Real Estate Business Plan Samples
Our workmanship speaks for itself. Have a look inside a few real estate business plan samples and judge for yourself:
Real Estate Business Plan Experience
Our experience with real estate business plans, either as consultants, entrepreneurs, or employees in the industry, includes the following:
Multi-Family Investment Fund
Developed three integrated business plans and financial forecasts for a real estate development fund with acquisition activities in NJ, NY, and TX. The fund is acquiring industrial sites for conversion into upscale apartments in Newark, NJ. The fund is concurrently acquiring multi-family complexes in Houston, TX.
Hotel Investment Fund
Developed a detailed business plan, financial forecast, and PPM for the renovation, launch, and operation of the JW Marriott Houston Downtown hotel. The client is a Platinum operator of Choice Hotels and is a Hilton Developer of the Year. The client used the business plan and PPM to raise over $35 million in equity capital.
Specialty Vacation Home Hotel
Developed a business plan, financial forecast, and Private Placement Memorandum for the development of a specialty hotel operation in Kissimmee, FL. The client used the materials to plan and launch its concept for the design, development, and construction of “Vacation Homes in a Resort Hotel Model.”
Entertainment-Themed Urban Redevelopment
Developed a business plan, financial forecast, and PPM for the redevelopment of a section of downtown Omaha. The ambitious concept – styled “Food, Fun, Fashion, Fitness & Film” — leveraged the business plan and PPM in connection with the renewal and enhancement of “Aksarben Village Zone 5” – part of the foremost entertainment, shopping, and cultural center in Omaha.
Retail Development in Shanghai, China
Developed a business plan, financial forecast, and Private Placement Memorandum for U.S. investment in retail/commercial real estate opportunities in a large residential cum commercial development in Kunshan, a suburb of the metropolis of Shanghai. Kunshan has been ranked the “Number One Small City” in China in terms of investment economic potential and per capita income.
Hotel Chain Business Plan
Developed a business plan and financial forecast for Atman Hospitality Group, a pioneer in the green hotel industry. It is the world’s first green hotel chain and the only one to win the coveted LEED gold certification, a national standard awarded by the U.S. Green Building Council. Atman is working to transform consciousness about social responsibility while offering their guests a unique experience of responsible luxury.
Construction Services
Performed merger/acquisition investigation of a construction services firm. Developed a financial model to identify joint demand elasticity values. Evaluated the post-acquisition pricing and capital expenditure levels necessary to achieve a desired 20% internal rate of return.
Foreclosure Listing Service
Created a business plan, financial forecast, and presentation for a company that services the foreclosing market with a listing and coaching service for distressed homeowners. The company’s proprietary online software offers members visibility into and control over the sales process.
Residential Housing in Russia
Developed business plan for a major housing development in Russia that would have introduced factory produced wood-framed housing to that market for the first time. The objective was to relocate 80,000 residents from a town within the Arctic Circle under a program funded by the World Bank.
Commercial & Residential Real Estate Development
Developed a business plan and supporting documents for Phillips Development & Realty, a real estate development firm with a project portfolio of over $470 million. The company focuses on large-scale residential and commercial projects located near universities, medical centers, and large companies.
Efficient Building Materials
Developed a business plan and financial forecast for a manufacturer of construction materials. The Company’s flagship product, SWS Panel, is a structural panel which can withstand earthquakes and extreme wind up to 250 mph. Its product reduces the need for drywall and plastering, and provides builders with substantial construction time and cost savings.
Real Estate Listing Service
Developed a business plan, financial forecast, and pitch deck for a real estate listing service. The company is a niche business targeting the desirable 19-35 demographic through in-depth knowledge of the segment, creative marketing, and state-of-the-art web technology. Cayenne also provided coaching on business strategy and presenting to investors.
Real Estate Investment Fund
Developed a business plan, financial forecast, and presentation for a privately owned warehouse lending and investment fund.
Student Housing Development
Developed a strategic plan for the growth and expansion of a company focused on developing student housing.
Commercial Development
Prepared a business plan and development, operations, and fund-raising strategies for a pan-African network of serviced office centers.
Master Planned Communities in Romania
Developed a busines plan, financial forecast, and investor presentation to support the financing of master-planned townhome community construction projects in six cities across Romania.
Real Estate Holding Company
Developed a business plan, financial forecast, executive summary and presentation for an Arizona-based holding company. The company focuses on real estate transactions ranging from acquisition, sales, brokerage and secured financing.
Property Management Software
Developed a business plan and financial model for an online real estate property management service offering software, training, and related technical support to residential property managers.
Commercial Construction
Developed a detailed Statement of Qualifications (SoQ) to support a proposal to design and build a bridge.
Basketball Facility Developer
Developed a financial model for a nationwide rollout of a basketball specific recreational franchise.
Real Estate Brokerage
Analyzed and optimized the IT budget for Northwood Realty, a large real estate brokerage in Pittsburgh, PA.
Real Estate Investment
Served as founder of Allegheny Home Buyers, a real estate investment company in Pittsburgh that buys and sells residential and commercial real estate and provides commercial real estate financing.
Art Gallery
Advised a leading Manhattan art gallery on restructuring and sale of $10 million equity stake. Developed business plan and financial forecast, and calculated valuation based on value enhancement initiatives.
Pre-Foreclosure Investment Service
Created a business plan, financial forecast, and presentation for a firm that offers a service offering cash and credit to purchase pre-foreclosure homes from distressed homeowners.
Real Estate Agency Franchisor
Developed a financial model and business plan for a new nationwide franchisor that was built through acquisitions.
Real Estate Information Portal
Developed a business plan and fundraising strategy for a Dubai-based online commercial real estate information service.
Tennis Facility Developer
Developed a business plan, financial forecast, and investor presentation for a high-end indoor tennis club in New Jersey.
Office Property Developer and Brokerage
Developed a strategic plan for an office property developer in Pennsylvania. Coached the management team through the execution of the plan.
Green Luxury Home Developer
Developed a strategic plan for the developer of green luxury homes in New York and Massachusetts. Coached the management team through the execution of the plan.
Hybrid Home Equity Financing
Assisted with the development of a business plan for a business that allows homeowners to sell a portion of the future appreciation of their home’s value to investors.
Latin American Hotels & Resorts
Analyzed, evaluated and structured multiple hotel and resort transactions throughout Latin America to enhance Bank asset quality by converting distressed debt into equity.
Vineyard & Winery
Prepared analysis for the possible acquisition of the Pope Valley Winery in California’s Napa Valley region. This historic property had been closed for several years and presented unique challenges.
Specialty Hotel
Prepared analysis and business plan for the possible acquisition and renovation of the Saint Claire Hotel in San Jose, California. This property had been closed for several years and required renovations and repositioning.
Executive Center
Developed a business plan for an executive center to find a productive use for a commercial property which had been vacant for some time.
Luxury Homes in Arizona
Developed a business plan, financial forecast, and investor presentation for a builder of green luxury homes in Arizona.
Mortgage Brokers / Bankers
Developed business plans and financial projections for over a dozen mortgage brokers and bankers seeking to expand credit lines.
Condominium Development
Developed the capital formation strategy and business plan for a real estate development project in Sofia, Bulgaria. Assisted the developers in negotiations with the seller of the land so that the seller took completed units in exchange for the land. The combination of no cash for the seller and the pre-sale of units during construction meant that no construction loan was required. Only a small equity investment was required to fund the entire development.
Note: Some items reflect experience gained prior to joining Cayenne Consulting. Cayenne does not offer services that require licensing or registration with the NASD or other authorities.
Read testimonials from selected real estate, construction, and hospitality clients.
Why Choose Cayenne? Nine Great Reasons!
Ongoing Support
We don’t stop when the business plan is complete. We have a talented team ready to help you implement it as well, either on a retained basis as interim members of your founding team or on a project basis, as needed.
Develop a Winning Strategy
Most so-called “business plan consultants” take whatever you tell them and type it into software. We go much deeper and help develop a viable strategy for success, which we then express in a compelling business plan.
Avoid Costly Mistakes
We know what works, and, more importantly, what doesn’t. A single mistake can get render your plan unfundable. We wrote the original and often-cited article on Why Business Plans Don’t Get Funded.
Get it Right the First Time
Funding is a binary event: either you succeed or you fail. If you fail, most investors won’t give you a second chance. Learn about the pros and cons of various approaches to developing business plans.
Fully Customized
Some business plan writers charge extremely low fees because they have a cookie-cutter, assembly-line approach. You get what you pay for. We work from scratch to represent your unique vision, not somebody else’s.
Work With True Experts
We’ve walked in your shoes and we understand what you’re going through. Many of us have advanced degrees from institutions like Harvard, Wharton, Berkeley, Cornell, Columbia, Stanford, Yale, Dartmouth, and Chicago.
No Salespeople
Deal directly with a senior business plan consultant from Day One – not a commissioned salesperson who will hand you off to a junior writer. Personal relationships matter, and you need to know exactly who you’re dealing with.
Save Money - Really!
We’re not cheap, but about half of our clients came to us after a business plan prepared by a less qualified business plan consultant did not work out. Why not get it right the first time and save money?
Get Investors To Notice
Most entrepreneurs can’t get investors to
return their calls. A majority of our clients secure meetings with potential funders. Our team’s efforts have contributed to over $4.3 billion in financing!
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A Step by Step Guide to Becoming a Commercial Real Estate Investor
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Real Estate Business Plan Consultants
Meet our team of commercial and residential real estate business plan consultants:
Charlie Kickham, MBA
Business plan consultant in New York, NYCharlie brings 17 years of experience in finance, strategic partnership development, organizational restructuring, real estate development, and business development to Cayenne Consulting....
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Jimmy Lewin
Business plan consultant in Phoenix, AZ | Deer Valley, UTJimmy's background includes over 40 years in international, commercial, and investment banking, and nearly a decade as the principal shareholder and CEO of a rapidly growing manufacturing and...
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Lee Muhl, JD
Business plan consultant in Portland, OR & Los Angeles, CALee Muhl’s consulting practice spans a number of industries and sectors. Lee works constantly in real estate, cannabis/agribusiness, and Internet content platforms, but his practice...
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Eric Pickens, MBA
Business plan consultant in New York, NYWith over 20 years of experience as a COO, CFO, and board member, Eric has implemented, strengthened and led the financial and operational functions for companies engaged in investment...
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Michael Robbins
Business plan consultant in Seattle, WAMichael Robbins has over 25 years of experience in financial services and he has contributed to the capitalization of 500 companies that raised hundreds of millions of dollars. As an investor...
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Stephanie Tolosa, MBA
Business plan consultant in San Francisco, CAStephanie Tolosa is the Chief Operations Officer at Skylight Studios, an innovative real estate consulting firm known for hosting New York Fashion Week (2015-2017) and revitalizing Bleecker Street...
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