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Real estate is always in demand, regardless of the economic situation. People come to the city and go away from it, rent and tenant apartments. Also, many people want to open their real estate agencies, since this business does not require significant capital expenditures. Studies show that the number of people wishing to solve the housing problem through realtors is continuously growing. If your goal is to start your own business and open such an agency, first, you need a competent and consistent real estate agency business plan.

The main objective of a real estate company is to develop, purchase, sell, exchange, as well as rental of various types of real estate, both commercial and residential.

The real estate agency work includes the selection of the necessary options for the transaction, as well as legal support for the person with the development of all required documents. It is worth noting that a company can have both a narrow specialization and provide a range of services to customers. All this one should also take into account when developing a business plan for a real estate agency.

Such a document will require not only a great deal of time and energy from its creator but also the need to have special skills. Therefore, to save resources and avoid mistakes, we advise entrusting the development of a business plan of a real estate agency to professionals.

So, our experts have created useful templates for such a document, which contain the rationale for the feasibility of starting an enterprise, determining the resources you need, analyzing competitors, goals, and objectives, and a business strategy.

A detailed list of costs, probable profit, potential risks - all this you will find in the business plan of a real estate agency. Comparing the reasonable amount of the expenses with income from activities, one will have the opportunity to determine the time frame within which the return on the project will come.

The profitability of the enterprise depends on the scale of the business, the number of investments, activity, and skill level of real estate agents. But the most important thing at the stage before the launch of the project is a detailed, well-developed business plan and strict adherence to it during the project.

Real Estate Agency Financial Plan Template Will Help You

  • Easily Model Income Statement And Balance Sheet
  • See and compare business expenses and income for periods
  • Document Your Revenue Model
  • Build A Payroll Plan With Employee Assumptions, Expenses, Benefits, And
  • Taxes​
  • Better decision making
  • Better Judge Your Progress
  • To Research More
  • Gaining trust from stakeholders
  • Use 161 Currencies For Inputs And Outputs
  • Be More Prepare For Struggles

Real Estate Agency Financial Plan Excel Template Benefits

A very sophisticated financial planning tool, whatever size and stage of development your business is. Minimal previous planning experience and very basic knowledge of Excel is required: however, fully sufficient to get quick and reliable results.

New Customer Acquisition
Yeah, agencies also spend budgets on marketing to get new customers. That is a fact. So, you will have a marketing budget and a new customer cost of acquisition. This way you will forecast newly acquired customers for your agency.

Most agencies have to adapt to seasonality trends. This template will help you adjust to seasonality. Just enter 100% in total for a year by month to distribute the marketing budget, which drives the newly acquired customers.

Customers Lifetime
You might be surprised, but your customers will not stay with you forever. That is why you have the customer's lifetime assumption in place. Adjust it to your needs by service kind you provide. And the model will take care of the rest.

Starting Point
If you are running agency than you might need to start the forecast from the count of customers you have in place. Just put the numbers to the right of service names and you are ready for the next steps.

Personnel demand forecast
I bet in your agency there are people who work directly with the customers. So, enter the ratio of employees you need per one new/active customer to estimate the count of employees needed. And don't forget to enter for an annual salary, bonuses, and taxes.

Customer Allocation
Do you run a multiple-service agency? So, you have to input customer allocation by the services you provide. If the same customer uses 2 or more services, than you may enter more than 100% in total, and you are ready to go.

Print-ready Reports
Solid package of print-ready reports, including a profit and loss statement, cash flow statement, a balance sheet, and a complete set of financial ratios.

Real Estate Agency Financial Plan Excel Template Reports

Save time and money
Via business plan in Excel you can without effort and special education get all the necessary calculations and you will not need to spend money on expensive financial consultants. Your task is building a strategy, evolution, and creativity, and we have already done the routine calculations instead of you.

Pre-built Integrated Financial Statement Structure
all of the core financial statements (Balance sheet, income statement, cash flow and statement of shareholder’s capital) are precisely defined and connected with the inputs

Cash Flow Statement
It is one of the most important reports because the main goal of each business is to generate cash flow. It shows how much you have consolidated money, how much is not enough when you need to attract additional financing.

Balance sheet
It shows the owner and investors where the funds have been invested, what property the business has, what obligations it has and the value of the company as a whole.

Break-Even Analysis
Breakeven Analysis automatically generated by breakeven timing, breakeven units, and breakeven revenue

All-in-one Dashboard
Consists of Income Statement, Balance sheet and Cash flow statement monthly and annual information, presented both with figures and charts.

Pre-built Integrated Financial Summary
Creates a financial summary formatted for your pitch deck

Financial performance KPIs
here is where you can track your core financial performance indicators in the form of charts.

Top Revenue
Analysis of the revenue streams by each product category

Top Expense Category Report
It is very important to plan costs so that your company is profitable. It is necessary to analyze what are the highest costs and always work on their optimization. This report summarizes 4 biggest expense categories and the rest of the expenses as the “other”.

2 valuation methods
DCF with Long Term Growth DCF with Multiple The standard and most traditional methods according to which a company is worth the cash that it’s going to generate in the future

Build your plan and pitch for funding
Impress bankers and investors with a proven, solid financial model that impresses every time.

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Product Specs:

  • Editable Files
  • Instant Download
  • Works on MAC and PAC
  • All Excel Versions