Deal Presentation: Do's and Don't's!

[Blake B.]

Hello All,

From an investor's perspective, what is most attractive in the presentation of a deal (besides good looking numbers)?

Coming from a Commercial Banking background, performing the analysis, underwriting, and ultimately creating the deal presentation is a formulaic process. We have standard templates that are used and each deal looks identical, apart from the actual words written in the 20-50 page presentations.

I'm curious as to how this translates into the Commercial and Residential Real Estate Investment worlds, specifically from the eyes of the investor. I'd expect something with much more brevity than 20 pages (given the scope of the deal, of course), but to that end, what are the fundamental characteristics of a presentation that aids in securing a deal?

Thanks in advance,

Blake

[Jeff Senkiw]

Coming from a Business Development & Marketing background, layout is incredibly important. Clean and clear - I don't want to have to hunt for the important information.