project type based on market conditions and opportunity.

A property investment business plan fit to your goals

After finally finishing your business plan, you’re probably eager to dive into tangible investments rather than tweaking spreadsheets. But in the real estate industry, even experienced investors periodically step back and update strategies.

Approach your business plan as a living document that evolves as the market shifts, as you create new partnerships, or when you need to make changes in strategy. Set reminders to revisit quarterly and confirm your activities of today still align with the vision from day one.

Solid planning is proven to improve outcomes in dynamic industries like real estate investing. Though preparation isn’t glamorous, it pays dividends. Thoughtfully constructing your playbook puts the odds of executing successfully in your favor.

With a solid blueprint backed by your research, you’re now ready to capture the best real estate investment opportunities.

Business plan real estate investor FAQs

How do i stay flexible and adapt my business plan to changes in the market.

To stay flexible, review your real estate investing business plan regularly and update it based on changes in market conditions, trends, and opportunities. If things change in the market, find ways to adapt your strategy. This can include your goals, target market, financing, and even your exit plans.

How do I know if my real estate investing business plan is effective?

You'll know your business plan is effective if you're meeting the key objectives and metrics you outlined. Let's say your plan called for you to purchase a certain number of properties and achieve a specific cash flow or rate of return. If you're falling short, you can use the plan to course-correct.

Are there any specific software or tools for creating a real estate investing business plan?

Azibo is a helpful software tool for creating real estate investing business plans. This comprehensive platform has templates and tools to build out key sections of your plan. Its robust accounting and financial capabilities help construct accurate statements and projections.

Incorporating Azibo's online rent collection allows you to model cash flows. By centralizing lease documents , accounting, and portfolio management, Azibo streamlines the process of putting together a strategically sound real estate business plan.

Author Photo

Nichole co-founded Gateway Private Equity Group, with a history of investments in single-family and multi-family properties, and now a specialization in hotel real estate investments. She is also the creator of NicsGuide.com, a blog dedicated to real estate investing.

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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 Company Overview

Who is barbara brooks, real estate agent.

Barbara Brooks is a newly established real estate agent located in Malibu, California. Barbara Brooks will primarily service first-time home buyer clients in Malibu and the surrounding communities. She offers home-buying, home-selling, mortgage, title, and appraisal services. Barbara’s personality, customer service, market knowledge, and realtor expertise will set her up for success in the competitive Malibu real estate industry.

Barbara Brooks, Real Estate Agent History

Barbara Brooks is a recent graduate of UCLA and The Realty Academy in Woodland Hills, California. Now that she is fully licensed, Barbara is looking to start her business as a real estate professional. She has been shadowing another local senior real estate agent to learn his tactics, contacts, and processes.

Since incorporation, Barbara Brooks, Real Estate Agent has achieved the following milestones:

  • Obtained her license to sell real estate in the State of California
  • Located a small office space to be the physical location of her real estate office
  • Began networking and making contacts for local mortgage loan officers, appraisers, and title companies
  • Met with a local marketing company to design her website, social media accounts, and business cards

Barbara Brooks, Real Estate Agent, Services

The following will be the services 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

Ecosystem Kalinka

Luxury real estate in Russia, Europe, Asia and Middle East for a comfortable life and profitable investment. Our team — it is an association of market professionals, innovations and digital technologies, traditions and continuous development.

In the premium real estate market

Share of the moscow market, clients, including the forbes list, objects in the company's database., market experts work in the company, cumulative revenue, company turnover per year, the most expensive penthouse sold, ekaterina rumyantseva.

CEO of Kalinka Ecosystem

real estate business plan overview

Our Mission: Tradition & Innovation

real estate business plan overview

Pre–sale preparations

  • Examination of competitors' sales
  • Securing our sales plan
  • Creation of a sales office
  • Product training for brokers
  • Development of efficient financial instruments
  • Developing sales incentives

real estate business plan overview

  • Implementation of sales plan
  • Premium brokerage/ brokers school
  • Own client base
  • Sales funnel management
  • Mortgage broker services
  • Legal support
  • Monitoring of all stages of implementation

real estate business plan overview

After–sales service

  • Working with accounts receivable
  • Informing the customer about the project status
  • Working with customer reviews
  • Loyalty programs
  • Recommendation deals

real estate business plan overview

International recognition

European property awards real estate.

official airline partner

Virgin Atlantic

PROPERTY CONSULTANCY RUSSIA

2013 – 2014

real estate business plan overview

in association with

2014 – 2015

real estate business plan overview

Rolls–Royce motor cards

BEST REAL ESTATE AGENCY MARKETING RUSSIA

real estate business plan overview

The Telegraph

REAL ESTATE AGENCY MOSCOW

2016 – 2017

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Awwards Winner

2017 – 2018

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2018 – 2019

real estate business plan overview

BEST REAL ESTATE AGENCY SINGLE OFFICE MOSCOW

2019 – 2020

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Rolls–Royce

2021 – 2022

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Best real estate company for high price category real estate according to the magazine «Novyy Adres»

First place in the Forbes rating № 4 (25). Leader in the number of closed deals in the segment of high-budget real estate according to the survey of NVM Business Consulting.

First place in the real estate market records award in the category of «Professional pride» with the project «Dvoryanskoye Gnezdo».

Only Russian company to win in three «International Property Awards» nominations.

Best real estate agency in Russia according to the «Premio Internazionale Le Fonti» award. Winner of two «International Property Awards» nominations.

Best real estate agency in Russia according to the «International Property Awards» with the presence of representatives of The Daily Telegraph.

First place in the «European Property Awards» in «Real Estate Agency Marketing for Russia». A high appraisal of an important part of the company’s work — management of marketing and sales of real estate developers.

First place in the «European Property Awards» in «Real Estate Agency for Moscow, Russia»

Best company in both Real estate and Marketing according to the «European Property Awards»

real estate business plan overview

Solutions for developers, investors and buyers

Urgent buyout of distress-assets, apartments trade-in, accurate assessment with ai, investors club, apartments for sale, investing in redevelopment.

«Working daily with buyers and sellers of real estate. We know everything, from the customer’s first call up to the final sales.»

Ekaterina Rumyantseva,

our own full-time team of analysts and investment advisors

Created and implemented more than 200 consulting projects, analysis of the target group behavior utilizing a modern crm system, analysis of 1,000 customer requests and 300 transactions per year, own real estate database, updated daily, purchase and support of related databases, data on real estate lots in “closed sales”, information about the actual transaction sum and bargaining, kalinka realty.

Buying, selling and renting real estate

Kalinka Consulting

Complex solutions for developers

Kalinka Legal services

Legal support and audit

Kalinka Design

Professional selection of architects and designers

Kalinka analytics

Reviews of the real estate market in Moscow and MO

Kalinka Media

Current webinars and  situation in market

Kalinka International

Profitable investment. Citizenship and residence permit

30% of real estate transactions are not done after the purchase decision has been made. That’s why we maintain a constant dialogue with the buyer, lawyers, mortgage brokers and designers, to study the needs and implement the solution.

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Our Partners

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  • AB Development
  • ANT Development
  • Capital Group
  • Central Properties
  • Insigma Development

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Investment companies

  • Capital Partners
  • Hines International
  • Absolut Bank
  • VTB Capital
  • Gazprombank
  • Sberbank Capital
  • Otkritie Capital

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Design and architecture

  • Andrew Martin
  • Artistic Design
  • Aukett Swanke
  • Candy & Candy
  • Helene Benhamou
  • Jade Jagger
  • Kelly Hoppen

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Kalinka International (UAE, Turkey)

Programs for any purpose:

  • Visa-free travel
  • Life and business abroad
  • Tax residency
  • Cross-border movement under restrictions
  • Education and career of children abroad

Kalinka Dubai

  • Buying property in the UAE
  • Sightseeing tours of the best residential complexes in Dubai
  • Capital transfer (urgent purchase of ready-made companies in the UAE, opening an account)
  • Long stay apartments
  • Yacht charter
  • School education
  • Restaurants, shopping, household matters
  • Flight organization.
  • Assistance with international itinerary planning

Simplified visa system

No income tax, high return on investment, full ownership.

The Ritz-Carlton Residences

Collection of luxury residences

UAE, Dubai, Dubai International Financial Center, Al Sukuk Street, 9/1

The complex is located on the coast of the picturesque bay of Dubai Creek, where the world-famous Ras Al Khor flamingo and wildlife sanctuary is located. A unique location among mangrove forests, small lagoons and lakes combines peace and tranquility with the advantages of a large metropolis.

Rent – Start of sales.year

DAMAC Lagoons

Family low-rise residential complex

UAE, Dubai, Dubai Land, El Hebia Fift

Family low-rise residential complex in the spirit of the Mediterranean cities in the depths of Dubai. Convenient location allows you to get to large shopping centers, business clusters and offices of international companies in 20 minutes. Nearby are medical facilities, schools, an equestrian club, golf courses and the Dubai Sports City multifunctional complex.

Rent – year

DAMAC Cavalli Tower

UAE, Dubai, Dubai Media City

Elite residential complex on the west coast of Dubai, in the prestigious Al Sufuh area.

Atlantis The Royal Resort & Residences

Complex in the center of the Palm Jumeirah crescent

UAE, Dubai, Jumeirah, Palm JumeirahUnited Arab Emirates, Dubai, Jumeirah, Palm Jumeirah

Luxury residential complex in the center of the crescent of the Palm Jumeirah in Dubai. The developed infrastructure of the man-made island is impressive: gourmet restaurants, modern fitness studios, luxurious wellness clubs, shops and boutiques in Nakheel Mall. Well-maintained walking and jogging paths stretch along the many kilometers of beaches with snow-white sands.

Canal-front luxury serviced apartments

UAE, Emirate of Dubai, Zabeel, Business Bay

Luxury canal-front serviced apartments in the heart of Dubai.

W Residences Dubai Downtown

Complex in the prestigious Downtown area

UAE, Dubai, Zabeel, Burj Khalifa

Elite residential complex in the prestigious Downtown area, in the center of Dubai.

Kalinka Turkey

  • Elite real estate
  • New buildings and secondary offers
  • Investment property
  • Sightseeing tours
  • Second Citizenship by Investment Program

Get a selection of foreign investment offers

Moscow exclusive properties, 6 unique projects, popular areas of moscow, secure business transactions, developed infrastructure.

Sociocultural cluster with modern apartment buildings

Zvenigorodskaya 2nd st., 12

The residential quarter is located on an area of 4.5 hectares, 200 meters from the Ulitsa 1905 Goda metro station, surrounded by parks: Krasnaya Presnya, Krasnogvardeyskie Prudy, the December Uprising Park and the Presnensky Childrens Park

Poklonnaya 9

Premium apartment house

Poklonnaya st., 9

he complex is located in a prestigious location in the west of the capital. Panoramic windows offer magnificent views of Victory Park, Sparrow Hills and Moscow City towers.

Victory Park Residences

Elite family residences in the west of the capital

Brothers Fonchenko st., vl. 3

he complex is surrounded by green parks and iconic sights of the city. Panoramic windows offer magnificent views of Poklonnaya Gora, the Triumphal Arch and City skyscrapers.

Capital Towers

Residential skyscrapers 500 meters from Moscow City

Krasnopresnenskaya emb., 14, building 1

A 10-minute walk from the metro stations "International" and "Vystavochnaya", a little further - the platform of the MCC "Business Center" and "Testovskaya" of the first Moscow diameter. For motorists, convenient exits to the Third Ring Road and the Garden Ring are located 6 minutes from the complex.

Neva Towers

Complex on the territory of the business center Moscow-City

Krasnogvardeisky 1st pr-d, 17-18

Panoramic windows offer direct views of the legendary Ukraina Hotel, the Government House and the embankments of the Moscow River. Residents have access to the entire infrastructure of the business district within a 10-minute walk. Afimall shopping center, multiplex cinema, cafes and restaurants, fitness studios, beauty salons and viewing platforms.

Club city on the river

Volokolamskoe sh., vl. 71/12

Moskvoretsky Park is a 5-minute walk away. In 10 minutes by car - the parks Shodnya, Pokrovskoe-Streshnevo and Stroginsky. A grandiose sports infrastructure is planned on the territory of the peninsula: more than 30 types of activities in one location and three yacht clubs in the neighborhood.

Community participation

real estate business plan overview

PR and Media

Kalinka is in the TOP-3 in terms of citation in  the media in the elite real estate market and in the TOP-5 of business class and investment segment. Monthly number of publications mentioning Kalinka  — 250-300. Main sources: RBC, Forbes, Vedomosti, Kommersant, BFM, Elitnoe.ru. Joint analytics and press releases with leading Moscow developers: Insigma, AEON, Level Group and others. The Kalinka press service is always open to the media: journalists can be sure of comments, interviews and expert opinions. We promptly respond to requests and help the editors in the preparation of objective and high-quality materials.

real estate business plan overview

A fifth of the entire interior improvement in the premium segment is created in the area of Minskaya Street

According to research of the Kalinka Ecosystem, the total area of internal landscaping in 40 projects on the premium real estate market in Moscow is 43.5 hectares.

real estate business plan overview

Russians remain the leaders in buying Turkish real estate

Russians still occupy the first place in the demand for real estate in Turkey among foreigners. However, compared to 2022, there is a decrease in demand from our fellow citizens by 17%.

real estate business plan overview

"Obydensky No. 1" became the best-selling club house in Moscow

According to a study of the Kalinka ecosystem, sales in 11 club houses started in the capital in 2023. The leader in sales was the club house "Obydenskiy No. 1", in other projects clients purchased on average four times fewer apartments.

real estate business plan overview

The Kalinka ecosystem has summed up the results of its first year of operation in the UAE.

real estate business plan overview

The Kalinka ecosystem has strengthened its top management team.

In two regional divisions of the company - Kalinka Turkiye and Kalinka Middle East - new sales directors have been appointed.

real estate business plan overview

Kalinka Middle East has received several awards from a leading developer in Abu Dhabi.

The company won in several nominations as a developer of Aldar Properties and has been included among the best real estate agencies in Abu Dhabi.

Stay up to date with the latest news

We promise to send only interesting and important articles.

real estate business plan overview

CEO of International consulting company Kalinka

Alexey <br>Chumalov

Alexey Chumalov

General manager of Kalinka Moscow

Alexander <br>Shibaev

Alexander Shibaev

General manager of Kalinka Middle East

Yulia <br>Kovaleva

Yulia Kovaleva

City real estate manager

Polina<br> Medelyanovskaya

Polina Medelyanovskaya

Denis <br>Trusov

Denis Trusov

Dmitry <br>Mezhinsky

Dmitry Mezhinsky

Mikhail<br> Dolgov

Mikhail Dolgov

Head of Country Property Department

When The Rule is Triggered

Broadly, the proposed rule would define a reportable transfer, which thus requires submitting a Real Estate Report to FinCEN, as a transfer of ownership interest in residential real property to a transferee entity or transferee trust, with certain exceptions. [2] Transfers are reportable irrespective of the value of the property.

Residential Property

The rule broadly captures most categories of residential real property (e.g., single-family houses, townhomes, condominiums, co-ops, and apartment buildings designed for 1-4 families).

To determine whether a residential real property falls within the parameters of the rule, FinCEN posed three clarifying questions.

  • Is it real property that includes a structure designed principally for occupancy by 1-4 families?
  • Is it land that is vacant or unimproved, zoned, or has a permit for occupancy by 1-4 families?
  • Is it a share in a cooperate housing corporation?

If the answer to any of these three questions is “yes”, then the property will fall within the parameters of the rule. [3]

Transferee Entities and Transferee Trusts

The regulation would only require reporting if a transferee of an ownership interest in residential real property is a transferee entity or a transferee trust. [4]

  • Some of the exclusions in this rule align with the Corporate Transparency Act’s (“CTA”) exclusions, which also depend on what entity is supervised by a government agency, is a government agency, or has disclosure requirements that may diminish illicit financial risk.
  • Exclusion: Trusts that are securities reporting issuers or have a trustee that is a securities reporting issuer, such as companies who are registered with the SEC; and statutory trusts (however, these may be considered transferee entities).

Certain transfers are excluded from these reporting requirements, such as:

  • Financed Transfers: Transfers which involve extending credit to a transferee, but only if the credit is secured by the transferred residential real property and extended by a financial institution that is already obligated to maintain anti-money laundering (“AML”) programs and file suspicious activity reports (“SARs”).
  • Low Risk Transfers: Transfers that are the result of a grant, transfer, or revocation of an easement; transfers which are the result of the death of an owner of residential property; transfers that are the result of divorce; transfers to a bankruptcy estate.

Who Must File the Report

Those required to file a report are listed in a cascading format (further referred to in the proposal as the “cascade”). For instance, a real estate professional would be required to file a report and keep the records for a given transfer if the person performs the functions described in the cascade and there is no other person who performs a function higher in the cascade.

The cascade is as follows:

  • Real estate professionals providing certain settlement services in the settlement process . The person listed as the closing or settlement agent on a settlement or closing statement. If no person prepared a closing or settlement statement, the obligation falls to the person that files the deed or other instrument that transfers ownership of the residential property.
  • The person that underwrites an owner’s title insurance policy for the transferee .
  • The person that disburses the greatest amount of funds in connection with the reportable transfer. Such disbursement may be in any form, including an escrow account, trust account, or a lawyer’s trust account.
  • The person that prepares an evaluation of the title status . Evaluation may be in the form of a title check, typically performed by title insurance companies in lieu of an actual insurance/opinion letter.
  • The person who prepares the deed .

The reporter must file the report with FinCEN within 30 days after the date on which the transferee entity receives ownership interest in the residential real property. The reporter is also required to keep the report available for inspection for 5 years after the date of filing.

What Information Must be Provided

The information would be kept in FinCEN’s secure Bank Secrecy Act (“BSA”) portal and would not be accessible to the public. The information may be collected directly from a transferee representative so long as the person certifies the information is correct to the best of their knowledge. Additionally, FinCEN may provide forms which are to be filed electronically by the reporter.

The required information includes:

  • Name and address. Collect the name/address of the principal place of business for reporting persons, transferee entities and trusts, and transferors that are entities. For legal entities that are trustees, would collect the place of trust administration.
  • Citizenship.
  • Unique identifying number. A unique ID number can be an IRS Tax ID Number (TIN), SSNs, EINs.
  • Representative capacity of signing individual.
  • Information concerning payments. Includes the total consideration paid by all transferees regarding the property, the method of each payment made, the accounts and financial institutions used for the payment, and (if the payor is anyone other than the transferee entity/trust) the name of the payor on the payment form.
  • Information concerning residential real property. Address of the property, legal description (i.e., section, lot, block). Would be reported for each property involved in the transfer.

[1] Dept. of Treasury, Financial Crimes Enforcement Network: 31 CFR Ch. X (RIN 1506-AB54) (scheduled to be published Feb. 16, 2023), available at: https://public-inspection.federalregister.gov/2024-02565.pdf . (hereinafter referred to as “FinCEN Proposal”)

[2] FinCEN Proposal, 36.

[3] FinCEN Proposal, 22

[4] FinCEN Proposal, 24.

[5] A large operating company is defined as an entity that (1) employs more than 20 employees on a full-time basis in the US, (2) filed in the previous year Federal income tax returns in the US demonstrating more than $5,000,000 in gross receipts or sales in the aggregate, (3) has an operating presence at a physical office within the US. FinCEN Proposal, 31.

[6] FinCEN Proposal, 28.

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Moscow-City – The Moscow International Business Center

  • 3 years ago

The Moscow Intenational Business Center

Moscow-City is an iconic location for life and work in Russia’s capital. Enormous skyscrapers, business centers, the best restaurants and retail spaces – all this is concentrated in one place. The ultramodern Moscow-City towers are truly striking in their outward appearance, and the layout of the apartments inside and the fantastic views that can be seen from the higher floors are nothing short of impressive.

This skyscraper compound, often referred to as Moskva-City, is the Russian take on Manhattan, where businessmen strike multi-million dollar deals daily while ordinary life goes on next door. Its state of the art spaces offer the ultimate convenience. The infrastructure of this business district is so well-developed that anyone can find something interesting for themselves here: from residential apartments to boutiques, clubs, exhibitions and more.

When the foundations for the Moscow-City skyscrapers were laid, a special kind of concrete was used, the properties of which are amplified by many times compared to standard concrete. Even in the event of a plane crashing into one of the buildings, the structural integrity of the towers will be preserved.

The architects of the Moscow-City Business Center have created a unique locality that has integrated into itself the hub of the capital’s business life and a whole ensemble of historical monuments. Anyone can admire the beauty of these skyscrapers from within or without the compound. There are also a number of apartments for sale or rent available in the MIBC itself. But first, let’s have a look at some more interesting facts about the financial core of Russia’s capital.

  • 1 How It All Began
  • 2.1 Moscow-City Central Core
  • 2.2 Tower 2000
  • 2.3 Evolution Tower
  • 2.4 Imperia Tower
  • 2.5 Moscow Tower and St. Petersburg Tower
  • 2.6 Steel Peak Tower
  • 2.7 Federation Tower
  • 2.8 Mercury City Tower
  • 2.9 OKO Tower Complex
  • 3.1 Afimall City Shopping Center
  • 3.2 Bagration Bridge
  • 3.3 Expocentre Fairgrounds
  • 4 Renting and Buying Real Estate in Moscow-City

How It All Began

The history of Moscow-City goes all the way back to 1992. The government of Moscow at the time wanted to bring into existence its own skyscrapers like the ones in London or New York. And the idea caught on. In 1992 the project for the construction of the huge “Moscow-City” MIBC compound was enthusiastically approved, kick-starting the painstaking preparatory works. The original intention was that the skyscrapers would only house office space. However, as time went on, the towers began to welcome in ordinary residents who wanted to live on the territory of this business and finance hub.

Moscow-City is undoubtedly a city within a city. Its grandeur is mind-boggling. It is perfect in every way: from location to infrastructure. And today, anyone can get a feel of the atmosphere of the “capital city” of Russia’s business world – many of the apartments in Moscow-City are available for rent. Any citizen of Russia and even nationals of other countries can make use of these offers.

What It’s Like in 2021

Today Moscow-City is not just a magnificent and fascinating sight, but also a real hub for the work, life and leisure of thousands. Its infrastructure is organized in such a way that there is no need to leave the territory of the “city within a city” at all. This business district contains everything one may need for work and recreation. And if one does decide to venture out into the larger metropolis, the MIBC’s three subway stations make this remarkably simple to do.

Moscow-City stands on the Presnenskaya Embankment . Each of the buildings in the district has a name, which simplifies its identification. Some of the buildings form complexes that are united under one name, such as the Neva Towers and the Naberezhnaya Tower complex of two skyscrapers and one high rise. There are a total of 16 towers in the MIBC, of which the most popular are:

  • Moscow-City Central Core;
  • Tower 2000;
  • Evolution Tower;
  • Imperia Tower;
  • City of Capitals (Moscow Tower and St. Petersburg Tower);
  • Steel Peak Tower;
  • Federation Tower;
  • Mercury City Tower;
  • OKO Tower Complex.

Moscow-City Central Core

This is the most complex building within the MIBC compound. Its total floor area is a whopping 1 476 378 sqft (450 000 m²). It consists of two massive parts, each of which boasts a truly impressive infrastructure. The underground part includes 3 Moscow Metro stations, a parking lot for automobiles and a shopping mall. The aboveground part houses a concert hall and a hotel.

Tower 2000 is a skyscraper having 34 stories. Its total floor area is 200 318 sqft (61 057 m²), most of which is office space. The key feature of this skyscraper is its direct connection to the Bagration Bridge, which has its own shopping arcade. The tower has everything one may need while working here, including a large parking lot and several restaurants.

Evolution Tower

This elegant structure is 836 feet (255 m) high – that’s a whole 54 stories! The total floor area here is 554 462 sqft (169 000 m²). The Evolution Tower’s key feature is that it has its own Wedding Hall. This skyscraper houses large office spaces, a parking lot and several restaurants.

Imperia Tower

MIBC’s Imperia Tower is the undeniable focal point of the MIBC’s business life. Its height is 784 feet (239 m), which means one can hold conferences and resolve key business matters on the 59 th floor! And that really is amazing! The tower has everything: offices, hotels, restaurants and parking lots. But if you want a truly unforgettable experience, visit the viewing platform! It is situated on the 58 th floor and a simply astounding view of Moscow can be seen from it.

Moscow Tower and St. Petersburg Tower

The Moscow and St. Petersburg Towers are the chief representatives of the MIBC. The Moscow Tower has 76 stories and is 990 feet (302 m) high, while the St. Petersburg Tower has 65 stories and stands 843 feet (257 m) tall. Both towers offer fantastic views of the capital city.

Most of the floors of these two skyscrapers are taken up by luxurious sky apartments. There are also several recreational and entertainment centers, office spaces, restaurants, etc.

Steel Peak Tower

Also known as the Eurasia Tower of Moscow-City, this supertall skyscraper has a total of 680 912 sqft (207 542 m²) of floor space. Most of this is taken up by offices, and the rest – by residential quarters (around 65 616 sqft or 20 000 m²). The tower also houses a number of the greatest restaurants, studios and shopping centers.

Federation Tower

The Federation Tower is a complex of two skyscrapers, known as Tower East and Tower West. Tower East is the second highest building in Europe (the first is a skyscraper recently erected in the city of St. Petersburg). Its height is a colossal 1 223 feet (373 m) and that makes 95 stories! Tower West, on the other hand, is noticeably shorter at 794 feet (242 m).

The Federation Tower is a multifunctional complex.

Mercury City Tower

The Mercury City Tower skyscraper is widely known as one of the tallest buildings in Europe. Its height is 1 112 feet (339 m) and it has 75 stories. It is multifunctional by concept, holding within its walls shopping centers, offices and all kinds of other spaces. It is also possible to rent apartments here.

OKO Tower Complex

The OKO Tower Complex consists of two towers – the North Tower (49 stories and 803 ft or 245 m in height) and the South Tower (85 stories and 1 155 ft or 352 m in height).

Each of the MIBC’s tower complexes has its own recreational and entertainment areas, restaurants and parking lots. The top floors of most of these buildings contain luxurious fully-furnished apartments. At night, the towers shine with bright lights, while inside them the panoramic windows reveal astounding views of Moscow. This breathtaking view of the capital of Russia is why visiting Moscow-City is a must!

What Not to Miss

There are many interesting landmarks within the Moscow-City compound, but three of them are truly deserving of special attention:

  • The Afimall City Shopping Center;
  • The Bagration Bridge with two galleries and a shopping arcade;
  • The Expocentre Fairgrounds.

Afimall City Shopping Center

The Afimall City Shopping and Entertainment Center is located in Moscow-City’s Central Core. It is divided into 4 zones, each with its own theme – one for every season of the year. The shopping center houses the biggest indoor fountain found worldwide. The height of this watery wonder is 118 feet or 36 meters.

The shopping and entertainment center contains everything one might expect from one of the largest centers of its kind:

  • Retail brand stores;
  • Exhibitions;
  • Game rooms;
  • and Restaurants.

The main recreational space is roofed with a giant transparent dome, which is an impressive sight to behold.

Bagration Bridge

Bagration Bridge with its upper and lower galleries has a shopping center all of its own and was the first structure to be built as part of the Moscow-City business district. Its lower gallery is a shopping arcade and its upper gallery is an open-air viewing platform with a spectacular view of the MIBC and the Moskva River. The hall of the bridge houses the 23 foot tall sculpture called “Tree of Life”. Having gone through the bridge via either one of its two galleries, a pedestrian would find themselves standing right on the Kutuzovsky Prospekt.

Expocentre Fairgrounds

The Expocentre Fairgrounds exhibition venue is located at the very heart of the capital. The first exhibition held at the Expocentre happened all the way back in 1959, much earlier than the MIBC was erected. Today it is the venue of many interesting events.

Exhibitions with very diverse themes are regularly held at this complex. An up-to-date schedule can be found on the official webpage of the Expocentre. The events can be free or fixed-price entry, depending on their type.

Renting and Buying Real Estate in Moscow-City

Moscow-City is not only a work and business hub, but also a residential neighborhood. Any citizen of Russia can rent or buy apartments or elite sky lounges here. The variety of residential real estate available inside the skyscrapers is impressive, including options for any pocket. The following buildings in the MIBC contain residential blocks:

This skyscraper has a mirror glass façade which reflects the passing clouds. Just imagine how beautiful that looks! Anyone can buy an apartment in the Federation Tower. Such properties are not only a good investment, but also a mark of prestige. The average price of residential real estate here is 45 million rubles for an apartment with a total floor area of 334 sqft (102 m²). The average price of a square meter (3.28 square feet) is in the range of 650 to 700 thousand rubles. There are two- and three-room apartments available in the Federation Tower, each with its own loggia. As for rent, the minimum price of one month’s stay in a three-room apartment in this skyscraper is 300 000 rubles per month.

The Mercury City Tower skyscraper welcomes citizens from all parts of Russia. This building is no less tall than the world-famous Dubai skyscrapers. Living in its apartments is a delight. The minimum cost of an apartment in the Mercury City Tower is 75 million rubles. The average price of a square meter (3.28 square feet) is 800 thousand rubles. And for those looking for a lower price point, some of the properties are also available for rent – in this case you will pay a minimum of 250 thousand rubles per month.

The Imperia Tower is a key cluster of interesting offers. The best options for buying and renting apartments within the MIBC can all be found in this skyscraper. The lowest price of a residential apartment here is 40 million rubles. A square meter (3.28 square feet) in a luxurious apartment in the Imperia Tower currently costs 600 thousand rubles, while the price range of the listings available for rent in this skyscraper is from 350 thousand all the way up to 1 million rubles per month.

This complex, standing on a faceted or “crystal” base, is an architectural engineering project boasting spectacular design. Behind its impressive façades is an abundance of penthouses and apartments having floor areas in the range of 262 sqft (80 m²) to 984 sqft (300 m²). The minimum price of an apartment in the OKO Tower Complex is 40 million rubles (the price of a square meter (3.28 square feet) is 500 thousand rubles). You can rent an apartment here starting from 400 thousand rubles per month.

City of Capitals

The City of Capitals is an exemplary architectural complex. Its sum appearance gives the impression of a huge city. Inside its walls are spacious apartments available for purchase and rent. This complex is considered to be especially prestigious. The prices of apartments here start from 50 million rubles, while the minimum cost of renting is 400 thousand rubles per month.

Please note! The price of real estate available for purchase or rent depends on: the tower, the floor, the total floor area, the furnishings and/or interior design, and other factors.

The key advantages of buying/purchasing real estate in Moscow-City are:

  • Favorable location;
  • Convenient transportation links;
  • Well-developed infrastructure;
  • High safety level;
  • Efficient architecture;
  • Panoramic windows.

Buying real estate in Moscow-City is very much a rational decision, most appealing to those who value the ultimate level of comfort. The residential apartments here boast impressive interior design solutions executed in the contemporary style.

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New York governor seeks to quell business owners’ fears after Trump ruling

Kathy Hochul says law-abiding businesspeople have ‘nothing to worry about’ after question on state’s commercial climate

The New York governor has told business owners in her state that there is “nothing to worry about” after Donald Trump was fined $355m and temporarily banned from engaging in commerce in the state when he lost his civil fraud trial on Friday.

In an interview on the New York radio show the Cats Roundtable with the supermarket billionaire John Catsimatidis, Kathy Hochul sought to quell fears in some quarters that the penalties handed to Trump for engaging in fraudulent business practices could chill the state’s commercial climate.

Asked if businesspeople should be worried that if prosecutors could “do that to the former president, they can do that to anybody”, Hochul said: “Law-abiding and rule-following New Yorkers who are businesspeople have nothing to worry about because they’re very different than Donald Trump and his behavior.”

She added that the fraud case against Trump resulted from “really an extraordinary, unusual circumstance”.

Hochul’s comments were directed at some New York business leaders who said they were concerned that the attorney general Letitia James ’s case against Trump could deter businesses and investment from coming to the state. Hochul noted James’s case demonstrated how Trump and some allies obtained favorable bank loans and insurance rates with inflated real estate values.

The governor said most New York business owners were “honest people, and they’re not trying to hide their assets and they’re following the rules”.

Hochul said most business owners would not merit state intervention.

“This judge determined that Donald Trump did not follow the rules,” Hochul added. “He was prosecuted and truly, the governor of the state of New York does not have a say in the size of a fine, and we want to make sure that we don’t have that level of interference.”

Trump, who denied wrongdoing in the case and maintained there were no victims, now has 30 days to come up with a non-recoverable $35m to secure a bond – a third-party guarantee – against his real estate holdings to show that he can pay the full fine if his appeals fail.

Alternatively, he could put the $355m into an escrow account but would get the money back if he wins on appeal.

Either way, the ruling is a blow to the developer-politician whose sense of self is tied to financial success. And James has said Trump is actually in line to pay more than $463m when interest is taken into account.

In September, Trump’s former lawyer Christopher Kise argued in court that the decision against the ex-president would cause “irreparable impact on numerous companies”. It would also threaten 1,000 employees within the Trump empire, Kise maintained.

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But the judge, Arthur Engoron, who found the former president liable for fraud and assessed the fine and three-year disqualification from doing business in New York, dropped an earlier ruling to dissolve all the companies that Trump owns in the state that could have led to a liquidation.

“This is a venial sin, not a mortal sin,” Engoron wrote in a 92-page ruling that allowed the Trump businesses to keep operating and appointed two overseers to monitor “major activities that could lead to fraud”.

Engoron said he could renew his call for “restructuring and potential dissolution” based on “substantial evidence”.

Trump has lashed out at the ruling, vowing to appeal and calling James and Engoron “corrupt”.

But James said on Friday: “This long-running fraud was intentional, egregious, illegal.” She added: “There cannot be different rules for different people in this country, and former presidents are no exception.”

This article was amended on 18 February 2024 to correct a misspelling. An earlier version referred to “venal” rather than “venial” sin.

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Many owners of sole proprietorships, partnerships, S corporations and some trusts and estates may be eligible for a qualified business income (QBI) deduction – also called the Section 199A deduction – for tax years beginning after December 31, 2017. The deduction allows eligible taxpayers to deduct up to 20 percent of their QBI, plus 20 percent of qualified real estate investment trust (REIT) dividends and qualified publicly traded partnership (PTP) income. Income earned through a C corporation or by providing services as an employee is not eligible for the deduction. For more information on what qualifies as a trade or business, see Determining your qualified trades or businesses in the Instructions for Form 8995-A or Form 8995 .

The deduction is available regardless of whether taxpayers itemize deductions on Schedule A or take the standard deduction. Eligible taxpayers can claim the deduction for tax years beginning after December 31, 2017, and ending on or before December 31, 2025.

The deduction has two components.

  • QBI Component. This component of the deduction equals 20 percent of QBI from a domestic business operated as a sole proprietorship or through a partnership, S corporation, trust, or estate. The QBI Component is subject to limitations, depending on the taxpayer's taxable income which may include the type of trade or business, the amount of W-2 wages paid by the qualified trade or business, and the unadjusted basis immediately after acquisition (UBIA) of qualified property held by the trade or business. It may also be reduced by the patron reduction if the taxpayer is a patron of an agricultural or horticultural cooperative.
  • REIT/PTP Component. This component of the deduction equals 20 percent of qualified REIT dividends and qualified PTP income. This component is not limited by W-2 wages or the UBIA of qualified property. Depending on the taxpayer's taxable income, the amount of PTP income that qualifies may be limited depending on the type of the PTP's trade or business.

The deduction is limited to the lesser of the QBI component plus the REIT/PTP component or 20 percent of the taxpayer's taxable income minus net capital gain.

QBI is the net amount of qualified items of income, gain, deduction, and loss from any qualified trade or business, including income from partnerships, S corporations, sole proprietorships, and certain trusts. Generally, this includes, but is not limited to, the deductible part of self-employment tax, self-employed health insurance, and deductions for contributions to qualified retirement plans (e.g., SEP, SIMPLE and qualified plan deductions).

QBI does not include items such as:

  • Items that are not properly includable in taxable income
  • Investment items such as capital gains or losses
  • Interest income not properly allocable to a trade or business
  • Wage income
  • Income that is not effectively connected with the conduct of business within the United States
  • Commodities transactions or foreign currency gains or losses
  • Certain dividends and payments in lieu of dividends
  • Income, loss, or deductions from notional principal contracts
  • Annuities, unless received in connection with the trade or business
  • Amounts received as reasonable compensation from an S corporation
  • Amounts received as guaranteed payments from a partnership
  • Payments received by a partner for services other than in a capacity as a partner
  • Qualified REIT dividends

Solely for the purposes of section 199A, a safe harbor is available to individuals and owners of passthrough entities who seek to claim the deduction under section 199A with respect to a rental real estate enterprise. Under the safe harbor a rental real estate enterprise will be treated as a trade or business for purposes of the QBI deduction if certain criteria are met. For more information on the safe harbor, see  News Release IR-2019-158

An interest in rental real estate that does not meet the requirements of the safe harbor may still be treated as a trade or business for purposes of the QBI deduction if it otherwise is a section 162 trade or business.

In addition, the rental or licensing of tangible or intangible property that does not rise to the level of a section 162 trade or business is nevertheless treated as a qualified trade or business for purposes of section 199A if the rental or licensing of property is to a commonly controlled trade or business operated by the individual or a passthrough entity as provided in Treas. Reg. § 1.199A-1(b)(14).

More information:

  • Final Regulations PDF
  • Notice 2018-64
  • Instructions to Form 1040 PDF
  • Instructions to Form 8995-A PDF
  • Instructions to Form 8995 PDF
  • Publication 535 PDF
  • Tax Reform Basics for the Qualified Business Income Deduction (199A)

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Business | San Jose wins back housing at Berryessa flea…

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Business | more than 10,000 fans and several ex-a’s show unity at fans fest in oakland, business | deal with city reignites housing plan at berryessa flea market site in san jose, san jose had rejected developer’s less-dense ‘builder’s remedy’ application earlier this month.

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San Jose may have just rescued one of its most ambitious urban development projects — a plan to build thousands of homes at the site of the northside flea market.

Developers had threatened in October to use a legal provision, dubbed the “builder’s remedy,” to significantly scale back plans for a 61-acre “urban village” project at the popular Berryessa Flea Market, contending high interest rates and increasing construction costs made the original project financially infeasible. They sought to scale back the plan for 2 million square feet of office space and 3,450 housing units — which the city approved in 2021 — to just 940 townhouses.

On Wednesday, Councilmember David Cohen announced a deal with Erik Schoennauer, a land-use consultant representing the site’s property owners, to keep the original plan almost entirely intact. In return for withdrawing its builder’s remedy application, the city will help create a special property tax district to raise $100 million to fund onsite infrastructure improvements. It may also allow the developer to replace some of the office space in the plan with alternative uses, such as an assisted-living facility or affordable housing.

“I made it clear from the beginning I was opposed to the builder’s remedy application because it was not in keeping with the long-term vision with the site,” Cohen said in an interview. “I don’t think it’s wise to make a longterm decision on the property based on short-term economic conditions.”

Schoennauer, representing a group led by business executives Brian Bump and Thomas Bumb, said: “It’s all we needed to move forward in cooperation with the city.”

The deal will also allow the property owners to avoid a potentially lengthy legal battle over its application of the builder’s remedy, a provision of state law that allows developers to build projects of any size almost anywhere in cities without a state-certified housing plan. The state only approved San Jose’s plan on Jan. 30, leaving the city out of compliance for a year.

Earlier this month, the city decided to fight back against developers , including those behind the Berryessa development, who had used the builder’s remedy to scale back previously approved projects. Over 4,000 proposed units — including 2,500 at the Berryessa BART Urban Village — would have been cut from the plan.  They argued that the builder’s remedy, meant to compel cities to meet their housing production goals, can only apply when scaling up a project.

With the Berryessa development group acquiescing, that argument goes unchallenged for now.

“We’ve decided it makes more sense to work with the city to make something happen,” Schoennauer said.

That’s welcome news to one of the project’s biggest advocates — Mayor Matt Mahan.

“I was glad to see the property owner drop their Builder’s Remedy application, which would have significantly downsized housing and job capacity next to one of the most important public transit investments we’ve made in decades,” the mayor said in a statement. “I stand ready to work with them to secure infrastructure financing and get this project underway.”

Housing advocates like Mathew Reed, policy director for SV@Home, also celebrated the deal that the city reacher with the developer.

“There are still a lot of questions about how this comes together, but we are pleased there is greater commitment to getting back to a real high-density development that that BART station needs for the future of the city and the region,” he said, stressing the need to retain affordable housing planned for the site.

The Berryessa Flea Market which currently occupies the site is a local institution in East San Jose. It was first opened in 1960 by George Bumb Sr., and continues to draw hundreds of vendors — and thousands of customers — four days a week. However, speculation over the redevelopment of the site has been ongoing since the 2007, due to the BART extension project. In December, the Bumb family announced the flea market will continue to operate until at least 2026 .

The new deal’s proposed special tax district, a Community Facility District, can issue bonds to pay for on-site infrastructure improvements upfront, which are then repaid over time with a property tax applied only to parcels within the district. Schoennhauer expects to raise $100 million through the district to pay for improvements, including additional streets and sidewalks, sewer line extensions and two bridges over Coyote Creek.

Schoennhauer indicated that before submitting the builder’s remedy application, the city had dragged its feet on initiating the process to establish a community facility district, but said that Councilman Cohen’s assurances made him optimistic that the district would be created in the next 18 months. The city council must approve the district’s formation.

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Real estate market in Russia - statistics & facts

Residential real estate, office market in moscow, investment in real estate, key insights.

Detailed statistics

Annual mortgage loan interest rate in Russia 2016-2021

Leading banks by volume of issued mortgages Russia in 2020

Value of foreign direct investment to the real estate sector in Russia 2010-2021

Editor’s Picks Current statistics on this topic

Current statistics on this topic.

Mortgages & Financing

Residential Real Estate

Average primary housing prices in Russia 2020-2022, by major city

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Average prices in the primary housing market of major Russian cities in August 2020 and August 2022 (in 1,000 Russian rubles per square meter)

Cities with the highest housing selling price in Russia 2022

Cities with the highest average selling price for residential real estate in Russia in May 2022 (in Russian rubles per square meter)

Cities with the highest apartment rental price in Russia 2022

Cities with the highest average rental price for residential real estate in Russia in May 2022 (in Russian rubles per square meter)

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Commercial real estate

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Street retail property area of brands that left Russia 2022, by industry

Distribution of street retail property area of foreign brands that left Russia in 1st half 2022, by industry

Total office stock distribution in Moscow 2021, by class

Total office stock breakdown in Moscow (Russia) as of the 1st half of 2021, by class

Office vacancy rate in Moscow 2007-2022

Commercial office real estate vacancy rate in Moscow, Russia, from 2007 to 2022

Take-up of office real estate in Moscow 2016-2022

Commercial office real estate take-up in Moscow, Russia, from 2016 to 2022 (in 1,000 square meters)

Coworking space rent in Moscow 2022, by district

Monthly rent for a workplace in coworking spaces in Moscow in August 2022, by major district (in Russian rubles)

Prime office rental prices in Moscow 2020-2022

Average prime rent of office properties in Moscow from 1st half 2020 to 1st half 2022 (in Russian rubles per square meter per year)

Total density of shopping centers in Moscow Q1 2021, by district

Total density of shopping centers in Moscow (Russia) as of the 1st quarter 2021, by district (in square meters per 1,000 inhabitants)

Shopping center vacancy rate in Moscow 2010-2023

Vacancy rate in shopping centers in Moscow, Russia, from 2010 to 2022 with a forecast for 2023

Shopping center vacancy rate in Saint Petersburg 2016-2022

Vacancy rate in shopping centers in Saint Petersburg, Russia, from 2016 to 2022

Industrial real estate

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Class A warehouse vacancy rate in Moscow 2011-2022

Vacancy rate of class A warehouse properties in Moscow, Russia, from 2011 to 2022

Rental rate of A class warehouses in Moscow 2013-2022

Rental rate of A class warehouses in Moscow, Russia, from 2013 to 2022 (in Russian rubles per square meter)

Share of take-up of warehouses in Moscow, Russia H1 2022, by industry

Distribution of industrial warehousing take-up in Moscow, Russia, in 1st half 2022, by industry

Industrial warehouse vacancy rate in Russia 2019-2022, by major city

Vacancy rate of industrial warehouses in Moscow and Saint Petersburg from 1st half 2019 to 1st half 2022

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IMAGES

  1. Real Estate Business Plan Template

    real estate business plan overview

  2. Printable Real Estate Business Plan Template

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  3. Start-Up Real Estate Business Plan Template [Free PDF]

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  4. Comprehensive Real Estate Industry Business Plan with PDF Document

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

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  6. The Ultimate Real Estate Business Plan To Hit Your Goals

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VIDEO

  1. Build a Real Estate Business Plan

  2. REAL Estate Business Plan As A Youth

  3. RE Plan for Mark and Zuriel

  4. Real Estate Business Plan Template Overview (2022RES007)

  5. Real Estate Agent Business Plan Dissection

  6. Realtor Business Plan 2023 Template

COMMENTS

  1. Writing a Business Plan

    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

  2. 7 Steps to Writing a Real Estate Business Plan (+ Worksheet)

    A real estate business plan is an essential strategy document that ensures that your business is equipped to survive and grow. It ensures that your time, energy, and cash are being spent efficiently in pursuit of your goals.

  3. The Perfect 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.

  4. How to Write a Real Estate Business Plan + Example Templates

    7 min. read Updated February 7, 2024 Free Download: Sample Real Estate Business Plan Template Owning property - it's one of the cornerstones of the global economy. And with real estate accounting for roughly $3.7 trillion worldwide, it's no wonder so many people get into the real estate business.

  5. How to Write a Real Estate Business Plan (+ Free Template)

    A real estate business plan lays the groundwork and provides direction on income targets, marketing tactics, goal setting, lead generation, and an overview of your industry's competition. It describes your company's mission statement in detail and assesses your SWOT (strengths, weaknesses, opportunities, and threats) as an organization.

  6. How to Plan, Start, & Grow a Real Estate Business: 27 Essential Tips

    Write a real estate business plan. Build a consistent marketing plan. Get a website. Prospect consistently. Nurture leads. Have good time management. 1. Get a CRM. At the end of the day, a business is a system. Barry Jenkins is the broker-owner of the #2 Better Homes and Gardens Real Estate Team in the United States.

  7. 5 Real Estate Business Plan Examples & How to Create One?

    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.

  8. Create a Real Estate Business Plan: Template, Tips & More

    May 25, 2021 A real estate agent business plan is a document that outlines your comprehensive strategy to grow your real estate business. It outlines important milestones of your approach, identifying what your goals are and how you will achieve them.

  9. 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.

  10. 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.

  11. Creating a Winning Real Estate Business Plan (Updated in 2023)

    / Startup Consulting / Business Plan Creating a Winning Real Estate Business Plan (Updated in 2023) Easycapraise Are you a real estate professional looking to build a successful and thriving business? If so, one of the crucial steps you need to take is creating a comprehensive business…

  12. Real Estate Business Plan: Guide & Template (2024)

    Start planning now Plans starting from $7/month 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.

  13. Real Estate Business Plan Template for Free by PandaDoc

    A real estate business plan is essential as it provides the groundwork and planning for any new realtor business. Using our free real estate business plan template, you can get this essential document set up quickly. This template already includes all of the required fields to ensure you outline your business goals realistically and professionally.

  14. Real Estate Agent Business Plan: Guide & Template (2024)

    Research says the global real estate agent and brokerage market are expected to grow from $960.12 billion in 2020 to $1008.95 billion in 2021 at a compound annual growth rate (CAGR) of 5.1%. Also, the market is expected to reach $1351.1 billion in 2025 at a CAGR of 8%.

  15. Real Estate Business Plan

    Written by Black Sheep Business Consulting. If you're looking to build a successful career in the dynamic world of real estate, a well-crafted business plan can be your ticket to success. In this guide, we will provide free real estate business plan templates, samples, as well as tips on how to create a business plan from scratch.

  16. 7 Key Elements of a Real Estate Business Plan

    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:

  17. How to Write a Real Estate Investment Business Plan

    The 8 elements of an effective real estate investment business plan. 1. Executive summary. Most business plans start with an executive summary outlining the business opportunity and the core strategies of your business. It's the first section that most readers (including loan officers) will read.

  18. Your 10 Step Guide to Building a Real Estate Investing Business Plan

    At its core, a real estate investment business plan is simply a strategic guide outlining your intended real estate approach. It defines target markets, preferred project types based on expertise, capital sources, growth strategy, key operational procedures, and other investment specifics tailored to your situation.

  19. Real Estate Agent Business Plan Company Overview

    Barbara Brooks is a newly established real estate agent located in Malibu, California. Barbara Brooks will primarily service first-time home buyer clients in Malibu and the surrounding communities. She offers home-buying, home-selling, mortgage, title, and appraisal services. Barbara's personality, customer service, market knowledge, and ...

  20. About Kalinka Group

    Ecosystem Kalinka. Luxury real estate in Russia, Europe, Asia and Middle East for a comfortable life and profitable investment. Our team — it is an association of market professionals, innovations and digital technologies, traditions and continuous development. Download presentation.

  21. Dubai Real Estate Predictions 2024

    Deloitte's 10th annual Real Estate Predictions report focuses on the performance of Dubai's real estate market in 2023, forecasting the changes in the hospitality, residential, office, retail, industrial and logistics sectors in 2024.

  22. FinCEN's Anti-Money Laundering Regulations for Residential Real Estate

    [co-author: Daryl Caffarone] Overview. To crack down on money-laundering in the U.S. residential real estate market, the Financial Crimes Enforcement Network ("FinCEN") has proposed new ...

  23. Estate Planning Information & FAQs

    This video series offers an overview of estate planning basics, including drafting, executing, and implementing a basic estate plan. Whether you are new to estate planning or simply want a refresher course, this program contains practical information you need to know.

  24. Moscow-City

    The Afimall City Shopping and Entertainment Center is located in Moscow-City's Central Core. It is divided into 4 zones, each with its own theme - one for every season of the year. The shopping center houses the biggest indoor fountain found worldwide. The height of this watery wonder is 118 feet or 36 meters.

  25. New York governor seeks to quell business owners' fears after Trump

    The New York governor has told business owners in her state that there is "nothing to worry about" after Donald Trump was fined $355m and temporarily banned from engaging in commerce in the ...

  26. Qualified Business Income Deduction

    In addition, the rental or licensing of tangible or intangible property that does not rise to the level of a section 162 trade or business is nevertheless treated as a qualified trade or business for purposes of section 199A if the rental or licensing of property is to a commonly controlled trade or business operated by the individual or a ...

  27. San Jose wins back housing at Berryessa flea market site

    They sought to scale back the plan for 2 million square feet of office space and 3,450 housing units — which the city approved in 2021 — to just 940 townhouses.

  28. Privately owned vehicle (POV) mileage reimbursement rates

    Socio economic categories Check your eligibility for small-business set-asides. Training and videos Suggested training for doing business with us. ... Real estate services expand menu. Leasing. Real property disposal. Reimbursable services (RWA) ... Plan and book expand menu. Per diem rates. Transportation (airfare rates, POV rates, etc.) Lodging.

  29. Real estate market in Russia

    Currently, Russia's real estate market is facing a decline in demand for new properties due to rising consumer prices. Therefore, the government provides financial support for mortgages. In July ...