Module 5: Investment Proposal

February 13, 2023

Review:

  • ROI Analysis

Presentation:

  • Video Lecture
  • Funding your real estate investment
  • Think of it as a business startup … because that’s what it is.
  • Prepare a “pitch” for potential investors
  • Feel free to use materials found elsewhere

Assignment:

Create an Investment Proposal “Pitch Deck”

  1. Use the apartment building identified in Module 3.
  2. Calculate valuation metrics (should already be complete)
    1. Price per unit
    2. Gross Rent Multiplier
    3. Cap Rate
  3. Complete an ROI Analysis
  4. Prepare a PowerPoint (or Google Slides) “pitch deck” for potential investors.
    1. Include the valuation estimate
    2. Include the ROI analysis
    3. What is “the ask”, i.e., how much money do you need?
    4. Include a slide about yourself
      1. Why you are the right person to lead the investment?
      2. How will you participate and how will you be compensated?
  5. Submit your pitch deck as a PDF
    1. Download/Save your Google Slides file or your PowerPoint Presentation file (.pptx) in PDF format.
    2. Upload your PDF file to Bb.

Justin

Justin Holman is CEO of Aftermarket Analytics, where he leads efforts to develop cutting edge sales forecasting and inventory optimization technology for the Automotive Aftermarket. Prior to joining Aftermarket Analytics, Justin managed corporate consulting for the Strategy & Analytics division at MapInfo Corporation, leading major projects for retail clients including The Home Depot, Darden Restaurants, Bridgestone-Firestone, Sainsbury’s and New York & Company. Before that, Justin served as Vice President of Software Development at LogicTools, now part of IBM's supply chain application software group. Justin holds a B.A. from Claremont McKenna College, a Ph.D. from the University of Oregon and an Executive Management certificate from Northwestern University's Kellogg School of Management.

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