Loading PDF

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

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


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

Industry Overview

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

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

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

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

Things to Consider Before Writing a Real Estate Business

  • Be specific

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

  • Do your research

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

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

  • Build a team of skilled professionals

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

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

  • Be ready for change

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

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

Sources of Funding for a Real Estate Business

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

  • Bank loans

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

  • Non-bank mortgage lending

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

  • The asset-based mortgage

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

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

Chalking Out your Business Plan

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

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

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

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

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


Real Estate Business Plan Outline

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

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

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

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

Ready to Start Your Planning?

Now that you know how to write a business plan, it's time to create one for you.

Remember that problem and market analysis are essential, but implementation is what counts. Go through the process explained in this guide to start planning for your business.

We have created Upmetrics — business plan software to simplify the process of business planning.

Our business plan builder allows you to write and customize your business plan. Our sample business plans and inbuilt help tips will help you to get started with your writing even if you are no expert. Our business plan sections and charts will make your document visually attractive.

Our financial forecasting module will create all the essential reports automatically. You need to enter numbers, and the application will do all the math to generate all your financial statements. Later you can embed those reports into your business plan.

After completing your business plan, you can download your business plan in PDF or DOC file with Upmetrics. You can also share it online with investors just by a quick link.

Customize your Business Plan

All businesses are different. So, don't hesitate to customize your business plan according to your requirements.

Even though our sample business plans are to help you create the perfect presentation for your clients and investors, it is finally up to you to decide how you're going to present your ideas in the best light.

Use this Real Estate Business Plan as guide and start writing your business plan.

Business Planning Resources

We have plenty of free business planning resources available to help you with your planning. You can download our resources to learn all about business planning.

How you would you like to rate this template?
Thank you! We have received your rating.
DISCLAIMER: The business plans, templates, and articles contained on upmetrics.co are not to be considered as legal advice. All content is for informational purposes, and upmetrics makes no claim as to accuracy, legality or suitability. The site owner shall not be held liable for any errors, omissions or for damages of any kind.
It's easy and fun with Upmetrics. Preview
It's easy and fun with Upmetrics. Edit this plan