How to create & present your investor pitch book

Merry Xmas and Happy Holidays to all.

Commercial real estate is truly a team sport, so its really important to know how to succinctly and effectively present real estate opportunities to potential partners and investors if one wants to be successful in this business.

One of your most important tools is your pitchbook, the principal document you’ll share during your one on one or group meetings. The pitchbook basically introduces you, your team, company and business opportunity to potential investors, business partners and other interested parties. In this meetup we’ll walk thru the process of how to create your pitchbook, what goes in it and how to present it to others. (No, I will not be pitching any opportunities🙂).

A little about the process:
1. Determine your investment criteria
2. Set your financial goals
3. Find the market where it's possible to reach your goals
4. Understand your market and what's possible in it
5. Determine how much capital you need to raise
6. Set your financing options - private investors, Partner, Commercial funding
7. Gather other relevant info and create your pitch book
8. Identify potential partners and interested parties
9. Set up one on one meetings
10. Present and followup

Yes, there's more to it than just this :-)

Looking forward to seeing you all soon at the Panera Bread in Solana Beach. Have a great weekend