This real estate investment company business plan template has 32 pages and is a MS Word file type listed under our business plan kit documents.
Sample of our real estate investment company business plan template:
Confidentiality Agreement The undersigned reader acknowledges that the information provided by [YOUR COMPANY NAME] in this business plan is confidential; therefore, reader agrees not to disclose it without the express written permission of [YOUR 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 [YOUR COMPANY NAME]. Upon request, this document is to be immediately returned to [YOUR 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 3 2.0 Company Summary 3 2.1 Company Ownership 3 2.2 Company History 4 Table: Past Performance 5 3.0 Services 6 4.0 Market Analysis Summary 7 4.1 Market Segmentation 7 Table: Market Analysis 7 Chart: Market Analysis (Pie) 8 4.2 Target Market Segment Strategy 8 4.3 Service Business Analysis 8 4.3.1 Competition and Buying Patterns 9 5.0 Strategy and Implementation Summary 9 5.1 SWOT Analysis 9 5.1.1 Strengths 9 5.1.2 Weaknesses 9 5.1.3 Opportunities 10 5.1.4 Threats 10 5.2 Competitive Edge 10 5.3 Marketing Strategy 11 5.4 Sales Strategy 12 5.4.1 Sales Forecast 12 Table: Sales Forecast 12 Chart: Sales Monthly 13 Chart: Sales by Year 13 5.5 Milestones 14 Table: Milestones 14 Chart: Milestones 15 6.0 Management Summary 15 6.1 Personnel Plan 15 7.0 Financial Plan 15 7.1 Important Assumptions 16 7.2 Break-even Analysis 16 Table: Break-even Analysis 16 Chart: Break-even Analysis 16 7.3 Projected Profit and Loss 17 Table: Profit and Loss 17 Chart: Profit Monthly 18 Chart: Profit Yearly 18 Chart: Gross Margin Monthly 19 Chart: Gross Margin Yearly 19 7.4 Projected Cash Flow 20 Table: Cash Flow 20 Chart: Cash 21 7.5 Projected Balance Sheet 21 Table: Balance Sheet 22 7.6 Business Ratios 22 Table: Ratios 23 Table: Sales Forecast 1 Table: Personnel 2 Table: Profit and Loss 3 Table: Cash Flow 4 Table: Balance Sheet 5 1.0 Executive Summary [YOUR COMPANY NAME] [YOUR NAME] [YOUR COMPLETE ADDRESS] [YOUREMAIL@YOURCOMPANY.COM] [YOUR PHONE NUMBER] Introduction [YOUR COMPANY NAME] is a real estate investment company. The Company is engaged in the purchase, ownership, management of rentals, and sales of real estate properties. Location [YOUR COMPANY NAME] is a personal business owned by [YOUR NAME] and is located in [YOUR CITY], [YOUR STATE/PROVINCE]. Our Services Currently the Company owns and leases five residential real estate properties in the [YOUR CITY], [YOUR STATE/PROVINCE] area. Currently properties are located at: [INSERT LOCATIONS] The Market [YOUR COMPANY NAME] purchases residential real estate for lease in [YOUR CITY] and the surrounding cities. [YOUR CITY] is a town located in [YOUR STATE/PROVINCE]. Financial Considerations The current financial plan for [YOUR COMPANY NAME] is to obtain grant funding in the amount of $253,000. The grant will be used to purchase a residential property for rent, closing cost for purchased property, upgrade current five rental residential properties, and working capital. The major focus for grant funding is as follows: 1. African-American owned business 2. Woman owned business 3. Residential Rental Properties for minority families 4. Upgrade properties using "green" materials and applications 5. Energy saving upgrades to existing and new properties for energy savings Chart: Highlights 1.1 Objectives The objectives of [YOUR COMPANY NAME] are: 1. Obtain grant funds to grow the business 2. Purchase an additional residential rental property in the [YOUR CITY] 3. Upgrade and remodel the existing five residential rental properties the Company owns 4. Complete upgrades and remodeling using "green materials and applications 5. Use energy saving applications and materials during remodeling 1.2 Mission The mission of [YOUR COMPANY NAME] is to build and operate a successful real estate investment company. The Company will rent to families at a reasonable rate in comfortable upgraded homes. 1.3 Keys to Success The keys to success for [YOUR COMPANY NAME] are: Develop relationships with realtors and other key professionals Conduct pre-purchase assessments and feasibility studies on properties to take emotion out of the equation and determine risks and Return on Investment prior to any money being invested Rent to quality tenants who will lease for a long period of time; preferably a five year period 2.0 Company Summary [YOUR COMPANY NAME] is a real estate investment company. The Company is engaged in the purchase, ownership, management of rentals, and sales of real estate properties. The strength of investing in real estate is that properties are an asset that will fluctuate with market conditions, but that will hold and even gain value overtime. Real estate is an asset that can also generate passive income via rent. The aim of the business is to find undervalued properties and then hold the properties until they can be sold for a higher price. However, while the properties are being held, they can be rented so that they generate income for the business. The real estate industry is currently in a depression, fueled by loans to borrowers who could not afford to repay their mortgage payments. This led to a decline in the housing market in [YEAR 1], and as a result, a massive Increase in foreclosures. The downturn in the real estate market led to a broader financial crisis, a credit crisis, and rising unemployment, resulting in the most serious recession since the 1930's, and further afflicting the already depressed housing market. In this current environment, the Company believes that now is the right time to acquire, renovate, rent, and sell single family homes. Factors indicating that now is the right time to invest in real estate are: • Low house prices • Increase in foreclosures available • Low mortgage rates • Increase in number of renters • Influx of short sells 2.1 Company Ownership [YOUR COMPANY NAME] is a personal business owned by [YOUR NAME] and [NAME], husband and wife. Currently the Company owns five residential real estate properties that are accounted for on the [YOUR NAME] personal 1040 tax return. The owners have been in the residential real estate business for over 40 years. 2.2 Company History [YOUR COMPANY NAME] is a real estate investment company located in [YOUR CITY], [YOUR STATE/PROVINCE]. The business has developed a tactical strategy for identifying profitable properties and maximizing profitability. [YOUR COMPANY NAME] will only invest in homes that are far below market value in order to maximize profits after renovations. The Company's success lies in economically efficient renovations of well-located properties with market potential. The company will rent the majority of its houses, selling properties when it makes sense financially, or if cash flows needed to acquire more desirable properties. The company will take advantage of partnerships and relationships with key professionals. The business will aggressively seek to keep overhead costs low and will limit investments to properties that will have higher returns. [YOUR COMPANY NAME]'s operations will include: • Assessment of properties • Renovations of acquired properties • Property rentals and sales Currently the Company owns and leases five residential real estate properties in the [YOUR CITY], [YOUR STATE/PROVINCE] area. Currently properties are located at: [INSERT PROPERTIES] Table: Past Performance Past Performance [YEAR 1] [YEAR 2] [YEAR 3] Sales $30,710 $28,235 $29,797 Gross Margin $0 $0 $0 Gross Margin % 0.00% 0.00% 0
