Anyone have a good template for a 1 page deal summary analysis to present to investors for a possible real estate acquisition?
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[{"id": "fiiyz5i", "text": "As an investor who looks at deals every single day, I would never want a 1 page summary.  What you type will never convey what you  say face to face or over the phone.  \n\nAll I want to know is: \n\nWhat deal are we looking at ?\n\nWhy do you think the numbers are so good ?\n\nPrice ?\n\nCurrent Occupancy ?\n\nCost of value Ad (if any)?\n\nARV ?\n\nHow much are we pumping rents ?\n\nWhy are they selling ?\n\n\nI want to hear your voice exploding with excitement because if you're not excited why should I be ?\n\nps- yes, there are other important numbers but those are more on the back end after these numbers above check out.  If I'm not screaming happy about everything I asked about ... that's it, it's over, leave me alone.", "replies": [{"id": "fik39uq", "text": "Love this response.", "replies": [], "depth": 2}, {"id": "filpfdz", "text": "Respectfully, in the 8.5 years I've been working with HNW investors in NYC, not a single one has been excited about a deal, let alone screamed. Generally, the more sophisticated the client (or broker), the less emotional.\n\n+1 for the info, all great stuff for a one-page summary.", "replies": [{"id": "filv7s8", "text": "That's not exactly what I meant.  I meant internally happy with the numbers.  If internally I'm not happy with those basic numbers I listed, then I don't want to hear anything else.\n\nOf course I don't show any emotion with any of the brokers I work with, beyond ....  \"Great job Mr. Broker, this looks like a winner\".  With my own staff it's a totally different story.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "fij4b7d", "text": "In place financials with a line by line comparison to pro forma financials. Back up market rents with comps. \n\nA photo of the subject and demographic map would be nice as well.\n\nAnother chart of comparable sales to back up a cap rate range.\n\nI\u2019ve never seen a one-pager used but this is what I would put together.", "replies": [], "depth": 1}, {"id": "fik3e8h", "text": "I have one but i can only share it in pdf form so I\u2019m not sure that helps unless you can dissect it with a PDF editor. Let me know", "replies": [], "depth": 1}, {"id": "fik5x04", "text": "I personally agree that more info is better but the important stuff like income and expenses, gross sf etc should be one of the first pages. I find that most investors will take those pages and throw it into their own model anyways. To me the om is a kind of first impression for the deal so I worked long and hard to come up with a really impressive OM. FYI in case anyone is interested I build my OMs with RealNex.", "replies": [], "depth": 1}, {"id": "filbz2b", "text": "Sure! Not sure exactly when but I should be able to get it to you by Tuesday", "replies": [], "depth": 1}]