8 Spunti per Gestire il Budget Immobiliare

Summary

The video script outlines eight fundamental points for effectively managing a real estate budget. It emphasizes the importance of forecasting sales, distributing the budget across the sales chain, sharing objectives, having real-time data consolidation, making reliable forecasts, extending best practices, ensuring congruence with the listing, and obtaining certified data. The speaker, Marco Belcastro, offers insights for managers and agents in real estate funds, SGRs, or networks to maintain strong control over the sales process and network.

Takeaways

• 📈 Budget Forecasting: Divide the total sales target by the number of months to create a monthly sales forecast or adjust based on experience to reflect the expected sales trend.
• 💰 Budget Distribution: Allocate the forecasted budget proportionally across the commercial chain, including brokers and real estate agents, according to the units and their value.
• 🎯 Sharing Objectives: Communicate the forecast budget and objectives clearly to ensure everyone in the sales network understands and works towards the same goals.
• 🚀 Real-Time Consensus: Utilize CRM and dashboard tools to provide certified data for informed decision-making regarding marketing and subsequent strategies.
• 📅 Reliable Forecasts: Use a calendar with key dates for proposals, commitments, and signings, along with average closing times to estimate future sales.
• 🌟 Best Practices Expansion: Identify the most profitable performances among agents and brokers, understand their success factors, and extend these winning models across the entire sales network.
• 📊 Compliance with Listing: Ensure that every sale and rental aligns with the assigned listing from the CDA or investor, using software to automate this process for efficiency.
• 🏆 Certified Data: Rely on a workflow management system to extract KPIs that control the budget and sales network, avoiding manual data entry in Excel that can compromise credibility.
• 🤝 Collaboration and Support: Engage in discussions and seek information on data certification in real estate to improve processes and maintain transparency for investors.
• 🌐 Networking: Work with a network of brokers and agents to distribute the forecasted budget and achieve sales objectives, enhancing the overall efficiency of the sales process.

Q & A

What is the primary focus of the session on managing a real estate budget?

The session is primarily focused on providing guidance to managers within a fund, SGR, or real estate network on how to effectively sell or lease a large property portfolio while maintaining strong control over the entire process and sales network.

How can one create a budget forecast for real estate sales?

A budget forecast can be created by dividing the total sales target, such as 10 million over 36 months, on a monthly basis. Alternatively, it can be based on experience by estimating the true monthly progression during the sales period.

What is the significance of distributing the budget across the commercial chain?

Distributing the budget across the commercial chain ensures that the forecasted sales budget is proportionally allocated to each broker and real estate agent, based on the units and value of the properties they are assigned.

Why is sharing objectives crucial in real estate budget management?

Sharing objectives, such as the forecast budget, is key to achieving goals more easily as it ensures that all parties involved are aligned and working towards the same targets.

What does real-time monitoring entail in the context of real estate sales?

Real-time monitoring involves using a CRM system or dashboard that provides certified data at any time, allowing for informed decisions regarding marketing strategies and the overall sales process.

How can having a reliable forecast benefit the sales process?

A reliable forecast, supported by a calendar of upcoming proposals and average closing times, helps estimate future sales and contributes to better planning and strategy implementation.

What does extending best practices across the sales network entail?

Extending best practices involves analyzing the performance of each agent and broker, identifying the most profitable models, and applying these winning strategies across the entire sales network.

Why is congruence with the listing price important in real estate transactions?

Congruence with the listing price ensures that every sale and lease aligns with the pricing assigned by the CDA or investor, which is crucial for maintaining credibility and avoiding discrepancies.

What is the significance of having certified data in real estate budget management?

Certified data, or KPIs, are essential for keeping the budget and sales network under control, providing authoritative information that can withstand scrutiny from audits or investors.

How can one avoid the pitfalls of using an Excel sheet for data management in real estate?

To avoid the issues associated with manual data entry in Excel, one should utilize a workflow management system that automatically updates and certifies the data, ensuring accuracy and reliability.