Realty Firm Financial Projection Template

Built by a certified professional CPA Built for realty firms specifically — our ProjectionHub software has been used by over 2,500 businesses to develop financial projections. Based on this experience we decided to create a customized Excel template that makes creating SBA and investor-ready financial projections for your business incredibly simple. Tables, charts, graphs and dashboards include: Profit and loss at a glance table Use of start-up funds graph Key ratios table ​​Cash generated from operating activities graph ​Investor dashboard ​5 years of monthly and annual income statement, cash flow and balance sheet reports If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

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Build projections you can rely on for your Realty Firm with this Excel Template.

How to use this template:
1) Download our fully unlocked, ready-to-use Excel file.

2) Enter your Realty Firm’s information on these multiple tabs:
– Revenue model helps predict your revenue over a period of five years. The template aids you in defining the timeline for agents and their buyer and seller leads over time. Set conversion rates, prices per buyer or seller contracts, commissions, and fees. As you input your figures, your cost of goods sold is updated on the financial statement.
-You are prompted to input your expenses into the operating expense model. This populates your expenses and cash flows on your financial statements. You can input your fixed monthly expenses or input monthly expenses as a percentage of revenue for variable items, you decide. Also, as the first 3 months of the template are broken down individually, start-up expenses can be input easily.
-The general assumptions model does all the hard calculations for you, such as loan amortization, interest, depreciation expenses, inventory purchases, etc. Simply input information such as loans, fixed assets, inventory assumptions, and accounts receivable assumptions from your balance sheet, and the rest is done for you!
-Calculate monthly taxes, salaries, and benefits expenses with the salaries and distribution model. It also in turn enables you to plan for distributions to owners.

3) Then the template updates various output tabs automatically:
-The ‘at-a-glance’ tab shows you a snapshot of the finances via financial charts, ratios, and graphs. These are ready to be used in your pitch deck.
-The financial statements tab has the income statement, cash flow statement, and balance sheet (which always automatically balances). Each statement also has monthly breakdowns.
-Check how sensitive your model is to changes in specific variables without altering your data with the Investor Dashboard tab. This is where your models’ income statement is displayed, along with a modified income statement that updates as you alter the main assumptions.

Need some help? Feel free to reach out to us via private message! We are happy to help with any issues and we can modify any of the templates we distribute.

If this model doesn’t work for you, let us know and we can find a solution to meet your needs.

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