Real Estate Funds

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Industry Overview

Pro Business Plans has worked with many real estate funds across varying AUMs to prepare materials for investment and private placement offerings.

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Investor Materials

Working with Real Estate Funds to prepare pitch decks, business plans, and PPM filings for raising money from institutional or accredited limited partners.

Financial Projections

Modeling portfolios based on prior fund performance, investment thesis, and current transaction pipeline to project investor returns and fund performance.


Collaboration with funds for introductions to administrators, institutional LPs, and accredited investors with our partnering broker-dealers.

Case Studies

Speciality Properties     Core +     Opportunistic

An opportunistic commercial real estate acquisition fund was seeking $50 M for it's first fund; Pro Business Plans prepared the investment materials for the fund presented to limited partners for investment and collaborated with the investment bankers to assist in the roadshow.

A multi-family investment fund was raising capital for it's 22nd fund and Pro Business Plans assisted with the creation of their investment deck and prospectus, as well as introductions to prospective accredited investors through its partnering broker-dealer.

A multi-family investment group was seeking a revolving line of credit to purchase properties with financing for their own investments. Pro Business Plans prepared a financial model and investment materials to help the group secure the financing for their portfolio.

Sector Experience

  • Commercial &
  • Residential
  • Mixed-Use
  • Specialty

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analysts. Speak with an advisor today.


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