High-ticket · Real estate consulting
Strategic Planning Engagement
A facilitated strategic plan for your real estate company — target markets, product types, capital plan, organisation and 3-year objectives with owners and dates.
$7,500
Order — $7,500 Ask a question firstWho it is for
- Developers, owner-operators and investment firms with 5–50 staff
- Family real estate companies planning a generational transition
- Firms that have grown deal by deal and need a plan that drives the deals
What you get
- Pre-work: leadership self-assessment and data request
- Two facilitated planning sessions (half-day each, remote or on site in Texas)
- Market and competitive context brief for your chosen markets
- Written 3-year strategic plan: vision, target markets and products, return targets, capital plan, organisational plan, 12-month priorities with owners
- 90-day follow-up review call
How it works
1
Kick-off and diagnostic (weeks 1–2)
2
Session 1: where we are, where the market is going (week 3)
3
Session 2: choices, priorities, owners (week 5)
4
Plan delivered and presented (week 7); 90-day check-in
Questions
Is the fee fixed?
Yes. Travel outside DFW is billed at cost.
What size company is this for?
Typically $25M–$500M in assets or annual development volume. Larger or multi-entity groups are scoped as a custom engagement.
realestateresourcelibrary is a real estate economics and strategy consultancy. We are not a licensed real estate broker or agent and do not represent any party in a transaction, and we do not provide investment, legal, tax or appraisal advice. Every engagement is a fixed-fee advisory deliverable; findings are based on data available at the time and are not guarantees of outcomes.