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RAI$ING CAPITAL
ACADEMY
W E L C O M E T O T H E
Investor Presentation
Pitch Package
What’s In It For Them…
#JVJedi
My Promise Tonight…
Provide You With A
Powerful Presentation
Framework to Close
More Investors…
Selfie Time- #JVJEDI
Tonight Maximize
Effectiveness…
3-levels*
Dissect post event materials
Surround yourself with a
group of people to keep the
momemtum going.
Investor | Author | Coach | Expert
russellwestcott.com
Rai$ing Capital Academy
PRESENTATION
The Part of The
Process…
Generate LEADS
QUALIFY leads
PRESENT offers*
CLOSE quickly & repeat.
THE PRESENTATION
Your- WHY Presentation Deck
WHY Presentation
Framework…
WHY important
WHY Real Estate
WHY area
WHY type of property.
WHY Presentation
Framework…
WHY your strategy
WHY you
WHY now.
The C.L.E.A.R. Formula
For A Compelling Presentation…
Curiosity
Interest…
Can’t teach everything you
know
Share the relevant for them
Always answer ‘What’s in it
for them’
Keep them wanting more.
Legendary
Power of Story…
People remember story
Study story, daily practice,
until a reflex
Eventually find your voice
Example*.
Energy / Emotion
Generate Energy
Power plant
You must have it first
Bees- pollination
Most important element.
Action
Powerful Framework
Intention
Feeling
Action
Intention Mapping à then
build agenda.
Your Audience
Know thy audience
Connection
Deliver their intention/ leave
them with a feeling
What is the one action they
need to take to
TRANSFORM.
Result
Post Presentation
Analyze the performance
What’s missing
Evolution, not revolution
CANI.
REAL LIFE CASE STUDY
Anatomy of an Investor
Pitch Presentation Package
Leduc Real Estate
Income & Growth
Investment Opportunity…
SUMMARY
• Opportunity: Turn-key, hands-off
• Investment: $92,000
• Est. Timeline: 5-7 years
• ROI ($ & %): $116,000 | 17.7%
• Service Option: 3 options.
What’s In It For You…
SUMMARY
• Location: Growth market- Leduc
• Property: Brand new construction
• Address: West Haven Dr (3 properties)
• Possession: TBC.
3- Legal Suited Single-Family Homes
SUMMARY
• Purchase Cost: $460,000
• Down payment*: $ 92,000
• Mortgage*: $368,000
• Closing & Reserve: $ 3,000
• Proforma Cash Flow/ (mth-yr 1)*: $ 460+
• 5 Yr Annualized ROI*: 17.7%
The Critical Numbers (Per Property) …
* 20% Down payment + Legal + Appraisal + Inspection (see proforma for full breakdown)
WHY Alberta, WHY Leduc…
WHY Alberta…
Bottom of a market cycle
Money goes further
(NO land transfer tax, NO empty homes tax, NO foreign
buyers' tax, NO speculation tax, NO rent controls)
'More reasonable' Landlord &
tenant laws
New construction properties
cash flow.
WHY Leduc…
Up & coming region
Edmonton ripple
Nisku & YEG airport
Distribution hub.
A Developing Region
$2.2 billion in projects
approved/in progress
GROWTH
10th Largest City in
Alberta
OPPORTUNITY
Access to
Global markets
INNOVATION
Progressive &
forward thinking
BALANCE
Small city with big
city amenities
WHY Leduc…
Quick Facts
Population: 32,448 (2018
+4% growth)
91.2 per cent growth since
2006 (16,967)
61% workforce works locally
Avg income $125,000.
Leduc…
Ranked #3 top investment
market Alberta by Real Estate
Investment Network
Ranked #5 top investment
market in Western Canada
by Western Investor
‘Leduc discount’ compared
to Edmonton.
02Aurora Cannabis Plant
• 'World's largest’ legal grow-op
• Distribution, power, water, spin off
business opportunities
• Up to 300 new jobs.
01
Aerotropolis
• Airport City
• Growth, diversity
• Up to 63,000 new jobs next 25-
35 years.
04
Ford Distribution
• Distribution hub
• Construction
• 70 new full-time jobs.
03
New Costco
• Sign of Economic activity
• Future growth
• New employers.
High Paying Jobs
• Amazon distribution
• 700 construction jobs
• 600 new permanent
jobs
• Completion 2020.
Desirable
Location
• Lots 55 - 57
• 3 prime lots
• Across from
new school
and park.
Brand New Public School
The Properties…
SFH with Legal Secondary Suites
(Two Models)
Jasmine Model
• 3-Br | 2.5-Ba upper suite
• 1-Br | 1-Ba lower suite
• 2180 Sq. Ft
• Rents:
• $1,650 + $350 Utilities
• $950 + $150 Utilities.
Jasmine Virtual Tour…
CLICK HERE to view
virtual tour
Dahlia Model
• 3-Br | 2.5-Ba upper suites
• 1-Br | 1-Ba lower suites
• 2077 Sq. Ft
• Rents:
• $1,650 + $350 Utilities
• $950 + $150 Utilities.
Dahlia Virtual Tour…
CLICK HERE to view
virtual tour
Ample Parking-
up to 6 parking spots per property
Cashflow & ROI…
Current Annual Yield: 8.09%
Debt Coverage Ratio: 1.39
5 Yr Net Equity Return:* 225.74%
5 Yr Annualized ROI:* 17.69%
Annually Monthly
$37,200 $3,100
$3,600.00 $300.00
$1,200.00 $100.00
$2,976.00 $248.00 8%
$744.00 $62.00 2%
$744.00 $62.00 2%
$3,600 $300.00
$1,072.00
Estimated Financing Am % Rate Term Payment (PI) Monthly
80% New Financing 30 Yr 3.09% 5 Yr Fixed $1,569.42
$1,500.00
$300.00
$525.00
Estimated Renovations & Upgrades $0.00
TBD
$92,000.00
$94,325.00 Cash Flow $458.58
*All information to be verified by purchaser. No warranties or guarantee apply*
Area:
Sq. Ft.:
Bedrooms:
Estimated Repairs & Maintenance
*Cash to Close
Loan Amount
Annualized return based on cumulative
cash flow, mortgage principal reduction
and a 2% per year property appreciation
rate.
($1650 up, $950 dn + $500 for utilities)
Total Monthly Expense:
Investment Property Analysis
$460,000
Garage/Parking:
Rent Required:
TBD
Double Detached 20' x 20" Garage
1546 upper + 634 lower
Estmated Closing Date:
3 bedroom upper suite + 1 bedroom lower suite
New Single Family Home with Legal Secondary Suite (Jasmine)
West Haven Leduc, AB
Estimated Purchase Price
Property Description:
Taxes:
Estimated Amount for other (Utilities, etc.)Other/ Utilities:
Repairs & Maintenance:
Estimated Vacancy
Estimated Annual Taxes
Vacancy:
Insurance: Estimated Property Insurance
Management: Estimated Property Management
$368,000.00
Estimated Initial Capital Required
Legal
20% Down Payment
Brand New Construction SFH, with Suite
Includes 2 Refridgerators, 2 Electric Stoves, 2 Dishwashers, 2 Washers, 2 Dryers,
Landscaping, Window Coverings, Fencing
Full package- Turn-key rental property packageStaying Power Fund
Opportunity Presented By:
Ph - 780-670-4277
Appraisal
Inspection
Email - jason@triurban.com
www.triurban.com
*Cash to Close includes estimated fee's for Legal, Professional Inspection, Appraisal, Renovations / Upgrades*
TriUrban Inc.
Jason Mattern
Strong Financial
Performer
• Jasmine Model
• 20% Down payment
• Current fixed rate Mortgage
• Proforma cash flow- $458
• Monthly Reserve fund- $124
• Optimal cash flow $582
• 5 Yr Annualized ROI: 17.7%
(conservative 2% growth).
Current Annual Yield: 8.12%
Debt Coverage Ratio: 1.40
5 Yr Net Equity Return:* 226.32%
5 Yr Annualized ROI:* 17.75%
Annually Monthly
$37,200 $3,100
$3,600.00 $300.00
$1,200.00 $100.00
$2,976.00 $248.00 8%
$744.00 $62.00 2%
$744.00 $62.00 2%
$3,600 $300.00
$1,072.00
Estimated Financing Am % Rate Term Payment (PI) Monthly
80% New Financing 30 Yr 3.09% 5 Yr Fixed $1,562.60
$1,500.00
$300.00
$525.00
Estimated Renovations & Upgrades $0.00
TBD
$91,600.00
$93,925.00 Cash Flow $465.40
*All information to be verified by purchaser. No warranties or guarantee apply*
Area:
Sq. Ft.:
Bedrooms:
Estimated Repairs & Maintenance
*Cash to Close
Loan Amount
Annualized return based on cumulative
cash flow, mortgage principal reduction
and a 2% per year property appreciation
rate.
($1650 up, $950 dn + $500 for utilities)
Total Monthly Expense:
Investment Property Analysis
$458,000
Garage/Parking:
Rent Required:
TBD
Double Detached 20' x 20" Garage
1433 upper + 622 lower
Estmated Closing Date:
3 bedroom upper suite + 1 bedroom lower suite
New Single Family Home with Legal Secondary Suite (Dahlia)
West Haven Leduc, AB
Estimated Purchase Price
Property Description:
Taxes:
Estimated Amount for other (Utilities, etc.)Other/ Utilities:
Repairs & Maintenance:
Estimated Vacancy
Estimated Annual Taxes
Vacancy:
Insurance: Estimated Property Insurance
Management: Estimated Property Management
$366,400.00
Estimated Initial Capital Required
Legal
20% Down Payment
Brand New Construction SFH, with Suite
Includes 2 Refridgerators, 2 Electric Stoves, 2 Dishwashers, 2 Washers, 2 Dryers,
Landscaping, Window Coverings, Fencing
Full package- Turn-key rental property packageStaying Power Fund
Opportunity Presented By:
Ph - 780-670-4277
Appraisal
Inspection
Email - jason@triurban.com
www.triurban.com
*Cash to Close includes estimated fee's for Legal, Professional Inspection, Appraisal, Renovations / Upgrades*
TriUrban Inc.
Jason Mattern
Strong Financial
Performer
• Dahlia Model
• 20% Down payment
• Current fixed rate Mortgage
• Proforma cash flow- $465
• Monthly Reserve fund- $124
• Optimal cash flow $589
• 5 Yr Annualized ROI: 17.8%
(conservative 2% growth).
PLATINUM Rental
Package…
Legal secondary suite
Landscaping
Deck, fence & garage
Roller shades.
340 West Haven
• $460,000 (Jasmine)
• $35,000 Builder Discount
• Complete Turn-key Tenant
package
• No surprise pricing
• Build extras into price &
mortgage.
342 West Haven
• $458,000 (Dahlia)
• $35,000 Builder Discount
• Complete Turn-key Tenant
package
• No surprise pricing
• Build extras into price &
mortgage.
344 West Haven
• $460,000 (Jasmine)
• $35,000 Builder Discount
• Complete Turn-key Tenant
package
• No surprise pricing
• Build extras into price &
mortgage.
Next Steps…
VIP Investment
Options…
DIY- Do It Yourself
DWY- Done With You
DFY- Done For You
Customized ownership
splits.
NEXT STEPS
1. Review opportunity- answer questions
2. Investment options- which one
3. Number of units
4. $1,000 deposit per property
5. Offer process- tie up properties.
3- Legal Suited Single-Family Homes
NEXT STEPS
6. Mortgage qualification
7. Letter of intent
8. Agreement creation
9. Purchase- close- celebrate.
3- Legal Suited Single-Family Homes
Leduc Real Estate
Income & Growth
Investment Opportunity…
COPY OF THE SLIDES?
Email (sign-up sheet):
russell@russellwestcott.com
Deadlines…
OPEN
Q&A
RAI$ING CAPITAL
ACADEMY
W E L C O M E T O T H E

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Anatomy of An Investor Pitch Presentation Package

  • 1. RAI$ING CAPITAL ACADEMY W E L C O M E T O T H E
  • 3. #JVJedi My Promise Tonight… Provide You With A Powerful Presentation Framework to Close More Investors…
  • 5. Tonight Maximize Effectiveness… 3-levels* Dissect post event materials Surround yourself with a group of people to keep the momemtum going.
  • 6. Investor | Author | Coach | Expert russellwestcott.com
  • 7.
  • 9. The Part of The Process… Generate LEADS QUALIFY leads PRESENT offers* CLOSE quickly & repeat.
  • 10. THE PRESENTATION Your- WHY Presentation Deck
  • 11. WHY Presentation Framework… WHY important WHY Real Estate WHY area WHY type of property.
  • 12. WHY Presentation Framework… WHY your strategy WHY you WHY now.
  • 13. The C.L.E.A.R. Formula For A Compelling Presentation…
  • 15. Interest… Can’t teach everything you know Share the relevant for them Always answer ‘What’s in it for them’ Keep them wanting more.
  • 17. Power of Story… People remember story Study story, daily practice, until a reflex Eventually find your voice Example*.
  • 19. Generate Energy Power plant You must have it first Bees- pollination Most important element.
  • 22.
  • 23. Your Audience Know thy audience Connection Deliver their intention/ leave them with a feeling What is the one action they need to take to TRANSFORM.
  • 25. Post Presentation Analyze the performance What’s missing Evolution, not revolution CANI.
  • 26. REAL LIFE CASE STUDY Anatomy of an Investor Pitch Presentation Package
  • 27. Leduc Real Estate Income & Growth Investment Opportunity…
  • 28. SUMMARY • Opportunity: Turn-key, hands-off • Investment: $92,000 • Est. Timeline: 5-7 years • ROI ($ & %): $116,000 | 17.7% • Service Option: 3 options. What’s In It For You…
  • 29. SUMMARY • Location: Growth market- Leduc • Property: Brand new construction • Address: West Haven Dr (3 properties) • Possession: TBC. 3- Legal Suited Single-Family Homes
  • 30. SUMMARY • Purchase Cost: $460,000 • Down payment*: $ 92,000 • Mortgage*: $368,000 • Closing & Reserve: $ 3,000 • Proforma Cash Flow/ (mth-yr 1)*: $ 460+ • 5 Yr Annualized ROI*: 17.7% The Critical Numbers (Per Property) … * 20% Down payment + Legal + Appraisal + Inspection (see proforma for full breakdown)
  • 31. WHY Alberta, WHY Leduc…
  • 32. WHY Alberta… Bottom of a market cycle Money goes further (NO land transfer tax, NO empty homes tax, NO foreign buyers' tax, NO speculation tax, NO rent controls) 'More reasonable' Landlord & tenant laws New construction properties cash flow.
  • 33. WHY Leduc… Up & coming region Edmonton ripple Nisku & YEG airport Distribution hub.
  • 34. A Developing Region $2.2 billion in projects approved/in progress GROWTH 10th Largest City in Alberta OPPORTUNITY Access to Global markets INNOVATION Progressive & forward thinking BALANCE Small city with big city amenities
  • 35. WHY Leduc… Quick Facts Population: 32,448 (2018 +4% growth) 91.2 per cent growth since 2006 (16,967) 61% workforce works locally Avg income $125,000.
  • 36. Leduc… Ranked #3 top investment market Alberta by Real Estate Investment Network Ranked #5 top investment market in Western Canada by Western Investor ‘Leduc discount’ compared to Edmonton.
  • 37. 02Aurora Cannabis Plant • 'World's largest’ legal grow-op • Distribution, power, water, spin off business opportunities • Up to 300 new jobs. 01 Aerotropolis • Airport City • Growth, diversity • Up to 63,000 new jobs next 25- 35 years.
  • 38. 04 Ford Distribution • Distribution hub • Construction • 70 new full-time jobs. 03 New Costco • Sign of Economic activity • Future growth • New employers.
  • 39. High Paying Jobs • Amazon distribution • 700 construction jobs • 600 new permanent jobs • Completion 2020.
  • 40.
  • 41. Desirable Location • Lots 55 - 57 • 3 prime lots • Across from new school and park.
  • 44. SFH with Legal Secondary Suites (Two Models)
  • 45. Jasmine Model • 3-Br | 2.5-Ba upper suite • 1-Br | 1-Ba lower suite • 2180 Sq. Ft • Rents: • $1,650 + $350 Utilities • $950 + $150 Utilities.
  • 46. Jasmine Virtual Tour… CLICK HERE to view virtual tour
  • 47. Dahlia Model • 3-Br | 2.5-Ba upper suites • 1-Br | 1-Ba lower suites • 2077 Sq. Ft • Rents: • $1,650 + $350 Utilities • $950 + $150 Utilities.
  • 48. Dahlia Virtual Tour… CLICK HERE to view virtual tour
  • 49. Ample Parking- up to 6 parking spots per property
  • 51. Current Annual Yield: 8.09% Debt Coverage Ratio: 1.39 5 Yr Net Equity Return:* 225.74% 5 Yr Annualized ROI:* 17.69% Annually Monthly $37,200 $3,100 $3,600.00 $300.00 $1,200.00 $100.00 $2,976.00 $248.00 8% $744.00 $62.00 2% $744.00 $62.00 2% $3,600 $300.00 $1,072.00 Estimated Financing Am % Rate Term Payment (PI) Monthly 80% New Financing 30 Yr 3.09% 5 Yr Fixed $1,569.42 $1,500.00 $300.00 $525.00 Estimated Renovations & Upgrades $0.00 TBD $92,000.00 $94,325.00 Cash Flow $458.58 *All information to be verified by purchaser. No warranties or guarantee apply* Area: Sq. Ft.: Bedrooms: Estimated Repairs & Maintenance *Cash to Close Loan Amount Annualized return based on cumulative cash flow, mortgage principal reduction and a 2% per year property appreciation rate. ($1650 up, $950 dn + $500 for utilities) Total Monthly Expense: Investment Property Analysis $460,000 Garage/Parking: Rent Required: TBD Double Detached 20' x 20" Garage 1546 upper + 634 lower Estmated Closing Date: 3 bedroom upper suite + 1 bedroom lower suite New Single Family Home with Legal Secondary Suite (Jasmine) West Haven Leduc, AB Estimated Purchase Price Property Description: Taxes: Estimated Amount for other (Utilities, etc.)Other/ Utilities: Repairs & Maintenance: Estimated Vacancy Estimated Annual Taxes Vacancy: Insurance: Estimated Property Insurance Management: Estimated Property Management $368,000.00 Estimated Initial Capital Required Legal 20% Down Payment Brand New Construction SFH, with Suite Includes 2 Refridgerators, 2 Electric Stoves, 2 Dishwashers, 2 Washers, 2 Dryers, Landscaping, Window Coverings, Fencing Full package- Turn-key rental property packageStaying Power Fund Opportunity Presented By: Ph - 780-670-4277 Appraisal Inspection Email - jason@triurban.com www.triurban.com *Cash to Close includes estimated fee's for Legal, Professional Inspection, Appraisal, Renovations / Upgrades* TriUrban Inc. Jason Mattern Strong Financial Performer • Jasmine Model • 20% Down payment • Current fixed rate Mortgage • Proforma cash flow- $458 • Monthly Reserve fund- $124 • Optimal cash flow $582 • 5 Yr Annualized ROI: 17.7% (conservative 2% growth).
  • 52. Current Annual Yield: 8.12% Debt Coverage Ratio: 1.40 5 Yr Net Equity Return:* 226.32% 5 Yr Annualized ROI:* 17.75% Annually Monthly $37,200 $3,100 $3,600.00 $300.00 $1,200.00 $100.00 $2,976.00 $248.00 8% $744.00 $62.00 2% $744.00 $62.00 2% $3,600 $300.00 $1,072.00 Estimated Financing Am % Rate Term Payment (PI) Monthly 80% New Financing 30 Yr 3.09% 5 Yr Fixed $1,562.60 $1,500.00 $300.00 $525.00 Estimated Renovations & Upgrades $0.00 TBD $91,600.00 $93,925.00 Cash Flow $465.40 *All information to be verified by purchaser. No warranties or guarantee apply* Area: Sq. Ft.: Bedrooms: Estimated Repairs & Maintenance *Cash to Close Loan Amount Annualized return based on cumulative cash flow, mortgage principal reduction and a 2% per year property appreciation rate. ($1650 up, $950 dn + $500 for utilities) Total Monthly Expense: Investment Property Analysis $458,000 Garage/Parking: Rent Required: TBD Double Detached 20' x 20" Garage 1433 upper + 622 lower Estmated Closing Date: 3 bedroom upper suite + 1 bedroom lower suite New Single Family Home with Legal Secondary Suite (Dahlia) West Haven Leduc, AB Estimated Purchase Price Property Description: Taxes: Estimated Amount for other (Utilities, etc.)Other/ Utilities: Repairs & Maintenance: Estimated Vacancy Estimated Annual Taxes Vacancy: Insurance: Estimated Property Insurance Management: Estimated Property Management $366,400.00 Estimated Initial Capital Required Legal 20% Down Payment Brand New Construction SFH, with Suite Includes 2 Refridgerators, 2 Electric Stoves, 2 Dishwashers, 2 Washers, 2 Dryers, Landscaping, Window Coverings, Fencing Full package- Turn-key rental property packageStaying Power Fund Opportunity Presented By: Ph - 780-670-4277 Appraisal Inspection Email - jason@triurban.com www.triurban.com *Cash to Close includes estimated fee's for Legal, Professional Inspection, Appraisal, Renovations / Upgrades* TriUrban Inc. Jason Mattern Strong Financial Performer • Dahlia Model • 20% Down payment • Current fixed rate Mortgage • Proforma cash flow- $465 • Monthly Reserve fund- $124 • Optimal cash flow $589 • 5 Yr Annualized ROI: 17.8% (conservative 2% growth).
  • 53. PLATINUM Rental Package… Legal secondary suite Landscaping Deck, fence & garage Roller shades.
  • 54. 340 West Haven • $460,000 (Jasmine) • $35,000 Builder Discount • Complete Turn-key Tenant package • No surprise pricing • Build extras into price & mortgage.
  • 55. 342 West Haven • $458,000 (Dahlia) • $35,000 Builder Discount • Complete Turn-key Tenant package • No surprise pricing • Build extras into price & mortgage.
  • 56. 344 West Haven • $460,000 (Jasmine) • $35,000 Builder Discount • Complete Turn-key Tenant package • No surprise pricing • Build extras into price & mortgage.
  • 58. VIP Investment Options… DIY- Do It Yourself DWY- Done With You DFY- Done For You Customized ownership splits.
  • 59. NEXT STEPS 1. Review opportunity- answer questions 2. Investment options- which one 3. Number of units 4. $1,000 deposit per property 5. Offer process- tie up properties. 3- Legal Suited Single-Family Homes
  • 60. NEXT STEPS 6. Mortgage qualification 7. Letter of intent 8. Agreement creation 9. Purchase- close- celebrate. 3- Legal Suited Single-Family Homes
  • 61. Leduc Real Estate Income & Growth Investment Opportunity…
  • 62. COPY OF THE SLIDES? Email (sign-up sheet): russell@russellwestcott.com
  • 65. RAI$ING CAPITAL ACADEMY W E L C O M E T O T H E