Buy, improve, exit.
Property condition, scope, budget, timeline, acquisition basis, resale assumptions, and the plan if the market or work changes.
PRIVATE MONEY / INVESTOR CONVERSATION
Build the brief
before the deal.
Start with the asset, the scope, the capital need and the exit. Build those facts into a clear project brief before discussing a specific structure.
Start an investor briefTHREE PROJECT TYPES
Different projects.
Different questions.
Use and operations.
Asset type, current use, operating story, tenancy, income and expenses, planned changes, and the questions that separate commercial methods.
Stage the capital.
Land or acquisition, plans, approvals, budget, draws, builder context, timeline, contingency, and the intended takeout or exit path.
WHAT TO BRING
Make the unknowns visible.
This is a conversation guide, not a promise of leverage, pricing, approval, funding speed, or lender access.
- 01The asset
Address, type, value context, acquisition or current basis, and intended use. - 02The capital need
Purchase, payoff, rehab, construction, carry, and the timing of each draw. - 03The exit context
Sale, refinance, stabilization, lease-up, or another plan that still needs review.
PROJECT REVIEW
Plan for the path
and the detour.
Start with a sources-and-uses outline: acquisition or payoff, planned work, carrying costs, contingency, and the amount and timing of outside capital. Keep a base plan and an alternate exit.
What supports the assumptions?
Separate documented costs, current property information, and estimates that still need professional review.
What can change the timeline?
Consider approvals, work sequencing, inspections, draws, sale timing, or stabilization.
What happens at the end of the term?
Review maturity, extensions, payoff costs, and how the proposed sale or refinance would actually occur.