Writing a real estate business plan can be intimidating. Here are 9 core elements that will take away your fear and make your plan a success. 

Since Real estate investors usually have asset-based funding for their properties and depend on cash flow to operate their day-to-day business, rarely do they apply for business funding.  And so,  investors don't need a detailed real estate business plan  with in-depth financials and future forecasts for financing.
Instead, they need a one-page plan with separate financials.

  After you download the real estate business plan template

refer to the example below to easily fill in the blanks and start.


core elements for a real estate business plan

The Business Opportunity

What problems are you solving?  Describe What your company does and how your business functions.  What makes your company special and unique? What's your competitive edge. Like specializing in beach properties, luxury estates, or 55+ condos. Give details about the exact types of properties your company invests in and why. 

Like - provides high-level expertise in real estate sales and acquisitions in the state of ....
With a focus on ... distressed home sellers, retail home buyers, cash investors and Realtors.


Company Description, Structure And Business Model

Is your company an LLC or a partnership? Include the people involved, their titles, what their roles are in the company and their daily business responsibilities.

What type of business systems and software will you use and how much of the daily routines and tasks can your business outsource and automate?

Industry Analysis

Competition? What are the key factors related to being successful? Show how your company will monitor and develop strategies to quickly respond to market changes and opportunities.

Target Market

We will focus distressed property owners both residential, vacant land or rental?  Our most important market segment is the home seller,  cash buyers, home buyer, tenants?  What is the price point of the property and in which areas will you invest?

Give the demographics of your specific buyer or tenants. How large that segment is in your area and if there's enough housing to meet their particular needs. 


Build a team of commissioned professionals and independent contractors instead of hourly employees. Outsource tasks and busy work to VAs.  Plus, your continuing education or any training related to growing your business.

Marketing Plan

What action are you going to take to get buyers and sellers contacting your company? like a website, direct mail, email, or paid ads.   Include all types of promotions both online and off to increase networking and professional connections.

Implementation Timeline

How will you rollout the business and in which phases?  Which strategies will you use? How often you turn over an investment and the average capitalization rate. 
Sales Forecasts.  Like - we expect sales to be slowest during the holidays and highest from spring to end of summer, consider your area,
is it a vacation beach town? or...

Add any important program milestones and accomplishments.

Financial Summary

Short and long-term expenses including both fixed and variable. Start-up costs from a website, software and systems, office equipment, computer or laptop, stationery, legal costs, furnishings, office advertising and services, and expenses associated with an office. 

The start-up costs are to be funded with cashflow created from rental properties or assignment fees from flipped properties.  Sales from retail buyers.  How many properties need to be flipped or how much rent needs to be collected to cover all the overhead of running an office. Costs can be low if you have a virtual office and an online presence.  And sales from retail buyers. 

Profit and loss statements. Current cash flow and at which projected rate it will increase.  Plus, project funding needs for moving your business forward and expansion.

Funding Required

Funding to purchase properties like other people's money (OPM) Hard and money, Angel, 1031, IRA.  And about how much will be needed and how fast ?

Executive Summary / Closing Statement

It's a glorified summary highlighting the main points. Overview of your business, show its attributes. Describe the type of investments your company makes and the current condition of the local market. Mention personal experience and professional training that would help to make your business a success. It does not need to be about real estate; it could be financial or managerial.

Important Assumptions And Considerations

Which asset protection and Legal strategies?

Philanthropy endeavours?

Retain the counsel of a business mentor.  The SBA recommends SCORE, it's the best Free small business mentoring out there. Get professional advice from successful business owners, and CEOs - request a mentor that has a real estate background like a real estate broker or agent. They can even help you create your real estate business plan.


real estate business plan to strategies