The Dragons Den Business School Business Plan and Strategy for The Real Estate Investment Entrepreneur
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1 The Dragons Den Business School Business Plan and Strategy for The Real Estate Investment Entrepreneur NAME: DATE: The FIVE (5) Questions To Getting Started: 1. What specific and measurable result would you like for yourself inside the realm (or game) of real estate? Remember, be very specific and definitive. 2. What does it mean emotionally to accomplish this result... i. What does it mean to you? ii. What does it mean to your partner? iii. What does it mean to your family, and/or community? 3. What are your probable and almost certain challenges, set backs or reasons to wait until... that you can identify? Consider any one or all of The Eight Great Waits such as not having... (1) Enough Money, (2) Enough Knowledge, (3) Time, (4) The Right Mindset, (5) Family Onside, (6) Right Partner, (7) Right Opportunity, (8) Right Market 4. What do you expect you will require to purge these challenges? Name all the: i. Resources ii. Assistance iii. Support 5. What is your deadline for accomplishing this result? Articulate a timeframe that you can see yourself achieving even a small part of your desired outcome defined in your answer to Q #1.
2 2 PERSONAL FINANCIAL LANDSCAPE Name!!!!!! D/O/B!!!! S.I.N. #! Street Address!! City!! Province!!! Postal Code Occupation!!! Currently Employed With!!! #of Years Financial Information As at (Day/Month/Year) this is my Personal Financial Landscape A. Current Assets (list and describe assets)!!!! Cash (daily savings accounts, chequing accounts)!!!!! $ Investments (Schedule A)!!!!!!! $ Life Insurance cash surrender value!!!!!! $ Automobiles (including cars, motorcycles, boats, snowmobiles) Automobile #1: Make: Year:!! Automobile #2: Make: Year:!! Automobile #3: Make: Year:!! Automobile #4: Make: Year:!! $ $ $ $ Cash Equivalents (CSB s, T-Bills, GIC s, Term Deposits)!!!! $ Real Estate Retirement Plans Your RRSP!!!!!!!!! $ Spousal RRSP!!!!!!!! $ Your Employment Pension Plans!!!!!! $ Spousal Employment Pension Plans!!!!! $ Other!!!!!!!!!! $
3 Other Assets (Household goods, etc.) Art!!!!!!!!!! $ Jewelry!!!!!!!!! $ Antiques!!!!!!!!! $ Collectables!!!!!!!!! $ Other!!!!!!!!!! $ TOTAL ASSETS!!!!!!!! $ (A) B. Liabilities (list all credit cards, open lines of credit, and other liabilities including alimony, and child support)!!!!!! Balance Owing!! Monthly Payment Bank Loans!!!!! $!! $ Mortgage on Real Estate owned (See Schedule B attached)!!! $!! $ Monthly Rent Payment!!!!!!! $ Credit Cards (Itemized) #1! $!! $ #2! $!! $ #3! $!! $ #4! $!! $ Money Borrowed from Life Insurance! $!! $ Margin Accounts!!!! $!! $ Current Income Taxes Owing!! $!! $ Other Obligations (Itemized)!!!! #1! $!! $ #2! $!! $ #3! $!! $ #4! $!! $ Total Monthly Payments!!! $ TOTAL LIABILITIES (B)!!! $ (B) NET WORTH (A-B)!!! $ (A-B)
4 C. Income Sources Income coming from alimony, child support, or separate maintenance does not have to be stated unless you want it considered part of your financial landscape!!!!!!! Monthly!! Annually Your Gross Monthly Salary!!! $! $ Your Spouse s Gross Monthly Salary!! $! $ Bonuses, Commissions, Dividends!! $! $ Prepaid Expenses (e.g. insurance, rent, etc.)!! $! $ Net Monthly Rental Income (from Schedule B)! $! $ Other Income (Itemized) #1!!!!! $ #2!!!!! $ #3!!!!! $ #4!!!!! $ TOTAL INCOME!!!!!!!! $ (C) D. Expenses (Additional Personal Obligations) Household Operating Expenses!!!!!! Telephone!!!!!!!!! $ Heat, gas, and electricity!!!!!!! $ Water and garbage!!!!!!!! $ Home Insurance!!!!!!!! $ Repairs and Maintenance!!!!!!! $ Total Household Operating Expenses!!!!! $ Personal Expenses Insurance(s)!!!!!!!!! $ Clothing, cleaning, laundry!!!!!!! $ Food (at home, away from home)!!!!!! $ Medical. Dental!!!!!!!! $ Day Care!!!!!!!!! $ Education!!!!!!!!! $ Gifts, Donations, and Dues!!!!!! $ Recreation and Travel!!!!!!! $ Newspapers, magazines, books!!!!!! $ Auto: maintenance, gas, parking!!!!!! $ Spending money, fun dough: allowances!!!! $ Total Personal Expenses!!!!!!! $ TOTAL EXPENSES!!!!!!! $ (D) NET CASH FLOW (C-D)!!!!! $ (C-D)
5 Schedule A: Stocks, Bonds, Mutual Funds and Other Investments Description!!!! Market Value!!!! Pledged As Collateral? #1! $!! Yes or No! #2! $!! Yes or No! #3! $!! Yes or No! #4! $!! Yes or No! #6! $!! Yes or No! #7! $!! Yes or No! #8! $!! Yes or No! #9! $!! Yes or No! #10! $!! Yes or No! TOTAL!!!! $
6 Schedule B: Real Estate Owned Defined level of ownership you have in real estate Property #1 Property Address (Primary Residence)!!! Legal Description Street!!!!! City!!! Province Type of Property!!! Present Market Value!! Amount of mortgage liens!!!!!!!! 1st!! 2nd Monthly Taxes, Insurance, Maintenance and Miscellaneous!! Net Monthly Rental Income $!!!!!!!! $ Name of Mortgage Holder(s)! First Mortgage!!! Second Mortgage Percentage Ownership %!! Month/Year Acquired!! Purchase Price $ Property #2 Property Address!!!!! Legal Description Street!!!!! City!!! Province Type of Property!!! Present Market Value!! Amount of mortgage liens!!!!!!!! 1st!! 2nd Monthly Taxes, Insurance, Maintenance and Miscellaneous!! Net Monthly Rental Income $!!!!!!!! $ Name of Mortgage Holder(s)! First Mortgage!!! Second Mortgage Percentage Ownership %!! Month/Year Acquired!! Purchase Price $
7 Property #3 Property Address!!!!! Legal Description Street!!!!! City!!! Province Type of Property!!! Present Market Value!! Amount of mortgage liens!!!!!!!! 1st!! 2nd Monthly Taxes, Insurance, Maintenance and Miscellaneous!! Net Monthly Rental Income $!!!!!!!! $ Name of Mortgage Holder(s)! First Mortgage!!! Second Mortgage Percentage Ownership %!! Month/Year Acquired!! Purchase Price $ Property #4 Property Address!!!!! Legal Description Street!!!!! City!!! Province Type of Property!!! Present Market Value!! Amount of mortgage liens!!!!!!!! 1st!! 2nd Monthly Taxes, Insurance, Maintenance and Miscellaneous!! Net Monthly Rental Income $!!!!!!!! $ Name of Mortgage Holder(s)! First Mortgage!!! Second Mortgage Percentage Ownership %!! Month/Year Acquired!! Purchase Price $
8 The Dragons Den Business School Business Plan and Strategy for The Real Estate Investment Entrepreneur 12 Weeks, Three Phases to Launching Your Business Phase 1: Design Phase Complete BEFORE Summer Complete BEFORE Summer Complete BEFORE Deadline Product / Service Roadmap 1st week of April 1st week of May 1st week of Sept Market Sizing 2nd week of April 2nd week of May 2nd week of Sept Business Case 3rd week of April 3rd week of May 3rd week of Sept Field Test 4th week of April 4th week of May 4th week of Sept Phase 2: Operations Phase Operating Model 1st week of May 1st week of June 1st week of Oct Startup Team 2nd week of May 2nd week of June 2nd week of Oct Entity Creation 3rd week of May 3rd week of June 3rd week of Oct Financial Model 4th week of May 4th week of June 4th week of Oct Phase 3: Launch Phase Branding and Intellectual Property 1st week of June 1st week of July 1st week of Nov First Customers 2nd week of June 2nd week of July 2nd week of Nov Investor Documentation 3rd week of June 3rd week of July 3rd week of Nov Launch Event 4th week of June 4th week of July 4th week of Nov
9 The Dragons Den Business School Business Plan and Strategy for The Real Estate Investment Entrepreneur The 20 Checkpoints for a Complete Business Plan & Strategy Part 1: The Business Plan Checklist Pitching To Investors Elevator Pitch Executive Summary Investor Presentation Business Plan Blueprint Part 2: How To Build a Business Plan What Is Your Vision for Your Real Estate Investment Business? What Is Your BIG Point of Differentiation? Market Differentiation How Big Is Your Market? Market Defined Who Is Your Competition? Competitive Analysis How Do You Plan To Make Money? Business Model How Will You Get Customers? Sales and Marketing Strategy Part 3: The Investor Courting Process The Investor Courting Process How to Find an Investor Do You Have a Clear Real Estate Investment Business Concept? How Much Capital Will You Need Are Your Assumptions Accurate Part 4: Management Structure and Organization 17 Who Will Execute Your Plan? Management and Organization Part 5: How To Create the Financial Plan 18 How Will You Fund Your Plan? Part 6: How To Operationalize Your Plan Operationalize Your Plan Raising Capital Documents
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