Real Estate Business Plan Template
Achieving success requires following a deliberate and thoughtful process that leaves little to chance or guesswork. Every business needs a plan to succeed; a plan gets you and your team on the same page and heading in the right direction. What are your startup costs and liabilities? How will you serve your target client? How will market behavior affect you both? What does success realistically look like? And how will you know when you’ve achieved it?
A good real estate business plan shows you where you are today, where you want to be and how you’ll get there. It also gives you specific, actionable steps to help you measure your performance, and recognize where and when you need to make a course correction. Writing down your goals boosts your chances of achieving them and gives you better insight on the state of your business.
“Creating a business plan is about making your success more deliberate.” – Hedda Parashos, Premier Agent, San Diego, CA
Our customizable template helps you create a real estate business plan that outlines what success looks like—for you and your clients—so you can have your best year yet. Jot down your real estate business goals, clarify the status of your finances, profile your target customers, and more.