Capital Finance Plans for Commercial Real Estate Development Projects - Continued...

What goes into a capital finance plan proposal?  All capital finance plans share the following common traits that we will present in outline form:

1. Cover Page.  This must include confidentiality notice, exact description of securities or real estate interests being offered.

2. Key Point Summary Page.  All the key economics information, construction program information, site information, valuation information, etc.

3. The Company.  No more than 200 words on the sponsor entity and the keyman managers of the operating business.

4. The Industry & Market.  No more than 300 words on the nature of the industry and marketing area being addressed by the proposal.

5. The Project.  No more than 500 words to describe the project.

6. The Project Site.  No more than 250 words on the site.

7. The Strategic Partners - Project Delivery Team.  Each team member should include background information on these companies as well as contact information (name, title, phone, email, website).  Keep each entry to no more than 100 words each.

8. Marketing, Advertising, Sales & Operations Plan Summary.  Summarize the marketing and advertising plan, the projected sales plan and the operations analysis.

9. Market Feasibility Report Summary.  Summarize the demand, the penetration rate, the revenues, the operating expenses and other location factors that may impact the project.

10. Financial Feasibility Report Summary.  Summarize the pro forma financial presentation and provide the sources & uses statement, balance sheet, income statement and month-by-month construction period draws and expenses.

11. Capital Funding Plan Elements.  Describe each element in the capital funding plan and its corresponding status.

12. Order of Funding & Order of Retirement.  Place the elements in the order of funding and the order in which these elements will be retired.

13. Key Proposal Strengths.  No more than 300 to 400 words on the key strengths of this proposal.  Be specific.  Avoid using terms like, "we'll be the best widget maker in the market".

14. Key Milestone Project Goals.  Provide a schedule showing the key milestone goals in relation to a schedule.

15. Key Competitors Analysis.  Provide a concise analysis of the competition.  Remember, they are already there so stating they won't be able to compete will be viewed as stupidity and/or hubris of the worst kind.

16. Additional Information & Contacts.  Provide a status report on where the project is in the development cycle and the contacts for additional information.

We'll show you what one looks like so you can decide how much help you might need in getting your plan knocked into shape BEFORE you submit it.  Give RMC a call today and we'll help you get there.  It's time you had a rainmaker of your very own and you can get yourself a rainmaker from the company that markets rainmakers: Rainmaker Marketing Corporation.

About Rainmaker...

Rainmaker Marketing Corporation is the brainchild of Clint Lovell, a seasoned business finance consultant with more than 20 years experience.  Rainmaker is a B2B consulting firm that was incorporated in 1994 for the purposes of providing market feasibility studies to businesses seeking capital financing in the commercial and institutional markets.  Today, Rainmaker Marketing Corporation provides a comprehensive array of due diligence documentation services for most major industry groups.  Rainmaker Marketing Corporation also provides syndication management services for fractional commercial real estate syndicates that can provide mezzanine gap funding for income-producing commercial property developments as early as the pre-construction phase.  Rainmaker Marketing Corporation serves clients throughout North America and the Caribbean Basin.

Rainmaker Marketing Corporation, Inc.

15519 Dawnbrook Drive, Houston, Texas 77068

281.537.1200  

consultants@rainmakermarketing.com