July 14th, 2023

Mastering Development Finance Project Presentations: A Comprehensive Check List for Success

Crafting a strong project presentation is a vital step in securing development finance. A well-structured and comprehensive presentation not only showcases your professionalism but also significantly increases your chances of obtaining the funding you need.

To assist you in this endeavor, we have compiled a comprehensive check list that covers the essential elements you should include in your project presentation. By following these guidelines, you will be well-prepared to create an impressive presentation and maximize your prospects of success.

Summary of the transaction

What kind of development (resi/care/PBSA/commercial)
What is the GDV?
How much are you looking to borrow?
How are you going to repay the loan?

Details of the scheme

What are you building (e.g. 10 apartments/6 houses)
What are the details of the planning permission granted?
Are there any key planning conditions that impose costs on the project? (e.g. S106/CIL)
Does the site have any contamination from previous uses?
Do you have a detailed building appraisal including cost per sq ft and any ESG features?
How long will it take including the sales period?
Schedule of accommodation, providing a breakdown of units and psft sizes and proposed sales prices
Development appraisal outlining the costs to deliver the scheme including professional fees
Sales comparables for the proposed scheme

Management details

What experience do you or the borrowers have in this area?
Borrowers should be prepared to provide CVs including details of their financial net worth
Structure chart for borrowing entity
Who are the contractors building the development and provide details of their experience and suitability.
What documentation type for procurement
Who are the professionals involved in the scheme and what is their relevant experience (i.e. architects, engineers etc)

What is the request

How much borrowing is required?
How much cash does the borrower have to put into the deal?
What is the day 1 requirement (is there a site purchase or refinance to take into account)

Exit strategy

How will you repay the loan?
How long will it take? (sales period)
What evidence do you have that the sales prices are accurate in the current market?
Are there any pre-sales or pre-lets? (essential for commercial projects)
If you are retaining as an investment, what plan do you have in place to re-finance the loan on completion?

By including these sections into your project presentation, you will create a comprehensive, well-structured, and visually appealing document that leaves no room for uncertainty. Following this check list will significantly increase your chances of securing the necessary funding for your development project.

If you are ready to explore potential funding solutions, do not hesitate to connect with our team of property experts today.