Fix and flip package for investors

[Shayne Brescia]

Hello all!

I am working on building a package to present to investors on a fix/flip I am working. I have the comps from my real estate agent, and I have the basic numbers. I am going to look at the place this week to estimate rehab costs.

What I am wondering if anyone has any old packages or presentations they have built and sent to investors? I am just trying to get ideas on how to present my numbers and data.

-Shayne

[Chris Martin]

An option is to "parrot" what other people are doing.

If your presentation is via the web (online in HTML/PHP/JS..., accessible via the Internet) then you can build some simple (5 tabs) presentation pages that provide project vitals, like Description, Financials, About You, Questions, Updates.

Under each tab, you would go into more depth about your project. For instance, under Financials, create sections called Structure Overview (bullet items for financial aspects of project), Capitalization (funding and use of funds), Valuation (and what methods (e.g. Comps, zestimate, etc.) you employed), Distributions (how investors get paid back), and any other Notes that may apply.

I'm liking some of these more conscice, online methods over the more traditional but vebose, textual, "3 ring binder", more formal presentations I've done in the past.

Example: http://patchofland.com/investments/beautiful-suburban-georgia-rehab.html