How to Write Real Estate Goals [10+ Best Examples]


The success of an enterprise is determined by ability to set, work and meet realistic business goals. Unfortunately, many businesspersons fail to cultivate this as a daily routine. This could possibly be due to the tendency to set unrealistic goals or lack of business discipline and work plan.

If you are in real estate business, and you want to run a successful business, you will need to develop a solid Real Estate Strategic Plan. A business that sets realistic and achievable goals can easily visualize the success of the enterprise, even before executing the goals themselves.

How to Write Real Estate Goals

1. Determine what you want to achieve

To set realistic goals, start with the end in mind. Do you want to implement a real estate marketing plan for a period? Do you plan to close new deals with new clients within 30 days? Would you like to double your business revenue in 6 months? When you know what you want to achieve in the end, it becomes easier for you to plan accordingly.

We can’t stress enough just how important it is to make sure every goal you set is SMART. In other words, your goals must be specific, measurable, achievable, realistic, and time-bound.

2. Put the goals into writing

Goals are easy to work on and track when put into writing. People that use Printable SMART Action Plan Templates to write down what they would like to achieve often accomplish more than people who don’t write expectations. A real estate businessperson who writes down the goals those they would like to achieve, realise the expected goals easily when compared to those who don’t list down their goals.

3. Make sure you have a precise timeline

Since goals must be time-bound, you need to determine when exactly you want to achieve the goal(s). With the help of a goal setting worksheet, you should be able to break down your goals into different timelines. Talking about time, it is best to break down your goals into short-term, middle term, and long-term, depending on how much time you will need to achieve them.

4. Work hard and smart to achieve these goals

Now that you know what your goals are, and how long would it take to work on them, it is just a matter of determining what you should do to achieve these goals. You can use an action plan template to get the most out of the time you spend working on these goals.

Real Estate Goals Template Examples

1. Free Goal Planner Template

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File Format
  • MS Word
  • Pages
  • Excel
  • Illustrator
  • In-design

Size: A4 & US

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A straightforward SMART goal plan template is what you need to identify the precise goals to be met. This template allows you to specify strategies and steps to follow to meet your goals. The layout is very simple and the template itself is print-ready.

2. Monthly Goal Planner Template

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File Format
  • Photoship
  • In-Design
  • Illustrator

Size: 8.27×11.69 inches + Bleed

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A monthly goal planner is a template that every real estate investor requires to outline what the business would like to achieve within 30 days. This example template lets you track monthly progress of the business, progressively marking the achieved and the unachieved goals. This is an easy way of identifying the milestones achieved during the month while going about your business.

3. Real Estate Company Meeting Planner

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File Format
  • MS Word
  • Pages
  • Excel
  • Illustrator

Size: 8.27×11.69 inches + Bleed

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If you are looking for a template that can help you plan for real estate business meetings, this is the best template you. This business plan template lets you set your meetings in a well-organized order based on the goals that you would like to meet as an enterprise. Incase this template does not meet your style you can customize to your preference to make your goal setting process smooth. To start customizing just click download.

4. Free Real Estate Goal Setting Worksheet

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File Format
  • MS Word
  • Pages
  • Excel
  • Illustrator
  • Google Docs
  • PDF

Size: A4 & US

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Need a simple goal setting worksheet but have no idea what to choose? Use this business planner example to get those goals planned properly. You can easily customize the template to your preference. With this template, you can specify the requirements of the customer targeted and give a performance estimate.

5. New Real Estate Agent Monthly Budget Planner

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File Format
  • MS Word
  • Pages
  • Google Docs

Size: A4 & US

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This template is one sure way of strategically assigning your finance to different objectives depending on the monthly expenses to be met. With this financial plan template, you can track the paid and unpaid expended company equipment and take the corresponding actions to fix any problem identified in your real estate business.

6. Real Estate Weekly Goal Sheet Template

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Size: A4, US

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As a business planner, you know how important it is to view your past business performance to gauge and forecast the vision of your real estate business for certain duration. This sample file has been designed to increase your production by giving you an easy time for analysis of the previous and present records, thus assisting in identifying the areas to give attention in the next season of your business.

7. Real Estate Agent Planner Worksheet

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File Format
  • MS Word
  • Pages
  • Excel

Size: A4, US

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A real estate business agent may need to boost their work performance, find new potential clients, develop a healthier routine that could enable them set clear objectives to triumph in their business and achieve a happy balance life. As such, this sample monthly goal planner is necessary to plan properly and track your work progress.

8. Real Estate Management Objective Template

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Size: A4, US

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As you set your targets for your real estate business, you will definitely need to put down any lucrative idea that crosses your mind at any time of the day as you research on it before considering it a main goal. This sample file has been designed to identify additional goals that can improve the performance your business.

9. Real Estate Sample Staff Meeting Minute Template

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Size: US, A4

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For those who have an uptight week and want to look for new ideas to polish and give their business a new look, this template will give you the luxury to plan and clearly schedule, to meet potential prospects to inspire your business plan.

10. Real Estate Monthly Sales Plan

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File Format

Size: A4, US

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In case you have been losing the count of the number of lead prospects, that you need, in order to reach your set targets for the month – You can take this sales plan sample file, and customize it to fit into the nature of your business. Make use of the charts and tables, designed to follow-up with different kind of prospects, to deal with in your real estate business. To access it just click on ‘download’ and enjoy the free sample.

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