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Updated 9 months ago on . Most recent reply

User Stats

11
Posts
5
Votes
Caleb Vance
  • Investor
  • Bozeman, MT
5
Votes |
11
Posts

Pitch Deck for Lender

Caleb Vance
  • Investor
  • Bozeman, MT
Posted

BP Team,

I am looking to create a pitch deck for a private lender. I was looking to see if anyone has some insight on some "must need" content that I make sure to cover as I am creating it. Ideally, I am looking to add very in depth information to ensure the lender is fully aware on how they can have "their money, make more money." I appreciate anyone and all's help in advance. Thank you.

Caleb Vance

Most Popular Reply

User Stats

974
Posts
645
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Joseph Firmin
  • Rental Property Investor
  • Smyrna, GA
645
Votes |
974
Posts
Joseph Firmin
  • Rental Property Investor
  • Smyrna, GA
Replied

Hi @Caleb Vance, here is an outline my business partner and I used recently when presenting a property to get financing from a local credit lender, hope this helps!

Executive Summary 

Current and Past Financials

Market & Property

  • LOCATION/ECONOMY
  • JOBS
  • RENTS & VACANCIES
  • UNITS

Value-Add Business Plan

Team In Place

Exit Strategies

Personal financials

Personal biographies / resumes

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