Investment memorandum for a real estate investment firm

Posted on July 16, 2015 Published by

Challenge: A real estate investment firm was seeking equity partners for a portfolio of properties, but it lacked a coherent, well-designed investment memorandum to present to prospects.

Solution: Sententia Partners reviewed all the firm’s existing investment collateral and worked with senior management to develop a new format. We re-wrote and edited the content so the opportunity was communicated in a concise yet comprehensive way. Then we teamed up with a designer, who produced effective graphic illustrations and put a professional face on the project.

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This post was written by Sententia Partners