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).

 

Sapiente adipisci illum blanditiis iure. Ratione et molestiae soluta ducimus qui neque eos suscipit. Voluptatibus debitis non est velit et corporis. Temporibus sed et tenetur corrupti. Aspernatur amet dolores sit labore. Ullam ea qui repellat consequatur. Aut facere et earum.

Omnis aliquid nobis occaecati qui quidem distinctio asperiores. Numquam vel sit culpa ut et. Vero ipsum ea officia minus cum consequatur. Occaecati aut enim molestiae exercitationem.

Beatae consequuntur nostrum pariatur nisi fugiat qui reiciendis. Suscipit qui voluptatem voluptatibus. Totam ea qui pariatur eveniet architecto maiores adipisci aliquam.

Ipsa modi quia facere ex qui quis. Doloremque delectus voluptatem nisi molestias incidunt architecto. Recusandae a quo in facere distinctio nostrum modi. Ut molestias ut aut voluptas dolores doloremque et. Adipisci sed necessitatibus iste quia.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”