Real Estate Business Plan Consulting Services

Investors, Developers, Operators and Funds

Real Estate professionals know that every successful investment project or portfolio begins with a clear, concise and compelling real estate business plan that details the company, market, and financial reasons for completing a transaction.

Whether for a real estate investment or development firm, an investment fund, or a specific project or property, BizPlanIt supports our client’s funding goals through the development of customized business plans, project investment summaries, and assumption-driven cash flow or financial projections appropriate for individual and institutional investors and lenders. Each client engagement results in a well documented and supported real estate business plan and financial package that will:

  • Describe the project in detail
  • Explain why the project fits the developer’s or investor’s investment strategy
  • Forecast realistic cash flow and capital appreciation targets
  • Analyze investment and operational risk
  • Communicate a winning marketing strategy
  • Provide detailed financial projections or cash flow models
  • Suggest the most appropriate capital structure
  • Detail financing assumptions, including senior and mezzanine debt, preferred equity and other complex transactions
  • Demonstrate potential investor and joint venture returns
  • Propose a well conceived exit strategy

Real Estate Business Plan Experience

BizPlanIt’s consultants and writers have many years of experience writing business plans, project investment summaries, and financial/cash flow models for clients throughout the residential and commercial real estate industry. Recent assignments have included:

  • Affordable Housing Developer
  • Commercial and Mixed Use Real Estate Developer
  • Community Development Financial Institution
  • Custom Home Builder
  • Double Bottom Line Real Estate Investment Funds
  • Fractional Ownership Club Developer
  • Land Banking Firm
  • Master Planned Community Developer
  • Multi-Family and Commercial Real Estate Investment Firms
  • Real Estate Investment Funds
  • Resort and Casino Developer
  • Self-Storage Developer
  • Senior Living Real Estate Developer and Operator

BizPlanIt has written real estate business plans that were utilized by:

  • Developers
  • Investors
  • Operators
  • Investment Funds
  • Lenders
  • Investment Bankers
  • Brokers and Agents
  • Tenants

When appropriate, BizPlanIt works actively with our client’s team of real estate, financial, legal, marketing, technology, and investment banking providers to maximize the effectiveness of the business planning process and deliverables. The result is a powerful due diligence package to catalyze the funding of a single real estate project, or the growth of a portfolio.

Contact Us today to learn how we can help you prepare a real estate business plan that will have an impact on your capital raising process.

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