Next Level Webinar - Pitch Deck Secrets

Author: Adam J. Carswell
Published: Thu 01 Apr 2021
Episode Link: None

Adam Carswell, along with co-host Charles Wessel, brings on special guest Robert Beardsley, Founder & Principal at Lone Star Capital, to discuss how to create an internal deal memo for real estate properties.

In this episode, Rob talks about:

The importance of a pitch deck to capture investor interest
Key factors to emphasize in the business plan of a pitch deck
The death of conservative underwriting and importance of defensible underwriting
How to structure risk factors so to not scare off investors
The “waterfall method” for structuring investor repayment

Adam would like to give a huge thanks to Rob for coming on the Dream Chasers platform and sharing his knowledge and experience putting together effective pitch decks for investors.

Watch the video replay here: https://www.youtube.com/watch?v=E3u6gWKKck8

Contact Rob Beardsley:

https://lonestarcapgroup.com/ | https://www.linkedin.com/in/rob-beardsley/

Timestamped Shownotes:

03:20 – Host Adam Carswell introduces special guest Rob Beardsley, Founder & Principal at Lone Star Capital

06:08 – Why should investors create a sample pitch deck before a full pitch deck for a real estate deal?

07:34 – Why is the location of real estate so influential in the success of the property?

09:06 – Why is the seller story and property background so important to a real estate deal?

11:25 – Why do investors want to know where a company is at in the process of their business plan and what they seek from an investment?

12:33 – What key factors should you emphasize in your company’s business plan?

16:10 – Why should you use defensible underwriting when providing comparables?

17:49 – How should risk factors be structured to not lose investor interest?

20:43 – How important is property tax consulting when assessing property locations?

24:24 – Why is conservative underwriting dead?

25:50 – How does the value-add component of a real estate deal affect the going-in cap rate and exit cap rate?

26:32 – What inspired Rob to write his book on underwriting, “The Definitive Guide to Underwriting Multifamily”?

28:24 – When should you share non-underwritten upsides of a deal to investors?

30:54 – What is Rob's “waterfall method” of paying investors?

32:33 – Why is Lone Star Capital looking to set up a fund rather than preferred equity deals?

34:12 – How is Rob currently investing his own money?

36:30 – What did Rob do to raise capital in order to build his brand company?

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Next Level Webinar - Pitch Deck Secrets