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Investment Summary / Pro Forma Framing
Frame a deal's numbers clearly for a client.
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Deal
Goals
Help me frame a commercial investment for a client. The property + the numbers I have (price, income, expenses): {DEAL} The client's goals: {GOALS} Give me: 1. How to present the opportunity + use case clearly. 2. The key metrics to explain (cap rate, NOI, etc.) in plain terms. 3. The risks/assumptions to flag honestly. 4. What they should verify with their own professionals. Clear and sober. IMPORTANT: educational framing only — NOT financial, investment, or tax advice. Use [brackets] for specifics.
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