How to Create a Sample Presentation for Your Private Lender Meetings.
The document is a private‑lender pitch prepared by Daniil Kleyman of True Vision Analytics/EVOLVE Development for a house‑flip located at 2119 M St, Richmond, VA. It outlines an investment strategy focused on off‑market historic homes in active retail neighborhoods, describing how the property will be purchased below market value, renovated, and sold quickly. The pitch details the property’s specifications (3 bed, 2 bath, 2,180 sq ft, built 1900) and presents a funding request of $303,000 (plus $10,576 deferred interest) to cover purchase, rehab, and closing costs, with a total loan amount of $313,576 at an 8 % interest rate. Financial assumptions include an after‑repair value (ARV) of $420,000, a 4‑month rehab period, and a 2‑month sale period, yielding a 6.98 % cash‑on‑cash return and an 8.30 % IRR for the lender. The document provides a month‑by‑month cash‑flow schedule, a loan‑to‑value breakdown, and comparable sales data from nearby properties to justify the ARV. Numerous photographs illustrate the property’s exterior, interior, and renovation progress. The overall purpose is to secure a first‑lien, short‑term loan from a private lender, offering a clear repayment timeline (6‑9 months) and documented collateral.
Topics
Off‑Market Historic Property Investment Strategy
Explanation of the business model targeting historic Richmond neighborhoods, sourcing off‑market homes below MLS prices, and adding value through moderate to high‑scope renovations.
2119 M St Property Profile and Market Position
Specific details about the subject property—size, age, layout, location map, and its placement within a retail‑active historic district.
Funding Request, Loan Structure, and Lender Security
Breakdown of the $303,000 funds needed, total loan $313,576, interest rate 8 %, first‑lien position, promissory note, and additional insured status on hazard insurance.
Financial Projections and Lender Return Metrics
Assumptions for purchase price, rehab costs, ARV, timeline, and resulting lender metrics: cash‑on‑cash 6.98 %, IRR 8.30 %, total interest $10,576.
Month‑by‑Month Cash‑Flow Schedule for the Flip
Detailed cash‑outflows (purchase, closing, rehab draws, holding costs) and cash‑inflows (deferred interest, loan repayment) across an 8‑month horizon.
Comparable Sales Analysis Supporting ARV
List of three recent sales of similar historic homes in Richmond with prices ranging $325k‑$415k, used to justify the projected $420k ARV.