Skip to product information
1 of 3

BPlanMaker

Regular price $50.00 USD
Regular price $99.95 USD Sale price $50.00 USD
Sale Sold out
Taxes included.
Quantity
Visa Mastercard PayPal
+10 more
100% Secure Checkout — Your information is encrypted and protected
Instant Digital Download — Access your plan immediately after payment
SBA & Lender Approved Format — Built to meet funding requirements
Trusted by Entrepreneurs Nationwide — Used by business owners in all 50 states

Property Management Business Plan Template – Instant Download

Win owner contracts, attract investors, and run a tight operation with a plan built for real U.S. property managers. Whether you’re starting fresh or expanding into new markets, this template gives you the lender-ready structure to prove your fees, efficiency, and growth model.

Delivered in editable Word & PDF, the plan follows SBA conventions and includes a complete 3-year forecast. You’ll detail revenue by doors under management, lease-up fees, maintenance margins, and short-term rental programs—plus vendor stacks using tools like AppFolio, Buildium, or RentRedi.

Use the operations playbook (intake, onboarding, inspections, maintenance dispatch, owner reporting) and a clear marketing strategy to present a professional story to banks, landlords, HOAs, and partners—without waiting weeks for a consultant.

An SBA-aligned property management business plan (Word & PDF) with a 3-year forecast modeling doors under management, fee mix, maintenance revenue, and staffing—so you can secure funding and scale confidently.

  • U.S. focus with SBA-aligned sections and a 3-year forecast (fees, costs, headcount).
  • Operations mapped to real systems (AppFolio/RentRedi/Buildium, maintenance dispatch, owner portals).
  • Tiered service plans (basic, premium, STR/HOA add-ons) modeled for predictable cash flow.

What’s Inside

Executive Summary — Model, markets, funding ask, and first-90-day milestones.

Products & Services — Leasing, inspections, maintenance coordination, tenant relations, HOA admin, short-term rental management, and owner reporting.

Market Analysis — Rental trends, investor needs, owner pain points, competitive scan, and seasonality.

Operations — Workflow by door: onboarding → marketing → screening → move-in → inspections → renewals → turns; SLAs and KPIs.

Marketing — Realtor partnerships, local SEO, reviews, owner webinars, and referral programs.

Management — Licenses & certifications, org chart, training, and compliance.

Financial Forecast — Doors under management, fee mix, staffing, marketing spend, breakeven, and 36-month projections.

Who Should Use This Plan

  • Entrepreneurs launching residential or mixed-portfolio PM firms
  • Real estate brokers adding property management services
  • Teams applying for SBA loans, grants, or investor capital
  • Growing companies expanding into new cities or STR/HOA niches
  • Operators formalizing SOPs to improve margin and owner retention

Why Choose This Business Plan

Consultants can cost hundreds of dollars and slow you down. This template is lender-friendly today—built around PM realities like unit turns, response SLAs, fee escalation, and maintenance profitability. Edit the numbers, export a polished PDF, and present with confidence.

How do I write a property management business plan?

Start with an executive summary, define target owners and door counts, and explain your fee mix (management, lease-up, renewal, maintenance). Map your operations from onboarding to renewals, then back your story with a 3-year model tied to doors × fee × occupancy and realistic staffing.

What should my pricing include?

Offer 2–3 tiers (basic, premium, STR/HOA) and list add-ons (evictions, lease-only, project management). Model pass-throughs and minimums, and protect margin with SLAs, vendor markups where legal, and annual fee escalators tied to CPI or market rents.

Why Entrepreneurs Trust BPlanMaker.com – Property Management Business Plan Template

Industry Snapshot (U.S.)

Property management benefits from steady rental demand and institutional interest in professionally managed housing. Recent industry reporting points to a large services market with hundreds of thousands of jobs nationwide, continued household formation, and tech-enabled efficiency gains. For PM firms, disciplined onboarding, transparent owner reporting, and clear SLAs help win contracts and defend margins even as costs fluctuate.

What You’ll Turn In

  • Polished business plan (Word & PDF) in SBA-aligned format
  • 3-year financial forecast (doors, fees, staffing, breakeven)
  • Operations & staffing plan, owner reporting templates, lender-ready PDF export

What You’ll Customize

  • Service tiers, fee schedule, and add-ons (HOA, STR, project management)
  • Market focus, acquisition channels, and SLAs
  • Software stack, org chart, and owner reporting cadence

What’s Not Included

  • Legal, tax, or accounting services
  • Third-party software licenses or subscriptions
  • Custom loan or grant application filing

Frequently Asked Questions

Is this template SBA-aligned?
Yes—sections and the 3-year model follow lender conventions for faster approvals.
Can I run both residential and HOA/STR under this plan?
Yes—tiers and add-ons let you model mixed portfolios, including HOA admin and short-term rentals.
Does it include software and workflow examples?
Yes—examples for AppFolio/Buildium/RentRedi, maintenance routing, inspections, and owner reporting.
How do you model staffing and margins?
Roles are tied to doors per manager, response SLAs, and maintenance coordination so margin stays protected.
How fast can I customize and submit?
Most teams complete edits in 24–48 hours and submit to lenders or owners immediately.

What Customers Say

“We used the plan to secure a $75K expansion loan. The fee model and staffing logic made underwriting easy.”

— Lisa G., AZ

“Clean structure, quick to edit, and it helped us close our first two owner contracts.”

— Marco D., FL

Related Products

Helpful Reads

Ready to Grow Your PM Firm?

Every month you wait, other firms win the best owners. This template saves $700+ in consulting fees and gets you lender-ready fast.

Start with a data-driven, funding-friendly plan investors trust — download, edit, and launch today.

Buy Now & Download Instantly – Start Your PM Business

Last updated: 2025 by BPlanMaker.

View full details