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Portfolio Business Plan Generator

Portfolio Business Plan Generator

Craft Your Personalised Property Business Plan

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Are you creating this business plan for a company, or an LLP rather than an individual?
Let’s talk about your main goal. What’s your primary investment strategy for your property portfolio?
This helps us understand your core objectives.

Now, let’s look at how you operate your portfolio.

What types of properties are currently, or will be, in your portfolio?
(please select all that apply)
Who are your typical tenants?
(please select all that apply)
What’s the usual length of your initial tenancy agreements?
On average, how long do tenants typically stay in your properties?
How do you manage your properties and tenancies?

Let’s cover a couple of important operational aspects.

What’s the typical time your properties are vacant between tenancies (void period)?
Average void period for properties in portfolio
Have you experienced any significant tenant arrears (over one month) or evictions in the past two years?

Rental Income

Do you expect your net rental income to increase, decrease, or stay the same over the next five years?
What are the reasons for the anticipated change in your net rental income? (please select all that apply)

Future Strategy

What are your plans for your rental units over the next five years

Proposed Future Purchases

Proposed Disposals

Proposed Improvements

Financials

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