Real Estate Agency Financial Model Template | Excel Spreadsheet

Category Industry

Original price was: $179.Current price is: $119.

Fully editable financial model template in Excel format including a pre-built 5-year financial plan, 20+ charts and metrics and a valuation report

Trusted by 12,000+ entrepreneurs, consultants and investors

Costs 10x less than what you'd pay a CPAViviane M.

We found this website as we were looking for a financial modeling expert. After some discussions w Remi via email we purchased a template that cost us probably 10 times less what we would have paid to a CPA in the first place.
Excellent product
Excellent productJohn Barlow

Excellent product. The best customer service. I hold an MBA and a JD and I know quality work when I see it. This product meets the demands required for fund raising and would easily stand up in court if needed. Don't hesitate on the purchase, the cost value cannot be beat or duplicated.
This template is the greatest thing ever​
This template is the greatest thing ever​Sophie Q.

This template is the greatest thing ever. It saves me so much time and is far more accurate and thought through than any financial model I have built on my own so far. You can’t be better prepared than this when you’re talking to investors.

Description OF THE FINANCIAL MODEL

Designed specifically for real estate agency owners and operators, this Excel spreadsheet helps you plan budgets, forecast revenues, and analyze profitability with ease.

Whether you manage a residential, commercial, or mixed real estate agency, this financial model adapts to your business structure, empowering you to make informed financial decisions.

Features of the Real Estate Agency Financial Model Template

  • Detailed Revenue Projections: Accurately forecast revenue based on commission rates (residential or commercial sales), property management fees, leasing commissions, and other revenue streams like appraisal or consulting services. Adjust for factors like market demand, property types, and seasonal fluctuations.
  • Expense Tracking: Monitor all operational costs, including agent commissions, office rent, marketing, administrative salaries, technology platforms (CRM, listing services), utilities, and legal/compliance fees.
  • Profitability Analysis: Understand your profit margins by revenue stream (sales commissions, property management, leasing) and identify areas for improvement to maximize profitability.
  • Customizable Assumptions: Tailor the model to fit your specific real estate agency size, pricing structure, market focus, and geographic area with easy-to-adjust inputs throughout the template.
  • Cash Flow Management: Track your cash flow to ensure smooth daily operations, manage payroll, advertising costs, and cover operational overhead.
  • Sales and Client Dashboard: Visualize key metrics such as number of listings, closed deals, average commission per transaction, and agent performance to optimize resource allocation and client management.
  • Use of Funds: Determine how much capital you need to start or expand your real estate agency, accounting for office setup, marketing campaigns, and working capital needs.
  • User-Friendly Interface: Navigate and update the template easily, even if you’re not a financial expert.

How to Use the Real Estate Agency Financial Model Template

  1. Download and Open: Purchase and download the template, then open it in Microsoft Excel or Google Sheets.
  2. Input Your Data: Enter your real estate agency’s specific financial data, including commission rates, deal volume, and operating costs.
  3. Customize Assumptions: Adjust inputs to reflect your agency’s unique circumstances, such as property types, market conditions, and agent commission structures.
  4. Generate Reports: Automatically create detailed financial statements, including income statements, balance sheets, and cash flow statements.
  5. Analyze Performance: Use built-in charts and dashboards to visualize key performance indicators (KPIs) such as average commission per deal, listings closed, agent productivity, and marketing ROI.
  6. Sensitize: Adjust inputs and assumptions to refine your financial projections based on market trends, new listings, or expansions.

What's inside

This financial model template include everything you need for your business plan.

The financial model shown here is an example.

CUSTOMIZE 100+ ASSUMPTIONS

The financial model is fully editable and can be easily modified to fit your business. Easily change more than 100+ assumptions:

The financial model shown here is an example.

the business plan template for a real estate agency business

BUSINESS PLAn

USD 79

FINANCIAL MODEL

USD 119

ANy QUESTIONS?

All our financial model templates can either be used with Excel or Google Sheets, Google Sheets being a free version of Excel.

It is a one-time fee. By purchasing this template you can download it to your computer and use it for as long as you need to.

Our financial model templates are easy-to-use and already built. 

 

 

In addition to a tutorial, we make it clear for anyone to change assumptions without breaking anything. So if you’re not good at Excel but understand what a spreadsheet is, this template is also for you. 

 

 

If any questions or doubts, contact our team and we will be happy to help.

Yes it is. All lenders require a financial plan, yet their demands vary, for example:

  • Some will only ask you for your Profit-and-Loss statement, others for your 3 financial statements.
  • Some will require 3 years projections, others 5 years.
  • Some will need a simple PDF one-pager yet most will require the underlying Excel version of your financial plan.

Note this financial model is a 3-year financial projections template. If you need 5-years instead, browse our 5-year financial model templates instead.

The short answer is no. Since these templates are digital products, it is impossible for us to retrieve the template once you have downloaded at least once on your computer.


Note that all of our financial model templates have a free version that can be downloaded before purchase.

This explains why less than 2% of our customers ever ask us for a refund.


That being said, if you are unhappy with your purchase, we will always do our best to make it work for you, either by: offering another template for free, helping you to use and/or customize your model so that it works for you. 


If we can’t find an arrangement, we will offer refunds exceptionally when, for example:

  • You have purchased but you have not yet downloaded the document to your computer
  • You have rightfully be misled by an element on our website

Yes we do. Many of our customers even come back to us for help a year post purchase as they update their financial plan.

 

We provide free lifetime email support, period.

Trusted by 12,000+ entrepreneurs, consultants and investors

Costs 10x less than what you'd pay a CPAViviane M.

We found this website as we were looking for a financial modeling expert. After some discussions w Remi via email we purchased a template that cost us probably 10 times less what we would have paid to a CPA in the first place.
Excellent product
Excellent productJohn Barlow

Excellent product. The best customer service. I hold an MBA and a JD and I know quality work when I see it. This product meets the demands required for fund raising and would easily stand up in court if needed. Don't hesitate on the purchase, the cost value cannot be beat or duplicated.
This template is the greatest thing ever​
This template is the greatest thing ever​Sophie Q.

This template is the greatest thing ever. It saves me so much time and is far more accurate and thought through than any financial model I have built on my own so far. You can’t be better prepared than this when you’re talking to investors.
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