AI-Powered Real Estate Projections

Generate Real Estate Financial Projections in 60 Seconds

Real estate brokerage revenue is inherently volatile because it depends on transaction volume, average sale price, and commission splits with agents. A solo agent closing 15 deals per year at a $350,000 average price and 3% commission earns $157,500 in gross commission income. A brokerage with 10 agents earning a 30% company split on those deals generates very different numbers. The cost profiles for a solo agent, team, and full brokerage are completely different, so your model has to match your actual structure.

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How It Works

Three steps to your real estate financial projections

Step 1

Describe your business

Tell us about your business model, revenue streams, costs, and growth expectations.

Step 2

AI builds your projections

Our AI generates 5-year financial projections with income statement, cash flow, and key metrics.

Step 3

Download and share

Export your projections as PDF or Word. Share with banks, investors, or your team.

Sample Output

See what real estate projections look like

Sample projections for a real estate business based on real industry benchmarks.

planarmory.com/dashboard/financial-projections/view

Business Overview

Cornerstone Realty Group is a residential real estate brokerage in Charlotte, NC founded by an agent with 9 years of experience and a personal track record of $8M in annual sales volume. The brokerage is launching with 4 experienced agents (averaging 18 transactions per year each) and plans to grow to 12 agents by Year 3. The office operates on a 70/30 commission split (agent/company) with a $500/month desk fee. The founder is investing $85,000 in office lease, technology setup, marketing, and working capital.

5-Year Financial Projections

MetricYear 1Year 2Year 3Year 4Year 5
Gross Commission Income (GCI)$1,200,000$1,850,000$2,700,000$3,400,000$4,100,000
Company Revenue (Splits + Fees)$384,000$579,000$834,000$1,044,000$1,254,000
Operating Expenses$298,000$398,000$538,000$658,000$768,000
Net Profit$86,000$181,000$296,000$386,000$486,000
Agents58121518

Key Financial Metrics

Revenue per Agent

$240K → $228K

Company Dollar per Agent

$76.8K → $69.7K

Agent Retention Rate

80%

Average Sale Price

$365,000

Full projections include cash flow, balance sheet & more

Everything in your real estate financial projections

5-year revenue forecast

Year-by-year revenue projections based on your pricing, growth rate, and market size.

Expense breakdown

Detailed operating expenses: payroll, rent, marketing, materials, and overhead by category.

Profit & loss statement

Complete P&L with gross margin, operating income, and net profit for each year.

Break-even analysis

Know exactly when your business becomes profitable and the revenue needed to get there.

Done in 60 seconds

Not hours with spreadsheets. Answer the questions and get investor-ready projections instantly.

Bank & investor ready

Formatted the way SBA lenders and VCs expect. Submit directly or customize first.

Real Estate financial projections FAQ

How do I project revenue for a real estate brokerage?

Revenue = number of agents x transactions per agent per year x average sale price x commission rate x company split percentage. For example, 8 agents averaging 16 transactions at $350,000, earning 3% commission with a 30% company split = $403,200 in company revenue. Additionally, model desk fees ($300-$600/month per agent), transaction fees ($200-$500 per closing), and any ancillary revenue (title company referrals, mortgage referrals). Be realistic about agent productivity: the NAR reports that the median agent closes 12 transactions per year, but top performers close 25-40+.

What are the biggest costs of running a real estate brokerage?

Office space is typically the largest fixed cost at $2,000-$8,000/month depending on market and size. Technology (CRM, MLS fees, website, transaction management) runs $300-$500 per agent per month. Marketing and lead generation cost $500-$2,000 per agent monthly if the brokerage provides leads. E&O insurance runs $300-$800 per agent annually. Administrative staff (transaction coordinator, office manager) costs $35,000-$55,000 each. The hidden cost is agent recruiting and retention. Replacing an agent who leaves costs $5,000-$15,000 in recruiting, training, and lost production. Keeping agent retention above 80% is critical for brokerage profitability.

Is it better to start as a solo agent, team, or brokerage?

Each model has different financial profiles. Solo agents keep 100% of their commission split but cap out at 20-30 transactions per year without help. Teams (1 lead agent + 2-3 buyer's agents + admin) scale to 60-100+ transactions and the team leader typically earns more per hour because leverage from junior agents offsets the split they pay. Full brokerages earn less per transaction (only the company split) but can scale to 100+ agents and generate passive revenue. Most successful brokerages started as top-producing agents who built teams first. Make sure your model reflects which path you're on, since the expense structure is completely different for each.

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