How to Write a Real Estate Investment Business Plan, Free Sample Plan PDF. Elon Glucklich. read. Update. Download one for free. Below are seven essential elements of a well-executed business plan: Describe the company's values and mission statement. In detail, a real estate investment business plan is a document that outlines your business goals, vision, and growth plan. It should detail the real estate business model you are going to pursue. Absolutely. Your real estate agent business plan is your road map to success. Without it, you risk losing direction and focus in your real estate career. A well-designed business plan helps you: Understand, 3. The marketing plan. A business marketing plan is a strategy documented by the operator of his business. So when doing business, everything is planned, from the purchase of goods to their resale, including the techniques for carrying out or operating our business. You can also see a one-page action plan. 4.