Real Estate Business Plan Template

Cornerstone Realty Business Plan

Cornerstone Realty | Licensed Brokerage #RE-0198442 | 742 Evergreen Terrace, Springfield, IL 62704 | sarah.j@techsolutions.com | +1 (555) 382-9281

Executive Summary

Cornerstone Realty is a full-service residential real estate brokerage led by David Whitmore, focused on the Lakeview and Highland Park market. We aim to close 140 transactions per year by combining a strong local brand, agent mentorship, and technology-enabled marketing.

Company Overview

Operating from 742 Evergreen Terrace, Springfield, IL 62704, the brokerage recruits and supports a team of buyer's and listing agents under a competitive commission split, with centralized transaction coordination and marketing.

Market Analysis

The Lakeview and Highland Park market features steady turnover, appreciating home values, and a mix of first-time buyers and move-up families, rewarding agents with deep neighborhood expertise.

• Median home price appreciating 6% annually in the farm area
• Average of 60 days on market for well-staged listings
• Strong inbound demand from relocating buyers
• Fragmented competition with few tech-forward brokerages

Products & Services

• Listing representation with professional staging and media
• Buyer representation and relocation services
• Investor and rental property advisory
• Comparative market analysis and pricing consultation

Marketing & Sales Strategy

Lead generation combines geo-targeted online ads, a hyperlocal content site, database nurturing, open houses, and a referral program with past clients and local partners.

Operations Plan

A transaction coordinator manages contracts to close, a marketing coordinator produces listing media, and a CRM tracks every lead from first contact through post-close follow-up.

Financial Projections

Prepared by David Whitmore on July 3, 2026.