Top 5 Real Estate Business Plan Templates Free & Paid Compared Which One Fits Your Needs

Top 5 Real Estate Business Plan Templates (Free & Paid) Compared: Which One Fits Your Needs?

BySean El Hani

Creating a business plan is one of the most important steps in launching or growing a real estate business. Whether you’re an agent, broker, investor, or property manager, the right plan sets the foundation for your success. But with so many templates available, how do you choose the one that aligns with your goals?

In this guide, Wise Business Plans® compares five of the most popular real estate business plan templates—both free and paid—to help you choose the right one based on your specific needs.

1. Wise Business Plans® Real Estate Template (Paid)

Best for: Professional use, SBA loans, investors
Wise Business Plans offers a premium real estate business plan template designed for those who need bank-ready documentation. It includes:

  • Executive Summary
  • Market Analysis
  • Marketing Strategy
  • Financial Forecasts (5 years)
  • Use of Funds & Exit Strategy

Pros:

  • Fully customizable and editable
  • SBA and investor-compliant format
  • Includes 1-on-1 consultation support

Cons:

  • Paid plan (starting around $1,850 for full service)

Why choose this: Ideal for those seeking funding or formal business growth.

2. LivePlan by Palo Alto Software (Paid)

Best for: Tech-savvy professionals and startups
LivePlan provides cloud-based planning tools with real-time financial dashboards. It offers an industry-specific template for real estate and includes guided prompts.

Pros:

  • User-friendly interface
  • Cloud-based and accessible anywhere
  • Built-in performance tracking

Cons:

  • Subscription model ($20+/mo)
  • Limited personal support

Why choose this: Good for entrepreneurs who want interactive tools and automated forecasting.

3. HubSpot Real Estate Business Plan Template (Free)

Best for: Beginners or agents testing an idea
HubSpot’s free template is a simple downloadable PDF that walks users through the basics of planning, from mission statements to sales goals.

Pros:

  • Completely free
  • Simple and quick to fill out
  • Great for solo agents

Cons:

  • Not bank- or investor-ready
  • Very limited financial modeling

Why choose this: Works well for idea validation or internal planning.

4. BPlans Real Estate Sample Plan (Free)

Best for: Learning by example
BPlans offers sample business plans, including a real estate version. You can use it as a reference or build your own plan around it.

Pros:

  • No cost
  • Written by professionals
  • Useful for inspiration

Cons:

  • Not customizable without copying manually
  • Outdated formatting in some examples

Why choose this: Best for research or DIY builders.

5. Template.net Real Estate Templates (Free & Paid)

Best for: Quick-start templates and downloadables
Template.net offers dozens of downloadable real estate plans in Word, Excel, and PDF.

Pros:

  • Lots of design options
  • Easy to edit
  • Free versions available

Cons:

  • No expert support
  • Lacks detailed financials or industry research

Why choose this: Good for agents or teams who need a starting point fast.

Final Thoughts

Choosing the right real estate business plan template depends on your goals:

  • Need funding? Choose Wise Business Plans® or LivePlan.
  • Just getting started? Try HubSpot or Template.net.
  • Prefer to learn by example? Explore BPlans.

A well-structured business plan is more than a document—it’s your roadmap to growth. If you’re serious about getting funded or scaling your real estate business, consider working with Wise Business Plans® for a customized, lender-ready plan built to win.

Need help choosing? Contact us at www.wisebusinessplans.com or call 1-800-496-1056 to speak with a consultant today.

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