Real Estate Business Plan Template [Updated 2023]

Real Estate Business Plan & Example

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

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

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

Real Estate Business Plan Example

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

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