This real estate management business plan template has 31 pages and is a MS Word file type listed under our business plan kit documents.
Sample of our real estate management business plan template:
Confidentiality Agreement The undersigned reader acknowledges that the information provided by [Company Name]in this business plan is confidential; therefore, reader agrees not to disclose it without the express written permission of [Company Name]. It is acknowledged by reader that information to be furnished in this business plan is in all respects confidential in nature, other than information which is in the public domain through other means and that any disclosure or use of same by reader may cause serious harm or damage to [Company Name]. Upon request, this document is to be immediately returned to [Company Name]. ___________________ Signature ___________________ Name (typed or printed) ___________________ Date This is a business plan. It does not imply an offering of securities. 1.0 Executive Summary 1 Chart: Highlights 2 1.1 Objectives 2 1.2 Mission 2 1.3 Keys to Success 2 2.0 Company Summary 3 2.1 Company Ownership 3 2.2 Company History 3 Table: Past Performance 4 Chart: Past Performance 5 3.0 Services 5 4.0 Market Analysis Summary 5 4.1 Market Segmentation 6 4.2 Target Market Segment Strategy 6 4.3 Service Business Analysis 6 4.3.1 Competition and Buying Patterns 7 5.0 Web Plan Summary 7 5.1 Website Marketing Strategy 7 5.2 Development Requirements 7 6.0 Strategy and Implementation Summary 7 6.1 SWOT Analysis 8 6.1.1 Strengths 8 6.1.2 Weaknesses 8 6.1.3 Opportunities 8 6.1.4 Threats 8 6.2 Competitive Edge 9 6.3 Marketing Strategy 9 6.4 Sales Strategy 9 6.4.1 Sales Forecast 10 Table: Sales Forecast 10 Chart: Sales Monthly 11 Chart: Sales by Year 11 6.5 Milestones 12 Table: Milestones 12 7.0 Management Summary 12 7.1 Personnel Plan 12 8.0 Financial Plan 12 8.1 Important Assumptions 13 8.2 Break-even Analysis 13 Table: Break-even Analysis 13 Chart: Break-even Analysis 13 8.3 Projected Profit and Loss 14 Table: Profit and Loss 14 Chart: Profit Monthly 15 Chart: Profit Yearly 15 Chart: Gross Margin Monthly 16 Chart: Gross Margin Yearly 16 8.4 Projected Cash Flow 17 Table: Cash Flow 17 Table: Cash Flow (Continued) 18 Chart: Cash 18 8.5 Projected Balance Sheet 19 Table: Balance Sheet 19 8.6 Business Ratios 20 Table: Ratios 20 8.7 Long-term Plan 21 APPENDIX Table: Sales Forecast 1 Table: Profit and Loss 2 Table: Cash Flow 3 Table: Balance Sheet 5 1.0 Executive Summary Company: [Company Name] Contact: [Name] Address: [Address] Phone: XXX-XXX-XXXX Fax: XXX-XXX-XXXX Email: [Email Address] Introduction [Company Name] is very community oriented. The Company provides rental apartment units in the historic Fort Benton, MT. [Company Name]strives to be an asset; by providing quality, comfortable, energy efficient rental units, the Company is fulfilling the needs of residents within its community. Additionally, the Company also has a strong environmental focus, in which it will install new energy metal roofing with solar panels and new energy star windows in new units, as well as use ceramic paint for insulation of exterior brick walls on 6 units. With grant funding, [Company Name]will be able to improve its Company and continue to be a positive resource for its community. Furthermore, [Company Name]will be able to expand its exposure through effective marketing as well as introduce the area to market segments that have not yet discovered the Company. Location [Company Name]is located in Choteau County, which is near Great Falls, Montana. The Company [Company Name] provides affordable rentals in the rural community of Fort Benton, MT. The Company's current apartment building has 18 units; however the Company plans on increasing the number of units. The owners of the [Company Name]are [Name]and [Name], who have extensive knowledge of the real estate and general contracting industry. Our Services [Company Name] provides rental apartment homes. The Company offers an 18 unit apartment building. It is the only large apartment building in Fort Benton, MT. The Market [Company Name]'s target market strategy is based on becoming a destination for people who are looking for exceptional housing options in the Fort Benton, MT area. Financial Considerations The current financial plan for [Company Name]is to obtain grant funding in the amount of $1,200,000. The funding will be used to do remodeling/renovations of the apartment buildings as well as handle the installation of all the new Energy Star material. The major focus for grant funding is as follows: 1. The Company is located in an historic district 2. It will install energy star materials and implement environmentally friendly procedures 3. Provides new housing to Fort Benton, MT residents 4. Hire employees; the Company will look to hire veterans, minorities and the unemployed Chart: Highlights 1.1 Objectives [Company Name] has four main objectives: Pay off construction loans which hinder renting on a more affordable basis. Upgrade and remodel apartments Install new energy metal roofing with solar panels and new energy star windows in new and remodeled units, as well as use ceramic paint for insulation of exterior brick walls on 6 units. The Company wants the whole project to be environmentally friendly. Increase the number of units and reduce debt so the Company will be able to reduce monthly rent in an area impacted by the bad economy. There are no other rentals in Fort Benton that are of this quality or maintain its decent shape. 1.2 Mission [Company Name]provides quality, comfortable, energy efficient rental units in the historic Fort Benton, MT area. [Company Name]is dedicated to a hassle free living environment in which its tenants can enjoy all of the benefits of safe, attractive, and inviting units. Unlike many other realty companies that are solely concerned with turning profits, [Company Name]'s primary objective is to maintain the highest level of customer satisfaction that is achievable. Tenant safety, happiness, and comfort are the main goals. 1.3 Keys to Success [Company Name]'s keys to success are: 1. Safe, quality housing that provides excellent amenities at competitive prices. 2. Maintaining open communication between [COMPANY NAME] and its customers in order to ensure the highest level of customer satisfaction and long lasting reputation within the community. 2.0 Company Summary Company: [Company Name] Contact: [Name] Address: [Address] Phone: XXX-XXX-XXXX Fax: XXX-XXX-XXXX Email: [Email Address] [Company Name]is in the business of providing affordable rentals in the rural community of Fort Benton, MT. The building at present has 18 apartments, which 3 are two bedrooms, 15 are one bedrooms, and 2 are studio apartments (fully furnished and rent by the day-week). [COMPANY NAME] Rentals has coin operated washers and dryers in three locations in the building. This building is a 3 story building. The first two floors are brick exteriors. The third floor was recently added to the original building. The apartment complex qualifies for community development and economic development for the city of Fort Benton. The city has worked very well with [COMPANY NAME] Rentals and encourages the Company to enhance the city and improve the overall community. 2.1 Company Ownership [Company Name]was established in 2006 in Great Falls, MT. [COMPANY NAME] Rentals was originally an S Corporation converting to a partnership Limited Liability Corporation on 1/10/10. The owners of the company are [Name]and [Name]. They have a 50/50 split of the Company. 2.2 Company History The following table and chart shows the past financials for [Company Name]. Sales for 2007, 2008 and 2009 were $39,915, $68,533 and $48,047, respectively. The earnings for this period were ($57,645), ($66,172) and ($75,796), respectively. Table: Past Performance Past Performance 2007 2008 2009 Sales $39,915 $68,533 $48,047 Gross Margin $39,915 $68,533 $48,047 Gross Margin % 100.00% 100.00% 100
