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Put your business goals front and centre, including your value proposition and target market.

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Download the business plan template

Fill out the form for a downloadable business plan template. Your business plan doc is available as an editable pdf to use again and again.

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What industry are you in?

Please choose an optionPlease choose an optionConstructionEcommerceRetailFarmingHealthcareHospitality (e.g.: restaurants, cafes, bars, hotels)Landlords / Property ManagersManufacturingNon-ProfitReal estateSelf-Employed (e.g.: freelancers, consultants, sole-proprietors)StartupOther

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Why use Xero’s real estate business plan template

The template is your starting point – it’s an easier way to create a business plan that nails the essentials.

Financial understanding

Calculate costs and margins to work out your profits.

Resource allocation

Figure out how to divide your time, money, and employee workloads.

Risk mitigation

Spot challenges and develop plans to cope.

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What’s in a business plan?

Build a business plan for your real estate business.

Here’s an example business plan that includes the important details, like:

• Included A value proposition
• Included Your target market
• Included Budgets
• Included Business milestones

!An example of a business plan template

FAQs about real estate business plan templates

How often should I update my real estate business plan?

Review and update your business plan at least once a year. This’ll keep your business up with industry changes and financial trends, so you can adjust your value proposition (how you keep your customers happy) and your market position.

Review and update your business plan at least once a year. This’ll keep your business up with industry changes and financial trends, so you can adjust your value proposition (how you keep your customers happy) and your market position.

What’s the difference between a real estate business plan and a business proposal?

A business plan is an internal document that outlines your goals and business strategy. A business proposal is an external document that you’d prepare when asking for something specific – an investment in your business, for instance.

Download a business proposal template

A business plan is an internal document that outlines your goals and business strategy. A business proposal is an external document that you’d prepare when asking for something specific – an investment in your business, for instance.

Download a business proposal template

Are there other types of business plan templates?

Yes – some templates are designed for specific purposes, like risk assessment or strategic planning. But all templates should a) cover the fundamental things that any business plan should include; and b) let you customise them to your business.

Download a business plan template suitable for any business

Yes – some templates are designed for specific purposes, like risk assessment or strategic planning. But all templates should a) cover the fundamental things that any business plan should include; and b) let you customise them to your business.

Download a business plan template suitable for any business

Should every real estate business have a business plan?

Definitely! You may think you’ve figured out your business’s vision, but only once you’ve put everything in writing can you see what’s missing and what needs work.

Definitely! You may think you’ve figured out your business’s vision, but only once you’ve put everything in writing can you see what’s missing and what needs work.

Accounting software for your real estate business

Work smarter, not harder, with Xero’s intuitive accounting software. Handle your financial admin your way.

• Included Set up automatic bank feeds
• Included Manage your finances away from your desk
• Included Easily make online payments
• Included Keep all your financial admin together Find out more about Xero for real estate businesses

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Disclaimer

Xero does not provide accounting, tax, business or legal advice. This template has been provided for information purposes only. You should consult your own professional advisors for advice directly relating to your business.