CWA's Experience

Capital West Advisors has developed real estate business plans for over 40 businesses including 2 real estate funds, real estate acquisition, real estate development, construction, mortgage banking, and mortgage brokerage for both the commercial and residential sectors. Reginald Nugent, and Matthew Volsky are the 2 CWA Managing Directors with the most experience in this industry. Reginald and Matt have each done a significant amount of the business planning and financial planning for these real estate clients. Reginald has been with CWA for over 5.5 years and Matt has been with CWA for 4 years. Prior to Capital West Advisors, Matthew was a Real Estate Financial Analyst at the Carlyle Group where he analyzed many large real estate transactions. Also, CWA has 2 Associates that are extremely experienced with commercial and residential real estate and have developed many real estate business plans with Capital West Advisors.

Unique Elements of a Real Estate Business Plan

A real estate business plan should be specific in terms of the area at focus and contain a market section with very current market information (last month or quarter) focused on the particular city or district under consideration and should be focused on commercial real estate, residential real estate, or both. If there is a particular property identified, there should be a property section, which includes the property description, unit descriptions, and photographs of the property and units. The financial plan should closely detail the working capital that will be needed for development and typically includes further assumptions related to leveraging capital. A real estate business plan is typically approximately 40 to 50 pages in length. A real estate business plan will often contain an Appendix with architectural planning, deeds on a particular property, schematic diagrams, and/or photographs. Real estate business plans typically range from $2750 to $4500 to develop a full business plan.