Making Investment Decks

Telling stories of future returns and potential opportunities

In my career, I have been responsible for assembling detailed Offering Memorandums (OMs) to market potential land deals to investors. This process involved synthesizing a wide range of data—demographic trends, market comps, financial models, and development assumptions—into a clear, compelling narrative. This is a primary responsibility of mine while I was at Bridge Tower. I worked closely with my company’s acquisition, development, and finance teams to ensure each OM accurately reflected the deal’s value proposition, risk profile, and projected returns. The final product was a polished investment deck that not only communicated the opportunity’s strategic merit but also helped guide investor decision-making and secure capital commitments.

Click the link below to see a sample investment deck I put together.