Portfolio

• Download and read detail here
• Created comprehensive PowerPoint template for clients to create effective real estate investment memos.
• Template designed to be easily modified and repurposed to suit individual deal requirements.
• Provided technical guidance for customizing the template, including leveraging PowerPoint features such as slide masters and layout guides.
• Template designed with a structured flow, including sections such as:
• Cover Page: With striking imagery and key project metrics.
• Executive Summary: Offering an overview of the project, investment strategy, and submarket analysis.
• Area Map with Competitive Overview: Presenting geographic and competitive context.
• Property Highlights: Outlining specifics of the acquisition, team's experience, and financial strategy.
• Transaction Summary: Detailing critical metrics associated with the deal.
• Operational Assumptions: Explaining project specifics, feasibility, cost estimates, and anticipated timeline.
• Timeline: Providing an overview of important historical and projected events.
• Risks and Mitigants: Helping investors understand potential challenges and mitigation strategies.
• Investor Partnership Summary: Outlining fee structures and costs of partnership.
• Sponsor Overview: Showcasing the team's expertise and credibility.
• Deal Team: Listing key players involved in the deal.
• Post-Investment Expectations: Setting expectations for what investors should anticipate post-investment.
• Appendix: Housing all additional information supplementing the primary presentation.
• The goal is to create a compelling, comprehensive, and easily digestible pitch for potential investors, demonstrating the project's profitability, sustainability, and viability.
• Templates also designed to incorporate visual elements, including graphics, charts, and images for enhanced comprehension.
• Access to template downloads provided for client convenience.

See the blog post here, case study includes:

• Downloads available: Full Excel file, final presentation and PowerPoint backup, original data room
• Real-world, anonymized case study for office building rent-vs-buy analysis
• Ideal for students practicing LBO modeling, potential clients seeking work examples, and professionals analyzing similar decisions
• Includes fully functional financial model for long-term investment analysis
• Analyzes a proposed $17.0M purchase price and compares it to renting over a 10-year period
• Explores valuation methodologies for future partner entries and exits in the law practice
• Provides recommendations on purchase price, returns, and tax-efficient transaction execution
• Offers step-by-step analysis notes and highlights the importance of style in financial modeling