Private Investor Presentation

[Steve Lyman]

Hi all,

Hope everyone is doing well! I am looking for some help when it comes to presenting to private investors. What do you guys do as far as presenting to them? What materials do you give them? What numbers are you showing them? Do you have a specific form that you show them?

Thanks in advance!

Steve Lyman

@Joshua Woolls

[Andrew Cushman]

@Steve Lyman  Have you done any deals yet?  That is an important piece.  If not, you may want to put something together that is essentially a proforma or business plan, along the lines of what others have suggested above.

If you've done some deals already, it's rather easy.  For me, I just show potential investors the Investment Summary (i.e. prospectus or proforma or marketing package) of a previous acquisition along with some recent quarterly updates that we've sent to our investors in that property.  That gives prospective investors a real life example of what we do, along with real life results.  That speaks for itself.

For specific numbers, ask this question - if you were a potential investor, what would you want to see?  A small sampling of what we include is cash-on-cash returns, internal rate of return, 5 year proforma, all acquisition costs, renovation budget, any fees to us, terms of the loan, etc. 

While you definitely want to be professional with whatever you present, don't stress about making it too fancy.  Real investors can see through all of that.  In the end, they are really investing in YOU, so make sure you are authentic, knowledgeable, and confident.

BTW, the above assumes you are not talking about family offices, small funds, etc.  That might require a higher level of sophistication in your pitch.

Good luck!

Andrew