Creating an Effective Investment Proposal Template: ULI Online Workshop

Held over two sessions, this new online and live program will focus on the general structure of an investment proposal for seeking equity capital. The program will use a sample case study project to illustrate the components of an effective equity investment proposal.

Session 1 – November 12, 2013 1:30 – 3:30 p.m. ET

The first session will begin with a review of the general table of contents and format for an effective and efficient investment proposal.  The session will address in detail individual template sections and provide an overview of the equity capital investor’s principal interests and concerns that should be addressed in the proposal.

Session Highlights
  • Understanding of basic structure and components of the proposal template
  • Examples (samples) of sections and why they need to be succinct and concise
  • Available web products and services for the template
  • Summary statistics for the investor (short- and long-term)
  • Ownership structure and selling the 'people'

Session 2 – November 14, 2013 1:30 – 3:30 p.m. ET

In the second session attendees will complete the investor template and a detailed review of each section will be undertaken.  A further detailed review of the sample project case write-up will also be undertaken to further point out the qualities of an effective equity investment proposal, including the recommended listed sections and suggested locations for information and source information.  

Session Highlights
  • Case Study approach to completing an investment template
  • Complete Table of Contents for an investment template
  • Understanding of the different between the investment template and a complete business plan and strategic plan
  • Understood approach for completing summary of project


Roger Staiger is managing director for Stage Capital LLC, an international real estate advisory firm providing expertise to clients in areas of global portfolio management and asset repositioning. Staiger, through Stage Capital, has successfully repositioned over $600 million in distressed and inefficient real estate projects globally.

During his 20-year career, Roger has worked in a number of industries at senior levels. He was managing director for Constellation Energy’s retail commodity division, CFO for Caruso Homes, and a portfolio manager for a large commingled pension fund in New York.

Roger holds multiple degrees, including a BS in electrical engineering, an MBA in investments, an MA in international transactions, and an MS in finance. Currently, he holds faculty positions in the real estate departments at Georgetown University and Johns Hopkins University as well as in the MS Finance department at George Washington University.

Roger makes numerous capital market and economic presentations to organizations internationally. He also appears regularly on television and is often quoted in national periodicals and local newspapers.
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