Starting the Business Plan

May 10, 2008 · 3 comments

I’ve started writing the business plan, and while I’ve actually written a good bit of it over the past few days, I wanted to get the basics out of the way first. Below are the “Overview of the Business” and “Definition of the Business Structure” sections of my business plan:


Overview of the Business

Lish Properties (“the company”) is a real estate investment company aiming to generate capital gains, passive income, and long-term equity appreciation for its owners and investors through the purchase and leverage of real estate investments.

In the short-term, the company will focus on the acquisition of multi-unit residential properties in Atlanta, GA and the surrounding metropolitan area. Longer-term, it is expected that the company will leverage its growing experience, expertise, and investor reach to branch into commercial real estate, including office buildings, larger apartment complexes, and other more “exotic” real estate holdings.


Definition of the Business Structure

Lish Properties is structured as a two-member limited liability company (LLC), and taxed as an S-Corporation. The company is wholly owned by its two principle investors – [my fiancee and myself]. The company will hold each of its investment properties as a separate limited liability corporate entity (LLC), and will open up fixed percentages of each investment to outside investors. Each investment under consideration by the company will be outlined and marketed in a prospectus and/or business plan that will be provided to outside investors for investment consideration.

With the top-most goal of asset protection in mind, it is expected that the business structure for these investments will be as follows (the business structure is subject to change):

Business Structure

The remainder of this document is intended to provide a comprehensive overview of the criteria that will be used to evaluate investments for the company and the strategies that will be employed to maximize returns through capital gains and passive income.

I’ll be completing the rest of the Business Plan within the next two weeks…

3 responses to “Starting the Business Plan”

  1. Cole says:

    Great start! You have a clear vision of what you want and how you plan on bringing your dream to fruition. My compliments…

  2. Aaron Kroll says:

    Great Job! Very clear and well written. I’m currently working on my business plan for launching my residential infill development company and reading your business plan is an inspiration to developing mine. Keep up the great work and best of luck with your REI ventures!


  3. Christopher says:

    Great start on your business plan…. I will be drafting my plan in the next week or so. I plan to launch my REI/LLC on March 1….

    How much would you charge to assist in completing our business plan? Shalom…

Leave a Reply

Your email address will not be published. Required fields are marked *