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  • Editable executive summary example from a BPlanMaker business plan used for SBA and investor presentations
  • Market analysis sample from a BPlanMaker business plan template with demographic and location data
  • BPlanMaker 3-year financial forecast sample with startup expenses, cash flow, and revenue projections
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Real Estate Investor Business Plan Template – Instant Download

Build a credible property portfolio with a plan lenders and partners respect. This investor-focused template references the tools pros actually use—Zillow and Redfin for comps, LoopNet/CoStar for deal flow, QuickBooks for accounting, Buildium/AppFolio for property management, DocuSign for signatures, and Airbnb/VRBO for short-term rentals—so your workflow looks proven on day one.

Delivered instantly in Word/PDF and fully editable, it’s SBA-aligned and investor-ready with a complete 3-year forecast. Underwrite flips and rentals with ARV, cap rate, cash-on-cash, and DSCR logic—then roll property-level numbers into a portfolio view for clear funding conversations.

Use it to pitch banks, credit unions, private lenders, and partners. Download today, present tomorrow—without the consultant bill.

BPlanMaker specializes in lender-ready U.S. business plans. We map underwriting math (ARV, cap rate, DSCR), cite authoritative sources, and test all links for reliability.

Quick answer: An SBA-aligned real estate investor plan—editable in Word/PDF—with a 3-year model (ARV, cap rate, cash-on-cash, DSCR), portfolio rollups, and lender-ready sections. Edit comps, rehab budgets, rent rolls, and exits—export to PDF—and pitch this week.

  • Format: Editable Word + PDF; U.S.-focused, SBA-style sections.
  • Financials: 3-year forecast with ARV, cap rate, cash-on-cash, DSCR.
  • Use cases: Bank/SBA, private lenders, JV partners.
  • References: Zillow/Redfin, LoopNet/CoStar, QuickBooks, Buildium/AppFolio, DocuSign, Airbnb/VRBO.

What’s Inside

  • Executive Summary — Strategy, target markets, milestones, funding ask.
  • Products & Services — Acquisitions (wholesale, BRRRR, fix-and-flip), rentals (LTR & STR), renovations, PM, syndications.
  • Market Analysis — Comps, rent surveys, vacancy, demand drivers, submarket trends.
  • Operations — Pipeline stages, underwriting steps, contractor controls, closing workflows.
  • Marketing — Agent/broker networking, off-market mail, investor outreach, digital.
  • Management — Roles, LLC/series structure, partner responsibilities, advisors.
  • Financial Forecast — ARV comps, cap rate, DSCR & cash-on-cash, rehab budgets, exits (3-year).

Methodology

  • SERP scan of “real estate investor business plan,” “DSCR loan,” “cap rate,” “BRRRR,” “flip underwriting.”
  • Competitor sampling + government/trade references (Census, Freddie Mac) to mirror lender expectations.
  • 3-year model from unit economics: purchase/rehab → ARV; rent rolls → NOI → DSCR; portfolio rollups.
  • Vendor stack mapped to Zillow/Redfin, LoopNet/CoStar, QuickBooks, Buildium/AppFolio, DocuSign, Airbnb/VRBO.

Compliance & Licensing

Form the correct entity (consult counsel), follow state landlord/tenant rules, contractor licensing, permit/inspection requirements, fair-housing and advertising rules, and short-term rental ordinances where applicable. Keep written policies for EMD handling, disclosures, escrow, and record retention.

Sources: U.S. Census — New Residential Construction (current release); Freddie Mac — Primary Mortgage Market Survey (weekly).

Who Should Use This Plan

– First-time investors seeking bank or private lending
– Fix-and-flip operators standardizing underwriting
– Buy-and-hold landlords expanding rentals
– STR operators modeling seasonality
– Partnerships/syndicators pitching equity investors

Why Choose This Business Plan

Save ~$700 in consultant fees and open faster with a lender-ready format. The plan includes DSCR underwriting, ARV comps logic, rent roll templates, rehab budgets, draw schedules, and exit scenarios—so partners and banks see risk control, returns, and scalability.

  • Risk: ARV miss or DOM drift → Mitigation: conservative comps, DOM buffers, contingency line.
  • Risk: cost overruns → Mitigation: fixed-bid scope, retainage, change-order policy.
  • Risk: DSCR compression → Mitigation: rate sensitivity, reserves, lease-up incentives.

Pricing & Costs / Break-Even

Your model includes acquisition price, rehab, holding, debt costs, and exit (flip) or stabilized NOI (rental). It calculates ARV, cap rate, cash-on-cash, and DSCR with sensitivity to rates, timelines, and rents.

  • Flip break-even: ARV × (1 – margin) – total project cost (incl. carry and selling).
  • Rental break-even: NOI ≥ debt service + reserves; target DSCR ≥ 1.20–1.30 for lenders.
  • STR: occupancy × ADR × seasonality minus cleaning/PM to reach target margin.

How do I present a bankable REI plan?

Lead with a one-page Executive Summary, include comps and rent surveys, attach contractor bids, and show DSCR sensitivities. Add photos, permits, and insurance certificates to demonstrate execution readiness.

BPlanMaker — Real Estate Investor Business Plan Template (U.S., SBA-aligned)
Buy Now – Real Estate Investor Plan Instant Download – Start Today

Industry Snapshot (U.S.)

Housing starts ran near 1.31 million SAAR in August 2025, with single-family at ~0.89 million, while multifamily stayed choppy. The national rental vacancy rate reached 7.0% in Q2 2025, up versus a year earlier. As of mid-October 2025, the 30-year mortgage rate hovered around the low-6% range—its lowest in about a year—supporting a workable environment for flips, BRRRR projects, and STRs when underwriting includes conservative DOM, rehab contingencies, and DSCR thresholds.

Sources: U.S. Census — New Residential Construction (Aug 2025); U.S. Census — HVS Rental Vacancy (Q2 2025); Freddie Mac — PMMS Archive (Oct 2025).

What You’ll Turn In / What You’ll Customize / What’s Not Included

  • What You’ll Turn In: Lender-ready plan (PDF), editable Word file, 3-year forecast, property-level underwriting pages (ARV/rehab/rent roll), lender-style executive summary.
  • What You’ll Customize: Target markets, comps, rehab bids, rent assumptions, STR seasonality, entity structure, partner roles, funding terms, exit scenarios.
  • What’s Not Included: Legal/tax advice; securities documents/PPM; lender term sheets; construction contracts.

Related Products

Helpful Reads

Frequently Asked Questions

Does this work for flips, rentals, STRs, and small commercial deals?▾
Yes. Toggle scenarios for fix-and-flip (ARV/rehab/selling costs), buy-and-hold (rent rolls/vacancy), STRs (occupancy and nightly rates), and small commercial/mixed-use (cap rate & DSCR). Show clear exits with sensitivities for rates, timelines, and contingencies.
What tools are referenced for sourcing and management?▾
Sourcing & comps via Zillow, Redfin, LoopNet/CoStar; management in Buildium/AppFolio; accounting in QuickBooks; signatures in DocuSign; STRs modeled with Airbnb/VRBO.
Is the financial model detailed enough for banks/private lenders?▾
Yes. It includes ARV, cap rate, cash-on-cash, DSCR, rehab budgets, draw schedules, and exit strategies. Portfolio rollups help underwriters assess both deal-level and company-level viability.
Can I use this to raise private capital or pitch partners?▾
Absolutely. Clarify strategy, entity structure, and risk controls so partners see how capital is deployed and returned. Attach a term sheet or JV outline; consult counsel for securities compliance.
How fast can I customize it for my market?▾
Most users insert local comps, contractor bids, and lending terms in a few hours. Because it’s in Word/PDF, you’ll present a polished plan that reads like it was consultant-produced—without the consultant cost.

Ready to Grow Your Real Estate Portfolio?

Every week you wait, competing investors lock up the best deals. 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 REI Plan

Version: v1.01 • Update cadence: reviewed quarterly for accuracy

Questions before buying? Email email@bplanmaker.com — we respond fast.

Last updated: October 2025 by BPlanMaker.

Templates are educational business documents, not legal or tax advice.

BPlanMaker

Real Estate Investor Business Plan – Instant Download

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