Loan Resources

Whether you plan to start a business, develop a piece of real estate or both, the best way to turn your vision into reality is to develop a plan. If you need outside investment, including loans or equity investments, almost every potential investor is going to require you to present a business plan. Browse our templates below to help inspire you to complete your plans and financial projections. Versions are provided for Microsoft and Google. If you do not have access to Microsoft Office, click the link for the Google version and sign up for a free Google account.  Using any Google template, go to the "File" menu and select "Make a Copy" to your own account where you can customize the template to your needs.

Use our real estate templates below to describe your real estate development project and project the financial performance of the project.

Real Estate Plan Template

Word / Google Doc

Real Estate Financial Template

Excel / Google Sheet (Instructions Word / Google Doc)