How to Present an Effective Case Study For a Real Estate Project

Creating a case study for real estate is beneficial to investors for several reasons. Using case studies, you can attract interest in your upcoming projects that you may not have had before. Case studies outline important information that future investors want to know before hopping on board with your project. Showing proof of a solid return on investment and how you got there could help you secure funding to maintain your real estate investment momentum. Here are six things you can do to make sure your case study accomplishes your objectives.

Describe Your Expertise

Begin by sharing information about yourself and your company if applicable. Introduce yourself and talk a little bit about your background. If you have some pertinent specialty education or experience, be sure to mention it. Your goal is to let the audience know where you’re coming from and that you know what you’re talking about.

Give an Overview of the Project

Move on to an overview of the project. Use broad strokes to describe the basics of the project, like the location, neighborhood, and maybe a little bit about how you found the deal. This is a good spot to inject a small anecdote to make your case study presentation more colorful.

Go Through the Challenges You Faced

Next, fire up your laptop or your PowerPoint presentation materials.

Use a combination of text and images to explain the various challenges you faced with the project. Going through the many challenges that you faced throughout the project and how you got over them will remove some of the worries that potential investors may have. In complex or large projects, you won’t want to give a blow by blow description of every issue. A sampling of the more serious issues is sufficient.

Break Out the Graphics

Vivid graphics in multiple layouts quickly convey complex information without overwhelming your audience. Create some visually appealing graphics to coincide with your talk or text about numbers. This ensures that those who absorb information either visually or aurally will both be engaged. Use a combination of graphs, charts and symbols.

Be Detailed and Transparent

This is not the time to be shy about what you paid, how much the rehab cost or what you sold it for. You’re trying to build a trust relationship with these potential investors. The more upfront and honest you are about the financial aspects, the more they’ll be willing to consider working with you. If you didn’t get as much as you had hoped, admit it. But always accentuate the positive points. Talk about what you learned and what you plan to do differently the next time. Most savvy investors will appreciate someone who knows the importance of flexibility and is willing to adjust their approach going forward.

Explain Your Solutions Objectively

It’s tempting to brag about how amazing your solutions were. But this doesn’t come across well, no matter how proud you deserve to be. Outline your solutions in an objective manner. This gives space for your audience to be the ones to be impressed with the project. Outline how you solved certain problems and go into a little bit about why you chose one solution over another.

Finish With a Bang

Wrap up your presentation with some high quality images of the final product. This is a good place to include a very short video encompassing the whole finished property. You could even include some light background music in the video that sets the tone for achievement.

Finally, relax and be yourself. People want to do deals with people they like. Don’t feel like you have to put up a wall or pretend to be someone you’re not in order to attract investors. The more relaxed and genuine you are, the more relaxed and open your audience will be. The next time you have a project, be sure to make detailed notes, and pictures. This can be the foundation for an effective case study you can use to attract investors.