All Forum Posts by: Barry Ruby

Jacob, No matter what your "business" is, the Business of Business dictates that YOU have your story straight and that you can articulate it in words and numbers. Once you have that piece together, shrink wrap it into an Elevator Pitch. You present the latter first to see if there is preliminary interest so that you don't waste their time or yours going into overkill on details with someone that has no interest in your story.

So, before looking for investors, you need to have these two packages (Elevator Pitch & a full blown investment package) put together. Any proposal that made to a perspective investor needs to be able to clearly answer the following questions every investor wants to know: "What do you want/need from me?" "If it's money, how much and when?" "How much does the venture make, when does it make it and how much do I receive in return for my time and money?"

It sounds like you need a business plan that addresses all of the above on a project and stakeholder [you and the investor(s)] level that includes a cashflow that will be used to measure financial performance in terms of ROI, ROE, IRR and so on.

Good luck in your endeavors and please feel free to reach out to me if you need a bit more meat on the bones noted above

Patrick, Please feel free contact me with anything specific that you need help with. I'd be happy to help you if I can.

@Michael Connolly Mike, look into Johnothan Twombly’s Multifamily Launchpad. He’s in NYC, has a ton of experience and is a very honest guy.

DM me and I'll send you an Excel worksheet and tutorial that will give you a crash course in CRE.

Good luck on your journey

@Uday Kumar Uday feel free to send me what you have and I’ll be happy to give you my opinion as to what I see

@Aaron Ross as Dawn said, there is no "one size fits all" pro forma. All CRE deals essentially work the same but their line items vary. Your next step should be to select the asset type you are most interested in and do your initial analysis on it. The next asset type you work with will be much easier due to what you learned from the first.

@Michael Bracewell DM Me and I’ll send you an intake form to complete and return to me. I’ll send you the analysis I believe you are looking for.

@Arturo Fuentes Send me a DM and I will send an Excel worksheet and guide that will give you a good introduction to CRE

@Bruce Woodruff don’t commingle funds, tell the truth and don’t do a fraudulent transfer of assets the rest will take care of itself

@Kimnee L. DO NOT transfer your assets as someone suggested. I am not an attorney but I have been around legal issues for a while.

Moving assets when you smell smoke or see fire is called fraudulent conveyance. Moving your assets under these conditions is not only against the law. It makes anyone that does it look self serving, which of they would be. It could also work to deepen your problems.

This is a lesson in risking the farm to save a dime. I truly wish you and the injured party the best of luck.