Multifamily Equity Raise / Proposal Template

Hey folks,

Appreciate your help in advance.

A couple partners and I have found equity backers for a multifamily deal we will be acting as principal or GP on. We are agreed in theory (we are under contract with the seller), but I'd like to put together a more formalized deck for future use. I have some examples but would like to get working on it whilst traveling for the holidays.

The term sheets, waterfall models, etc, are already built - I am simply wondering what the typical capital-raise pitch looks like from a powerpoint slide perspective (what order does it go in, etc). More a formatting thing.

I have never been on the capital-raise side of a transaction so I'm not sure if my current deck is ideal. Happy to go into further detail if anyone is willing to lend some assistance

Thank you

8 Comments
 
Best Response

Around 60 slides, including financial models/rent study models, arranged at a high level like this:

1) Investment Summary 2) Location Overview 3) Aerials, Floorplans, Photographs 4) Financial Analysis 5) Comparable Rent Study 6) Comparable Sales Analysis

We use this format for large equity partners ($50+ MM) as well as for much smaller deals ($5 MM).

 

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