A studio service
Real estate investment proposal design for one property, one project, one investor.
When you are asking one or two investors to fund a single property or project, a written proposal often works better than a slide deck. It can be read alone, forwarded to an adviser and kept on file. We design real estate investment proposals from your draft and figures: the deal on the first page, the budget and returns as tables a reader can check, and the terms in plain sight.
Investment
Three ways to raise.
Fixed price, fixed scope. Pick the tier that matches your raise — from a single deal deck to a full capital-raise kit.
Investment Proposal
A designed proposal for one property or project, from your draft and figures.
5 business days
- Up to 10 designed pages
- Summary, property, market, budget, returns and terms pages
- Sources and uses and returns redrawn as readable tables
- 1 revision round
- PDF + editable source file
- Not included: writing from scratch, financial modelling, photography, renders, legal language
Proposal + Deal Deck
The proposal to send, and the 12 to 15 slide deck to present.
7 business days
- Investment proposal, up to 10 pages
- Deal deck, 12 to 15 slides, same design
- Order-of-payment diagram for the profit split
- 1 revision round on each
- Editable PowerPoint + proposal source
- Not included: financial modelling, downside scenarios, renders, legal documents
Proposal Kit
Proposal, deck and a one-page teaser, set up to reuse on the next project.
10 business days
- Everything in Proposal + Deal Deck
- 1-page teaser for the first email
- Downside scenarios table, from your model
- Reusable template for the next project
- 2 revision rounds
- Not included: building the financial model, legal documents, investor outreach
N° 01What goes in
Seven pages an investor looks for.
01
Summary
The property, the amount sought, the projected return and the timeline, on one page that could stand alone.
02
The property or project
Location, size, condition or design, and the plan: buy, build, renovate, lease or sell.
03
Market and comparables
Recent sales or rents nearby that support the projected value, each with its source.
04
Budget
Sources and uses of funds as a table: land or purchase, construction, fees, contingency, financing.
05
Returns
Projected profit and what the investor receives, with the assumptions stated next to the figures.
06
Terms
What the investor puts in, what they get, in what order money is paid back, and when.
07
Sponsor and track record
Who is running the project and what they have completed before.
N° 02Who this is for
First raises and repeat sponsors.
01
Builders funding a project with outside capital
Custom and small-volume builders raising for a single home or a small development, often for the first time.
02
Owners and operators buying a property
A purchase, renovation or repositioning with one or a few equity partners.
03
Sponsors who present in writing
Where investors and their advisers prefer a document to review over a slide presentation.
Sample slides
Sample slides, in house style.
Generated in our editorial discipline — framed to your vertical. Every deck we ship is original and bespoke.
Questions
The answers we give most often.
- What is a real estate investment proposal?
- A written document that presents one property or project to prospective investors: what it is, what it costs, what it is expected to return, and the terms on which they can invest.
- Proposal or pitch deck: which do I need?
- A proposal is read alone; a deck is presented. If you will meet investors in person, the Proposal + Deal Deck package gives you both in one design.
- How is this different from an offering memorandum?
- An offering memorandum is longer, typically 20 to 40 pages, and is used for syndications and sales. A proposal is the short form for a single deal with a small number of investors.
- How much does it cost?
- Investment Proposal $750, Proposal + Deal Deck $1,750, Proposal Kit $2,250. Financial modelling, renders, photography and legal language are not included.
- Do you write it?
- We work from your draft and figures and tighten the wording. If you have numbers but no draft, tell us and we will quote the writing.
- Is this legal or investment advice?
- No. We design the document. How an offering may be made to investors is a question for your attorney, and any required disclaimers are placed as they instruct.
Next step
Raising for a single property or project?
Send us the numbers and whatever you have written so far. We will reply within a day with an outline and the package that fits.