🏦 How to Create a CRE Pitch That Gets Financed 💼

💸 Pitch-Perfect: How to Present CRE Deals to Lenders & Investors 📊

May 09, 2025•2 min read

💸 Pitch-Perfect: How to Present CRE Deals to Lenders & Investors 📊

🏦 How to Create a CRE Pitch That Gets Financed 💼

💡 How to Create a Winning CRE Investment Pitch (Mortgage Focus)

In commercial real estate financing, how you present the deal can be just as important as the numbers themselves. At Medallion Mortgage, we work with real estate investors, developers, and business owners every day who need more than a lender—they need a partner who can help them structure and sell the deal to stakeholders.

Whether you're pursuing a DSCR loan, bridge financing, or construction-to-perm structure, here’s how to pitch your deal to ensure it gets funded:

📌 Lender-Focused Pitch Essentials:

1. Loan Purpose & Property Type
Be clear—Are you acquiring, refinancing, or repositioning? Is this industrial, retail, multifamily, or mixed-use? Frame the pitch around the asset’s financing fit.

2. The Borrower’s Story
Your experience, track record, and liquidity matter. If you’re new, highlight your team’s depth or mentors guiding the project.

3. Show the Deal Structure
Use a one-pager to break down purchase price, loan request, equity contribution, and any mezzanine or preferred equity involved.

4. Underwriting Numbers
Lenders love DSCR, LTV, NOI, and stabilized yield. Make sure these are not buried—put them upfront and clearly supported by a P&L or rent roll.

5. Timeline and Use of Funds
How fast do you need funding? What milestones do the funds unlock (i.e., closing, permitting, construction)? Be specific and realistic.

6. Exit Strategy
Whether it's a sale, refi, or long-term hold, show lenders you have an endgame—and backup plan.

Our team at Medallion Mortgage doesn’t just evaluate deals—we help you refine your presentation so it appeals to the right lenders, right now.

📲 Ready to get your pitch lender-ready? Let’s talk.

https://www.billrapponline.com/

https://findamortgagebroker.com/Profile/WilliamRappJr28883

https://billrapp.commloan.com/

https://billrapponline.com/financingfuturescre-houston-katy

https://houstoncommercialmortgage.com/

https://author.billrapponline.com

https://doctorvideo.billrapponline.com/

https://veteransvideo.billrapponline.com/

https://mortgageviking.billrapponline.com/

https://fha203h.billrapponline.com/

https://renovationvideo.billrapponline.com

https://medallionfunds.com/bill-rapp/

https://www.amazon.com/dp/B0F32Z5BH2

Bill Rapp - Commercial & Residential Mortgage Broker

Whether you're a first-time homebuyer, a seasoned investor, or a business owner with ambitious plans, securing the right financing is crucial. At Medallion Funds, we take the guesswork out of mortgages, offering a comprehensive suite of residential and commercial loan options to fit your unique needs. Looking for Your Dream Home? We understand the excitement and challenges of navigating the residential real estate market. Our experienced mortgage brokers will guide you through every step, from pre-qualification to closing. We offer a variety of loan programs to suit your financial situation, including: • Fixed-rate mortgages: Offering stability with predictable monthly payments. • Adjustable-rate mortgages (ARMs): Providing competitive rates for a set period. • FHA loans: Making homeownership accessible with lower down payments. • VA loans: Rewarding veterans with attractive rates and flexible terms. Investing in Your Business Future? Growth often requires capital, and we can help you unlock the potential of your commercial property. Our brokers specialize in a wide range of commercial loan options, including: • Purchase loans: Financing the acquisition of new buildings or land. • Construction loans: Facilitating the development of your project. • Refinance loans: Restructuring your existing mortgage for better terms. • SBA loans: Providing access to government-backed financing for qualified businesses. The Medallion Funds Difference: We go beyond simply finding a loan. We take the time to understand your goals and develop a personalized strategy. Here's what sets us apart: • Expertise: Our brokers have a deep understanding of both residential and commercial lending. • Competitive Rates: We leverage our strong lender relationships to secure the best possible terms. • Streamlined Process: We handle the paperwork, keeping you informed every step of the way. • Exceptional Service: We're committed to providing you with a positive and stress-free experience. Ready to Take the First Step? Contact Medallion Funds today for a free consultation. Let's discuss your financing needs and help you achieve your dreams!

Back to Blog