Real Estate Advisory Business Plan and SWOT Analysis

Real Estate Advisory Business Plan, Marketing Plan, How To Guide, and Funding Directory

The Real Estate Advisory Business Plan and Business Development toolkit features 18 different documents that you can use for capital raising or general business planning purposes. Our product line also features comprehensive information regarding to how to start a Real Estate Advisory business. All business planning packages come with easy-to-use instructions so that you can reduce the time needed to create a professional business plan and presentation.

Your Business Planning Package will be immediately emailed to you after you make your purchase.

Product Specifications (please see images below):

  • Bank/Investor Ready
  • Complete Industry Research for the Industry
  • 3 Year Excel Financial Model
  • Business Plan (26 to 30 pages)
  • Marketing Plan (24 to 28 pages)
  • 425+ Page Funding Directory
  • PowerPoint Presentation
  • Loan Amortization and ROI Tools
  • Three SWOT Analysis Templates
  • How to Start a Business Guide
  • Easy to Use Instructions
  • All Documents Delivered in Word, Excel, and PowerPoint Format
  • Meets SBA Requirements

Unlike real estate brokerages, real estate advisory firms are generally able to always produce a positive income given the fact that they typically work with real estate developers, private real estate investors, and related individuals who actively engage in the ongoing purchase and sale of real estate. These businesses often act in a consultation capacity as it relates to examining a potential real estate investment or real estate development. Interestingly, these businesses are able to generate a number of different types of revenue streams. First, they are able to produce income from consulting services guidance to individuals involved in the buying and selling of real estate. Second, these organizations will typically undertake large-scale projects that include appraisals, market examinations, financing examinations, and related services to the business public. One of the nice things about this business is that they typically develop ongoing relationships with real estate focused entities that require services on an ongoing basis. This is even true during times of economic recession or when housing market prices decline given that people with capital are always looking for strong opportunities to find economically viable real estate investments.

The startup costs associated with the new real estate advisory firm are typically low. These businesses can be started for as little as $10,000 or as much as $100,000. Many people that enter this field typically have extensive contacts within the industry, and they are able to generate revenues at the onset of operations. Most financial institutions are willing to provide a working capital line of credit secured by the anticipated receivables of the business. These businesses operate very similar to consulting firms – and most financial institutions are willing to provide some level of capital support in order to commence revenue-generating operations. If an entrepreneur is looking to establish this type of business any real estate advisory firm business plan is going to be required. This business plan should feature a three year profit and loss statement, cash flow analysis, balance sheet, breakeven analysis, and business ratios page. Most importantly, a full demographic analysis showcasing the anticipated client base should be developed as well. This demographic analysis will be used in conjunction with the marketing plan. This includes taking a look at annual revenues, the amount of money spent on real estate each year, median property values, population size, population density, median household income, and other statistics that will guide the way that a real estate investment firm carries out their operations. This will be an invaluable source of information to the real estate advisory firm as it develops its client base.

A real estate advisory firm SWOT analysis should be produced as well. As it relates to strengths, regardless of the overall economic market – highly experienced real estate investors are going to want proper advice as it relates to market conditions and the acquisition of economically viable real estate. The gross margins generated from these services are high, and while the barriers to entry are low – only the most qualified advisors are typically able to compete within this market.

For weaknesses, many of the service that are offered by reels the advisory firm are typically also offered by real estate brokerages and independent real estate agents. However, this risk can be ameliorated by the fact that he reels the advisory firm focuses specifically on providing advice with no conflicts of interest. As such, many investors seek out these firms in order to get advice that falls in line with their interests.

For opportunities, these businesses can readily expand by hiring additional staff consultants and advisors that are able to increase the billable hour revenues of the business. Additionally, some real estate advisory firms will actually develop a brokerage arm that will allow them to participate in the buying and selling of real estate in exchange for a commission fee. Some of these firms also acquire mortgage brokerage operations in order to provide financing for their clients.

For threats, given the complexities of real estate and its laws there could be ways that regulations change that impact the way that these companies conduct their operations. It is imperative that a real estate advisory firm retain proper legal counsel in order to ensure they remain within the letter of the law at all times. However, real estate is always going to be a strong investment for many people and these businesses will be able to remain profitable and cash flow positive in most economic climates.

A real estate advisory firm marketing plan should be developed as well this is typically done in conjunction with the business plan. As stated earlier, many people enter this market typically have already established themselves as a qualified real estate broker, real estate agent, or mortgage brokerage. As such, it is imperative that the entrepreneur looking to start this business reach out to their existing contacts in order to ensure that they are able to acquire consulting contract at the onset of operation. Most importantly, the entrepreneur that starts his business needs to attend a number of real estate trade shows, conventions, and expos in order to increase. Real estate is very much a face-to-face business, and as such – is imperative that a number of different marketing strategies are used in order to boost the visibility of the business.

Almost all real estate advisory firms also maintain an expansive presence on social media as well as three proprietary website. Most importantly, these businesses should develop a website that showcases their areas of expertise, services offered, contact information, and other relevant information regarding staff consultants and advisors. A presence on FaceBook, Twitter, LinkedIn, and Google+ are also very important given that many communities are available to focus on the buying and selling of real estate. The usage of these communities can be a very strong source of business as the company develops its brand name.

Real estate advisory firms are sort of a new part of the overall real estate industry. Given the complexities of these large-scale financial transactions, many real estate investors and developers have turned to these firms in order to ensure that what they are pursuing is economically viable. The growth of this rate of this industry will remain in lockstep with that of the general real estate market and the economy as a whole.