Client: Confidential National Investment Group
Services Provided:
- Technical report writing
- Market analysis summaries
- Investment memorandum editing
- Data visualization (rent rolls, cash flow projections, comp summaries)
- Stakeholder pitch deck refinement
Project Overview
Norvistar was engaged by a national real estate investment firm to streamline and enhance their technical communications for a portfolio refinance and investor update. The $45M multifamily portfolio included six assets across three regional markets, with complex data sets ranging from loan maturity timelines to T-12 operational metrics.
The firm’s internal documents were thorough—but overwhelming. Our task was to translate this dense material into clear, investor-friendly narratives that would communicate confidence, highlight upside potential, and support successful re-capitalization efforts.
Key Deliverables
- Investment Memo Rewrite:
Reorganized 22-page internal draft into a 12-page executive summary format. Incorporated narrative structure, visual hierarchy, and simplified financial language for non-technical readers. - Asset Fact Sheets:
Designed 1-page overviews for each property, including cap rate trendlines, neighborhood comps, and historical occupancy data—all paired with color-coded charts and maps. - Market Summary:
Crafted a two-page market brief contextualizing rent growth, labor dynamics, and development pipeline trends in plain language. Embedded citations from CoStar, Moody’s, and local economic development councils. - Deck Support:
Edited and formatted pitch decks for capital partners and internal review committees. Ensured alignment across voice, visual consistency, and core messaging.
Results
- Successfully supported a capital raise and loan renewal for the portfolio.
- Received direct feedback from lenders and equity partners citing “ease of interpretation” and “clean communication.”
- Reduced investor Q&A follow-up by over 30% compared to previous cycles.
Why It Matters
This project reflects Norvistar’s core strength: turning intricate real estate data into refined, confident communication. In a capital-constrained environment, clarity isn’t a nice-to-have—it’s a financial tool.
View Sample Pages:
📎 [Download Sample Memo PDF]
📎 [Preview Property One-Pager]
📎 [View Pitch Deck Slides]