Real Estate Agency Business Plan Template

Ready-made Real Estate Agency business plan with pre-written text in WORD and customizable pro-forma financial plan in EXCEL. You can easily adapt this Real Estate brokerage business plan template to your own project, no financial expertise required.

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What You Get

  • A compelling & detailed pre-written Real Estate Agency business plan template in WORD
  • A full & automatic Real Estate Agency financial plan model in EXCEL you can easily customize
  • Customized text tailored to your Real Estate Agency
  • The ability to paste advanced charts and tables within a click
  • No accounting or specialized financial knowledge needed
  • A cost-effective solution saving you time and money

Real Estate Agency Business Plan Template Description

Real estate brokerage business plan template

Are you looking to open a real estate agency? Are you a real estate broker seeking to establish your own realtor? If yes, then our ready-made real estate agency business plan package is your perfect solution. It includes a pre-written business plan in Word and an automatic financial plan in Excel tailored to the real estate brokerage business, and which you can easily customize to fit your own project. Save tons of time and money and download our investor-grade real estate agency business plan template, no financial or accounting expertise required. Check the full content below.

Real Estate Agency Business Plan Document in Word

Our ready-made Real Estate Agency business plan template is in Word format and includes 23 pages. The document is divided into multiple sections. Each section contains the essential points that are necessary to effectively present your Real Estate Agency project. Each section and sub-section offer you a sample text you can easily customize to make your business plan unique. Below is a small extract of the ready-made real estate agency business plan template in Word.

Real estate agency business plan in Word

Real estate agency business plan template

Automatic Real Estate Agency Financial Plan in Excel

Our pre-populated financial model is in Excel format and includes multiples worksheets. You can easily edit the model’s inputs including changing costs and revenue assumptions to generate pro-forma financial forecasts including P&L, Cash flows and Balance Sheets. Below is a small extract of the real estate agency financial plan in Excel which you can easily customize.

Real estate financial plan template in Excel

This Ready-Made Real Estate Brokerage Business Plan is For

  • Entrepreneurs wishing to start a Real Estate Agency
  • Aspiring Real Estate brokers who want to create a business plan fast and easy
  • Real estate professionals who wish to pitch their project to investors
  • Businesspeople who wish to better understand the potential of the opportunity

Immediate Delivery by Email

  • Once you complete the order, you will receive an email with links to download your documents
  • Your order will contain the full pre-written business plan in Word
  • Your order will contain the full customizable financial model in Excel

Your Real Estate Agency Business Plan Content

Executive Summary: Our Real Estate Agency business plan template starts with a compelling Executive Summary. This key section is very important as it summarizes in 1 page your project. It will introduce your business model, the key people behind the project as well as the unique selling proposition offered by your Real Estate Agency. This section will also mention how market conditions and consumer trends are favorable for launching your project.

The Problem Opportunity: Next, your ready-made Real Estate Agency business plan will list a number of problems experienced by your prospects in your target market and will show how this presents a unique opportunity for your Real Estate Agency. These can include issues such as lack of realtors in a certain location, undifferentiated offering by current actors in the market…etc.

The Solution: This section explains how your Real Estate Agency will take advantage of the current problems in the market and will detail your innovative solutions.

Mission & Vision: Your mission will explain in a couple of sentences your Real Estate Agency’s business ethos. In other words, it will summarize your unique value proposition and will explain how you are different than the competition. Your vision will explain the long-term plans for your Real Estate Agency. Are you planning to start with one branch today and expand to a multi-branch business model? Are you looking to transform your Real Estate brokerage business into a franchise model?…etc.

Business Model: This section details your Real Estate Agency using the business model canvas method. In a visually appealing table, we will detail your business’ key partners, activities, resources, value proposition, customer segments, customer relationship plan, marketing channels, cost structure and revenue streams.

Products & Services: Next, we will talk in detail about your various products and services. We will describe your various types of real estate brokerage services and provide information about your pricing.

Market Analysis: This important section describes the various market statistics and consumer trends in the Real Estate industry and explains how they support your own project. The purpose of this section is to show that the market conditions are favorable for launching your new Real Estate Agency.

Global Market Trends: In this sub-section of the market analysis, we will discuss the latest general market trends in the Real Estate industry. We will look at the global industry size, growth rate, growth diving factors and consumer trends.

Local Market Trends: This sub-section explains the local market trends that are relevant to your specific Real Estate business.

Target Customers: In this section, we will describe your various customer profiles by providing information about their demographics, behavior and purchasing habits.

Competitive Analysis: We will analyze key competitors active in your target market and provide insights about their strengths and weaknesses.

Competitive Advantages: After looking at the competitive landscape, we will then show how your Real Estate Agency is differentiating itself from the competition through a number of key advantages.

SWOT Analysis: This section features a 4-quadrant table with explanations about how your Real Estate brokerage intends to leverage its key strengths, mitigate weaknesses, capture opportunities and thwart any future threats.

Marketing Plan: This chapter provides detailed information about your go-to-market strategy. It includes a detailed action plan to help you build brand awareness and generate sales.

Branding & Awareness: We will describe in this sub-section your choice of key marketing channels to build branding and awareness.

Customer Acquisition: We will describe in this sub-section your choice of key marketing channels to acquire customers and increase sales.

Operating Plan: This chapter provides information about your Real Estate Agency’s opening hours, internal processes and describes the interactions between various key departments and teams.

Management Team: It is very important to present the key people behind your Real Estate Agency   and thus we have dedicated a section for this very purpose. It is also important to talk here about the founder’s vision, his past education and professional experience.

Hiring Plan: No business can succeed without having on board the right team. This section lists all the key positions you plan to hire with information about their salaries and expected start dates.

Key Milestones: To be able to launch and execute your Real Estate Agency   project, you need to follow a set of actionable tasks with target deadlines. This section serves this purpose.

Financial Plan: Without a robust financial plan, your Real Estate Agency business plan would be an incomplete document. This important section provides crucial information about your pro-forma financial projections and shows that you have really done your homework. The data mentioned in this and the following sections will be provided by the dynamic Excel financial model accompanying your Real Estate Agency business plan.

Projected Revenue: This module shows your Real Estate Agency’s revenue projections over the next three years.

Projected Profit and Loss: This module shows your Real Estate Agency’s income statement (also called profit and loss statement) over the next three years. Your income statement includes detailed projections about your sales and expenses and shows how your Real Estate Agency’s revenue is converted into a net profit.

Projected Cash Flows: This module shows your Real Estate Agency’s cash flow projections over the next three years. The first year of operation is even detailed on a monthly basis. Your cash flow statement will detail the various cash inflows your Real Estate Agency   will generate from its day-to-day operations and from funding sources, as well as the various cash outflows required to pay for operating expenses and business investments.

Projected Balance Sheet: This module shows your Real Estate Agency’s balance sheet projections over the next three years. The balance sheet will provide a summary of your Real Estate Agency’s short term and long term assets in addition to your short term and long term liabilities and capital.

Profitability Analysis: In this section, we will provide information about your gross margin, net margin and discuss the profitability of your Real Estate Agency.

Funding Requirement: This module states the amount of funding your need to be able to comfortably launch your Real Estate brokerage. It also describes the planned allocation of the funds between Opex and Capex.

Conclusion: Finally, we will conclude your business plan by recapitulating the key points that make your Real Estate Agency project compelling and reiterate the rationale behind your business opportunity.

Why Use our Ready-Made Real Estate Brokerage Business Plan?

  • Speed & Convenience: Once you complete your order, you will receive the Real Estate Agency business plan directly in your mailbox. Since it is already pre-written with fully customizable financials, you will only need to spend a couple of hours to edit it and adapt it to your own Real Estate project.
  • High Quality: Your Real Estate Agency business plan has been written by our professional team of business plan writers and experts from the Real Estate industry. You will receive a professional Real Estate Agency business plan template ideal for presenting to potential investors or banks.
  • Low-Cost: Our pre-written Real Estate Agency business plan template is the most cost-effective solution in case you need to build a solid and professional Real Estate brokerage business plan. We are confident you will save hundreds if not thousands of dollars by ordering our premium business plan compared to hiring a consultant or subscribing to complicated and expensive software.

If you have any question regarding our ready-made Real Estate Agency business plan package, do not hesitate to contact us, we are here to help.

Real Estate Agency Business Plan Template with Financials
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