What Documents You Need to Raise Capital for a Real Estate Project
What Documents You Need to Raise Capital for a Real Estate Project
If you're looking to raise capital for a real estate development — whether it's a mixed-use complex, hotel, multi-family unit, or logistics site — documentation is everything. No serious lender or investor will look at your deal without it.
This isn’t about overwhelming investors with fluff. It’s about showing them that you’re credible, the deal is structured, and the risks are understood.
The Core Documents Every Investor Expects
- Executive Summary – a 2–3 page overview of the project, sponsor, location, financial ask, and return expectations
- Development Budget – a line-item breakdown of all hard and soft costs
- Feasibility Study or Market Report – third-party validation of demand, comps, and revenue potential
- Architectural Renderings or Site Plans – visuals that show the project’s scale, usage, and layout
- Pro Forma Financials – at least 5 years of projections with clear revenue assumptions and cost basis
- Ownership Structure / SPV Details – how the project is held, equity distribution, and who controls what
- Permits, Licenses, or Entitlements – proof that the land use and zoning are viable
Additional Documents That Strengthen Your Position
- Anchor Tenant LOIs or Pre-Sales
- Construction Timeline and Gantt chart
- General Contractor Agreement
- Debt Schedule if refinancing is part of the raise
- Environmental Reports(Phase I, II, if applicable)
What Happens If You're Missing Some Docs?
Most real estate projects aren’t “perfect” from day one. But without the core materials, you’re asking investors to fund an idea — not a deal.
At Financely, we help clients identify gaps, organize their files, and package the documentation in a format private credit providers expect to see.
Need Help Structuring Your Project File?
We help sponsors and intermediaries prepare investor-ready documentation for real estate capital raises. Whether you're early-stage or almost ready to go, we’ll make sure your file is solid.
Submit Your Deal Book a 1:1 CallWhy Investors Decline Real Estate Projects
- Missing or unrealistic financials
- Unclear exit strategy
- No proof of site control or permits
- No sponsor experience or team credentials
Good projects fail to get funded every day — not because the numbers are bad, but because the paperwork is weak.
Financely doesn’t just forward your deck. We build the deal file with you. And we only submit to lenders who are actively funding your type of asset class.
Talk to Our TeamGet Started With Us
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Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
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Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
