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šø Pitch-Perfect: How to Present CRE Deals to Lenders & Investors š
š¦ How to Create a CRE Pitch That Gets Financed š¼
š” How to Create a Winning CRE Investment Pitch (Mortgage Focus)
In commercial real estate financing, how you present the deal can be just as important as the numbers themselves. At Medallion Mortgage, we work with real estate investors, developers, and business owners every day who need more than a lenderāthey need a partner who can help them structure and sell the deal to stakeholders.
Whether you're pursuing a DSCR loan, bridge financing, or construction-to-perm structure, hereās how to pitch your deal to ensure it gets funded:
1. Loan Purpose & Property Type
Be clearāAre you acquiring, refinancing, or repositioning? Is this industrial, retail, multifamily, or mixed-use? Frame the pitch around the assetās financing fit.
2. The Borrowerās Story
Your experience, track record, and liquidity matter. If youāre new, highlight your teamās depth or mentors guiding the project.
3. Show the Deal Structure
Use a one-pager to break down purchase price, loan request, equity contribution, and any mezzanine or preferred equity involved.
4. Underwriting Numbers
Lenders love DSCR, LTV, NOI, and stabilized yield. Make sure these are not buriedāput them upfront and clearly supported by a P&L or rent roll.
5. Timeline and Use of Funds
How fast do you need funding? What milestones do the funds unlock (i.e., closing, permitting, construction)? Be specific and realistic.
6. Exit Strategy
Whether it's a sale, refi, or long-term hold, show lenders you have an endgameāand backup plan.
Our team at Medallion Mortgage doesnāt just evaluate dealsāwe help you refine your presentation so it appeals to the right lenders, right now.
š² Ready to get your pitch lender-ready? Letās talk.
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Ā© 2023-2024 Bill Rapp, Medallion Funds LLC, Director of Capital Advisory
Buying your first home can be both exciting and nerve-wracking at the same time. With so many things to consider and....
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy
Copyright ©2021 | Mortgage Viking Team
Licensed to Do Business | NMLS # 228246
This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Copyright Ā© 2021 | Medallion Funds
Corporate | NMLS ID NMLS # 1825831
Corporate Address : 2651 N. Green Valley Pkwy STE. 101 Henderson, NV 89014
Corporate NMLS NMLS # 1825831 | Company Website: https://medallionfunds.com/bill-rapp/
Copyright ©2021 | Mortgage Viking Team Licensed to Do Business | NMLS # 228246
This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply
Corporate | NMLS ID NMLS # 1825831
Corporate Address : 2651 N. Green Valley Pkwy STE. 101 Henderson, NV 89014 https://medallionfunds.com/bill-rapp/