I will write a real estate development business plan and financial pro forma
Lender Ready Business Plans for SBA and Bank Financing
About this Gig
I write plans around what underwriters actually test: cost basis, absorption, coverage, and exit.
BASIC Site Ready
15-20 pages. Executive summary, project overview, sources & uses, 5-year pro forma, stabilized NOI and DSCR.
STANDARD Capital Package
2-530 pages. Adds full market study, rent comparables, SWOT, absorption analysis, and an editable Excel pro forma with construction draw schedule.
PREMIUM Investor Package
30-35 pages. Adds investor pitch deck, distribution waterfall, IRR sensitivity grid, TAM analysis, capital source list, exit strategy and full review.
EVERY ORDER INCLUDES
- Development budget with per-unit and per-SF detail
- Stabilized pro forma, NOI, DSCR, debt yield, yield on cost
- Editable Word & Excel + print-ready PDF
- Defensible assumptions every input stated and sourced
BEST FOR: ground-up multifamily, adaptive reuse, mixed-use, build-to-rent, industrial, land development, hotel, self-storage.
Message me your project type, total cost and capital structure and Ill confirm the right package.
Type of Loan:
SBA
•
Micro Loan
•
7a
•
504
•
EIDL
Language:
English
Industry:
Business, Finance & Law
•
Real Estate
•
Versatile
My Portfolio
Gig milestonesNEW
Choose to pay for your project per milestone by only paying when it’s time to start a new one or decide on a 1-time payment.
- Basic Package.
- 1st Milestone: Research2-day delivery · No revisions$55Pay now
I’ll do research based on your needs.
- 2nd Milestone: Financial forecast2-day delivery · 1 revision$60Pay later
I'll create a financial forecast for your company or project for use as part of a business plan.
- 3rd Milestone: First draft3-day delivery · 1 revision$70Pay later
I'll prepare a first draft of the delivery.
These are the steps we’ll follow to complete your project.
Other Business Plans Services I Offer
FAQ
Which package do I need?
Basic works if your lender just needs a plan and pro forma. Most construction loan applications land on Standard — banks want the market study and rent comps. Choose Premium if you’re raising equity from investors and need the waterfall, sensitivity analysis and pitch deck.
What project types do you cover?
Ground-up multifamily, build-to-rent, adaptive reuse, mixed-use, industrial, self-storage, hotel, land subdivision and value-add repositioning. Message me first if your project falls outside these.
Do you build the pro forma, or just write the plan?
I build the model. You receive an editable Excel pro forma with unit mix, development budget, absorption schedule, stabilized operating statement, debt service and returns — all formula-driven so you can change inputs.
Where do your market numbers come from?
Public sources: census and employment data, municipal permit records, published market reports and listed rent comparables. Every assumption is stated in the plan so your lender can test it rather than take it on faith.
Can you match my lender’s or investor’s format?
Yes. Send their template, term sheet or checklist and I’ll structure the plan and pro forma to match.
Will you calculate IRR and the equity waterfall?
Yes, on the Premium package or as an add-on. This includes preferred return, distribution tiers, sponsor promote, LP and sponsor IRR, and equity multiple.
What if my lender asks for changes?
Send their feedback and I’ll revise — 2 revisions on Basic, 3 on Standard, unlimited on Premium. You also receive editable files.

