Packaging a Real Estate Deal: Appraisal, Due Diligence, and Promotional Materials

Packaging a deal involves understanding the content and strategically placing it.

There are three types of content materials in a deal package: investment promo, investment flyer, and investment pack.

Each type of content provides varying levels of information to potential clients or investors.

📝 The video discusses the process of packaging a deal, which includes creating an investment pack with key information such as the address, deal summary, regional location, floor plans, and contact information.

📊 The deal summary page is crucial for investors, as it provides important figures on the deal. The video also highlights the significance of assigning individuals to specific tasks and following a standardized process for creating different materials.

📁 To create an investment promo, one can use templates in the investment folder, make a copy, and customize it with relevant information such as the property address. The video emphasizes the importance of organizing folders and files in a systematic manner.

The video provides instructions on how to package a deal using a template.

The process involves uploading and changing pictures of the unit, specifying the location, and adding key features and rental information.

After saving the package, it should be stored in multiple locations, including Canva, a central hub, and marketing folders.

📑 The video is about packaging a deal and creating an investment flyer.

🖼️ The key points include changing the name and pictures on the investment flyer to make it consistent and appealing.

💼 Other important details involve editing the address, features, and estimated profit on the flyer.

📁 Organize and save important documents in relevant folders for easy access.

🖼️ Create a visually appealing and informative investment pack to save time and provide a good overview of the property.

💼 Summarize the deal and property information in a concise and professional manner.

When creating promos, flyers, and investment packs, it's important to reach out for guidance and feedback.

Make sure all necessary information is filled out and double-check for accuracy.

When summarizing a deal, quickly type out the relevant information rather than copying and pasting.

Research and include details about the location and its attractions for potential clients.

Provide a map showing the property's location in relation to the city center.

🔍 Use screen grabs and floor plans to showcase the location of the property.

🏢 Include commuting links and nearby amenities in the property presentation.

💰 Refer to the ROI sheet to gather the necessary figures for the investment pack.