The Ultimate CRE Broker Business Plan for 2026
Scale Smarter. Close Bigger. Live Better.
Are you running your commercial real estate business… or is it running you?
Too many CRE brokers I coach feel like they’re grinding harder than ever — yet still stuck on a treadmill. Transaction after transaction. Busy. Stressed. Burned out. Sound familiar?
Well, what if I told you that you’re just one clear plan away from doubling your income, cutting your hours, and building a business you’re proud of?
Let me walk you through the exact business planning approach we use with our top-producing Massimo Members — the same method responsible for over $24.6 Billion in closed transactions last year alone.
Why Most CRE Brokers Plateau (And How You Can Break Through)
Look — information is everywhere. Knowing isn’t the issue.
Knowing isn’t doing.
We all know we should prospect more. Block time. Raise our fees. But knowing doesn’t pay the bills. Action does. And the right plan gets you into action fast — focused, effective, and fearless.
That’s why we built the Ultimate CRE Broker Business Plan:
A proven framework to help you reverse-engineer your income goals into daily activities and trackable metrics — so you stop winging it and start winning consistently.
Step 1: Define Your Financial Goal
Start with a real number. Not a dream. A decision.
Want to hit $1M in GCI this year? Great. Let’s reverse engineer that.
Let’s say:
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Your average deal is $2.5M
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You earn 2.5% commission on average
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That’s $62,500 per deal
➡️ You need 16 deals to hit $1M
Simple math, right? But most brokers skip this part. And what you don’t measure, you can’t manage.
Step 2: Know Your 3 Key Ratios
To build a predictable business, you need to understand:
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Average deal size
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Average commission rate
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Number of transactions required
Once you’ve got those — you can plug into the plan and determine:
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How many proposals you need
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How many meetings you must book
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How many outreach attempts it takes
We call this your Activity Engine. Want to go faster? Dial up the inputs. Want to work less? Raise your average deal size or fee.
Step 3: Build Systems That Scale
Here’s the deal: If you’re doing everything, you’re doing it wrong.
Want more margin? More lifestyle? You need people, process, and platform.
That means:
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Delegating admin and marketing
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Creating an org chart where the “Who is NOT You”
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Automating repeatable tasks through CRM and AI
This is where your business goes from transactional treadmill to transformational machine.
Step 4: Adopt the IPAID™ Mindset
Want to win? Ask yourself every day:
“Was I IPAID today?”
IPAID stands for:
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Initiated relationships
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Progressed pipeline
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Added value
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Invested in myself
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Defined my direction
This daily framework keeps you focused on what matters — and pushes the chaos to the side.
Want the Exact Plan? Grab It Free.
You don’t have to build this plan from scratch.
We’ve already done the work for you — and you can access the interactive business plan + Claude AI-powered tool here:
👉 Download the Free CRE Broker Business Plan Tool
This tool will walk you step-by-step through building your 2026 game plan — so you can:
✅ Close bigger deals
✅ Raise your average fee
✅ Get clarity on your next hire
✅ Take more time off
✅ Hit $1M+ GCI — or whatever your goal is
Ready to Dominate 2026?
You’ve got two choices right now:
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Keep doing what you’ve always done, hoping things get better.
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Use a proven blueprint from brokers who are already crushing it.
Let’s get you out of the chaos and into control.
We’ll help you build not just a business… but a business and life others admire.
Because when you dominate your plan — you dominate your market.
Ready to start?
Access the free tool here:
👉 The Ultimate CRE Broker Business Plan + Claude AI Link
What’s Your Income Goal for 2026?
Drop a comment below and let’s hold each other accountable.
And if you’re ready for coaching that’ll take you from stuck to scaling — hit that Contact button and let’s talk.
To your success,
Rod Santomassimo
Founder, The Massimo Group
