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Free VC Directory

With any B-Plan Purchase
425 Page Capital Directory
Through Nov. 30

Business Plan Writer
$425 Flat Rate
No Templates Used
7 Day Turnaround

All Purchased Plans
Are Updated for 2020

Business Startup Guides
Checkout our new sister site!

Free Real Estate Brokerage Business Plan
For Raising Capital from Investors, Banks, or Grant Companies!

Please note that the financials in this complete free business plan are completely fictitious and may not match the text of the business plan below. This free business plan demonstration purposes only. If you are interested in purchasing the completed editable MS Word and Excel documents for this business plan, please click the button below! Also, the text of the business plan is formatted with a fully automated table of contents.

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It should be noted that there is no special software required to use these templates. All business plans come in Microsoft Word and Microsoft Excel format. Each business plan features:

  • Excecutive Summary
  • Company and Financing Summary
  • Products and Services Overview
  • Strategic Analysis with current research!
  • Marketing Plan
  • Personnel Plan
  • 3 Year Advanced Financial Plan
  • Expanded Financial Plan with Monthly Financials
  • Loan Amortization and ROI Tools
  • FREE PowerPoint Presentation for Banks, Investors, or Grant Companies!

1.0 Executive Summary

The purpose of this business plan is to raise $100,000 for the development of a real estate brokerage that specializes in the sale of residential properties while showcasing the expected financials and operations over the next three years. The Real Estate Brokerage, Inc. (“the Company”) is a New York based corporation that will provide real estate brokerage and rental services to customers in its targeted market. The Company was founded in 2009 by John Doe.

1.1 Products and Services

The primary business of the Real Estate Brokerage is the direct brokering of residential real estate to the residents of New York. The business will generate commissions of 6% on each dollar of revenue generated by the sale of a piece of real estate. The business will receive a 50% split of commissions in the event that a transaction is co-brokered. Management will hire commissioned and non-commissioned (to a limited extent) agents that will market and sell properties on the behalf of the Company. The third section of the business plan will further document the residential development services offered by the business.

1.2 The Financing

Mr. Doe is seeking to raise $100,000 from an investor. The terms, dividend payouts, and aspects of the deal are to be determined at negotiation. This business plan assumes that an investor will receive 50% of the Company’s stock, a regular stream of dividends, and a seat on the board of directors.

1.3 Mission Statement

Mr. Doe’s mission is to develop the Real Estate Brokerage firm into a premier regional development firm that will showcase and sell houses profitability.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the real estate industry. Through his expertise, he will be able to bring the operations of the business to profitability within its first year of operations.

1.5 Sales Forecasts

Mr. Doe expects a strong rate of growth at the start of operations. Below are the expected financials over the next three years.

1.6 Expansion Plan

The Founder expects that the business will aggressively expand during the first three years of operation. As the real estate market returns to normal conditions, the Real Estate Brokerage will be an excellent position to recognize profits from the sale of properties. In the future, the business may also develop mortgage brokering operations to assist homebuyers with financing their purchases from the business.

2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

Real Estate Brokerage, Inc. The Company is registered as a corporation in the State of New York.

2.2 Required Funds

At this time, the Real Estate Brokerage requires $100,000 of investor funds. Below is a breakdown of how these funds will be used:

2.3 Investor Equity

John Doe intends to sell 50% of the Real Estate Brokerage, Inc. in exchange for the capital.

2.4 Management Equity

John Doe will retain 50% of the business once the capital is raised.

2.5 Exit Strategy

If the Residential Real Estate Brokerage is very successful, Mr. Doe may seek to sell the business to a third party for a significant earnings multiple. Most likely, the Company will hire a qualified business broker to sell the business on behalf of the Company. Based on historical numbers, the business could fetch a sales premium of up to 4 times earnings.

3.0 Products and Services

Below is a description of the real estate services offered by the Real Estate Brokerage.

3.1 Residential Real Estate Brokerage Services

The Company’s principal service consists of selling residential real estate its targeted market, and surrounding market area. The Brokerage’s services provide clients with an international network of buyers and sellers through the multiple listing service (MLS). Because of the Company’s capabilities to network with other brokers, the brokerage will sell homes faster than our clients could if they tried to market their home without the assistance of a licensed real estate agent. The Company specializes in handling new home sales and existing residential sales. At this time, the business is not currently entering the commercial or industrial real estate market.



4.0 Strategic and Market Analysis

4.1 Economic Outlook

Real estate brokerages have exploded with growth over the last ten years. As interest rates decreased, and the overall value of properties skyrocketed, the number of agents in this market has more than tripled. Real estate brokering is somewhat akin to stock brokering or financial advising in that when economic times are prosperous, the market becomes flooded with new market agents. The converse is true when the market sours, as many economic agents leave the market.

4.2 Industry Analysis

The real estate brokerage industry is one of the United State’s biggest industries. It is estimated that there are over 221,000 establishments actively engaged in the business of acting as broker or agent for real estate transactions. Each year, these businesses aggregately generate more than $138 billion dollars of revenue and provide jobs for more than 1.1 million people. Gross average annual payrolls are now exceeding $30 billion dollars per year.

4.3 Customer Profile

For our end user clients, the Company has not outlined a specific consumer profile as our clients consist of people of all socioeconomic levels, incomes, ages, and ethnic backgrounds. It is an American ideal to own a piece of real estate as a home or an investment property, and many people, regardless of their demographics and psychographics seek to own a piece of this ideal.

4.4 Competitive Analysis

This is one of the sections of the business plan that you must write completely on your own. The key to writing a strong competitive analysis is that you do your research on the local competition. Find out who your competitors are by searching online directories and searching in your local Yellow Pages. If there are a number of competitors in the same industry (meaning that it is not feasible to describe each one) then showcase the number of businesses that compete with you, and why your business will provide customers with service/products that are of better quality or less expensive than your competition.

5.0 Marketing Plan

The Real Estate Brokerage intends to maintain an extensive marketing campaign that will ensure maximum visibility for its units in its targeted market. Below is an overview of the marketing strategies and objectives of the Real Estate Brokerage.

5.1 Marketing Objectives

  • • Develop an online presence by acquiring accounts for major online real estate portals.

  • • Implement a local campaign with the Company’s targeted market via the use of flyers, local newspaper advertisements, and word of mouth.

  • • Establish relationships with other real estate brokers and agents within the targeted market.

5.2 Marketing Strategies

Property and home buyer marketing will be the most difficult portion of the marketing strategy. This task will be accomplished through the business’s broad marketing campaign throughout its targeted market. The Company will also use an internet based strategy. This is very important as many people seeking real estate for purchase or rent use the Internet to conduct their preliminary searches. Mr. Doe will register the Real Estate Brokerage and its properties with these online portals so that potential buyers/renters can easily reach the Company. The Company will also develop its own online website. The Company will maintain a sizable amount of print and traditional advertising methods within local markets to promote the homes and properties that the Company is selling.

5.3 Pricing

In this section, you should discuss your commission structure.

6.0 Organizational Plan and Personnel Summary

6.1 Corporate Organization

6.2 Organizational Budget

6.3 Management Biographies

In this section of the business plan, you should write a two to four paragraph biography about your work experience, your education, and your skill set. For each owner or key employee, you should provide a brief biography in this section.

7.0 Financial Plan

7.1 Underlying Assumptions

  • • The Real Estate Brokerage will have an annual revenue growth rate of 16% per year.

  • • The Owner will acquire $100,000 of investor funds to develop the business.

  • • The Company will not seek debt financing in the first three years of operations.

7.2 Sensitivity Analysis

The Company’s revenues can change depending on the general economic climate of the real estate industry. In times of economic recession, the Real Estate Brokerage may have issues with its top line income as fewer sales will be made. However, the Company will generate income from its property management business, which will reduce the risks associated with this business.

7.3 Source of Funds

7.4 General Assumptions

7.5 Profit and Loss Statements 

7.6 Cash Flow Analysis


7.7 Balance Sheet


7.8 General Assumptions

7.9 Business Ratios

Expanded Profit and Loss Statements

Expanded Cash Flow Analysis