Real Estate · sample plan
Cornerstone Realty Group
A boutique residential real-estate brokerage focused on first-time buyers and growing families, with concierge service and a strong digital presence.
Executive summary
Cornerstone is a boutique residential brokerage focused on first-time buyers and move-up families. Concierge service, content-driven lead gen, and a referral engine build a durable transaction pipeline.
Financial snapshot
Year-1 revenue target$240K
Founder investment$10K
GeographyRaleigh, NC
Market snapshot
TAM$120B US residential brokerage
SAM$310M Raleigh metro
SOM$1.5M obtainable
Raleigh's in-migration and first-time-buyer demand support a differentiated, content-led boutique brokerage.
Trends
- Buyers starting their search online
- Content-led agents winning trust pre-contact
- Concierge prep services lifting listing value
- Referral networks dominating low-CAC growth
Customer segments
- First-time buyers — Need guidance and education
- Move-up families — Sell and buy together
- Referral clients — Repeat and word-of-mouth
Pricing model
| Product / Service | Price | Rationale |
|---|---|---|
| Buyer-side representation | 9000.0 transaction | Core commission income |
| Seller-side listing | 11000.0 transaction | Higher-margin listings |
| Concierge prep package | 1500.0 package | Value-add upsell for sellers |
Competitive landscape
National brokerage
Strengths — Brand, agent count
Weaknesses — Impersonal, high splits
Our edge — Boutique concierge + better client experience
Discount brokerage
Strengths — Low fees
Weaknesses — Limited service
Our edge — Full-service concierge value
Customer acquisition
- Content + local market YouTube/SEO
- Past-client referral program
- First-time-buyer workshops
- Partnerships with lenders and inspectors
- Targeted social ads by neighborhood
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