What to include in presentation to potential equity partner

[Joseph Kelly]

Hello,

My name is Joseph Kelly and I’m new to real estate investing. To date, I have no real estate or rehabbing experience and I am looking to start flipping houses. I have the opportunity to present to a potential equity investor but I’m not sure what sort of data to include in the business presentation.

Currently, I do not have any specific rehab deals under evaluation due to local market circumstances. I’d like to get any information or suggestions on data I should include in the presentation in order to:

1) present the partnership in a favorable light while maintaining a balanced view of it as a whole, and

2) provide enough information in the presentation to give my potential partner a good understanding of, or “feel for,” the partnership, and/or serve as a springboard for future conversation and analysis.

An additional, related question: in what way(s) would a business presentation for a potential equity partner differ from a presentation for a hard money lender or private investor? Would there be any difference in the data provided, or in the emphasis on certain aspects of the deal/partnership?

Any information/feedback/thoughts anyone has on the above will be much appreciated, along with any random thoughts regarding securing financing for rehabs in general, or the state of the world. Please inform me if anything above isn’t specific enough to be helpful in addressing my questions.

Thanks.