STAGE CAP I TAL, LL C

TO: INVESTORS (YOUNG AND OLD)

FROM: ROGER STAIGER, MANAGING DIRECTOR

SUBJECT: REAL ESTATE INVESTMENT TEMPLATE (SUGGESTEDMODIFY AS APPROPRIATE)

DATE: 27 NOVEMBER 2011

CC: NONE



Table of Contents:
I Investment Summary
A Overview (half page maximum with picture)
i. What is project?
ii. How are investors/lenders going to be paid back?
iii. How much is total profit?
B Location maps/pictures/perspective
C Summary project statistics (Project Level)
i. Cash-on-Cash
ii. DSCR
a. Coverages and risks for lender(s)
iii. IRR/NPV
a. Bifurcate operations and reversion
iv. Quantitative risk analysis
D Sources and Uses (graphically demonstrate)
i. Capital Stack
a. Debt v Equity (sources)
b. List out ALL sources of equity
E Waterfall
i. Project distributions/timeline
II Ownership
A Key Principals/structure
i. Ownership
B Biographies (short)
i. Introduce Team
ii. Education, history of project(s), experience
C Proven successes (list projects)
III Timeline Gantt Chart and credible timeline critical
A Gantt Chart Must tie with pro forma
i. Feasibility
ii. Due Diligence/Appraisal
iii. Financing
iv. Investor commitment
v. Property Management/Specifics
vi. Construction Start/End
vii. Exit



Roger Staiger III Memo_Investment_Template_27Nov11
(202) 640-8912
rstaiger@gwmail.gwu.edu
IV Macro Analysis Demonstrate understanding of market
A Property
B Market
i. Demographics
C Comparables
V Additional Considerations (Risk/Mitigants)
A SWOT analysis
VI Appendix
A Detailed pro forma(s)
B Market Study
C Appraisal
D Detailed Business Plan (formal)
E Detailed Resumes of key persons




















































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