Real Estate Agent Financial Model (Excel + Google Sheets)

A 5 year financial model built for a real estate agent, not a generic business template with the name changed.

Type your closings, your average sale price, your commission rate and your split on one tab. Everything else calculates.

WHAT YOU GET

• 15 tab financial model, Excel and Google Sheets

• Dashboard with 6 KPI tiles and 3 charts: capital required, revenue at maturity, margins, break even month, cash low point

• Revenue built from real agent drivers: buyer side closings, seller side listings, referral fees and rental placements, each with its own growth rate and a capacity ceiling

• Net commission maths built in: sale price x rate x your split

• Team payroll roster with start months: transaction coordinator, marketing assistant, ISA, buyer's agent, listing coordinator

• Agent expense lines: MLS and association dues, CRM, lead generation, listing photography and staging, signage, mileage, E&O insurance, education, client gifts

• Linked P&L, cash flow and balance sheet, monthly for 60 months plus annual summaries

• Break even analysis, Base / Best / Worst scenarios, funding requirement and use of funds

• Industry benchmarks shown next to your own numbers

• Checks tab that proves the model balances

• One page quick start guide

WHO IT IS FOR

An agent going solo, an agent building a team, or anyone who needs to show a lender or a spouse what the next five years actually look like.

HOW IT WORKS

1. Download and open in Excel, or import into Google Sheets

2. Go to Inputs. Blue cells on yellow are yours.

3. Read the Dashboard.

FORMAT

Excel .xlsx, opens in Excel 2016 or later and in Google Sheets. No macros. Instant download after purchase.

Preview images were created with AI assisted design tools. The spreadsheet itself is hand built and formula driven.

LICENCE

Personal and single business use. Not for resale or redistribution.

Also in the shop: Realtor OS (the Notion system) and the Real Estate Commission Calculator.

Questions before you buy? Message me. I answer within a day.