The property
Address, asset type, ownership or purchase status, and a concise description of the business plan.
Start with
what you have.
A useful first file connects the property, sponsorship, financing request and next deadline. Missing information can be identified as the review develops.
A practical starting pointPreparation
Preparation
with a purpose.
Share sensitive financial material through the agreed intake or engagement channel. This guide does not collect or upload documents.
The Deal Butler
The first file does not need to be the final file.
The numbers
Available rent roll and operating history; existing debt; project budget and sources and uses. Label actuals separately from projections.
The sponsor
Ownership structure, relevant project experience and the financial information appropriate to the engagement.
The capital request
Amount sought, financing purpose, proposed sponsor contribution and any existing terms.
The schedule
Contract dates, approvals, construction milestones and the next decision requiring capital.
The unresolved items
Missing documents, conflicting figures, assumptions requiring support and conditions still to be satisfied.
For a
development project.
Add available site-control documents, plans, approvals, construction scope, contractor budget and phasing. Explain the sale or rental exit and the basis for its assumptions.
Explore residential developmentYour next moveBring the project
Bring the project
to the conversation.
Start with the information available and identify what is still in progress.
Introduce your transaction