SponsorCloud
  • Products
    
    SyndicationPro
    Raise more capital in less time with our real estate syndication platform, SyndicationPro.
    Core Features
    • GP & LP Portal
    • SEC Compliant CRM
    • Email Marketing
    • Built-in eSign
    • Build Soft Reservations
    • K-1 & Document Uploads
    • ACH & Check Distribution
    • Co-Sponsor Module
    Learn MoreRequest a Demo
    SponsorDocs
    Receive top-shelf syndication documents in 2 business days through SponsorDocs.
    Core Features
    • Private Placement Memorandum
    • Operating Agreement
    • Subscription Agreement
    • Investor Questionnaire
    • Best Practices Guide
    • Attorney Review
    • 2-Day Delivery
    • eSign Setup for SynPro Users
    Learn MoreContact Sales
    SponsorNetwork
    Develop lasting partnerships with sponsors who share a passion for Syndication.
    Core Features
    • #1 Active GP Network
    • Exclusive Member Portal
    • Private Deal Offerings
    • In-Person Co-GP & JV Events
    • Access Strategic Partnerships
    • Mentorship & Live Feedback
    • Priority RSVP for Live Events
    • SponsorAcademy
    Learn MoreContact Sales
    SponsorAdmin
    Partner with experts to handle all your firm's administrative needs through deals.
    Core Features
    • Fund Administration Services
    • Fund Establishment & Launch
    • Treasury Management
    • Investor Relations
    • Fund Accounting
    • Tax Compliance
    • Fund Disposition & Waterfall Admin
    • Cost Segregation Services
    Learn MoreContact Sales
    Get a full overview of SponsorCloud's core products
    Full Products Overview
  • Company
    
    Company

    We help sponsors raise and manage capital from start to finish.

    • About Us
    • Values
    • Leadership
    • Press & Media
    • Careers
    • Case Studies
  • Pages
    
    Product
    • Home V1
    • Home V2
    • Home V3
    • About us
    • Integrations
    • Integration single
    • Blog V1
    • Blog V2
    • Blog V3
    • Blog post
    • Features V1
    • Features V2
    • Features V3
    • Careers
    • Job post
    • Help center
    • Help center category
    • Help center single
    • Pricing
    • Pricing Single
    Utility Pages
    • Sign in
    • Sign up
    • Forgot password
    • Reset password
    • Terms & conditions
    • Confirm your email
    • Demo
    • Landing page
    • More Webflow Templates
      
    Template pages
    • Start here
    • Style guide
    • Password protected
    • 404 Not found
    • Licenses
    • Changelog
  • Pricing
  • 
    Login
  • Request a demo
Cart(
0
)

Your Cart


$ 0.00 USD
  • :
Remove
Subtotal:
Pay with browser.
Continue to Checkout
No items found.
Go to pricing
Product is not available in this quantity.

Login
Contact Sales
SyndicationPro
  • Benefits
    
    Benefits

    See the core benefits of how SyndicationPro can help you raise and manage your deals.

    Top real estate investing CRM
    2-way email integration, relationship history visualized
    • Automate the Get to Know Your Investor Process
    • 360 Relationship View of Your Contacts
    • 2-Way Email Sync Notes
    • Mass Email Functionality with Segmentation
    Fundraising streamlined
    Investment Portal, Digital PPMs, eSign, Cosponsors
    • Launch an Investor Portal in Seconds
    • Take Soft Commitments for Upcoming Deals
    • Build a Digital PPM to Raise Money and Close Fast
    • Add a Cosponsor to Your Deal
    • Eliminate Hassle With Integrated eSign
    Investment management simplified
    Investor Reporting, Multi-Profiles, Delegate Access
    • Provide Your Investors With Detailed Updates
    • Calculate Distributions and Notify Your Investors
    • Everything in One Place
    • Multiple Profiles and Delegate Access for Investors
  • Pricing
  • About Us
  • Resources
    
    Resources

    Helpful insights to get the most out of SyndicationPro

    • Blog
    • Press & Media
    • Integration Center
    • Case Studies
    • Glossary
  • Pages
    
    Product
    • Home V1
    • Home V2
    • Home V3
    • About us
    • Integrations
    • Integration single
    • Blog V1
    • Blog V2
    • Blog V3
    • Blog post
    • Features V1
    • Features V2
    • Features V3
    • Careers
    • Job post
    • Help center
    • Help center category
    • Help center single
    • Pricing
    • Pricing Single
    Utility Pages
    • Sign in
    • Sign up
    • Forgot password
    • Reset password
    • Terms & conditions
    • Confirm your email
    • Demo
    • Landing page
    • More Webflow Templates
      
    Template pages
    • Start here
    • Style guide
    • Password protected
    • 404 Not found
    • Licenses
    • Changelog
  • Pricing
  • 
    Login
  • Request a demo
Cart(
0
)

Your Cart


$ 0.00 USD
  • :
Remove
Subtotal:
Pay with browser.
Continue to Checkout
No items found.
Go to pricing
Product is not available in this quantity.

Login
Request a Demo
Jan 21, 2023

The Advanced Guide to Real Estate Syndication Pitch Books

TJ Lokboj
The Advanced Guide to Real Estate Syndication Pitch Books
Table of Contents
Connect
Transparent Facebook Icon
Transparent Twitter Icon
Transparent Linkedin Icon
Webflow
Related articles
SyndicationPro
This is another article on the site
This is also a heading
This is a heading

Pitch books play an extremely important role in the world of real estate syndication. A real estate syndication pitch book will often be the only opportunity that a sponsor has to communicate with potential investors. The words, styles, and formats that you choose for the real estate syndication pitchbook will all play a crucial role.

Real estate syndication pitchbook - SyndicationPro



If you have never created a real estate syndication pitch book from scratch, you might not know where, exactly, is the best place to begin. The pitch book best practices that will apply to your firm will depend on the kind of project you hope to raise funds for, the general nature of your company, as well as your target investor.

However, there are still many things you can do to improve the quality of your upcoming real estate pitch book. Below, we will discuss eight keys to creating the perfect real estate pitch book. By keeping these useful tips in mind, you can attract new investors and raise the critical capital that you need.

Create the Pitchbook with a Clearly Defined Purpose

With a real estate syndication pitch book, you’re not just broadly pitching your company. You are pitching a specific project. You’ll need to do much more than simply point out projects you’ve been successful with in the past; you’ll need to clearly demonstrate why investors should allocate their limited capital to your specific project.

In other words, it is crucial to realize that you are pitching a specific investment. This means you’ll need to create a unique value proposition demonstrating not just why the proposed project is good, in general, but also the best possible place for allocating any surplus funds. Keeping this goal in mind, choosing the remaining components of the pitch book should be a bit easier.

Identify Your Target Investor

In order to maximize the value of your pitchbook, you will need to clearly determine who, exactly, you are pitching to. Usually, this means investors, but “investor” is still a very broad term. A good customer avatar will make it easy to zone in on a very specific group, which will ultimately help you use your limited resources much more efficiently.

What do you expect your typical investor’s net worth to be? What is the minimum investment? Where do they live, what kind of job do they do, what is their typical risk tolerance, and what do their investment selections typically look like? Being able to effectively answer these questions will help make it much easier to narrow your search.

Be Able to Describe what Makes Your Company Unique

As a real estate syndicate sponsor, the burden is on you to distinguish your pitch from the many other alternatives currently available. Sure, you might know what makes your company great—and you’ve probably even contributed a great deal of capital of your own—but that doesn’t mean every prospective investor will view it in the same light.

There are many ways to distinguish yourself from your competitors. Promising a high rate of return or a desirable equity structure will be the easiest way to gain an edge, but you will also need the branding elements and experience that can make these promises believable. Investing in a unique asset class, a desirable location, or other points of distinction can also help.

Prioritize the Executive Summary

While it’d be nice to believe that every investor reads every pitch book that comes across their desk, this is very rarely the case. Many investors will receive hundreds, even thousands of pitch books (or pitch book equivalents) each year, which is why the books are often given a very brief glance.

If they are going to read anything, it will probably be the executive summary. Using a few bullet points to highlight the best components of your project will give you an opportunity to set yourself apart and possibly convince them to continue reading more.

Use Real Numbers

In real estate pitch books, positive terminology like “high return”, “promising location”, “potential for growth”, and others will be very helpful. But investing is a numbers game and, naturally, any serious investor is going to want to see some tangible data.

Expected returns, future payout timelines, equity rights, projected expenses, and projected revenues will all need hard numbers, supported by good data. Creating multiple projections—a likely scenario, a best-case scenario, and a worst-case scenario—will also help paint a fuller picture.

Be Willing to Invest in the Visuals

Real estate sponsors are very finance-oriented people, which is why some things that don’t create an immediate return—like investing in graphic design—can be easily overlooked. However, given the fact most investors will only spend a few minutes looking at pitchbooks, investing in elements that attract their attention will usually pay off.

Developing a graphically appealing pitch book will be very beneficial. Coordinated themes, a quality logo, and other visual appeals (even things like fonts) will be crucial. Investors will take note that you were willing to invest in these elements, which might even reflect the kind of care you would put into a property.

Include Detailed Financials

Beyond the hard numbers and projections, you’ve already provided, your real estate syndication pitch book should be able to answer whatever financial questions your investors might have. Being able to preemptively answer these questions will not only calm their nerves but will also demonstrate you’ve put a lot of thought into the project.

Your pitch book should identify possible lending and capital partners, explain what your business would do in the event of financing issues, and include whatever disclaimers might be needed. It is much better to show your business has thought about possible financial challenges than it is to act as if nothing could possibly go wrong.

Don’t Be Afraid to Get Help

In an effort to save money or maintain control, some real estate syndicates will try to create all pitch books entirely in-house. However, unless you have a team that has created every component of a pitch book in the past, it is probably a good idea to get some outside help.

Luckily, new hiring platforms and other digital options make it easier than ever to hire people for a single task. And once you have put in the effort to build a quality team around you, creating future pitch books should require much less coordination.

Pitchbooks are the lifeblood of the real estate syndicate industry. Rather than sprinting straight to the finish line, be sure to give your pitchbook the care and attention it needs. Using SyndicationPro and other related tools can also significantly help.

SponsorCloud

TJ Lokboj

Founder

Tj is an entrepreneur, investor, and innovator. Being a first-generation immigrant from the Marshall Islands, Tj and his family...





SponsorCloud

TJ Lokboj

Founder

Tj is an entrepreneur, investor, and innovator. Being a first-generation immigrant from the Marshall Islands, Tj and his family...





SponsorCloud

Sign up for our newsletter

Elementum venenatis porta habitant dolorel fermentum eget fermentum.


Thanks for joining our newsletter.
Oops! Something went wrong.

Related posts

Browse all posts
Real Estate Syndication News & Tips July, 2019 [Updated]

Real Estate Syndication News & Tips July, 2019 [Updated]

Read more

6 Benefits of Investing in Real Estate Syndication Over Private Real Estate Funds

6 Benefits of Investing in Real Estate Syndication Over Private Real Estate Funds

Real estate investing can be a challenging pursuit...

Read more


Ready to get started? Contact us today.

Request a demoSee pricing
Company
  • Home
  • About Us
  • Pricing
  • Request a demo
  • Press &Media
  • Leadership
  • Contact Us
Resources
  • Blog
  • Glossary
  • Case Studies
  • Security
  • Integration Center
  • Careers
Benefits
  • SEC Compliance CRM
  • Fundraising Automation
  • Investor Portal
  • Investment Management
  • ACH Payments
Data Handling
  • Terms of Service
  • Privacy Policy
Business Hours
SyndicationPro
Mon to Fri: 9 AM to 5 PM ET
Closed on US Holidays
Contact Us
SyndicationPro
info@syndicationpro.com
SyndicationPro
Sales: (405) 816-8183
Support: (346) 766-2236
SyndicationPro

Copyright © 2023 SyndicationPro, LLC — All Rights Reserved