Real Estate Business Plan
Real estate business plans for acquisitions, development, and operations.
We have written real estate plans for multifamily acquisitions, ground-up development, mixed-use, build-to-rent, hospitality, self-storage, industrial, single-family rental portfolios, short-term rentals, and real estate funds. Plans are built for bank lenders, private credit, LP equity, and SBA-eligible owner-occupied projects.
What's included
- Project summary, sources & uses, and capital stack
- Sponsor track record and team experience
- Market analysis: submarket rents, absorption, comps, supply pipeline
- Detailed pro forma: rent roll, expenses, NOI, debt service, IRR/MOIC
- Sensitivity analysis on rent, exit cap, and interest rate
- Development schedule and milestone budget (for ground-up)
- Investor returns waterfall (pref, promote, splits)
- Risk factors and mitigants
Built around the capital stack
Every real estate plan is reverse-engineered from the financing structure. Senior debt, mezz, preferred equity, and LP/GP splits are modeled explicitly so LPs see clear IRR, equity multiple, and cash-on-cash returns under base, downside, and upside cases.
Underwriting that survives lender review
We pull real comps, model realistic concessions and vacancy, and stress-test exit cap and refi assumptions. The plan reads the way a debt-fund or bank credit committee expects it to.
Sample sections delivered
Executive summary · Investment thesis · Sponsor & team · Market & submarket analysis · Property/project description · Business plan & value-add strategy · Financial projections · Capital stack & investor returns · Risk factors.
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