Real estate business plan
A thoughtful business plan sets out your goals, identifies the target market, and explains your vision to others. Download our real estate business plan template to get started.
A customisable design
Change the template to suit your needs.
Specific business goals
Put your business goals front and centre, including your value proposition and target market.
Expert guidance
Use the template with confidence – it was designed by experts who know about starting a business.
A money saver
Don’t pay someone else – download and use our template for free!
Download the business plan template
Fill in the form to get a free business plan template as an editable PDF. We’ll send a one-pager and a multi-pager to choose from.
Why use Xero’s real estate business plan template
The template is your starting point – it’s an easier way to create a business plan that nails the essentials.
Financial understanding
Calculate costs and margins to work out your profits.
Resource allocation
Figure out how to divide your time, money, and employee workloads.
Risk mitigation
Spot challenges and develop plans to cope.
What’s in a business plan?
Build a business plan for your real estate business.
Here’s an example business plan that includes the important details, like:
- A value proposition
- Your target market
- Budgets
- Business milestones
FAQs about real estate business plan templates
Review and update your business plan at least once a year. This’ll keep your business up with industry changes and financial trends, so you can adjust your value proposition (how you keep your customers happy) and your market position.
Review and update your business plan at least once a year. This’ll keep your business up with industry changes and financial trends, so you can adjust your value proposition (how you keep your customers happy) and your market position.
A business plan is an internal document that outlines your goals and business strategy. A business proposal is an external document that you’d prepare when asking for something specific – an investment in your business, for instance.
Download a business proposal templateA business plan is an internal document that outlines your goals and business strategy. A business proposal is an external document that you’d prepare when asking for something specific – an investment in your business, for instance.
Download a business proposal templateYes – some templates are designed for specific purposes, like risk assessment or strategic planning. But all templates should a) cover the fundamental things that any business plan should include; and b) let you customise them to your business.
Download a business plan template suitable for any businessYes – some templates are designed for specific purposes, like risk assessment or strategic planning. But all templates should a) cover the fundamental things that any business plan should include; and b) let you customise them to your business.
Download a business plan template suitable for any businessDefinitely! You may think you’ve figured out your business’s vision, but only once you’ve put everything in writing can you see what’s missing and what needs work.
Definitely! You may think you’ve figured out your business’s vision, but only once you’ve put everything in writing can you see what’s missing and what needs work.
Accounting software for your real estate business
Work smarter, not harder, with Xero’s intuitive accounting software. Handle your financial admin your way.
- Set up automatic bank feeds
- Manage your finances away from your desk
- Easily make online payments
- Keep all your financial admin together
Disclaimer
Xero does not provide accounting, tax, business or legal advice. This template has been provided for information purposes only. You should consult your own professional advisors for advice directly relating to your business.
Start using Xero for free
Access Xero features for 30 days, then decide which plan best suits your business.