BusinessPlan

Here is the material for today's Business Planning Spreadsheet session in Houston.


The free MREA Business Planning Spreadsheet Trial Version: http://www.millionairesystems.com/msys/businessplanningspreadsheet.html
"Add to Cart" for trial version is a free download to your laptop - click "Save".
You may purchase the upgrade as well.

KWU Business Planning Clinic Toolkit & text (KW log-in required):
http://kwu.kw.com/kwu/businessplanningclinic

KWU - MREA Bus Planning Clinic - Supplemental files v3.2.zip
KWU - MREA Bus Planning Clinic - 411 Exercise v3.2
KWU - MREA Bus Planning Clinic - My Annual Business Plan v3.2.pdf
KWU - MREA Bus Planning Clinic - My MREA Business Plan v3.2.pdf
KWU - MREA Bus Planning Clinic - Someday Action Plan v3.2.pdf
KWU - MREA Bus Planning Clinic - Monthly Goal vs Actual Worksheet v3.2.doc
KWU - MREA Bus Planning Clinic - Monthly Goal vs Actual Worksheet v3.2.pdf
KWU - MREA Bus Planning Clinic - Monthly goal vs actual worksheet v3.2.xls
KWU - MREA Bus Planning Clinic - Annual Goal vs Actual Worksheet v3.2.doc
KWU - MREA Bus Planning Clinic - Annual Goal vs Actual Worksheet Guidelines v3.2.pdf
KWU - MREA Bus Planning Clinic - Annual goal vs actual worksheet v3.2.xls
KWU - MREA Bus Planning Clinic - Three Year Action Plan v3.2.pdf
KWU - MREA Bus Planning Clinic - Long Term Planning Worksheet v3.2.pdf


We offer three expanded versions:

Solo Agent Version 8.1 – $69.99 – Your price $40.00. Fully functioning system designed for complete business planning for the solo agent. Microsoft Excel required for use.


Team and Lead Agent Version 8.3 – $99.99 – Your price $70.00. Complete system for a real estate team including goal setting for all producing agents on the team. Microsoft Excel required for use.


Team Member Agent Version 8.3TM – $39.99 – Your price $20.00. Works in conjunction with version 8.3 allowing team member agents to create their own plan. Microsoft Excel required for use.


Quick spreadsheet download-
http://kw.com/msys/UserFiles/File/MREA%206.3%20Business%20Plan.xls

King William 2-2.5 Townhome

Historically and Architecturally Significant San Antonio Vintage Homes Architectural Analysis By: Architectural Historian Shelley Roff, Ph.D. The King William Townhomes were awarded Best New Residential Development in 2005 by the Downtown Alliance. Near the Riverwalk and in the midst of the most beautiful historic neighborhood in San Antonio, the developer James Lifshutz (creator of Blue Star) could not have picked a more desirable location for his new project. On the corner of Guenther and South Alamo, the townhomes provide modern, urban, luxury housing that blends harmoniously with the stately Victorian and Neoclassical mansions built in the 19th century. Mr. Lifshutz envisioned a project that would blend in with the architectural style of the neighborhood, but not try to necessarily replicate the small church that was there. He hired FischerHeck Architects to design a townhome complex which responds beautifully to this request. The stairs go from the street level to the 2nd floor, which often is the main floor. This gives the townhomes a feeling of connection to street life, yet also protects the living spaces from the noise. Built with wood frame construction, a standing-seam metal roof, and wrapped in Hardie board and limestone, the townhomes materially respond to their environs. The gabled roofs, saw cut window frames, and louvered air vents are simplified versions of those details seen in homes nearby. The townhome for sale, 400 Guenther, #3101 is a two-story structure in the back with a garage, private entrance porch, and a lovely outdoor patio in the back shaded by trees. The plan of the home is an interesting combination of traditional and modern concepts. As one might find in a typical Folk Victorian house plan in this neighborhood, the main entrance of the home leads you passed a prominent oak-railed staircase directly to the back of the house. Traditionally, the living spaces would be off to each side. In this more modern version, the privacy of the home is protected by having the garage out front and the remaining spaces oriented towards the tree-sheltered back. The living room and kitchen spatially open to each other and share the dappled light coming in from the windows. The spaces are designed to accommodate the way that families prepare meals and socialize together today. The volume of the staircase is also open, like a shaft that penetrates the two floors, giving better visual and social connection between the two. All the other details of the house, the bathroom fixtures, the ceiling fans, light fixtures are contemporary. Only the broad molding covering the seam between the wall and ceiling in each room pays homage to an architectural detail from the past. Architectural Analysis with Photos MLS Market Snapshot Greetings! For many, the ultimate hassle-free form of urban living is a downtown townhome condo. This works great for those who travel a lot or who don't want to have to deal with all the maintenance of a normal home. Here's that very place in a 2 bedroom, 2.5 bath townhome on the corner of Guenther and S. Alamo in the historic King William Neighborhood. Living here is like having one foot a step from Blue Star Arts Complex and the other foot a step from Casbeers and Beethoven Maennerchor. (Step step step = POLKA for Oktoberfest!) And as usual, I am sharing it with you and those you care about before it goes on MLS. I have a tight schedule on this one, so if you know someone who might be interested, please pass this on so they can see it before anyone else knows about it. There are lots of condos downtown, but this one located where the action is. Plus, this townhome is priced to go fast, so don't pause... Prost! Joe Barfield, Broker, GRI, e-Pro, ecoBroker 210-846-9273 Specializing in Homes of Character & History The Joe Barfield Group of Keller Williams Alamo Heights King William 2-2.5 Townhome - $269,900 Living Room A Wonderful King William Townhome off-street. Corner unit with ample natural light. Master bedroom has a walk-through closet and balcony overlooking priva, it is convenient to Riverwalk and downtown San Antonio. 2 bedrooms and 2 full, 1 partial baths - $269,900. 1,373 square feet. See the Virtual Tour. Built in 2003. 1 car attached garage. Living room, Dining room and Breakfast nook. Hardwood floors. Central heating and air conditioning. Walk-in closet. Laundry area - inside. Ground floor entry. Upgraded (expensive) blinds. Protected from street location. Corner unit with ample natural light. Walk to work downtown. Wonderful shopping and dining around the corner. Located in San Antonio Independent School District. Convenient to Riverwalk and downtown. What else is Nearby? View the Map Walkable Neighborhood (74 out of 100 is great for S.A.!) The King William Historic District is located south of downtown San Antonio on the east bank of the San Antonio River. A very walkable neighborhood, it is in close proximity to Riverwalk, and downtown San Antonio. The neighborhood is rich in history and cultural diversity. Popular restaurants in the area include Guenther House, Rosario's and Titos, all within a mile. Located in the San Antonio ISD, schools including the award-winning Bonham Elementary. 20 Shopping spots Walk to well over 20 Restaurants Walk to 7 Museums Walk to 16 Galleries Walkt to 6 Performance Venues Walk to scores of area Personal & Professional Services King William is also home to many: Literary Giants of the past & present, The neighborhood attractions include King William Fair, San Antonio Missions National Historic Park, Texas Air Museum and The Rollercade. Courtyard There you have it. Please don't hesitate to respond to this email or call me or my team if you or someone you know might be interested in this home. Sincerely, Joe Barfield The Joe Barfield Group of Keller Williams Alamo Heights joe@joebarfield.com 210-846-9273 www.SanAntonioVintageHomes.com www.JoesListings.Blogspot.com- Architectural History Blog www.SAMusicAndArt.com- Art, Music & Architecture Newsletter What are houses selling for near my home? The architectural write-up is provided by Dr. Roff. Any reference to families is strictly academic. The Joe Barfield Group embraces all Equal Opportunity Housing Laws.

Monticello Park 3-1.5 Spanish Hacienda Revival

Historically and Architecturally Significant San Antonio Vintage Homes Architectural Analysis By: Architectural Historian Shelley Roff, Ph.D. The neighborhood around the renowned Jefferson High School near Woodlawn Lake is filled with charming bungalows and stately mansions from the 1920s and 30s. Driving around you can see English Tudor Revivals, Arts and Crafts-inspired bungalows, crazy-brick cottages, stuccoed bungalows with sculpted medieval turrets, and a number of Alamo-inspired renditions. The Spanish Hacienda character of the house at 213 Donaldson is quintessentially "San Antonio". The bright white stuccoed walls, contrasting dark chocolate trim and window frames, and arcaded front porch are hallmark details of a Spanish Hacienda Revival -- as well as the barrel-vaulted ceiling of the living room on the interior. To enhance the Spanish rustic look, the present owners have added Sausalito tile to the front porch and blocks of wood at the roofline to indicate the idea of vigas, roof rafters that appear to extend through the wall to the exterior. The owners have done a marvelous job restoring it. The house is built on a pier and beam foundation and solid, stable ground. Built in 1935 with old-growth pine, balloon-frame construction and plaster, the owners were careful to preserve the home's valuable materials and most hand-crafted architectural details from the period. And yet, the modern touches they have added warrant the house's debut in a design trade journal. The front entry has a clean modern feel to it, almost something from Dwell magazine or West Elm, as well as the back porch and outside storage shed, designed by the owner who is a carpenter and artist. The backyard has been transformed with great love into a paradise with fruit trees such as orange and peach, stone paths that cut through the grass and leading you to a flagstone seating area in one part, or around the house to a shaded grotto replete with bubbling fountain. The path continues to wander around to a side porch and desert cactus garden. The stuccoed living room interior is shaped by a long, transverse barrel vault which ends in a wall with a grand arch and smaller arched cut-out windows, giving you a clear view into the dining room. Solid oak floors also connect the rooms visually. The fireplace reminds me of a sculpted outdoor baking oven, the kind you would see in Mexico, with dark bricks of varying sizes outlining the opening in a creative pattern. The house's wood panel doors and crystal door knobs are nicely restored, and the kitchen cabinetry has been renovated in keeping with the simplicity of earlier renditions of 1930s kitchens I have seen. Also in a appropriate vein to the period, the large and sunny eat-in kitchen has been newly covered with black and white checkered linoleum tile, which has also been introduced into the truly lovely mint green bathroom. Don't miss the awesome cubbyhole storage unit in the children's bedroom. Architectural History Architectural Analysis with Photos MLS Market Snapshot Greetings! One of the pleasures of my career is that I get to meet neat people with incredible passions and talents. Take James and Tracie... They took a nice Spanish-style home in historic Monticello Park and transformed it with vision and meticulous carpentry into a jewel of a home. As I walked through their neat 3 bed, 1.5 bath home, I kept thinking how stupid cool their home was. There are wonderful spaces inside and out- floating storage, incredible arches... You are just going to have to see the photos. Anyway, they spent a ton of ton, time, effort and money to restore this home and make it functionally awesome. If they had paid retail for the improvements, we are talking big money! So... someone will get to steal this home and call it home. As you have come to expect, 213 Donaldson isn't on MLS and I haven't put a sign up, but it is for sale. This home remains a secret... for now. If you know anyone who might be interested in this hacienda, pass it on before the whole planet gets ahold of it. :-) Joe Barfield, Broker, GRI, e-Pro, ecoBroker 210-846-9273 Specializing in Homes of Character & History The Joe Barfield Group of Keller Williams Monticello Park 3-1.5 Spanish Hacienda Revival - $185,000 Living Room A great Spanish Hacienda in Historic Monticello Park. Crafted with love and vision, it is convenient to Woodlawn Lake and downtown. 3 bedrooms and 1 full, 1 partial bathroom - $185,000. 1,792 square feet See the Virtual Tour Built in 1935. Central Heating and Air-conditioning. Family room, Living room, Dining room and Breakfast Nook. Hardwood flooring. Laundry area - inside. Private backyard oasis. Awesome detached workshop. Located in San Antonio Independent School District. Convenient to Woodlawn Lake, Bijou theater, Woodlawn theater and downtown. What else is Nearby? View the Map Walkable Neighborhood Monticello Park is located west of Interstate 10 and off Fredericksburg Road. A walkable neighborhood, it is in close proximity to Woodlawn Lake, Bijou theater, Woodlawn theater and downtown. Popular restaurants in the area include Alamo Pizza, Jacala Mexican, Blanco's Mexican and Tacos del Julio, all within a mile. Located in the San Antonio Independent School District, schools including Woodlawn Elmentary and Jefferson Highschool are a few blocks away. The exceptional (and free!) Aspire Academy KIPP school is right down Fredericksburg Rd. (delivered, no less!) Thai food can be delivered to your door (paletas, too...) Deano's Liquor and Cool Crest Golf, and Breakfast Taco Donuts are all notable icons nearby. Some Wonderful Memories Family Room The current owner, Tracie shares her favorite memories of 213, Donaldson Avenue. It's quick launch to Bijou theater. Off I-10 between 410 and 35, Medical Center, Downtown. Alamo Pizza has the best pizza in town. We always get a plain cheese pizza and sometimes one with spinach, mushrooms, onions. Everything is great there- calzones, pasta salad, meatball sandwiches. They know us by name and our typical order (extra large cheese pizza for pick-up, side of Ranch). We always know when the owner is working because he puts a couple of banana peppers on the side. A quick walk to the bank, so many paletas! Walking over to Woodlawn theater. You can even walk to the HEB. Everything is so close. Taking walks in the evenings and looking at all the different houses. Blocks away from Woodlawn Elmentary and Jefferson Highschool. It's nice to go running on the track at Jefferson. Walking distance to Woodlawn Lake. A great place to run, walk, have a picnic, and feed the ducks. The park has a great jungle gym and a huge public pool with a slide. Working in front bedroom. It's so private and quiet. Many great garage sales in the neighborhood, lots of great finds. Going down to Jefferson High school for late night runs. Laying in the grass and looking up at our beautiful pecan tree. Eating breakfast in the kitchen and watching red birds and doves come to steal some cat food off the back porch. Opening all the windows in the bedroom and taking a nap with the great breezes and garden views. Sitting outside and listening to the music coming from Woodlawn Theater in the evenings. Parties in the backyard. We have had great birthday parties and barbeques in the back yard. 4th of July at Woodlawn Lake. So close we can avoid all the traffic and walk to the lake to see the fireworks. Halloween parties! Sitting on the front porch giving out so many bags of candy and watching the amazing parade of families. So many people it is like something out of a movie!. 4th of July dinner parties. All our friends come over and we barbeque and make margaritas. Then we grab some blankets and walk down to the lake and enjoy all the fireworks. Then we walk back to the house and continue eating and drinking! Great next door neighbor, brought over great baby gifts. She's so sweet. Working on the house with my dad building the shed and patio. Ruby's first Christmas. Filling our backyard with lights and decorations to make her a winter wonderland. Watching all the spring flowers come up in the garden. Lounging all day in the hammock or just laying in the grass getting some sun. Blossoming cacti garden, large nigh time blooms. So many pecans! Great to be a part of the Deco District. Lots of revitalization in the area. Possible via light rail expansion to the Medical Center down Fredricksburg. So many wonderful taco huts down Fredricksburg. There you have it. Please don't hesitate to respond to this email or call me or my team if you or someone you know might be interested in this home. Sincerely, Joe Barfield The Joe Barfield Group of Keller Williams Alamo Heights joe@joebarfield.com 210-846-9273 www.SanAntonioVintageHomes.com www.JoesListings.Blogspot.com- Architectural History Blog www.SAMusicAndArt.com- Art, Music & Architecture Newsletter What are houses selling for near my home? The architectural write-up is provided by Dr. Roff. Any reference to families is strictly academic. The Joe Barfield Group embraces all Equal Opportunity Housing Laws.

Mahncke Park 2-2 Bungalow

Historically and Architecturally Significant San Antonio Vintage Homes Jump to: Walkable Details Favorite Memories Architectural Analysis By: Architectural Historian Shelley Roff, Ph.D. "The best things come in small packages." This medieval proverb was the first thought that came to mind after seeing this charming bungalow at 500 Queen Anne. This Colonial Revival bungalow captured my heart with its eyebrow dormer sheltering a fanlight entry to the house, and its picket fence bordering the rose garden and orchid tree. Or perhaps it was the heartwarming effect of glowing rays of sun that scattered across the newly crafted Arts and Crafts cabinetry and hardwood floors in the living and dining room. The house was originally built in 1935 by a couple who owned a grocery store a few blocks away. The Colonial Revival style was considered to be patriotic in its time, a celebration of American roots in the Colonial period of the Eastern seaboard. These houses typically had the main entrance placed in the center of a perfectly symmetrical composition, and side porches and classical details such as the Doric columns supporting the porch of this house were common. The present owners told me that the kitchen still had its original built-in cupboard, complete with flour and sugar bins when they moved in! To make make it more functional for modern living, they replaced those hard-to-clean bins, constructed a built-in desk with internet connection, and brought in a new source of light for the kitchen. They opened the ceiling in the hallway and replaced a large attic fan with a skylight, which truly illuminates the view from the kitchen into the more private spaces of the house. A similar skylight was installed over the shower in the new bathroom constructed for the front bedroom. The renovations to the house have given the interior its present Arts and Crafts character, which can be seen in details such as the new wood and glass panel kitchen cabinetry, the copper kitchen faucet and the beautiful stained glass window looking into the back yard (and the aforementioned cabinetry in the living room). They preserved many of the original architectural details, such as the exterior Doric columns, latticework window screens, the interior molding, wood panel doors, glass door knobs and hexagonal floor tile and subway tile in the bathroom. The back bedroom is illuminated on three sides by banks of windows which look out through crape myrtles into the back yard. Heavy timbers were used to create the awning over the back porch and the staircase leading up to the studio over the garage, adding a comfortable, earthy feeling to the exterior. The dappled sunlight effect on the interior of the house is continued into the backyard with a nice balance of open sunlit space and partial shade from overhanging oak and flowering trees. Architectural Analysis with Photos MLS Market Snapshot Greetings! Living in Mahncke Park is extremely convenient and the neighbors are quirky. Downtown, Trinity, Fort Sam, Central Market- you name it - it's probably 5 minutes away. As for the neighbors, you may have to meet them yourselves... which may be an option at 500 Queen Anne. This new (pre-MLS) home is hard to miss with the gorgeous Hong Kong Orchid Tree out front. The home itself is impressive with extensive built-ins, natural light and a new construction 2-car garage with large studio upstairs. There aren't many (any) like that in Mahncke Park! As usual, you get to pass this on to any friends, family or co-workers who might want to know about a Mahncke bungalow before it hits MLS. Just to be clear, it is for sale, and you are among the first few to learn of it. Give us a shout- interest rates are phenomenal! Joe Barfield, Broker, GRI, e-Pro 210-846-9273 Specializing in Homes of Character & History The Joe Barfield Group of Keller Williams Mahncke Park 2-2 Bungalow - $199,900 Living Room An adorable portico-style bungalow in Mahncke Park with new detached 2-car garage and 500 sq ft quarters/ artist studio. Close to everything including Fort Sam. 2 bedrooms and 2 baths - $199,900. 1,086 square feet. See the Virtual Tour Built in 1935. New 2-car detached garage. Central Heating and Air-conditioning. Hardwood flooring. Living room, dining room and breakfast nook. 500 sq foot detached quarters / artist studio. Xeriscaped with local plants including bu. Heirloom roses from Antique Rose Emporium. Natural Daylighting & Venting from skylights. Located in San Antonio Independent School District. Convenient to Trinity University, San Antonio College, Brackenridge Park and downtown San Antonio. Incredible plantings and xeriscaping including Buffalo Grass, and a gorgeous Hong Kong Orchid Tree (wow!) What else is Nearby? View the Map Walkable Neighborhood Mahncke Park is located in one of the most convenient neighborhoods in town. It is 10 minutes from downtown and major freeways. It is in close proximity to Central Market, San Antonio Zoo, the Witte Museum, Botanical Gardens, Trinity University, Univ. of the Incarnate Word, The new Stieren Center at the McNay, Brackenridge Park, The Golf Course, San Antonio Museum of Art The UIW Natatorium & Wellness Center and San Antonio College. Shopping and dining nearby include WD Deli, Bygone's Quality Used Furniture, Half Price Books, Vespa on Broadway, Boardwalk Bistro, Tre Trattoria, Good Time Charlie's, Koi Kawa, Van's award-winning Vietnamese Food, Little Aussie Bakery and The Pig Stands Convenient Alternative Schools are Acorn School, The Circle School, Monte Vista Montessori, Aspire Academy, Kriterion, San Antonio Academy and Keystone School Fond Memories Back Bedroom The current owners, James and Judith, share their favorite memories of 500, Queen Anne. It is within walking distance of the Botanical Gardens, Brakenridge Park, the Witte Museum, the University of the Incarnate Word, Trinity University, Central Market, Ft. Sam Houston and all the great restaurants and shops on Broadway. It is five minutes from downtown and is a short drive to the Quarry Market by way of easy access to 281. The homes in the neighborhood are eclectic and reflect the attitudes of the people who choose to live here. Sitting in our backyard and listening to concerts at the Botanical Gardens Watching the July 4th fireworks at the San Antonio Country Club from our front yard. On cold, still mornings, hearing the lions roaring at the San Antonio Zoo! There you have it. Please don't hesitate to respond to this email or call me or my team if you or someone you know might be interested in this home. Sincerely, Joe Barfield The Joe Barfield Group of Keller Williams Realty joe@joebarfield.com 210-846-9273 www.SanAntonioVintageHomes.com www.JoesListings.Blogspot.com- Architectural History Blog www.SAMusicAndArt.com- Art, Music & Architecture Newsletter What are houses selling for near my home? The architectural write-up is provided by Dr. Roff. Any reference to families is strictly academic. The Joe Barfield Group embraces all Equal Opportunity Housing Laws.