The template will take your unique inputs and assumptions to automatically calculate and build your Income Statement (Profit & Loss), Balance Sheet, and Cash Flow statement. Any change you make on the input tabs will automatically be calculated and updated on your financial statements making for easy changes and experimentation. The financial statements are easily exported or printed for lenders or investors.

Financial Statements Included:

• 5 Year Income Statement Annual Summary
• 5 Year Income Statement Monthly Breakdown
• 5 year Cash Flow Statement Annual Summary
• 5 year Cash Flow Statement Monthly Breakdown
• 5 Year Projected Balance Sheet Annual Summary
• 5 Year Projected Balance Sheet Monthly Breakdown

Our At-A-Glance dashboard offers a concise financial overview of your Realty Firm's projections. With key financial ratios, break-even analyses, and start-up cost breakdown, your data becomes actionable. This tab, filled with tables, charts, and summaries allows you to easily drop key visuals into your pitch deck or investor memo.

Visualizations Include:

• Profit and loss summary table
• Initial start-up cost breakdown for your Realty Firm
• Key financial ratios
• Operational cash flow visuals
• 5-year summary profit & loss graph

Tailored for Realty Firm, this model generates accurate sales predictions based on specific Realty Firm income assumptions then automatically calculates and builds the financial statements.

• Commission-Based Income: Project earnings primarily from sales commissions from buyers and sellers, calculated as a percentage of the property sale price.
• Client Acquisitor: Estimate how you will generate buyer and seller leads and what percentage of those leads will actually buy or sell a property.
• Agent Performance and Portfolio: Analyze revenue based on the performance of individual real estate agents and the estimated distribution of their clients between buyers and sellers.
• Financial Statements: All revenue is automatically calculated and added to your financial statements.

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• Agent Commissions and Staff Salaries: Budget for commission payouts to agents and salaries for support staff, including administrative and marketing personnel.
• Office Overheads: Estimate expenses for office space (rent or mortgage), utilities, office supplies, and equipment.
• Marketing and Advertising Costs: Allocate resources for property listings, digital marketing, print advertising, and networking events to attract clients.
• Training and Professional Development: Plan for expenses related to training programs, licensing fees, and continuing education for agents.
• Insurance and Legal Fees: Include necessary expenses for professional liability insurance, legal consultations, and compliance with real estate regulations.
• Technology and Software: Budget for CRM systems, property listing platforms, and other technology tools essential for modern real estate operations.

• Startup Capital and Balance Sheet: Begin with assumptions about assets, loans, investments, and accounts payable to calculate startup capital needs and structure the balance sheet.
• Automated Financial Calculations: The template includes amortization, depreciation, and interest expenses in pro forma balance sheets.