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Updated over 4 years ago on . Most recent reply

User Stats

30
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9
Votes
Jason Runkel
  • Realtor
  • Racine, WI
9
Votes |
30
Posts

Investment Presentation Packet

Jason Runkel
  • Realtor
  • Racine, WI
Posted

I was looking for some good examples of investment packets surrounding a specific deal that someone would present to a lender or maybe a potential investor. I found one good example in BP files which included:

- Cover sheet

- Project financial overview

- Project capital

- Financing costs

- Comps

- Scope of work estimate

- Photos


I was just looking for some further examples to compare this example to. The idea would be to have a packet to present to a lender for the purpose of refinancing the asset after the flip. We would also like it to serve as an example for potential private money lenders on future deals as part of a credibility packet. 


Any examples, experiences, thoughts you could share would be greatly appreciated!!

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