Real Estate | How To

How to Write a Real Estate Investment Business Plan (+ Free Template)

Published September 22, 2023

Published Sep 22, 2023

Gina Baker

REVIEWED BY: Gina Baker

Jealie Dacanay

WRITTEN BY: Jealie Dacanay

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  • 1 Write Your Mission & Vision Statement
  • 2 Conduct a SWOT Analysis
  • 3 Choose a Real Estate Business Investing Model
  • 4 Set Specific & Measurable Goals
  • 5 Write a Company Summary
  • 6 Determine Your Financial Plan
  • 7 Perform a Rental Market Analysis
  • 8 Create a Marketing Plan
  • 9 Build a Team & Implement Systems
  • 10 Have an Exit Strategy
  • 11 Bottom Line

A real estate investment business plan is a guide with actionable steps for determining how you’ll operate your real estate investing business. It also indicates how you’ll measure your business’ success. The plan outlines your mission and vision statement, lets you conduct a strengths, weaknesses, opportunities, and threats (SWOT) analysis, and sets goals in place. It’s similar to a business plan for any business, but the objectives are geared toward how you will manage the business, grow your investment, and secure funding.

We’ve created a free real estate investment business plan template for you to download and use as a guide as you read through the article and learn how to write a business plan for real estate investment:

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Free Real Estate Investment Business Plan Template

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1. write your mission & vision statement.

Every real estate investment business plan should begin with a concrete mission statement and vision. A mission statement declares actions and strategies the organization will use—serving as its North Star in achieving its business or investment objectives. A strong mission statement directs a real estate business, keeps teams accountable, inspires customers, and helps you measure success.

Before you compose your mission statement, you need to think about the following questions to do it effectively:

  • What exactly is our business? The answer should encompass the essential functions of your real estate organization.
  • How are we doing it? The response must explain your real estate goals and methods based on your core principles.
  • Who are we doing it for? The response explains who your primary market is.
  • What are our guiding principles? The “why” for your real estate company’s existence.

Oak Tree Capital website mission statement header.

Mission statement example (Source: Oak Tree Capital )

The example above provides the mission statement of Oak Tree Capital. As a real estate investment business, it’s clear what its ultimate business objective is and how it will approach investing with integrity to maximize profit. Essentially, the investment company will drive monetary results—while maintaining its moral principles.

On the other hand, vision statements differ slightly from mission statements. They’re a bit more inspirational and provide some direction for future planning and execution of business investment strategies. Vision statements touch on a company’s desires and purpose beyond day-to-day operational activity. A vision statement outlines what the business desires to be once its mission statement is achieved.

For more mission statement examples, read our 16 Small Business Mission Statement Examples & Why They Inspire article and download our free mission statement template to get started.

If you want to write a vision statement that is truly aspirational and motivating, you should include your significant stakeholders as well as words that describe your products, services, values, initiatives, and goals. It would be best if you also answer the following questions:

  • What is the primary goal of your organization?
  • What are the key strengths of your business?
  • What are the core values of your company?
  • How do you aim to change the world as a business?
  • What kind of global influence do you want your business to have?
  • What needs and wants does your company have?
  • How would the world be different if our organization achieved its goals?

In the example below from Aguila Real Estate, it hopes to be the preferred real estate company in its market.

Example of a real estate vision statement.

Example of a vision statement (Source: Aguila Real Estate )

To make it easier, download our free template and follow our steps to create a vision statement for your small business. Take a look also at our 12 Inspiring Vision Statement Examples for Small Businesses in 2023 article to better understand how to create an impactful vision statement.

2. Conduct a SWOT Analysis

A SWOT analysis section of your real estate investing business plan template helps identify a business’ strengths, weaknesses, opportunities, and threats. This tool enables real estate investors to identify internal areas of improvement within their business through their strengths and weaknesses.

The opportunities and threats can assist with motivating a team to take actions that keep them ahead of an ever-changing real estate landscape. For a real estate business investor, the SWOT analysis is aimed at helping grow and protect investments over time.

Strengths & Weaknesses

Specifically for real estate investing, strengths and weaknesses correlate with the investment properties’ success and touch on items that will drive investment growth. The strengths can be the property’s location, condition, available amenities, and decreased vacancy. All of these items contribute to the success of a property.

On the contrary, the weaknesses include small unit sizes, excessive expenditures (finances to repair, upgrade, properties to acquire), low rents, and low cap rates. These weaknesses indicate less money is being collected and a lower overall return on investment (ROI). They are all factors that limit cash flow into the business and are internal factors that an investor can change.

See below for an example of strengths and weaknesses that could be included in a SWOT analysis:

Opportunities & Threats

Opportunities and threats are external factors that can affect an investment business. You don’t have control over these items, but you can maneuver your business to take advantage of the opportunities or mitigate any long-term effects of external threats. Opportunities relating to investment properties can be receiving certification with a city as a preferred development or having excess equity.

However, threats to an investment property do not need to be particularly connected to the property itself. They can be factors that affect your overall business. For example, interest rates may be high, which cuts your profits if you obtain a mortgage during that time frame.

An example of possible opportunities and threats for an investment business could be:

After creating your SWOT analysis, an investor can use these factors to develop business goals to support your strengths and opportunities while implementing change to combat the weaknesses and threats you anticipate. It also helps investors prioritize what items need to be addressed to succeed. These factors in a SWOT can change as the business grows, so don’t forget to revisit this portion and continuously reevaluate your SWOT.

3. Choose a Real Estate Business Investing Model

The core of real estate investing is to purchase and sell properties for a profit. How to make that profit is a factor in identifying your investment model. Different investing models are beneficial to an investor at different times.

For example, when interest rates are low, you may consider selling your property altogether. When interest rates are high and it is more difficult for people to obtain a mortgage, you may choose to rent out your properties instead. Sometimes, you must try a few models to see what works best for your business, given your area of expertise.

We’ve identified some investment business models to consider:

  • Buy and hold: This strategy mainly involves renting out the property and earning regular rental income. This is also considered the BRRRR method : buy, rehab, rent, refinance, and repeat until you have increased your portfolio.
  • Flipping properties : Flipping a property entails purchasing, adding value, and selling it higher than the investment costs. Many investors have a set profitability number they would like to hit but should consider market fluctuations on what they can realistically receive during the sale.
  • Owner-occupied: Investors can live in the property while renting out extra units to reduce their housing costs and have rental income coming in simultaneously. This model is best if you own multifamily units, especially duplexes, triplexes, or fourplexes . It’s also a great way to understand the complexities of being a landlord. You can transition your unit to another renter when you want to move.
  • Turnkey: Buying a turnkey property is the best option for investors who wish to enter the real estate market without having to deal with renovations or tenant management. It’s a practical way for seasoned investors to diversify their portfolios with fewer time commitments.

Investors don’t have to stick to one model, and they can have a few of these investment models within their portfolio, depending on how much effort they would like to put into each property. Before choosing an investment model, consider which will help you meet your investing goals most efficiently.

Read our Investing in Real Estate: The 14-Tip Guide for Beginners article to learn how real estate investment works and other investing business models. Also, if you’re new to real estate investing and are looking for foundational knowledge to get started or seeking information about the best online courses for real estate investing, look at our The 13 Best Real Estate Investing Courses Online 2023 article.

4. Set Specific & Measurable Goals

The next step to completing a real estate investment business plan for real estate investing is to set SMART goals. SMART is an acronym that stands for specific, measurable, achievable, relevant, and time-bound. Creating goals that contain all of the criteria of SMART goals results in extremely specific goals, provides focus, and sets an investor up for achieving the goals. The process of creating these goals takes some experience and continued practice.

An investor’s goals can consist of small short-term goals and more monumental long-term goals. Whether big or small, ideal goals will propel your business forward. For example, your end goal could be having a specific number of properties in your portfolio or setting a particular return on investment (ROI) you want to achieve annually.

Remember that your SMART goals don’t always have to be property-related just because you’re an investor. They can be goals that help you improve your networking or public speaking skills that can also add to a growing business.

Example of improving goals with SMART in mind:

Begin creating SMART goals with an initial goal. Then, take that initial goal and break it down into the different SMART components. SMART goals leave no room for error or confusion. The specific, measurable, and time-bound criteria identify the exact components for success.

However, the relevant and achievable parts of the goal require a little extra work to identify. The relevancy should align with your company’s mission, and extra research must be performed to ensure the goal is attainable.

Initial goal: Receive a 5% return on investment from the property

Smart goal:

  • Specific: I want to achieve a 5% return on the 99 Park Place property.
  • Measurable: The goal is to sell it for greater than or equal to $499,000.
  • Achievable: The current market value for a two-bedroom in Chicago is selling for $500,000 and growing by 1% yearly.
  • Relevant: I aim to meet my overall portfolio returns by 20% annually.
  • Time-bound: I want to offload this property in the next three years.

5. Write a Company Summary

The company summary section of a business plan for investors is a high-level overview, giving insight into your business, its services, goals, and mission, and how you differentiate yourself from your competition. Other items that can be included in this overview are business legal structure, business location, and business goals. The company summary is beneficial if you want to involve outside investors or partners in your business.

Choueri Real Estate company summary

​​Example company profile from Choueri Real Estate

A company summary is customizable to your target audience. If you’re using this section to recruit high-level executives to your team, center it around business operations and corporate culture. However, if you’re looking to target funding and develop investor relationships for a new project, then you should include investor-specific topics relating to profitability, investment strategy, and company business structure.

Partners and outside investors will want to consider your company’s specific legal business structure to know what types of liabilities are at hand. Legal business structure determines how taxes are charged and paid and what legal entity owns the assets. This information helps determine how the liabilities are separated from personal assets. For example, if a tenant wants to seek legal damages against the landlord and the property is owned by an LLC, personal assets like your personal home will not be at risk.

6. Determine Your Financial Plan

The most essential part of creating a real estate investing business is the financial aspect since much of the business involves purchasing, managing, and selling real estate. To buy real estate initially, you’ll have to determine where funding will come from. Funding can come from your personal assets, a line of credit, or external investors.

A few options are available to real estate investors when obtaining a loan to purchase properties. The lending options available to most real estate investors include the following:

  • Mortgage: This is one of the most common means of obtaining financing. A financial institution will provide money based on a borrower’s credit score and ability to repay the loan.
  • Federal Housing Authority (FHA) loans : This loan is secured by the FHA to assist with getting you a low down payment or lower closing costs, and sometimes easily obtain credit. There are some restrictions to qualify for this loan—but it could be suitable for newer investors who want to begin investing starting with their primary home.
  • Home equity line of credit (HELOC) : If you currently have property, obtain a HELOC by using your current property to secure the line of credit and borrow against the equity in your property. As you repay the loan, your available balance on the line of credit gets replenished.
  • Private lenders : These are lenders who are not financial institutions. These individual lenders typically have fewer restrictions than traditional lenders and will lend money to individuals who can grow their investments.
  • Hard-money loans : This loan requires a hard asset to be leveraged for money. For example, you can put up the home you want to purchase as the asset for cash upfront, and the hard-money loan will be paid back once the home is sold or other funding is secured. This is great for short-term deals due to quick approval and little upfront money.

After funding is obtained to purchase property, financial projections help investors understand their financial standing. These projections can tell you potential income, profits, and when you may need additional funding in the future. Similar to lending options, these calculations are specific to your investing model. If you’re not planning to rent out the property, then calculations like gross rent multiplier are not applicable.

For more information on what is needed to obtain financing, read our articles Investment Property Financing & Requirements and 5 Best Crowdfunding Sites for Investors 2023 .

Additional Investment Calculations

In a rental property business plan, it’s important to use a rental property calculator to determine a property’s potential return on investment. The calculator considers various factors, such as purchase price, operating expenses, monthly income, or vacancy rates, to determine whether a property is a good investment.

Click on the tabs below for the other important calculations all investors should be aware of when purchasing and managing rental properties :

  • Gross Operating Income
  • Gross Rent Multiplier
  • Vacancy Rate

The gross operating income (GOI) calculates the amount of rent and income received from a property minus any vacancy. It doesn’t take into account other expenses. It tells an investor how much income they’ll make after some assumed losses with vacancy.

GOI = Total rent + Other income – Vacancy losses

The capitalization (cap) rate calculates the return on investment (ROI) of a property. This equation is used to compare the return of one building to another. The higher the cap rate, the better since the purchase price is low.

Cap Rate = Net operating income / Purchase price

The gross rent multiplier (GRM) is a factor that helps determine a property’s potential profitability. It can be used to compare perspective buildings to determine which one is the better deal.

GRM = Property price / Gross annual income

The vacancy rate calculates the vacancy percentage of all your investment properties during a specific period. Percentage helps an investor determine how their property performs given current market conditions. If you have a high vacancy rate, you must determine the cause. Perhaps your asking rents are too high for the current housing market.

Vacancy Rate Formula = # of Vacant Units x 100 / Total # of Units

Cash flow is the movement of money in and out of your business, also known as net operating income. In an ideal scenario, investors will bring in more income than expenses, thus showing profit and a positive cash flow. Positive cash flow allows investors to decide how to use that profit. They can invest it in growing their portfolio or increasing their cash reserves for unexpected expenses.

Cash Flow = Gross rental income – Total expenses

Investors can use their current cash flow to forecast future cash flows, which will give you an idea of how much profit you will see over a specific period. Use past cash flow information to determine if there are any trends. For example, during the summer, your water expenses increase, or possibly every few months, you see an increase in property repairs. Consider these trends when estimating future cash flows and compare actual numbers to determine if your forecasting is accurate.

Use the template below to forecast future cash flow for six months and determine how much cash flow reserves you will have:

Cash Flow Template

Cash flow forecast template.

💡 Quick tip:

In addition to the template, investing in property management software like TenantCloud will set you up for success. The free plan from TenantCloud will help you list apartments, collect rent payments, and screen applicants to maximize profits and minimize vacancies.

7. Perform a Rental Market Analysis

While determining what properties to purchase, investors should perform a rental market analysis (RMA) to gauge the investment potential of a rental property. The RMA consists of running comparables against current units on the market and collecting data that may affect your rental rate to understand if the rental property in question is a solid long-term investment. The analysis helps determine the average rental rate and future rent if you want to make any property upgrades.

Fit Small Business rental market analysis template.

Investors can use resources like Zillow to pull comparable property information and gather information on unit layout, building amenities, rental concessions offered, or listing prices. Once the information is gathered, the spreadsheet itemizes the average, median, highest, and lowest rent. When such information is available, it also provides an average price per square foot compared to the subject property. With this information, investors can decide whether the subject property is worth the investment.

Read our 10 Best States to Invest in Real Estate (& 5 Worst) in 2023 article to better understand which states yield a positive cash flow, build equity, and have long-term profitability.

8. Create a Marketing Plan

Once you determine which property to invest in, investors should identify a marketing plan to list the vacant units. Some investors offload the marketing and advertising to real estate agents and brokerages, which will also collect a fee for renting out the property. Refer to some of the best real estate marketing materials to get started, or use our free real estate marketing plan template to lay out your objectives and tactics.

Image of Fit Small Business' free real estate marketing plan template.

A real estate marketing plan should include your goals, budget, target market, competitors, feasible marketing strategies, and unique selling offers. In addition, it’s crucial to balance your strategy and split your potential marketing plans into categories, like print materials, online ads, email, and social media, so that you can be very specific with your goals and metrics.

Here are some of the real estate marketing mediums to include as you set your marketing goals:

  • Real estate website and landing pages
  • Email marketing
  • SMS and text message marketing
  • Real estate ads
  • Social media marketing
  • Print marketing materials
  • Real estate signs

Download our marketing plan template by visiting our article Free Real Estate Marketing Plan Template & Strategy Guide .

9. Build a Team & Implement Systems

As a new investor, you may be unable to hire an entire team of employees to help perform research, run analysis, property management , and accounting duties. It is best to have a list of vendors you can rely on to assist you with purchasing, rehabilitating, and buying or selling your investment properties. Find vendors you trust so you can free yourself from having to micromanage them and know they have your best interest and the interest of your investments in mind.

Here are a few people you want to include on your team:

  • Contractors
  • Electricians
  • Property managers
  • Accountants

You should also utilize real estate investing apps and property intelligence software like Baselane that relieve you of manually performing daily duties to keep your investments profitable.

 .

Automated rent collection feature (Source: Baselane )

Baselane is an all-in-one solution—from banking to rent collection, bookkeeping, reporting, and analytics. This software will help you efficiently manage your portfolio and eliminate the need for manual tasks. Learn more about how Baselane can make you a better property owner.

Visit Baselane

If you’re looking for more tools to help you get started, improve your portfolio management, and streamline your operations, read our 6 Best Real Estate Software for Investors 2023 article. We listed the six best software tools available for real estate investing based on affordability, customer reviews, features, and support to assist you in finding the best software that suits your needs.

10. Have an Exit Strategy

Since an investor’s money is tied up in the properties they own until they choose to sell, deciding when to sell or liquidate to get access to your money is part of an investor’s overall real estate exit strategy. The exit strategy for a real estate investment business is a plan for when an investor would like to remove themself from a deal or the business altogether. It helps weigh the different scenarios to minimize business risks and maximize the total return on investments.

A few exit strategy examples are:

The factors that an investor should consider when devising an exit strategy are minimizing financial loss, recouping as much of their original investment as possible, and avoiding any unseen fees that will cut into profits like tax consequences. An investor’s plan should always be to grow their original investment, but unforeseen circumstances may occur that will require you to plan on when to cut your losses as well.

Bottom Line

Before launching a successful real estate investment business, you must have an efficient business plan, aligning your strategies with your business objectives. Our real estate investment business plan template can help get you started. These plans act as a roadmap so you can focus on the steps required to grow your business. Business plans evolve, so continuously revisit and improve your strategies. There is no right or wrong way to write a real estate investor business plan as long as it is used to achieve your goals.

About the Author

Jealie Dacanay

Find Jealie On LinkedIn

Jealie Dacanay

Jealie is a staff writer expert focusing on real estate education, lead generation, marketing, and investing. She has always seen writing as an opportunity to apply her knowledge and express her ideas. Over the years and through her internship at a real estate developer in the Philippines, Camella, she developed and discovered essential skills for producing high-quality online content.

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Real Estate Investment Business Plan Template

Written by Dave Lavinsky

Growthink.com real estate investment business plan template

Real Estate Investment Business Plan

Over the past 20+ years, we have helped over 5,000 entrepreneurs and business owners create business plans to start and grow their real estate investment businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a real estate investing business plan template step-by-step so you can create your plan today.

Download our Ultimate Real Estate Investment Business Plan Template here >

What Is a Business Plan?

A business plan provides a snapshot of your real estate investing business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan

residential-home

Source of Funding for Real Estate Investment Companies

With regards to funding, the main sources of funding for a real estate investment business are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable. But they will want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

The second most common form of funding for a real estate investment business is angel investors. Angel investors are wealthy individuals who will write you a check. They will either take equity in return for their funding, or, like a bank, they will give you a loan.

Finish Your Business Plan Today!

How to write a business plan for a real estate investment company.

Your business plan should include 10 sections as follows:

Executive Summary

real estate plan deal

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of real estate investing business you are operating and the status; for example, are you a startup, do you have a business that you would like to grow, or are you operating a chain of real estate investment companies.

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the real estate investment industry. Discuss the type of real estate investment business you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.

Company Analysis

In your company analysis, you will detail the type of real estate investment business you are operating.

For example, you might operate one of the following types: Real estate investment companies do two basic things: invest in real estate and trade in real estate.

  • Real estate investment is a long-term investment wherein you purchase real estate with the intent of keeping properties to rent out.
  • Real estate trading is a short-term investment, wherein you buy a property that needs fixing up and flip it for a higher price soon after.

In addition to explaining the type of real estate investment company you operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

  • When and why did you start the business?
  • What milestones have you achieved to date? Milestones could include sales goals you’ve reached, new store openings, etc.
  • Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

investing in real estate

While this may seem unnecessary, it serves multiple purposes.

First, researching the real estate investment industry educates you. It helps you understand the market in which you are operating. 

Secondly, market research can improve your strategy particularly if your research identifies market trends. For example, if there was a trend towards increasing foreclosures in a particular city, it would be helpful to ensure your plan calls for an increased focus in this market.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your real estate investing business plan:

  • How big is the real estate investment industry (in dollars)?
  • Is the market declining or increasing?
  • Who are the key competitors in the market?
  • Who are the key suppliers in the market?
  • What trends are affecting the industry?
  • What is the industry’s growth forecast over the next 5 – 10 years?
  • What is the relevant market size? That is, how big is the potential market for your real estate investment business. You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your real estate investing business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: mortgage holders, home buyers, renters, etc.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of real estate investment business you operate. Clearly first-time home buyers would want different pricing and product options, and would respond to different marketing promotions than banks.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve. Because most real estate investment businesses primarily serve customers living in their same city or town, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

Finish Your Real Estate Investment Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

With Growthink’s Ultimate Real Estate Investment Business Plan Template you can finish your plan in just 8 hours or less!

Competitive Analysis

making decisions

Direct competitors are other real estate investment businesses.

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes property management companies, realtors, and DIY home fixer-uppers. You need to mention such competition to show you understand that not everyone who purchases or leases real estate uses a real estate investment business to do so.

With regards to direct competition, you want to detail the other real estate investment businesses with which you compete. Most likely, your direct competitors will be real estate investment businesses located very close to your location.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

  • What types of customers do they serve?
  • What products do they offer?
  • What is their pricing (premium, low, etc.)?
  • What are they good at?
  • What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

  • Will you specialize in a particular real estate type or market?
  • Will you provide services that your competitors don’t offer?
  • Will you make it easier or faster for customers to acquire your real estate?
  • Will you provide better customer service?
  • Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a real estate investment business plan, your marketing plan should include the following:

Product : in the product section you should reiterate the type of real estate investment company that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, will you offer residential properties, or commercial properties?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the types of real estate you offer and the current price ranges.

Place : Place refers to the location of your business. Document your location and mention how the location will impact your success. For example, is your real estate investment business located in a market with a high foreclosure rate, or with a low inventory of office space. Discuss how your location might provide a steady stream of customers. 

Promotions : the final part of your real estate investing marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

  • Advertising in local papers and magazines
  • Reaching out to local bloggers and websites 
  • Social media advertising
  • Local radio advertising
  • Banner ads at local venues

Operations Plan

commercial construction

Everyday short-term processes include all of the tasks involved in running your real estate investment business such as finding properties to acquire, marketing completed properties, overseeing renovations, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to flip your 25th house, or when you hope to reach $X in sales. It could also be when you expect to hire your Xth employee or launch in a new market.

Management Team

To demonstrate your real estate investment business’s ability to succeed as a business, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company. 

Ideally you and/or your team members have direct experience in real estate. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in real estate investment businesses and/or successfully running small businesses.

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement

An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets

While balance sheets include much information, to simplify them to the key items you need to know about, balance sheets show your assets and liabilities. For instance, if you spend $100,000 on building out your real estate investment business, that will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $100.000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement

Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. For example, let’s say you signed a commercial tenant that needs an extensive build out, that would cost you $50,000 to complete. Well, in most cases, you would have to pay that $50,000 now for materials, equipment rentals, employee salaries, etc. But rent will not cover build-out costs for 180 days. During that 180 day period, you could run out of money.

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a real estate investment business:

  • Location build-out including design fees, construction, etc.
  • Cost of developing or refurbishing real estate assets
  • Cost of depreciation
  • Payroll or salaries paid to staff
  • Business insurance
  • Taxes and permits
  • Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your store design blueprint or location lease.

Real Estate Investment Business Plan Summary

Putting together a business plan for your real estate investment company is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the real estate investment market, your competition and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful real estate investment business.

Real Estate Investment FAQs

What is the easiest way to complete my real estate investment business plan.

Growthink's Ultimate Real Estate Business Plan Template allows you to quickly and easily complete a business plan for your real estate investing business.

What is the Goal of a Business Plan's Executive Summary?

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of real estate investment business you are operating and the status; for example, are you a startup, do you have a real estate investment business that you would like to grow, or are you operating a chain of real estate investment businesses.

Where Can I Download a Real Estate Investment Business Plan PDF?

You can download our  real estate investment business plan PDF  template here. This is a business plan template you can use in PDF format.

Don’t you wish there was a faster, easier way to finish your Real Estate Investment business plan?

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.   Click here to see how Growthink’s business plan consulting services can create your business plan for you.

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Real Estate Investment Business Plan

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Real estate has been one of the fastest-growing industries in recent times. So, if considering starting a real estate investment business—this is the right time.

Whether you’re a seasoned investor to get into real estate or a rookie aiming to set your foot in this rapidly growing market, you need a solid business plan to make your real estate investing business a runaway success.

Need assistance writing your business plan? Worry not.

We have prepared a real estate investment business plan template to help you get started.

Let’s cut to the chase: download this template, follow step-by-step instructions, and finish the first draft of your plan.

recognize opportunities and deal with challenges in an effective way. It’ll also help you devise an investment strategy that brings you maximum returns.

Real Estate Industry Overview 2023

Here is an overview of the current state of the real estate industry in 2023:

Market size and growth potential:

Employment scenario:, key players:.

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Things to Consider Before Writing a Real Estate Investment Business Plan

Select the right property location.

Selecting the right location to invest in is one of the primary requirements for a real estate business’s success. You should select the location based on what is the potential of infrastructural development in the area. Is it a preferable location for commercialization and urbanization or not? You should always keep these things in mind to ensure the maximum possible returns on your investment.

Know the purpose of your investment

Do your research, know all of your options, how can a real estate investment business plan help you.

You may want to start investing as soon as possible, after all, investments take time to grow, right? But just like a stitch in time saves nine, a real estate investment business plan can help your investment business prosper in the future even if it seems time-consuming at the moment.

It can help you design a proper business model and formulate a great business growth strategy. Moreover, it can also help you track your progress along the way.

All in all, it can make your investments way smoother than going about without a business plan.

Chalking out Your Business Plan

The real estate sector is one of the most profitable sectors to invest in. Many investors swear by it as a bankable source of secondary income.

Not just that, the real estate investment market increased from 9.6 trillion dollars in 2019 to 10.5 trillion dollars in 2020. Although it may take time, investment in the housing market can help your money grow.

And though the above information invests in the real estate sector as a rosy prospect, it can go horribly wrong without a proper business plan and investment strategy.

Read on to find out what a business plan can do for your investment business.

Real estate investment business plan outline

This is the standard real estate investment business plan outline which will cover all important sections that you should include in your business plan.

  • Purpose of the Plan
  • Introduction
  • The Problem
  • The Solution
  • A fundamental change in the US housing market
  • All three legs of the apartment investment stool are in place
  • Weak Housing Market
  • Competitive Advantage
  • Business Model
  • Growth Opportunity
  • Corporate Structure Overview
  • Source and Use of Funds
  • Return on Investment
  • Mission Statement
  • Business Objectives
  • Legal Structure
  • Company Ownership
  • Location and Premises
  • Intellectual Property
  • CREI Business Model
  • Revenue Projections
  • The Amount of Investment Funds Requested
  • Business Benefits
  • Investment Repayments
  • Good Investment Trends in Apartment Rentals
  • Rent Spikes Coming For a Good Investment in Apartment Buildings
  • Apartments Continue as Good Investment Through 2012 and Beyond
  • Apartment Buildings Going From Good Investment to Great
  • Filling Basic Needs Makes for a Good Investment
  • More Americans renting by choice
  • The Apartment Building Investment Triple Opportunity Is Right Now
  • Internet Growth Allows Renters to Locate Good Apartments
  • Industry Participants
  • Competitive Advantages
  • Strategic Initiatives?
  • Brand Strategy
  • Provide Individuals, Families, and Businesses with Quality Rental Properties at an Affordable Price.
  • Positioning Statement
  • Pricing Strategy
  • Sales Strategy
  • Sales Forecast
  • Sales Programs
  • Strategic Alliances
  • Social networking websites
  • Email campaigns
  • SEO (Search Engine Optimization) PPC
  • Banner advertisements
  • Search Engine Optimization
  • Organizational Structure
  • SWOT Analysis
  • Key Assumptions
  • Key Financial Indicators
  • Explanation of Break-even Analysis
  • Business Ratios
  • Long-term Plan and Financial Highlights
  • Projected Income Statement
  • Projected Cash Flow
  • Projected Balance Sheet

How to Write a Real Estate Investment Business Plan?

A real estate investment business plan consists of several key areas that must be included in it and add things that would be unique to you and your business.

Also, there are several ways in which you can write a business plan including online business plan software and pre-designed templates. You can choose the method that works best for your individual needs.

What to Include in a Real Estate Investment Business Plan?

Although a business plan should be customized as per the needs of an individual and market situation, there are certain areas that every real estate investment business plan must include. They are as follows:

1. Executive Summary

The executive summary section is the first and foremost section of your business plan. It consists of what your entire business stands for. It focuses on everything ranging from opportunities and threats, competitive advantages your business has, the structure of the current market as well as the financial needs of the business.

Most importantly for a real estate investment business plan, it would also consist of the prospective return of investment one can expect from the business as well as the expected duration of time for that growth to happen.

2. Business Concept and Revenue Model

This section would include the type of investment concept and revenue model you plan on following with your business. So, before writing this section it is a good practice to analyze the current trends in the market as well as your own finances, to find the concept that fits the best for you in the current market situation.

In this section, you can also include methods of tracking the progress of your investments.

3. Market Analysis

Whenever one starts a new business it is mandatory to carry out market analysis to flourish in it. It not only helps you in understanding the market, but it also helps you in choosing the right strategy for your own business.

For example, in the US rent spikes and increasing demand for rental accommodations make the rent department an extremely profitable segment in the real estate market. A thorough analysis of the market can thus help you choose the most favorable market segment as well as the best locality to invest in.

4. Growth Strategy

In this section, you should include the milestones you plan on having for your investment business. It helps you set well-defined tasks to achieve those milestones and keeps you motivated while doing the same. Also, with the help of milestones, you can always pinpoint when and where you are going wrong and need a shift in direction.

5. Web Plan

Having a web presence can be immensely helpful in building your network and reaching out to potential partners and organizations that can help you grow.

For building an online presence you can use various tools like social media, email marketing, optimized web pages, etc.

6. Management Summary

This segment includes information regarding the roles and responsibilities of the people in your business. The people in your business are a major aspect that decides its success or downfall, therefore a thorough detail of their work and progress is an essential part of your business plan.

7. SWOT Analysis

Carrying out a SWOT analysis before writing your business plan can make the process faster, easier, and way more well-defined. Hence, including it in your business plan is always a good idea.

8. Financial analysis

Even though financial analysis is crucial for any business, it is especially important for investment businesses. In this section, you can include the time required to reach the break-even point, the projected growth of your business, long-term finances as well and strategies to deal with potential changes in the market.

Download a sample real estate investment business plan

Need help writing your business plan from scratch? Here you go; download our free real estate investment business plan pdf to start.

It’s a modern business plan template specifically designed for your real estate investment. Use the example business plan as a guide for writing your own.

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Frequently asked questions, do you need a business plan for real estate investing.

Indeed. Whether you plan to start a real estate investing, development, or mortgage broker business—you need a solid business plan to make your real estate business a runaway success. You can use Upmetrics’ real estate & rental business plan templates to get started writing your plan.

What's the importance of a marketing strategy in a real estate investment business plan?

Marketing strategy is a key component of your real estate investment business plan. Whether it is about achieving certain business goals or helping your investors understand your plan to maximize their return on investment—an impactful marketing strategy is the way to do it!

Here are a few pointers to help you understand the importance of having an impactful marketing strategy:

  • It provides your business an edge over your competitors.
  • It helps investors better understand your business and growth potential.
  • It helps you develop products with the best profit potential.
  • It helps you set accurate pricing for your products or services.

What is the easiest way to write your real estate investment business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any real estate investment business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business planning tool .

How do I write a good market analysis in a real estate investment business plan?

Market analysis is one of the key components of your business plan that requires deep research and a thorough understanding of your industry.

We can categorize the process of writing a good market analysis section into the following steps:

  • Stating the objective of your market analysis—e.g., investor funding.
  • Industry study—market size, growth potential, market trends, etc.
  • Identifying target market—based on user behavior and demographics.
  • Analyzing direct and indirect competitors.
  • Calculating market share—understanding TAM, SAM, and SOM.
  • Knowing regulations and restrictions
  • Organizing data and writing the first draft.

Writing a marketing analysis section can be overwhelming, but using ChatGPT for market research can make things easier.

About the Author

free real estate investing business plan template

Vinay Kevadiya

Vinay Kevadiya is the founder and CEO of Upmetrics, the #1 business planning software. His ultimate goal with Upmetrics is to revolutionize how entrepreneurs create, manage, and execute their business plans. He enjoys sharing his insights on business planning and other relevant topics through his articles and blog posts. Read more

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How to Create a Real Estate Investment Business Plan for Residential Rental Properties (Free Template)

free real estate investing business plan template

Ready to unlock the potential of real estate investment and build your financial future? Whether you’re an experienced investor or just starting out , crafting a well-thought-out business plan is critical if you're to succeed in the world of residential rental properties. 

This article will guide you through the essential steps, considerations, and components of creating a real estate investment business plan. Plus, we've got a valuable free template to make your journey even more manageable.

Why You Need a Business Plan for Real Estate Investment

Crafting an effective real estate investment business plan is about more than paperwork; it's about turning your aspirations into achievements.

Creating a formalized business plan for your real estate investment venture is tantamount to success. It forces you—the investor—to organize your thoughts, feelings, goals, and ideas moving forward in the business in a single, powerful document. 

Remember, this is a living document meant to be flexible as your business grows or changes tactics over the years. It keeps you on target, helps expand your business, and keeps your financial goals on track. 

It’s also a helpful document for potential investors, creditors, and partners to peruse before pursuing a business venture with you. 

And speaking of collaborators, finding sample real estate investment business plans or a template to download to get you started is a good idea. But before diving into that, let's look at a few general considerations that will shape your plan.

General Considerations for a Real Estate Investment Business Plan

Before you start actually writing your business plan, there are a few general considerations to keep in mind:

  • The Why. When you start any new venture, it’s good to know you’ve got the strength to realize your goals, even when things get tricky. Defining why you’re embarking upon this real estate investment journey is necessary if you want  to reach your destination. Why do you want to invest in real estate? To create financial independence? To serve the community? To provide for your family? Everyone’s “why” is unique to them. As such, your underlying motivation should be the starting point of creating a business plan. Everything follows from this origin.
  • Financial Goals. Next, it’s wise to consider your financial goals. What are you hoping to accomplish financially? This is a business, and having defined financial goals will help keep your real estate investments trending in the right direction. 
  • Timeline. When do you want to achieve all this? Are you taking this business from now until retirement or looking to flip a few houses before the decade closes? Having a general timeline in mind when planning means you’ll be realistic about what goals you can accomplish. 
  • Real Estate Investment Strategy. There are countless ways to jumpstart your real estate investments. Doing a bit of research to discover which real estate investment strategies best suit your financial goals and desired timeline will ensure your business plan is realistic moving forward.

These considerations form the foundation of your real estate investment business plan. But how do you piece it together and create a comprehensive, winning document? 

Spoiler alert: Property managers can be your secret weapon in crafting an airtight plan and guiding you through your investment journey. 

But first, let's explore the essential components of your business plan and how a property manager can make the process smoother.

Essential Components of a Business Plan for Real Estate Investment 

A well-thought-out business plan for real estate investment should help you secure the financing and partnerships needed to bring your dream to fruition. 

To do this, it must include the following components:

  • Executive Summary: a bird’s eye view. The first section of a business plan is like an abstract for a research paper. Here, you’ll introduce the plan and give an overview of what comes later in the document. 
  • Define your team. Who are you bringing on this journey? What are their qualifications? This section can attract new investors and partners by touting the team's accomplishments. 
  • Outline marketing strategy. A business plan won’t succeed without a marketing strategy to connect with potential clients, in this case, future tenants. Your real estate business plan must include understanding the need for top-quality marketing and a method to market your business successfully. Will you run social media ads? Rent local billboard space? 
  • Demonstrate initiative and a willingness to learn. Include a section to show that you know this industry, have researched the competition, and are aware of local real estate market trends and areas for growth. This will communicate to potential investors you’re willing to put in the elbow grease it takes to succeed long-term in this business. 
  • Describe the “What”. What services will you offer? What type of properties will you invest in? What are the next steps to your plan moving forward? 

As you dive deeper into your real estate investment journey, remember that the strength of every property manager relationship reflects the property owner's dedication. 

How to Create a Residential Real Estate Business Plan Quickly 

If you're looking to create a residential real estate business plan quickly, here are a few must-have tips to get you started:

  • Define: Mission. Vision. Values. A business is only as strong as its “big three” pillars: the mission, vision, and values. Begin your business plan by defining what the purpose of your business is (its mission), your plan to bring this mission to life (vision), and the values that will guide your actions when the going gets tough. Careful consideration of these will give you clarity when finding team members to build your business later on. You need people who click with what your business stands for. 
  • Identify short and long-term goals. A real estate business is only as successful as it prepares to be. Remember the adage: if you fail to plan, you plan to fail. Spending time identifying short (3-12 months out) and long (1-5 years in the future) term goals gives you and your team ways to mark the journey to success with well-defined milestones. 
  • Figure out the finances. How will you fund your business? There are many ways to find capital to bring your real estate business plan to life, but you may have to get creative. And you’ll need to stay organized and on task to bring your financial goals to fruition. 
  • Find the perfect property manager. The quickest way to accomplish this magnificent business plan you’re creating? Hire a property manager to help you skip the grunt work. But while finding the right manager for your business isn’t easy—you’ll need to research and interview several property managers before you get a feel for what’s best for you—the road will be much less bumpy with a solid business plan in hand. 

How a Property Manager Can Help You Create a Real Estate Investment Business Plan

A property manager can help you create a real estate investment business plan in five important  ways. 

  • Provide you with insights into the local real estate market.
  • Help you identify and evaluate potential investment properties.
  • Help you develop a marketing strategy to attract tenants.
  • Help you manage your finances and keep track of your expenses.
  • Provide you with guidance and support throughout the investment process.

When you enter property manager interviews armed with a robust business plan, you demonstrate your commitment and pave the way for a successful partnership. 

Ultimately, creating the ideal business plan for real estate investment begins with you. Every property manager relationship is only as strong as the drive of the property owner. 

Download APM’s free sample real estate investment business plan template to get started.

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How To Write A Real Estate Business Plan

free real estate investing business plan template

What is a real estate business plan?

8 must-haves in a business plan

How to write a business plan

Real estate business plan tips

Success in the real estate investing industry won’t happen overnight, and it definitely won’t happen without proper planning or implementation. For entrepreneurs, a  real estate development business plan can serve as a road map to all of your business operations. Simply put, a real estate business plan will serve an essential role in forming your investing career.

Investors will need to strategize several key elements to create a successful business plan. These include future goals, company values, financing strategies, and more. Once complete, a business plan can create the foundation for smooth operations and outline a future with unlimited potential for your investing career. Keep reading to learn how to create a real estate investment business plan today.

What Is A Real Estate Investing Business Plan?

A real estate business plan is a living document that provides the framework for business operations and goals. A business plan will include future goals for the company and organized steps to get there. While business plans can vary from investor to investor, they will typically include planning for one to five years at a time.

Drafting a business plan for real estate investing purposes is, without a doubt, one of the single most important steps a new investor can take. An REI business plan will help you avoid potential obstacles while simultaneously placing you in a position to succeed. It is a blueprint to follow when things are going according to plan and even when they veer off course. If for nothing else, a real estate company’s business plan will ensure that investors know which steps to follow to achieve their goals. In many ways, nothing is more valuable to today’s investors. It is the plan, after all, to follow the most direct path to success.

real estate investing business plan

8 Must-Haves In A Real Estate Business Plan

As a whole, a real estate business plan should address a company’s short and long-term goals. To accurately portray a company’s vision, the right business plan will require more information than a future vision. A strong real estate investing business plan will provide a detailed look at its ins and outs. This can include the organizational structure, financial information, marketing outline, and more.  When done right, it will serve as a comprehensive overview for anyone who interacts with your business, whether internally or externally.

That said, creating an REI business plan will require a persistent attention to detail. For new investors drafting a real estate company business plan may seem like a daunting task, and quite honestly it is. The secret is knowing which ingredients must be added (and when). Below are seven must-haves for a well executed business plan:

Outline the company values and mission statement.

Break down future goals into short and long term.

Strategize the strengths and weaknesses of the company.

Formulate the best investment strategy for each property and your respective goals.

Include potential marketing and branding efforts.

State how the company will be financed (and by whom).

Explain who is working for the business.

Answer any “what ifs” with backup plans and exit strategies.

These components matter the most, and a quality real estate business plan will delve into each category to ensure maximum optimization.

A company vision statement is essentially your mission statement and values. While these may not be the first step in planning your company, a vision will be crucial to the success of your business. Company values will guide you through investment decisions and inspire others to work with your business time and time again. They should align potential employees, lenders, and possible tenants with the motivations behind your company.

Before writing your company vision, think through examples you like both in and out of the real estate industry. Is there a company whose values you identify with? Or, are there mission statements you dislike? Use other companies as a starting point when creating your own set of values. Feel free to reach out to your mentor or other network connections for feedback as you plan. Most importantly, think about the qualities you value and how they can fit into your business plan.

Goals are one of the most important elements in a successful business plan. This is because not only do goals provide an end goal for your company, but they also outline the steps required to get there. It can be helpful to think about goals in two categories: short-term and long-term. Long-term goals will typically outline your plans for the company. These can include ideal investment types, profit numbers, and company size. Short-term goals are the smaller, actionable steps required to get there.

For example, one long-term business goal could be to land four wholesale deals by the end of the year. Short-term goals will make this more achievable by breaking it into smaller steps. A few short-term goals that might help you land those four wholesale deals could be to create a direct mail campaign for your market area, establish a buyers list with 50 contacts, and secure your first property under contract. Breaking down long-term goals is a great way to hold yourself accountable, create deadlines and accomplish what you set out to.

3. SWOT Analysis

SWOT stands for strengths, weaknesses, opportunities, and threats. A SWOT analysis involves thinking through each of these areas as you evaluate your company and potential competitors. This framework allows business owners to better understand what is working for the company and identify potential areas for improvement. SWOT analyses are used across industries as a way to create more actionable solutions to potential issues.

To think through a SWOT analysis for your real estate business plan, first, identify your company’s potential strengths and weaknesses. Do you have high-quality tenants? Are you struggling to raise capital? Be honest with yourself as you write out each category. Then, take a step back and look at your market area and competitors to identify threats and opportunities. A potential threat could be whether or not your rental prices are in line with comparable properties. On the other hand, a potential opportunity could boost your property’s amenities to be more competitive in the area.

4. Investment Strategy

Any good real estate investment business plan requires the ability to implement a sound investment strategy. If for nothing else, there are several exit strategies a business may execute to secure profits: rehabbing, wholesaling, and renting — to name a few. Investors will want to analyze their market and determine which strategy will best suit their goals. Those with long-term retirement goals may want to consider leaning heavily into rental properties. However, those without the funds to build a rental portfolio may want to consider getting started by wholesaling. Whatever the case may be, now is the time to figure out what you want to do with each property you come across. It is important to note, however, that this strategy will change from property to property. Therefore, investors need to determine their exit strategy based on the asset and their current goals. This section needs to be added to a real estate investment business plan because it will come in handy once a prospective deal is found.

5. Marketing Plan

While marketing may seem like the cherry on top of a sound business plan, marketing efforts will actually play an integral role in your business’s foundation. A marketing plan should include your business logo, website, social media outlets, and advertising efforts. Together these elements can build a solid brand for your business, which will help you build a strong business reputation and ultimately build trust with investors, clients, and more.

First, to plan your marketing, think about how your brand can illustrate the company values and mission statement you have created. Consider the ways you can incorporate your vision into your logo or website. Remember, in addition to attracting new clients, marketing efforts can also help maintain relationships with existing connections. For a step by step guide to drafting a real estate marketing plan , be sure to read this guide.

6. Financing Plan

Writing the financial portion of a business plan can be tricky, especially if you are starting your business. As a general rule, a financial plan will include the income statement, cash flow, and balance sheet for a business. A financial plan should also include short and long-term goals regarding the profits and losses of a company. Together, this information will help make business decisions, raise capital, and report on business performance.

Perhaps the most important factor when creating a financial plan is accuracy. While many investors want to report on high profits or low losses, manipulating data will not boost your business performance in any way. Come up with a system of organization that works for you and always ensure your financial statements are authentic. As a whole, a financial plan should help you identify what is and isn’t working for your business.

7. Teams & Small Business Systems

No successful business plan is complete without an outline of the operations and management. Think: how your business is being run and by whom. This information will include the organizational structure, office management (if any), and an outline of any ongoing projects or properties. Investors can even include future goals for team growth and operational changes when planning this information.

Even if you are just starting or have yet to launch your business, it is still necessary to plan your business structure. Start by planning what tasks you will be responsible for, and look for areas you will need help with. If you have a business partner, think through your strengths and weaknesses and look for areas you can best complement each other. For additional guidance, set up a meeting with your real estate mentor. They can provide valuable insights into their own business structure, which can serve as a jumping-off point for your planning.

8. Exit Strategies & Back Up Plans

Believe it or not, every successful company out there has a backup plan. Businesses fail every day, but investors can position themselves to survive even the worst-case scenario by creating a backup plan. That’s why it’s crucial to strategize alternative exit strategies and backup plans for your investment business. These will help you create a plan of action if something goes wrong and help you address any potential problems before they happen.

This section of a business plan should answer all of the “what if” questions a potential lender, employee, or client might have. What if a property remains on the market for longer than expected? What if a seller backs out before closing? What if a property has a higher than average vacancy rate? These questions (and many more) are worth thinking through as you create your business plan.

How To Write A Real Estate Investment Business Plan: Template

The impact of a truly great real estate investment business plan can last for the duration of your entire career, whereas a poor plan can get in the way of your future goals. The truth is: a real estate business plan is of the utmost importance, and as a new investor it deserves your undivided attention. Again, writing a business plan for real estate investing is no simple task, but it can be done correctly. Follow our real estate investment business plan template to ensure you get it right the first time around:

Write an executive summary that provides a birds eye view of the company.

Include a description of company goals and how you plan to achieve them.

Demonstrate your expertise with a thorough market analysis.

Specify who is working at your company and their qualifications.

Summarize what products and services your business has to offer.

Outline the intended marketing strategy for each aspect of your business.

1. Executive Summary

The first step is to define your mission and vision. In a nutshell, your executive summary is a snapshot of your business as a whole, and it will generally include a mission statement, company description, growth data, products and services, financial strategy, and future aspirations. This is the “why” of your business plan, and it should be clearly defined.

2. Company Description

The next step is to examine your business and provide a high-level review of the various elements, including goals and how you intend to achieve them. Investors should describe the nature of their business, as well as their targeted marketplace. Explain how services or products will meet said needs, address specific customers, organizations, or businesses the company will serve, and explain the competitive advantage the business offers.

3. Market Analysis

This section will identify and illustrate your knowledge of the industry. It will generally consist of information about your target market, including distinguishing characteristics, size, market shares, and pricing and gross margin targets. A thorough market outline will also include your SWOT analysis.

4. Organization & Management

This is where you explain who does what in your business. This section should include your company’s organizational structure, details of the ownership, profiles on the management team, and qualifications. While this may seem unnecessary as a real estate investor, the people reading your business plan may want to know who’s in charge. Make sure you leave no stone unturned.

5. Services Or Products

What are you selling? How will it benefit your customers? This is the part of your real estate business plan where you provide information on your product or service, including its benefits over competitors. In essence, it will offer a description of your product/service, details on its life cycle, information on intellectual property, as well as research and development activities, which could include future R&D activities and efforts. Since real estate investment is more of a service, beginner investors must identify why their service is better than others in the industry. It could include experience.

6. Marketing Strategy

A marketing strategy will generally encompass how a business owner intends to market or sell their product and service. This includes a market penetration strategy, a plan for future growth, distribution channels, and a comprehensive communication strategy. When creating a marketing strategy for a real estate business plan, investors should think about how they plan to identify and contact new leads. They should then think about the various communication options: social media, direct mail, a company website, etc. Your business plan’s marketing portion should essentially cover the practical steps of operating and growing your business.

real estate investor business plan

Additional Real Estate Business Plan Tips

A successful business plan is no impossible to create; however, it will take time to get it right. Here are a few extra tips to keep in mind as you develop a plan for your real estate investing business:

Tailor Your Executive Summary To Different Audiences: An executive summary will open your business plan and introduce the company. Though the bulk of your business plan will remain consistent, the executive summary should be tailored to the specific audience at hand. A business plan is not only for you but potential investors, lenders, and clients. Keep your intended audience in mind when drafting the executive summary and answer any potential questions they may have.

Articulate What You Want: Too often, investors working on their business plan will hide what they are looking for, whether it be funding or a joint venture. Do not bury the lede when trying to get your point across. Be clear about your goals up front in a business plan, and get your point across early.

Prove You Know The Market: When you write the company description, it is crucial to include information about your market area. This could include average sale prices, median income, vacancy rates, and more. If you intend to acquire rental properties, you may even want to go a step further and answer questions about new developments and housing trends. Show that you have your finger on the pulse of a market, and your business plan will be much more compelling for those who read it.

Do Homework On The Competition: Many real estate business plans fail to fully analyze the competition. This may be partly because it can be difficult to see what your competitors are doing, unlike a business with tangible products. While you won’t get a tour of a competitor’s company, you can play prospect and see what they offer. Subscribe to their newsletter, check out their website, or visit their open house. Getting a first-hand look at what others are doing in your market can greatly help create a business plan.

Be Realistic With Your Operations & Management: It can be easy to overestimate your projections when creating a business plan, specifically when it comes to the organization and management section. Some investors will claim they do everything themselves, while others predict hiring a much larger team than they do. It is important to really think through how your business will operate regularly. When writing your business plan, be realistic about what needs to be done and who will be doing it.

Create Example Deals: At this point, investors will want to find a way to illustrate their plans moving forward. Literally or figuratively, illustrate the steps involved in future deals: purchases, cash flow, appreciation, sales, trades, 1031 exchanges, cash-on-cash return, and more. Doing so should give investors a good idea of what their deals will look like in the future. While it’s not guaranteed to happen, envisioning things has a way of making them easier in the future.

Schedule Business Update Sessions: Your real estate business plan is not an ironclad document that you complete and then never look at again. It’s an evolving outline that should continually be reviewed and tweaked. One good technique is to schedule regular review sessions to go over your business plan. Look for ways to improve and streamline your business plan so it’s as clear and persuasive as you want it to be.

Reevauating Your Real Estate Business Plan

A business plan will serve as a guide for every decision you make in your company, which is exactly why it should be reevaluated regularly. It is recommended to reassess your business plan each year to account for growth and changes. This will allow you to update your business goals, accounting books, and organizational structures. While you want to avoid changing things like your logo or branding too frequently, it can be helpful to update department budgets or business procedures each year.

The size of your business is crucial to keep in mind as you reevaluate annually. Not only in terms of employees and management structures but also in terms of marketing plans and business activities. Always incorporate new expenses and income into your business plan to help ensure you make the most of your resources. This will help your business stay on an upward trajectory over time and allow you to stay focused on your end goals.

Above all else, a  real estate development business plan will be inspiring and informative. It should reveal why your business is more than just a dream and include actionable steps to make your vision a reality. No matter where you are with your investing career, a detailed business plan can guide your future in more ways than one. After all, a thorough plan will anticipate the best path to success. Follow the template above as you plan your real estate business, and make sure it’s a good one.

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Every real estate investing business should have a plan.

If you haven’t taken the time to sit down and map out a strategy for your business, download this FREE guide specifically designed to help real estate investors narrow their focus and create a business plan.

This real estate investing business plan template covers

  • Executive Summary
  • Business Description
  • Competitive Analysis
  • Building Credibility
  • Marketing Strategy
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Business Plan Template for Real Estate Investment

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Thinking of venturing into the world of real estate investment? It's a lucrative market, but it requires careful planning and strategy to maximize your returns. That's where ClickUp's Business Plan Template for Real Estate Investment comes in!

This template has everything you need to create a comprehensive business plan, including:

  • Clearly defined investment goals and objectives
  • Strategies for property acquisition and management
  • Financial projections and analysis to ensure profitability
  • Risk assessment and contingency plans for unforeseen challenges
  • Exit strategies to optimize your returns

With ClickUp's Business Plan Template, you'll have a clear roadmap to guide your investment decisions, attract potential investors or lenders, and ultimately achieve success in the competitive real estate market. Start building your empire today!

Business Plan Template for Real Estate Investment Benefits

When it comes to real estate investment, having a solid business plan is essential. The Business Plan Template for Real Estate Investment offers a range of benefits that can help investors succeed in the market:

  • Provides a clear roadmap for achieving investment goals and objectives
  • Guides decision-making by outlining strategies for property acquisition and management
  • Enables accurate financial projections, ensuring investors can maximize returns
  • Assists in assessing and managing risks associated with real estate investments
  • Attracts potential investors or lenders by showcasing a well-structured and professional plan
  • Helps investors develop effective exit strategies for their investments, ensuring a smooth transition when needed

With the Business Plan Template for Real Estate Investment, investors can confidently navigate the complex world of real estate and achieve their investment objectives.

Main Elements of Real Estate Investment Business Plan Template

When it comes to real estate investment, having a solid business plan is key to success. ClickUp's Business Plan Template for Real Estate Investment provides all the tools you need to create a comprehensive plan tailored to your investment goals.

Custom Statuses: Track the progress of each section of your business plan with statuses like Complete, In Progress, Needs Revision, and To Do, ensuring that every step is accounted for and nothing falls through the cracks.

Custom Fields: Utilize custom fields such as Reference, Approved, and Section to add important details and categorize different aspects of your business plan, making it easy to navigate and update as needed.

Different Views: Choose from a variety of views like Topics, Status, Timeline, Business Plan, and Getting Started Guide to visualize your business plan in different ways, ensuring that you have a clear understanding of the big picture while also being able to focus on specific details.

Collaboration: Collaborate with your team, share documents, assign tasks, and set due dates directly within ClickUp, streamlining communication and ensuring everyone is on the same page.

With ClickUp's Business Plan Template for Real Estate Investment, you'll have all the tools you need to create a comprehensive and organized plan that sets you up for success in the competitive world of real estate investment.

How To Use Business Plan Template for Real Estate Investment

If you're looking to create a business plan for your real estate investment venture, follow these steps to make the most of the Business Plan Template in ClickUp:

1. Define your investment strategy

Start by clearly defining your investment strategy. Determine if you want to focus on residential properties, commercial properties, or a mix of both. Consider factors such as location, property types, and target market. Having a clear investment strategy will guide your decision-making process and help you set realistic goals.

Use the Docs feature in ClickUp to outline your investment strategy, including your target market, investment criteria, and long-term goals.

2. Conduct market research

Before diving into the real estate market, it's essential to conduct thorough market research. Analyze trends, property values, rental rates, and competition in your target area. This information will help you identify the most profitable investment opportunities and make informed decisions.

Create tasks in ClickUp to track your market research activities, such as analyzing market data, attending local real estate events, and networking with industry professionals.

3. Identify potential properties

Once you have a clear understanding of the market, start identifying potential properties that align with your investment strategy. Look for properties that offer good ROI potential, have strong rental demand, and fit within your budget. Consider factors such as location, property condition, and potential for value appreciation.

Utilize custom fields in ClickUp to track property details, including location, price, potential rental income, and any unique features or considerations.

4. Analyze financials

Analyze the financial aspects of each potential property to determine its profitability. Consider factors such as purchase price, renovation costs, rental income, operating expenses, and projected cash flow. This analysis will help you assess the financial viability of each investment opportunity and make informed decisions.

Use the Table view in ClickUp to create a financial analysis spreadsheet, including revenue projections, expense breakdowns, and cash flow calculations.

5. Develop a marketing and management plan

Outline your marketing and management strategies for each investment property. Determine how you will attract tenants, advertise vacancies, and maintain the property. Consider hiring property management services or handling management tasks yourself. Additionally, create a marketing plan to ensure your properties are effectively marketed to potential tenants.

Utilize the Goals feature in ClickUp to set specific marketing and management goals for each property, such as achieving a target occupancy rate or implementing a maintenance schedule.

6. Monitor and adjust

Once your business plan is in action, continuously monitor the performance of your investments and make adjustments as needed. Regularly review your financials, assess market conditions, and stay updated on industry trends. This will help you identify opportunities for improvement and ensure your investment strategy remains aligned with your goals.

Set up recurring tasks in ClickUp to regularly review and update your business plan, including financial analysis, market research, and goal tracking.

Get Started with ClickUp’s Business Plan Template for Real Estate Investment

Real estate investors can use this Business Plan Template for Real Estate Investment to streamline their planning process and ensure a comprehensive and well-structured business plan.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a solid business plan:

  • Use the Topics View to outline the different sections of your business plan, such as executive summary, market analysis, investment strategy, financial projections, and more
  • The Status View will help you track the progress of each section, categorizing them as Complete, In Progress, Needs Revision, or To Do
  • Utilize the Timeline View to set deadlines and milestones for each section, ensuring that your business plan is completed on time
  • The Business Plan View provides an overview of your entire plan, allowing you to easily navigate and review all sections
  • Use the Getting Started Guide View to access helpful resources and tips on how to effectively use the template and create a successful business plan
  • Customize the template by adding the custom fields Reference, Approved, and Section to provide additional information and categorize your plan
  • Update statuses, custom fields, and other information as you progress through each section to keep stakeholders informed and ensure a comprehensive plan.
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The Impact Investor | ESG Investing Blog

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Investing for financial return is only part of the equation.

12 Best Real Estate Investing Business Plan Templates

Updated on September 26, 2023

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Investing in real estate can be lucrative, regardless of whether you make it your primary business or a side hustle. It can be a great source of ongoing income and profits from appreciation. Investing in real estate is also an excellent way to build wealth. These are some real estate investing business plan templates to help you get started.

Table of Contents

Key Components of a Real Estate Investment Business Plan

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However, real estate investing requires a business plan, as with all business ventures. A business plan is necessary to guide your decision-making and growth and help you finance your real estate and business operations.

A real estate investing business plan includes several components.

The executive summary introduces your business and provides an overview of your business and the contents of your business plan. It describes how you plan to succeed at your business. It also includes your mission and vision statement.

Your mission and vision statement articulates the values and direction of your real estate business. It is the guiding star that you use for developing your strategy. The mission statement should inspire customers and your team.

You’ll develop your mission and vision statement first, and your strategy will fit your vision. To create your mission and vision statement, consider companies that you admire. (They can be from any industry.) Then, find their mission and vision statements and use them to develop your own.

Your executive summary is the first part of your plan. However, you wait to write the executive summary after you’ve written the rest of the plan.

Your business plan should contain a brief overview of your company, your management team, and your expertise. It describes your legal structure, such as whether you are an S-Corp., LLC, or corporation.

It also describes the type of real estate investing business you will operate; for example, do you plan to make long-term investments in rental properties or embrace a short-term investment strategy where you buy a fixer-upper, renovate it and sell it quickly at a profit?

You’ll provide further details on your company in the rest of the business plan.

This section includes a market analysis, including any market trends that may affect your business. Writing this section requires that you research the business, which educates you. It also should prove to potential funding sources that you are knowledgeable.

The industry analysis section should include answers to several questions, such as

  • How big is the market?
  • Is it increasing or decreasing?
  • What trends are affecting the industry?
  • Who are your key competitors?

See Related: Predictive Analytics in Banking: Enhancing Financial Decision-making

Although you briefly mention your strategy for your investment properties in the company description, you’ll deal with it in depth. You’ll also discuss how your strategy will help you meet your business and personal goals.

For example, you may purchase real estate and want to focus on long-term investments that produce income while also appreciating. However, until you can build up sufficient capital, you may engage in wholesaling, where you put a contract on a home and then find an investor to buy it.

Your strategy should also include the types of properties you will invest in, for example, single-family homes, apartment buildings, or commercial properties. If your investments are within a specific geography, you’ll also list that geography in this section.

The customer analysis section briefly overviews your target customers, for example, renters or home buyers. A well-researched customer analysis will break their target market into demographic and psychographic groups.

The competitive analysis section overviews your competitors, their target market, products and services, and marketing share. Many real estate business plans also analyze their strengths, weaknesses, opportunities, and threats (SWOT), especially concerning their competitors. A SWOT analysis is an excellent way to find solutions to potential challenges.

The SWOT analysis starts with strengths and weaknesses. You might consider questions such as

  • Are you successful at finding high-quality tenants?
  • What is your track record in identifying good properties to renovate and sell?
  • What is your competitive advantage, i.e., what do you do better than your competitors?
  • How successful are you at raising capital?

The SWOT analysis also looks at opportunities and threats. A potential opportunity could be a new subway stop opening near a property you own that could boost its desirability or an opportunity to increase amenities at one of your apartment complexes. A threat could be a competitor renting similar properties at a lower price.

The marketing plan is a critical component of any business plan. The marketing plan should include

  • Your business logo. Your logo should reflect your mission statement in some way.
  • The value proposition of your real estate investing business. The value proposition is what the business offers customers that is unique.
  • Promotions strategy, including how you’ll gain referrals, use the Internet and social media, advertise in publications, and undertake other promotions.
  • Your plan to develop, maintain, and grow relationships with potential customers.
  • The type of products or services you will offer are property management services, renovated homes, or brokerage services.
  • Your pricing strategy and how that compares with competitors.

The Operations Plan describes how you operate from day to day. It includes information on how you:

  • Find properties to acquire
  • Oversee renovations
  • Market properties when you wish to sell them
  • Determine when to sell

It also should include information on how your company’s organizational structure is organized, the status of specific projects, milestones you expect to reach and when, and the steps you’ll take to reach them.

See Related: Free Financial Advisors to Start Financial Planning

You’ll have briefly discussed the expertise of your management team as a whole. You want to provide details in your real estate investment business plan. Highlight the experience of each key team member, emphasizing how each member will help you reach your business goals.

If you feel your team lacks experience, consider assembling an advisory board of experienced real estate professionals and noting the board’s existence in this section.

Also, note if you plan to hire additional managers as your real estate investment business reaches certain milestones. List what experience and skills you’ll seek in your new hires.

Financial information is a significant component of a real estate investment business plan. Begin this section by specifying the source of your revenue as well as what drives your costs. If the purpose of your business plan is to receive funding, state the amount of funding you need and what you’ll use it for.

Then, include financial projections for your real estate investment property and business for the next five years. You’ll include several types of financial statements in your financial plan. In each statement, you’ll also include the assumptions you used to arrive at the projects.

Income Statement

The income statement (or profit and loss statement) shows the revenues minus the costs to show the amount of profit. To derive your revenue projections, you’ll need to assume a certain level of sales or number of rental units at a specific price.

Your costs would include maintenance, repair, or renovation costs, salaries and commissions, office rent (if any), marketing costs, and the cost of utilities and software. Do market research to base your assumptions on reality as much as possible.

Balance Sheet

The balance sheet is a snapshot of the assets and liabilities of your real estate investing business at a specific time. You’ll project assets, such as cash, real estate, and accounts receivables, for each of the five years. You’ll also project liabilities, such as debt and accounts payable. You’ll also launch the amount of equity for each of the five years.

Cash Flow Statements

The cash flow situation of a real estate investment business can significantly affect its success. Some businesses turn a profit but end up in bankruptcy because their cash flow is insufficient to pay bills when they are due.

For example, suppose a new commercial tenant requests a significant build-out. You’ll have to front the money to make the improvements and may not recoup it until the tenant has paid six months or more of rent. You may also have other expenses during that time.

If you have no other source of income, you could run out of money before you recoup your investment. Remember to list the assumptions that led you to project the cash flow as you did.

If potential funding sources will be scrutinizing your plan, add an appendix. The appendix might include all the documents related to your financial plans, such as leases and a potential exit strategy, as needed.

See Related: Best Green Companies to Invest in 2023

Writing a business plan requires considerable research and strategy skills. It also requires a significant time commitment. Templates help reduce the time you need to write your business plan.

Many types of organizations offer business plan templates that you can download for free, although you may have to leave your email. Here are free business plan templates for the real estate investor.

Growthink Homepage

Growthink  is a consulting firm that helps companies develop business plans and raise capital. Its co-founders, Dave Lavinsky and Jay Turo, graduated from the Anderson School of Management at UCLA and started Growthink to help entrepreneurs grow their businesses. The company’s values are “Integrity,” “Courage,” and “Positivity.”

Lavinsky  has designed  a real estate investing business plan template that includes most of the key elements above. Lavinsky also provides advice on how to complete each section.

Fit Small Business Homepage

Fit Small Business  is an online publication to answer questions from small business owners across all industries. It has industry-specific experts and a management team that supports the experts. The company, founded in 2013, claims 80,000 readers.

The publication provides tips on how to write your vision and mission statement, complete your SWOT analysis, and choose an investing model. It also provides tips on measuring business success, writing a company summary, and developing a financial plan. Its business plan template is free and  downloadable.

Upmetrics Homepage

Upmetrics  is a data analysis and data management software company. Its software is designed to help startups plan. Based in India, its software is used worldwide.

The company aims to help spark business growth, promote job creation, and help foster personal wealth. In addition to software, the company’s website offers several small business guides and resources.

The company provides 200 sample business plans across several industries, including  one  for a real estate investing business. It also explains the various sections of the plan and tips on completing the sections.

See Related: Best Real Estate Investment Websites

FortuneBuilders Homepage

FortuneBuilders  teaches people how to invest in real estate through courses, coaching, books, and podcasts. Its four founders have considerable experience in the real estate investment market, having invested more than $1 billion in residential and commercial properties.

They still manage real estate projects, generally 25 to 40 at a time. They also provide additional information through their blogs.

FortuneBuilders  bases its  real estate investing business plan template around eight “must-haves,” including a mission statement, goals, strengths and weakness analysis, investment strategy for each property, marketing plan, management team bios, explanation of financing, and answers to “what if” questions. The introduction to its full business planning template also has excellent information to help you determine whether you are likely to succeed in the real estate investment business.

BusinessPlanTemplate.com Homepage

BusinessPlanTemplate.com  has over 250 customizable business plans for small businesses across many industries. Dave Lavinsky, also a co-founder of Growthink, founded BusinessPlanTemplate.com more than 20 years ago, and BusinessPlanTemplate.com is a subsidiary of Growthink.

The company claims to be a leading resource for business plan templates. In addition to templates, it includes advice on writing a business plan.

The company  template  for a real estate investment business is highly detailed, with more than a page on how to write each of the nine sections. It is also updated for 2023.

PlanBuildr Homepage

PlanBuildr  is another Growthink company founded by Dave Lavinsky, who serves as its president. The company’s management team has deep entrepreneurial experience. Lavinsky, a managing partner in several other entrepreneurial ventures, previously worked as a marketing consultant.

Jay Turo is the CEO. Turo works with Lavinsky in many of his other ventures. He has an MBA and a bachelor’s degree in international business.

The PlanBuildr real estate investment business plan template includes  sections  on the investment company’s success factors and most of the standard business plan sections. The customizable plan is also downloadable.

Real Estate Investing.org Homepage

Real Estate Investing.org  aims to help families “replace their income with passive income.” The company claims to have more than 25,000 investors.

It has articles and stories to help real estate investors succeed. Its values include having an abundance mindset and always empowering others.

Founder Eric Bowlin is an experienced real estate investor who has managed a portfolio of 450 properties. Real Estate Investing.org’s business plan template provides extensive advice on successfully projecting financials.

It also provides some information on other sections of the  plan.  Although you can download a plan for free, the plan’s information includes a link to a business plan software solution that you purchase.

IncFile Homepage

IncFile  helps small businesses manage the paperwork for forming or dissolving a new business or obtaining a trademark. The company also helps businesses develop an annual report and provides a free tax consultation.

It features a lot of information on business entity types. It claims to have more than 1 million customers.

IncFile’s blog contains several guides for startups, including a guide and template for a business plan for a real estate investment business. In addition to the more common sections of the business plan, it also  includes a section  on a backup business plan writing too. It links with a  template.

Carrot Homepage

Carrot  is an online lead generation hub for real estate agents and investors. The company says its members convert leads at a rate of seven times that of nonmembers and earn a profit that is $14,000 greater on each lead.

Carrot also provides SEO and other tools to help real estate business owners market and run their businesses. CEO Trevor Mauch is an experienced real estate investor with expertise in inbound marketing.

Carrot also includes advice on how a real estate investment business can develop a business plan. Its  free template  includes an executive summary, business description, competitive analysis, building credibility section, and marketing strategy.

See Related: Ways to Start Investing in Apartment Buildings

More than 19,000 people have downloaded the Wiki Download real estate investment business template. Available in a PDF or Microsoft Word format, the 12-page document outlines the business plan and uses questions to take you through developing a simple real estate investment plan yourself.

Sections include the executive summary, market analysis, implementation plan (operations plan), marketing efforts, sales strategy, financial forecasts, and assumptions.

Truic Homepage

Truic  provides business services such as business organization, accounting, and business banking. It provides many of these services through partners and receives a referral commission.

It also provides classes on setting up a small business. The company is mainly focused on helping LLCs.

Truic offers many guides for small business owners; the real estate investment business template is one of those guides. Truic’s real estate business plan guide primarily aims at those who invest in and sell residential properties. Its  template  also differs slightly from others because it starts from the owner’s financial goals.

The owner decides how much they wish to earn, then defines the amount of revenue required, and then the number of houses that must be purchased. It also offers advice on tailoring your business plan to potential readers, including lenders and investors.

Property Geek Homepage

Property Geek’s  business plan template is aimed at property investment businesses. Rob Dix, a writer, founded Property Geek in 2012, and property soon became his life. He later launched Property Hub, which offers free courses and a YouTube channel, and created an investment app called Portfolio.

He also has written books and podcasts on property investment issues. He aims to make property investment fun. His website offers investment strategy, financing, property management software, and tax advice.

Property Geek’s real estate investment business plan development starts by determining goals. Then, you build a strategy to get from where you are now to the goal you hope to achieve.

Much of the strategy is developed around compensating for a lack of cash. The site offers a  free downloadable  business plan worksheet.

A business plan will help you succeed at any real estate investment endeavor, no matter the scale or time frame. Startups with plans are likelier to launch and grow than those without.

No, many companies in the real estate industry offer free worksheets and templates for real estate investment businesses. They also provide advice on writing the plan. Most real estate investors can complete the business plan with these resources. If you need additional advice, you can generally obtain it through the SBA or another nonprofit.

Related Resources

  • Proven Ways to Start Investing in Apartment Complexes
  • Ways to Start Investing in Small Business
  • What is the Impact of Foreigners Investing In US Real Estate?

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Kyle Kroeger, esteemed Purdue University alum and accomplished finance professional, brings a decade of invaluable experience from diverse finance roles in both small and large firms. An astute investor himself, Kyle adeptly navigates the spheres of corporate and client-side finance, always guiding with a principal investor’s sharp acumen.

Hailing from a lineage of industrious Midwestern entrepreneurs and creatives, his business instincts are deeply ingrained. This background fuels his entrepreneurial spirit and underpins his commitment to responsible investment. As the Founder and Owner of The Impact Investor, Kyle fervently advocates for increased awareness of ethically invested funds, empowering individuals to make judicious investment decisions.

Striving to marry financial prudence with positive societal impact, Kyle imparts practical strategies for saving and investing, underlined by a robust ethos of conscientious capitalism. His ambition transcends personal gain, aiming instead to spark transformative global change through the power of responsible investment.

When not immersed in the world of finance, he’s continually captivated by the cultural richness of new cities, relishing the opportunity to learn from diverse societies. This passion for travel is eloquently documented on his site, ViaTravelers.com, where you can delve into his unique experiences via his author profile.

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  • Writing a Business Plan

Writing a business plan may seem a daunting task as there are so many moving parts and concepts to address. Take it one step at a time and be sure to schedule regular review (quarterly, semi-annually, or annually) of your plan to be sure you on are track to meet your goals.

Essential Components of a Real Estate Business Plan

Why Write a Business Plan?

Making a business plan creates the foundation for your business. It provides an easy-to-understand framework and allows you to navigate the unexpected.

Quick Takeaways

  • A good business plan not only creates a road map for your business, but helps you work through your goals and get them on paper
  • Business plans come in many formats and contain many sections, but even the most basic should include a mission and vision statement, marketing plans, and a proposed management structure
  • Business plans can help you get investors and new business partners

Source: Write Your Business Plan: United States Small Business Association

Writing a business plan is imperative to getting your business of the ground. While every plan is different – and most likely depends on the type and size of your business – there are some basic elements you don’t want to ignore.

Latest on this topic

Budget sheet and planner

NAR Library & Archives has already done the research for you. References (formerly Field Guides) offer links to articles, eBooks, websites, statistics, and more to provide a comprehensive overview of perspectives. EBSCO articles ( E ) are available only to NAR members and require the member's nar.realtor login.

Defining Your Mis​sion & Vision

Writing a business plan begins by defining your business’s mission and vision statement. Though creating such a statement may seem like fluff, it is an important exercise. The mission and vision statement sets the foundation upon which to launch your business. It is difficult to move forward successfully without first defining your business and the ideals under which your business operates. A company description should be included as a part of the mission and vision statement. Some questions you should ask yourself include: 

  • What type of real estate do you sell?
  • Where is your business located?
  • Who founded your business?
  • What sets your business apart from your competitors?

What is a Vision Statement ( Business News Daily , Feb. 21, 2023)

How to Write a Mission Statement ( The Balance , Jan. 2, 2020)

How to Write a Mission Statement ( Janel M. Radtke , 1998)

Using a SWOT Analysis to Structure Your Business Plan

Once you’ve created a mission and vision statement, the next step is to develop a SWOT analysis. SWOT stands for “Strengths, Weaknesses, Opportunities, and Threats.” It is difficult to set goals for your business without first enumerating your business’s strengths and weaknesses, and the strengths and weaknesses of your competitors. Evaluate by using the following questions:

  • Do you offer superior customer service as compared with your competitors?
  • Do you specialize in a niche market? What experiences do you have that set you apart from your competitors?
  • What are your competitors’ strengths?
  • Where do you see the market already saturated, and where are there opportunities for expansion and growth?

Strength, Weakness, Opportunity, and Threat (SWOT) ( Investopedia , Apr. 21, 2023)

How to Conduct a SWOT Analysis for Your Small Business ( SCORE , Apr. 28, 2022)

SWOT Analysis Toolbox ( University of Washington )

Setting ​Business Goals

Next, translate your mission and vision into tangible goals. For instance, if your mission statement is to make every client feel like your most important client, think about the following:

  • How specifically will you implement this?
  • Do you want to grow your business?
  • Is this growth measured by gross revenue, profit, personnel, or physical office space?
  • How much growth do you aim for annually?
  • What specific targets will you strive to hit annually in the next few years?

What are Business Goals? Definition, How To Set Business Goals and Examples ( Indeed , Mar. 10, 2023)

Planning and Goal Setting for Small Business ( U.S. Small Business Administration )

  • Regular work goals.
  • Problem-solving goals.
  • Innovative goals.
  • Development goals

Establishing a Format

Most businesses either follow a traditional business plan format or a lean startup plan.

Traditional Business Plan

A traditional business plan is detailed and comprehensive. Writing this business plan takes more time. A traditional business plan typically contains the following elements:

  • Executive Summary
  • Company description
  • Market analysis
  • Organization and management
  • Service or product line
  • Marketing and sales
  • Funding request
  • Financial projections

Lean Startup Plan

A lean startup plan requires high-level focus but is easier to write, with an emphasis on key elements. A lean startup plan typically contains the following elements:

  • Key partnerships
  • Key activities
  • Key resources
  • Value proposition
  • Customer relationships
  • Customer segments
  • Cost structure
  • Revenue stream

Creating a Marketing Plan

You may wish to create a marketing plan as either a section of your business plan or as an addendum. The Marketing Mix concerns product , price , place and promotion .

  • What is your product?
  • How does your price distinguish you from your competitors—is it industry average, upper quartile, or lower quartile?
  • How does your pricing strategy benefit your clients?
  • How and where will you promote your services?
  • What types of promotions will you advertise?
  • Will you ask clients for referrals or use coupons?
  • Which channels will you use to place your marketing message?

Your Guide to Creating a Small Business Marketing Plan ( Business.com , Mar. 22, 2023)

10 Questions You Need to Answer to Create a Powerful Marketing Plan ( The Balance , Jan. 16, 2020)

Developing a Marketing Plan ( Federal Deposit Insurance Corporation )

Forming a Team

Ensuring the cooperation of all colleagues, supervisors, and supervisees involved in your plan is another important element to consider. Some questions to consider are:

  • Is your business plan’s success contingent upon the cooperation of your colleagues?
  • If so, what specifically do you need them to do?
  • How will you evaluate their participation?
  • Are they on-board with the role you have assigned them?
  • How will you get “buy in” from these individuals?

How to Start a Rock-Solid Real Estate Team ( The Close , May 26, 2020)

Don’t Start a Real Estate Team Without Asking Yourself These 8 Questions ( Homelight , Jan. 21, 2020)

Implementing a Business Plan and Reviewing Regularly

Implementation and follow-up are frequently overlooked aspects to the business plan, yet vital to the success of the plan. Set dates (annually, semi-annually, quarterly, or monthly) to review your business plans goals. Consider the following while reviewing:

  • Are you on track?
  • Are the goals reasonable to achieve, impossible, or too easy?
  • How do you measure success—is it by revenue, profit, or number of transactions?

And lastly, think about overall goals.

  • How do you plan to implement your business plan’s goals?
  • When will you review and refine your business plan goals?
  • What process will you use to review your goals?
  • What types of quantitative and qualitative data will you collect and use to measure your success?

These items are only a few sections of a business plan. Depending on your business, you may want to include additional sections in your plan such as a:

  • Cover letter stating the reasoning behind developing a business plan
  • Non-disclosure statement
  • Table of contents

How To Write a Business Proposal Letter (With Examples) ( Indeed , Mar. 10, 2023)

How To Implement Your Business Plan Objectives ( The Balance , Aug. 19, 2022)

The Bottom Line

Creating a business plan may seem daunting, but by understanding your business and market fully, you can create a plan that generates success (however you choose to define it).

Real Estate Business Plans – Samples, Instructional Guides, and Templates

9 Steps to Writing a Real Estate Business Plan + Templates ( The Close , Apr. 17, 2023)

How to Write a Real Estate Business Plan (+Free Template) ( Fit Small Business , Jun. 21, 2022)

The Ultimate Guide to Creating a Real Estate Business Plan + Free Template ( Placester )

Write Your Business Plan ( U.S. Small Business Administration )

General Business Plans – Samples, Instructional Guides, and Templates

Business Plan Template for a Startup Business ( SCORE , May 12, 2023)

Guide to Creating a Business Plan with Template (Business News Daily, Feb. 21, 2023)

Nine Lessons These Entrepreneurs Wish They Knew Before Writing Their First Business Plans ( Forbes , Jul. 25, 2021)

How to Write a Business Plan 101 ( Entrepreneur , Feb. 22, 2021)

Books, eBooks & Other Resources

Ebooks & other resources.

The following eBooks and digital audiobooks are available to NAR members:

20 Minute Manager: Creating Business Plans Gather Your Resources, Describe the Opportunity, Get Buy-in (eBook) E

The Straightforward Business Plan (eBook)

Business Plan Checklist (eBook)

The SWOT Analysis (eBook)

The Business Plan Workbook (eBook)

Start-Up! A Beginner's Guide to Planning a 21st Century Business (eBook)

Complete Book of Business Plans (eBook)

How to Write a Business Plan (eBook)

The Easy Step by Step Guide to Writing a Business Plan and Making it Work (eBook)

Business Planning: 25 Keys to a Sound Business Plan (Audiobook)

Your First Business Plan, 5 th Edition (eBook)

Anatomy of a Business Plan (eBook)

Writing a Business Plan and Making it Work (Audiobook)

The Social Network Business Plan (eBook)

Books, Videos, Research Reports & More

As a member benefit, the following resources and more are available for loan through the NAR Library. Items will be mailed directly to you or made available for pickup at the REALTOR® Building in Chicago.

Writing an Effective Business Plan (Deloitte and Touche, 1999) HD 1375 D37w

Have an idea for a real estate topic? Send us your suggestions .

The inclusion of links on this page does not imply endorsement by the National Association of REALTORS®. NAR makes no representations about whether the content of any external sites which may be linked in this page complies with state or federal laws or regulations or with applicable NAR policies. These links are provided for your convenience only and you rely on them at your own risk.

How to Write a Real Estate Business Plan + Example Templates

Image of a newly built house on the market to signify a real estate business plan

Elon Glucklich

7 min. read

Updated February 7, 2024

Free Download:  Sample Real Estate Business Plan Template

Owning property – it’s one of the cornerstones of the global economy. And with real estate accounting for roughly $3.7 trillion worldwide, it’s no wonder so many people get into the real estate business.

But the real estate industry is constantly evolving, with new technologies and market trends shaping the way people buy, sell and manage properties. Whether you’re looking to start a home buying and selling business, a commercial real estate investment firm, a property management company or real estate investment trust, you need a well-thought-out business plan that not only outlines the steps to create a comprehensive and effective business structure, but also accounts for real estate’s unique challenges and opportunities.

A real estate business plan shares many similarities with a standard business plan. Here on Bplans, we’ve got a great guide already on how to write a traditional business plan .

In this article, we’ll outline the key points to consider when creating a comprehensive and effective business plan for your real estate business. You can also download our free real estate business plan template .

  • Understand licensing requirements

Your business plan will certainly include a company description – this is where you’ll outline your business, including its legal structure, management team and more.

What’s your area of expertise?

Go into detail describing the area or areas of the real estate market you plan to operate in: residential sales, commercial leasing, property management, or more niche markets like luxury real estate or vacation rentals. Your business may want to mix two or more of these segments.

Once you’ve identified your niche, you’ll need to obtain any necessary licenses and permits. This process can be time-consuming and complex, so it’s best to research the requirements ahead of time and create a plan to ensure you’re compliant with all regulations. License and permit requirements vary by state and locality, so be sure to check with your local government to ensure you have all the necessary paperwork filed.

  • Get a good team

Depending on the market segment or segments you’re targeting for your real estate business, you’ll need to identify the team members that will help you get your business off the ground.

Brokers, contractors, legal and financial advice

If your plan calls for purchasing properties, you’ll need a team of real estate agents or brokers. Document how they will help you find and acquire real estate, as well as how they can assist with marketing and selling properties once they’re in your portfolio.

You will also want to document how contractors and inspectors will help you assess the condition of properties you are considering purchasing, and provide estimates for repairs or renovations. 

Real estate markets are rife with legal hurdles, so you will want an experienced real estate attorney to help you navigate these issues. Document how you will be able to draft contracts and review lease agreements, and the guidance you will receive on zoning laws and regulations

Finally, an accountant can help you manage your finances, including bookkeeping, taxes, and financial planning. They can also advise you on the best business structure for your company.

  • Plan for visibility in a crowded space

With so much competition, it’s essential to develop and document a strategic marketing plan for promoting your real estate services.

Your marketing plan should detail the channels and tactics you’ll deploy to reach your target audience and convert them into clients. Identify the most effective marketing channels to reach your target audience, such as social media, email marketing, search engine optimization (SEO), and content marketing.

Embrace online lead generation

These days, a vast majority of prospective buyers start their search online when looking for properties. So you’ll want to detail how you will optimize your web presence. You can also outline a content marketing plan that will position your company as an expert in the areas your target markets are interested in. These could include topical blog posts, articles, social media posts, videos and other content types to engage potential clients and showcase your expertise. All of these will make it easier for clients to find you.

Document your entire sales process

Of course, there will be plenty of in-person work to do, too.

With long sales lead times, you will also want to describe your sales process and how you will meet sales targets. This should include prospecting methods, lead generation techniques, and follow-up strategies. Establish a client relationship management (CRM) system to manage leads, schedule client consultations, property showings, offer negotiations and contract signings so you can demonstrate that you will be able to manage and transactions effectively.

  • Show how you will stay ahead of the market

Demonstrating in your business plan that you have conducted a thorough market analysis is crucial. To conduct an effective market analysis for your business plan, you should investigate the current state of the real estate market in your target area, including property prices, sales volumes and inventory levels. You will also want to examine the competitive landscape in your target area by analyzing other real estate businesses offering similar services.

Understand your customers’ needs

Next, determine the economic conditions and needs of the specific customer segments you want to serve, whether they’re first-time homebuyers, luxury property investors or commercial property renters. The more you understand how your target audience feels about the real estate market in your area, the better you will be able to tailor your services.

You will also need to show your knowledge of external factors like mortgage rates, and local, state and federal government regulations that may impact the real estate market. These factors all contribute to market volatility, so showing how you will manage market shifts and adjust your strategies will better position you to mitigate potential risks by identifying them in your business plan and documenting contingency plans.

  • Create a financial plan to secure funds

It’s hard to operate a successful real estate business without access to capital. And you can’t expect to receive any – whether through a bank loan or investment – without a detailed analysis of your financial projections and funding requirements.

Think long-term

A 3-5 year financial forecast will demonstrate that you have a long-term vision for your business. Be sure to base your financials on market research and up-to-date industry data. You may also want to consider different scenarios, like best-case, worst-case and most likely outcomes to account for potential fluctuations in the market.

The forecasts should include: profit and loss statements, which illustrate your business’s revenue, expenses, and net profit or loss over a specific period; cash flow projections, which help you determine your business’s ability to generate positive cash flow; and balance sheets, which provide a snapshot of your business’s financial health, including its assets and liabilities.

Speak the language of investors

If you are writing your business requires specifically to secure outside funding, you should clearly specify the purpose and amount needed in this section. Describe how the funds will be used, whether for purchasing property, hiring staff or launching a marketing campaign. And detail the type of funding you are seeking, whether it’s a loan, equity investment or a combination. Include information on your desired terms, repayment schedule and any collateral you can provide.

Above all, be transparent about your funding needs and show potential investors or lenders how their investment will contribute to your business’s success and generate a return on investment.

  • Real estate business plan templates and examples

Because of the intense competition, changing market conditions and startup funding needed, it’s important to write a comprehensive business plan if you’re considering starting a business in the real estate industry. Taking the time to plan out your business before getting started will minimize your risk and maximize your potential for financial success. To help get you started, download our free home real estate business plan template . You can download this document in Word form and use it as a foundation for your own business plan.

In addition to these resources, you may want to brush up on how to write specific sections of a traditional business plan. If so, take a look at our step-by-step guide on how to write a business plan .

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Content Author: Elon Glucklich

Elon is a marketing specialist at Palo Alto Software, working with consultants, accountants, business instructors and others who use LivePlan at scale. He has a bachelor's degree in journalism and an MBA from the University of Oregon.

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Edit real estate investment business plan with real estate investment business plan template from venngage..

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A real estate investment business plan template outlines the goals and strategies of a real estate business. It can be used to provide a roadmap for the business and can help to make sure that all aspects of the real estate investment are considered. A real estate investment business plan template can help real estate investors stay on track towards their goals. Of course, real estate is a complex business with many different areas that need to be addressed, but there are some tips that can be helpful to real estate investors of all experience levels. Make a real estate investment business plan with Venngage's real estate investment business plan template. You don't need to be a designer, have design expertise, or use any design software in order to personalize this infographic template about real estate investment businesses. Click create to get started with this real estate investment business plan template. You may alter the appearance of everything you see in the editor, from font styles to icon designs to color palettes. To begin, put your material in place. You may keep

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February 13, 2024

Block Advisors

Real estate investment: What potential investors should know

February 13, 2024 • Block Advisors

There are several reasons why you may be interested in real estate investment. Along with diversifying your investment portfolio, investing in real estate can bring you income through appreciation or be a passive income source if you rent out your property. But what does all this mean for your taxes? What about reporting income from real estate? Keep reading as we outline the different types of real estate investments, what to know about real estate taxes, and the tax benefits of real estate investing.

What is real estate investment?

A real estate investment is real estate that generates income or is otherwise intended for investment purposes. This property is not regarded as a primary residence. Real estate investors often own multiple pieces of real estate to generate income and profits while keeping one piece as their primary residence. Investment real estate can be classified as commercial. This includes retail stores, office buildings, warehouses, etc. Real estate investments may also be residential, for example, single-family homes, duplexes, condos, etc. Whether you already own rental property or are just thinking of making your first investment, it’s crucial to understand how real estate taxes work. Generally, real investors need to know about taxes that relate to their rental income and taxes that relate to the eventual sale of the property.

Real estate pros can save on their taxes

Get expert tax support today

Types of investors in real estate

There are two general ways to generate income from real estate investing. One is to hold the property for a certain period before selling it for more than you paid. The second way is to maintain property ownership, rent it out, and charge others for its use. Here’s a further breakdown of some frequently seen types of real estate investors.

Becoming a landlord is a common way for people looking to get into real estate investment to enter the industry. This involves renting out a home , apartment, or other dwelling that you own to long-term tenants.

Short-term rental host

Another option is renting your property for short-term stays, typically through a service like Airbnb or VRBO . This is often considered a favorable option if you live in a city with a strong tourism economy. It is also one way to generate income from a property if you do not intend to occupy it full-time. Think, for example, a vacation property like a summer cabin that would otherwise sit vacant for multiple weeks or entire seasons.

Flipping houses

Flipping houses is becoming an increasingly popular way to earn income through real estate. For this type of real estate investment, you buy a home, invest money and labor into improving it, and then sell it for a substantial profit. The potential of a big payday is attractive, but getting into the house-flipping business requires a lot of forethought and experience.

Real estate investment trusts (REITs)

The above options all have one thing in common: the investor owns a piece of physical property directly used to make money. On the other hand, using a REIT is a different approach. Investing in a REIT involves pooling money from several investors to purchase ownership in a collection of real estate investments. Using a real estate investment trust lets investors get involved without risking too much. You’ll receive a 1099-DIV each tax year for this type of real estate investment.

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How is rental income taxed?

Are you a seasoned landlord, a new short-term rental host, or just beginning to understand the process of real estate investing? Regardless, knowing how rental income is taxed is important. Rental income is taxed as ordinary income in accordance with your Internal Revenue Service (IRS) tax bracket. Rental income includes any payment you receive for the property use and occupation. In addition to the standard rent payments that may come to your mind, rental income also includes:

  • Security deposits
  • Advance rent payments
  • Lease termination payments
  • Lease with option to purchase
  • Partial interest payments
  • Tenant-paid owner expenses
  • Property or services received in place of rent

How do you report rental income?

In most cases, you will report any rental income and related expenses on IRS Form 1040 and Schedule E (Form 1040), Supplemental Income and Losses. All income must be reported on your tax return, but general associated expenses can be deducted from your rental income. More on real estate deductions later. If your rental activity qualifies as a business, you will report the income on a business return.

A taxpayer calculating taxes on their real estate investment

What are real estate taxes?

When dealing with real estate investing, the kinds of taxes you’ll be responsible for will depend on whether you’re a property owner or just an investor. Here are some of the different types of taxes you might have to pay when investing in real estate. Learn more about small business tax forms .

  • Property taxes

State and local governments impose property taxes are usually based on the property’s assessed value. These rates vary greatly depending on where you live.

Net investment income tax (NIIT)

Investment income, such as dividends from a REIT, comes from some types of real estate investing. If you make this type of income from your investments, you likely will need to pay NIIT. Who is subject to this tax depends on filing status and MAGI. See the IRS rules for NIIT .

Real estate income tax

As mentioned earlier, rental income is considered passive income. It is taxed as regular income on your tax return.

Business income tax

Sometimes, renting real estate is classified as a trade or business if you provide more than basic services. For example, if you buy a property, turn it into a bed and breakfast, and provide extra services like linens, meals, or laundry, you’ll likely be classified as a business. This income will be reported on your business tax return.

Capital gains tax

If you plan to sell your real estate eventually, you may be subject to capital gains tax. You will have to pay capital gains tax if you have a capital gain. You will have a capital gain if you sell the property for more than its cost basis. Your tax rate will depend on whether the property qualifies as a short- or long-term capital gain. In most cases, you will report the capital gain on Schedule D (Form 1040), Capital Gains and Losses.

Individual income tax

If you’re only an investor and don’t own any property, you will be responsible for individual income tax on any gains earning interest income. This will be taxed at the same rate as your ordinary income.

Real estate property tax deductions

Rental income is taxed as ordinary income, but you can reduce that income and lower your tax bill by deducting related, allowable expenses. If you’re a rental property owner, you can generally deduct expenses for managing and maintaining your property, including payments you make related to the property for things like:

  • Cleaning and maintenance
  • Property management
  • Auto and travel expenses

Learn about other self-employed tax deductions .

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File small business taxes online with the help of AI Tax Assit and live experts.

Four tax benefits of real estate investment

Beyond diversification of your investments, investing in real estate comes with several tax benefits that can reduce your tax burden at tax time. Let’s look at four of these perks.

1. Rental property depreciation

One of the biggest tax perks of real estate investing is depreciation . Depreciation allows you to deduct the costs of buying and improving a rental property over its useful life. This lowers your taxable income as a result. You can depreciate your property if all the following are true:

  • You are the owner of the property
  • You use the property in your business or as an income-producing source (i.e., a rental)
  • The property has a determinable useful life. This means that it’s something that wears out, decays, becomes obsolete or loses its value
  • The property is expected to last at least one year

2. Take advantage of incentive programs

Incentive programs like 1031 exchanges and opportunity zones can provide major tax benefits. Using a 1031 exchange, you can defer taxes on real estate sales if you buy another investment property of equal or greater value than what you sold. You can take advantage of these exchanges as often as you’d like. Opportunity zones are another way for real estate investors to delay capital gains tax. If you sell real estate, you can delay these taxes by investing in properties in certain designated communities experiencing economic hardship.

3. Independent income without self-employed pitfalls

Rental income is not earned income. Therefore, it’s not subject to Social Security and Medicare taxes (FICA). If your real estate activity qualifies as a business, you’re considered self-employed. When this occurs, you will have to pay self-employment tax that represents the employee and employer portion of the FICA tax . But with real estate investing and nonbusiness real estate activity, you avoid the FICA tax, which can be a great benefit.

4. Tax advantage of capital gains tax

Again, capital gains tax comes from selling real estate at a profit. Short-term capital gains are profits from selling assets held for less than a year. Short-term capital gains receive no tax benefits because they’re considered regular income by the IRS. Long-term capital gains are profits from selling assets held for more than a year. They do result in tax benefits. Long-term capital gains are subject to a lower tax rate and aren’t counted as normal income. With long-term capital gains, your profit will fall into one of three tax brackets: 0%, 15%, and 20%. Depending on your filing status and Modified Adjusted Gross Income (MAGI), you may not have to pay any taxes on long-term capital gains.

Real estate investment: The bottom line

Getting involved in real estate investment is one way to diversify your portfolio and make extra income. But the process comes with many nuances. Work with a tax expert to be prepared for the tax implications of real estate investing. A Block Advisors small business certified tax professional can explain which scenarios and benefits apply to you. Owning a small business comes with many challenges and responsibilities before adding tax complexity. Block Advisors experts and services are here to help you year-round with your small business to-do list. Whether you need assistance with bookkeeping , payroll , small business tax preparation , incorporation , or beneficial owner reporting , we’ve got your back year-round.

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How to invest in real estate

Stephanie Steinberg

Stephanie Steinberg

“Verified by an expert” means that this article has been thoroughly reviewed and evaluated for accuracy.

Hannah Alberstadt

Hannah Alberstadt

Published 11:56 a.m. UTC Feb. 12, 2024

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  • Investors can access real estate investments directly or indirectly. 
  • REITs, online investing platforms, rental properties and house flipping are four ways to invest in real estate.
  • Different real estate investments have different levels of liquidity, costs and returns. 

Investing in stocks isn’t the only path to building wealth. Beyond buying shares of public companies, you can put your money into real property, or real estate. 

Real estate encompasses a range of assets, from land to buildings and other physical properties or improvements. Examples include houses, apartments, retail spaces and warehouses. 

The methods of investing in real estate vary, and each has unique risks and potential returns. You must understand these differences to make informed decisions. 

In this guide, we’ll explore how to invest in real estate and help you navigate the options and their trade-offs.

4 ways to invest in real estate

The way you access an asset can significantly impact your risks and returns. 

Investors typically consider four methods of investing in real estate: real estate investment trusts, online investing platforms, rental properties and house flipping. They vary significantly in terms of capital requirements, investor involvement and regulatory complexity.

Real estate investment trusts

REITs are holding companies that own and sometimes operate real estate or related assets. Many REITs are publicly traded.

REITs invest in a diverse range of property types, including retail stores, cell towers, data centers, warehouses, self-storage facilities, medical buildings and residential units.

By purchasing REIT shares, you gain exposure to the capital appreciation of the underlying assets and a regular income stream from their rents. This income is a key feature of REITs, which must distribute at least 90% of their taxable income to shareholders in the form of dividends.

REITs may be particularly appropriate for investors with limited capital who prefer a hands-off approach. You can buy REIT shares through a brokerage and either reinvest or spend the dividends.

Historically, domestic REITs have shown solid performance. The S&P United States REIT Index, which measures publicly traded REITs in the U.S., has recorded an annualized total return, including reinvested dividends, of 6.60% over the past 10 years as of Feb. 12.

A basic introduction: What is a REIT?

Online investing platforms

Online investing platforms like RealtyMogul and Fundrise have opened up new ways to gain exposure to private real estate and public nontraded REITs. 

These platforms offer a range of real estate investments that might otherwise be difficult to access directly, including unique property types and geographies. Some investments may use leverage, which can enhance returns.

But there are important considerations. One key downside of these platforms is the issue of illiquidity. Unlike with publicly traded REITs, you might face restrictions or delays when attempting to withdraw your funds. 

Additionally, many of these platforms have minimum investment requirements, which might be higher than the typical stock investment. Be aware of management and performance fees too. 

Rental properties

Investing in a rental property offers an opportunity to become a private landlord — an endeavor that requires significant capital and a large time commitment. 

To start, you need a down payment. Given that the median national home price was about $417,000 in the fourth quarter of 2023 and the average down payment was 14.7% in the third quarter of 2023, you’re looking at approximately $61,300. 

But owning a rental property isn’t as simple as collecting rent checks. As a landlord, you’re responsible for property taxes, maintenance costs, homeowner or landlord insurance, and other related expenses.

Tenant management is another vital aspect of being a landlord. Vet prospective tenants to avoid issues like delinquent payments. Delegating this responsibility to a property management company entails additional expenses.

There’s also the matter of mortgage payments, which fluctuate based on prevailing interest rates. As of Feb. 12, the average rate on a 30-year fixed mortgage stood at 7.27%, while it was 6.57% for a 15-year fixed-rate mortgage. Remember that these rates change over time.

Given these variables, determining the return you can expect as a landlord is challenging. Unlike investing in REITs, which generally requires less active involvement and has lower upfront costs, being a landlord demands significant capital, a hands-on approach and a higher risk tolerance.

Flipping houses

House flipping is a shorter-term real estate investing endeavor, akin to day or swing trading in the stock market. 

The process begins similarly to investing in a rental property, with a down payment, real estate agent fees and mortgage arrangements. But the goal is to sell the property for a profit, not to generate rental income.

This strategy can be particularly effective in a rapidly appreciating housing market or when dealing with a fixer-upper — a property that requires repairs and renovations before it can be sold at a higher price. 

Just like in stock trading, due diligence is paramount in house flipping. Carefully assess neighborhood property values and trends to ensure a profitable sale.

The return on a house flip is determined by the sales price minus the initial investment, real estate agent fees, financing costs and renovation expenses and the holding period. Consider these factors when calculating potential profits.

Moreover, if the house is financed rather than bought outright with cash, the investment is effectively leveraged. This leverage can increase risk, particularly if the housing market experiences a downturn and the property can’t be sold at or above the cost basis, potentially leading to a loss. 

How much you need to invest in real estate

The amount of capital you need to invest in real estate depends largely on the method you choose.

For REITs, it’s essentially the cost of a single share. For example, a share of Simon Property Group, Inc. (SPG), which specializes in shopping, dining, entertainment and mixed-use properties, traded at around $146 per share as of Feb. 12. 

When it comes to REIT exchange-traded funds, you can invest in hundreds of REITs under a single ticker, often at similar price points.

In the realm of online real estate platforms, the minimum investment varies depending on the provider and offering. For instance, RealtyMogul has a minimum investment of $5,000 for private REITs and between $25,000 to $50,000 for equity investments in commercial real estate.

For rental properties, the initial costs can be substantial. Based on national average property prices, down payment percentages and mortgage costs, you’re looking at an upfront investment of approximately $61,300. This estimate doesn’t include additional expenses such as real estate agent fees, property taxes, mortgage payments, maintenance costs and insurance.

House flipping requires a similar initial outlay but tends to be more capital intensive, particularly if you’re paying the full cash price and need significant funds for renovations. Flipping a house also involves the added costs of buying, renovating and selling the property within a shorter time frame, which increases risk and demands more liquidity.

Pros and cons of real estate investing

Before diving into real estate investing, balance the potential advantages and disadvantages against your investment goals and risk tolerance.

  • Potentially high returns. Historically, real estate investments have offered substantial returns. According to the Dow Jones U.S. Real Estate Index, the U.S. real estate sector as a whole has recorded an annualized total return of 6.74% over the last 10 years as of Feb. 12. 
  • Inflation hedge. Real estate often acts as a hedge against inflation. As living costs rise, so can rent and property values, which may help protect the purchasing power of your investment.
  • Income generation. Real estate can provide a steady income stream. Rental properties offer rent payments, while REITs can provide regular distributions from the income generated by their property portfolios.
  • Low liquidity. Real estate is generally a less liquid investment, especially compared to stocks and bonds. That means it may take longer to sell a property and access your funds — except in the case of REITs, many of which are more liquid because they trade on stock exchanges.
  • Sector-specific risk. The real estate market can be subject to dramatic fluctuations, as seen during the 2008 financial crisis. Such downturns can significantly impact property values and rental incomes, posing a risk to investors.
  • Leverage risk. Using a mortgage to finance a property is a form of leverage. While it can amplify returns, it also increases the risk. If interest rates rise or housing prices fall, you could owe more than the property is worth or risk losing the property.

Should you invest in real estate?

Whether you should invest in real estate depends largely on your available time and capital and familiarity with the sector. Different forms of real estate investment cater to different investor profiles.

Hands-on investments like rental properties and house flips are typically more appropriate for people who have significant capital to risk and are well versed in real estate. These methods require a substantial time commitment to manage the investment effectively, deal with tenants and oversee renovations.

Online real estate investment platforms are often a good fit for investors who already have traditional investments in stocks and bonds and are looking to diversify their portfolios with alternative exposure to private assets. But these platforms might involve liquidity gates and higher fees, so comfort with these aspects is essential.

For the average investor, REITs are the most accessible way to gain exposure to real estate. They allow you to invest in various sectors of the real estate market, from health care facilities to residential buildings and self-storage units. Publicly traded and public nontraded REITs must register with the Securities and Exchange Commission and provide regular disclosures.

Additionally, investors can choose to invest in a REIT ETF and benefit from exposure to the broader real estate sector without analyzing individual REITs.

Frequently asked questions (FAQs)

With $5,000, you can start investing in certain forms of real estate. This amount is enough to buy shares in individual REITs or a REIT ETF. 

In the realm of online real estate platforms, $5,000 might be just enough to begin. For example, RealtyMogul’s Income REIT and Apartment Growth REIT have minimum investment requirements of $5,000 and report annualized distribution rates of 6% and 4.5%, respectively.

But when it comes to more direct forms of real estate investing like rental properties or house flips, $5,000 is typically not enough for a down payment. These methods generally require a larger upfront capital commitment.

There are tax advantages associated with real estate investing, especially with rental properties where earnings deductions play a significant role. 

Investors can deduct expenses related to ongoing property maintenance, property insurance, payments to independent contractors, mortgage interest payments, property taxes and depreciation. These deductions can substantially reduce the taxable income generated from rental properties, enhancing their overall profitability.

On the other hand, REITs tend to be less tax-efficient because of how their distributions are taxed. The dividends from REITs are often allocated to ordinary income, which can be taxed at a higher rate than capital gains. 

Therefore, it is generally advisable to hold REITs in a tax-advantaged account, such as a Roth individual retirement account, to optimize their tax efficiency. In such accounts, the distributions from REITs can grow tax-free, which can be a significant advantage for long-term investors.

Investing $10,000 in real estate is a nuanced decision that hinges on your risk tolerance, time horizon and objectives. Options like purchasing a rental property or flipping a house are typically off the table, as this amount is insufficient for a down payment on most properties.

The most accessible option for this amount is likely a REIT. But your objectives play a crucial role in the type of REIT you should consider. While a high-yielding REIT might offer greater income potential, it can also be more volatile and possibly distressed.

A more prudent approach might be to invest in large-cap, well-capitalized REITs with strong track records or a low-cost diversified REIT ETF. This strategy may offer lower immediate income potential, but it tends to be more conducive to long-term capital appreciation, providing a more stable and growth-oriented real estate investment avenue for your $10,000.

Blueprint is an independent publisher and comparison service, not an investment advisor. The information provided is for educational purposes only and we encourage you to seek personalized advice from qualified professionals regarding specific financial decisions. Past performance is not indicative of future results.

Blueprint has an advertiser disclosure policy . The opinions, analyses, reviews or recommendations expressed in this article are those of the Blueprint editorial staff alone. Blueprint adheres to strict editorial integrity standards. The information is accurate as of the publish date, but always check the provider’s website for the most current information.

Tony Dong

Tony Dong is a freelance financial writer with bylines in U.S. News and World Report, the NYSE, the Nasdaq, The Motley Fool and Benzinga. He lives in Vancouver, Canada and is an avid watch collector.

Stephanie Steinberg has been a journalist for over a decade. She has served as a health and money editor at U.S. News and World Report, covering personal finance, financial advisors, credit cards, retirement, investing, health and wellness and more. She founded The Detroit Writing Room and New York Writing Room to offer writing coaching and workshops for entrepreneurs, professionals and writers of all experience levels. Her work has been published in The New York Times, USA TODAY, Boston Globe, CNN.com, Huffington Post, and Detroit publications.

Hannah Alberstadt is the deputy editor of investing and retirement at USA TODAY Blueprint. She was most recently a copy editor at The Hill and previously worked in the online legal and financial content spaces, including at Student Loan Hero and LendingTree. She holds bachelor's and master's degrees in English literature, as well as a J.D. Hannah devotes most of her free time to cat rescue.

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Residential real estate

  • Premium Statistic Home ownership rate in Russia 2010-2020
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Commercial real estate

  • Premium Statistic Street retail property area of brands that left Russia 2022, by industry
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Industrial real estate

  • Premium Statistic Class A warehouse vacancy rate in Moscow 2011-2022
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Investment in real estate

  • Premium Statistic Value of foreign direct investment to the real estate sector in Russia 2010-2021
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Further related statistics

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Further Content: You might find this interesting as well

  • Average secondary housing price in Russia 2022, by major city
  • Opinion on property selling prices in Italy Q2 2019, by macro-region
  • House price index year-on-year change in Spain 2022, by region
  • Residential property price in Bengaluru India by zone H1 2023
  • More expensive streets for the price of residential square meter Spain 2016
  • House price index for new and existing homes in Spain 2022, by region
  • Housing accessibility index Spain 2020 by autonomous community
  • Price of private houses per square meter in Spain Q2 2016-Q3 2022
  • Average price per square meter of urban land in Extremadura Q3 2020
  • Average length of stay of Chinese travelers in Russia 2019, by purpose
  • Public opinion: Moscow City Electoral Commission registration denial 2019
  • Administrative district area distribution in Moscow 2021
  • Online voting readiness in Moscow 2021

IMAGES

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COMMENTS

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    1. Write Your Mission & Vision Statement Every real estate investment business plan should begin with a concrete mission statement and vision. A mission statement declares actions and strategies the organization will use—serving as its North Star in achieving its business or investment objectives.

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