316. Mastering the Art of the Deal Pitch | Investors Round Table

MAY 5, 202530 MIN
The Commercial Real Estate Investor Podcast

316. Mastering the Art of the Deal Pitch | Investors Round Table

MAY 5, 202530 MIN

Description

<p data-rte-preserve-empty="true" style="white-space:pre-wrap;">Key Takeaways:</p><p data-rte-preserve-empty="true" style="white-space:pre-wrap;">Tailor your pitch to your audience:</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Institutional investors want rigorous data and professional decks</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Private investors are more relationship-driven and emotionally influenced</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Focus on key investor motivations:</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Stability (durability through economic cycles)</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Passive growth (minimal management headaches)</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Impact and legacy</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Downside protection and risk mitigation</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Pitch delivery tips:</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Be comfortable and authentic</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Don't read slides word-for-word</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Understand your subject matter deeply</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Have multiple exit strategies</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Build trust before the pitch through consistent communication</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Pitch structure:</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Start with upside potential</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Address downside risks</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Highlight unforeseen benefits</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Demonstrate how risks are mitigated</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Communication strategy:</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Ask investors if they're more numbers-focused or vision-focused</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Be prepared to move flexibly through your presentation</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Show genuine belief in the deal</p><p class="" data-rte-preserve-empty="true" style="white-space:pre-wrap;">Provide transparent information about potential challenges</p>