Real Estate Competitor Assessment
A competitor assessment is useful when it turns a market impression into comparable observations. This worksheet gives a brokerage or team leader a repeatable way to define the market footprint, record public information, and decide what deserves a closer look.
Real Estate Competitor Assessment
Who are your top five competitors?
Start by naming up to five practices that compete for similar clients in the area you actively serve. Define the footprint before collecting numbers; a consistent boundary makes the comparison easier to interpret. Record the date and the public sources used for each entry.
Download the Real Estate Competitor Assessment PDF
Download the Real Estate Competitor Assessment PDF and use one row per competitor. Treat every figure as a dated observation that may need confirmation before a business decision.
Competitor Assessment Instructions
Define the footprint. Use the area within an agreed travel boundary around the office, or another boundary that fits the market. Write the definition at the top of the worksheet so every row uses the same scope.
Record population and activity. Note the publicly reported agent count or population for each practice. Then record closed units for the most recent rolling twelve-month period available. If a source separates listing and buying sides, keep those observations separate; do not infer a total when the source does not provide one.
Calculate per-person production. Per-person production (PPP) is a descriptive comparison: divide the units recorded for the practice by the current population count used in the worksheet. Label the period and denominator beside the calculation.
Record volume and share. Add the rolling twelve-month gross volume when a reliable source provides it. Market share is the competitor volume divided by the volume recorded for the entire defined footprint. Keep the numerator, denominator, date, and source together so the result can be checked.
Complete your own row. Apply the same definitions to your office or company. A consistent self-row makes it easier to see which observations are comparable and which need more research.
Turn observations into questions
After the comparison, use a SWOT worksheet for each competitor and for your own practice. Record one observed strength, one possible gap, one external condition to watch, and one question to test. The worksheet supports investigation; it does not establish another practice’s private performance.
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