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MultifamilyMan Profile picture
MultifamilyMan
@multifamilyman_
doing deals. Sharing unfiltered opinions and analysis from over 10 years' and +$1B of acquisition experience in commercial real estate (among other things)
May 21, 2024 • 12 tweets • 9 min read
My DMs have been flooded with responses and deal review requests... You guys have been enjoying them, so I am going to keep doing them.

Which brings me to the latest live deal review –>

The Villas at Sundance sponsored by Viking Capital Image My deal breakdown outline:

- Deal Story (what I gathered up to this point)
- Sponsors (and other important parties)
- Pitch Deck good/bad highlights
- Location and Physical Asset
- Business Plan
- Capital Stack
- Rent Comps
- Sale Comps
- Sensitivities

//
Apr 22, 2024 • 12 tweets • 11 min read
I asked, you delivered -

DMs flooded today with syndicator pitch decks.

A mix of the Good, the Bad, and the Ugly.

So I picked 1 and went deep.

For you, my fellow LPs, real estate folks, and those interested in multifamily.

Here is my analysis of Sunrise in Chandler... Image I am going to breakdown the deal with the following outline:

- Deal Story (what I gathered this afternoon)
- Sponsors (and guest Co-Sponsor!)
- Pitch Deck good/bad highlights
- Location and Physical Asset
- Business Plan
- Rent Comps
- Sale Comps
- Sensitivities

//