PitchDeckGuy

Sun Communities just revealed numbers that might surprise you: 3.6% NOI growth YTD in North America. But that's not even the most interesting part. They're planning bold rental rate increases for 2025: - 5.2% for Manufactured Housing - 5.1% for Annual RV - 3.7% for Marinas Behind these numbers is a massive portfolio: - 179,100 operational sites - 48,800 wet slips/dry storage spaces But here's where we get to the "cutting back" part: Sun is completely transforming their business model. In just 12 months, they've: - Sold $350M+ in non-core assets - Slashed floating rate debt exposure from 21% to 6% - Cut non-recurring CapEx by half - Reduced total debt by ~$450M While others chase growth at any cost, Sun Communities is doing something different: They're simplifying. Focusing. Strengthening their core. It's a masterclass in strategic transformation...and the presentation tells that story well. Sometimes the boldest move isn't expansion... It's focus.

A single slide from Brookfield's 2024 Investor Day stopped me cold: 18% annualized returns over 30 years. That's better than both the S&P 500 AND Berkshire Hathaway. But here's what really caught my attention: They're just getting started. The next 5 years at Brookfield: → AUM growing to $2T (currently approaching $1T) → Wealth Solutions expanding from $110B to $300B → Targeting 20%+ annual cash flow growth per share Most companies would stop there. Brookfield doesn't. Instead, they break down their entire philosophy into 5 deceptively simple principles: 1. Invest in good businesses 2. Run them well 3. Allocate capital wisely 4. Align everyone with long-term objectives 5. Evolve with the world Notice what's missing?  No mention of "disruption."  No buzzwords about "innovation."  No promises about "revolutionary tech." Just the fundamentals, executed at massive scale.

Have you looked at Spotify’s latest investor presentation? The numbers look good. - €454M Operating Income (their highest ever) - €4.0B in Total Revenue (up 19% Y/Y) - 640M Monthly Active Users (up 11%) - 252M Premium Subscribers (up 12%) And in the presentation, they put these numbers to good use. Each data point builds into one narrative: Spotify used to be a growth-at-all-costs, blitz-scaling gamble. Now, it wants to be seen as a profitable (and sustainable) tech giant. The deck invites you to understand this. They present complex financials with clean, visual storytelling. No clutter. No confusion. Just clarity. And they balance the narrative between profitability (31.1% gross margins) and growth (€711M free cash flow). Spotify uses a simple framework: - Executive Summary - Key Highlights - Financial Summary - Future Outlook Numbers are the "what". Story is the "why".

Investors need three things from your deck, and Crown Castle's latest offering hits all of them: 1 - They need to get excited. 2 - They need to trust you. 3 - They need to know the context AROUND the opportunity. You'll see Crown Castle use a 3-part narrative structure to give investors what they're looking for: #1 - Start with Concrete Value (the hook) Crown Castle uses these numbers to build excitement: - $65B enterprise value - $6.26 dividend per share - 6.4% current yield High-level numbers are rarely enough to win over serious investors. But good luck getting anyone to mull over the finer details if you don't lead with a highlight reel. #2 - Show Market Leadership (Trust) Crown Castle goes into detail on the properties and scale that makes these numbers possible. The following data is used to tell a story of authority, power, and longevity in their industry: - 40,000 towers - 85,000 route miles of fiber - 6-year weighted average contracts The end result? Trust. #3 - Connect to Future Growth But if you just have great past results and a solid track record... that's not enough. Investors may be convinced that they should have funded you years ago, but there's no CRYSTAL-CLEAR reason why they should be getting in now. That's why the final narrative element needs to focus on the surrounding context... and how the opportunity intends to capitalize on it. Crown Castle makes a point to link EVERY piece of infrastructure to the 5G revolution and projected data growth. And every investor gets the "why now?" question answered... before they even have to ask. Using these 3 beats to tell a full story, Crown Castle's 7-8% targeted annual dividend growth post-2025 starts feeling like a natural conclusion.

Sometimes the glossiest pitch decks hide the biggest problems. Let's talk about Mondee's rise and fall: In their last investor presentation… their pitch was “perfect”.  → $1T market opportunity  → 50M daily searches  → 65,000 travel experts  → 500+ airline partnerships  → 1M+ hotel connections Seems… legit??? But no “forward-looking statement” could have captured the chaos to come: Less than three months after the presentations, our friends at Mondee have: - Missed Q3 filings - Sent CEO on "indefinite leave" - Are facing Nasdaq delisting And their board isn’t even fighting it. If you ever see these red flags in a pitch... run: 1. Obsession over TAM ($1T!) instead of actual market share 2. A revenue model that requires 3 PHDs to understand 3. An M&A strategy that needs a bottomless pit of capital Unfortunately, the Mondee pitch deck did exactly what it was designed to do: Make people dream big enough to miss the details. What's the biggest red flag you look for in pitch decks?

Financial storytelling is the difference between attracting investors and boring them to tears. Ameriprise's Q3 presentation is a prime example. They had some good numbers to work with: - $1.5T in Assets (up 22%)  - 51% Return on Equity  - 30% Wealth Management margins  - $2.0B in excess capital And through financial storytelling… they made these numbers pop. Instead of drowning you in financials, they show you how their empire fits together: - $146B of Columbia funds flowing through Wealth Management - $70B in separate accounts managed by Columbia Threadneedle - Insurance clients showing 3.6x better retention Every piece makes the others stronger. They didn’t stop there. They backed these numbers up with three simple stories: 1. Integration excellence (how the pieces fit) 2. Client impact (why it matters) 3. Financial strength (AA-rated portfolio, 90% free cash flow) Notice what's missing:  ❌ No fancy jargon. ❌ No complex charts. ❌ No "synergy" buzzwords. Just clean tables, clear numbers, and a compelling narrative. Most financial firms tell you how big they are.  Ameriprise shows you why it matters.

Ever see a pitch deck so good it makes complex numbers feel simple? Blue Owl Capital's Q3 deck pulls that off. Let me show you exactly how they did it: First, the headline numbers (because they're too good not to share):  - AUM: $234.6B (↑50% YoY)  - Fee-paying AUM: $154.2B (↑59% YoY)  - Permanent capital: $179.1B (↑45% YoY) But the brilliance is in the structure. Instead of drowning investors in data, they built three clear storytelling pillars: #1 - Platform Power - Credit ($128.4B) - GP Strategic Capital ($62.0B) - Real Estate ($44.1B) #2 - Growth Engine - Kuvare acquisition: $21.6B - Atalaya deal: $10.6B - IPI Partners announcement: $10.5B #3 - Future Potential - $21.7B in AUM not yet paying fees - $260M in future management fees - Clear deployment timeline Every number is a chapter in a larger story. And Blue Owl uses specificity to help this deck stand out. Instead of saying "we have relationships," they specify: - 665+ deals closed  - 760+ sponsor relationships  - 60+ partnerships  - 2,060+ equity assets owned Some decks overwhelm with data. Others cut out key points in an attempt to “simplify”.   This one gives you EVERYTHING you need… while guiding you through it. So when it comes to your pitch deck: - Lead with strongest metrics - Break complex segments into digestible pieces - Show future potential with concrete numbers - Maintain consistent visual hierarchy What's the best pitch deck structure you've seen?

$218,000,000,000 in logistics real estate.  Looking at Prologis' November 2024 investor deck… the world's largest logistics REIT is looking to make some waves. Let's talk numbers that matter: - 1.2B square feet of space (that's 20,000+ football fields) - 5,600 buildings across 20 countries - 6,700+ customers trusting their vision The numbers are undeniably good… and Prologis’ storytelling architecture makes them even better. The deck hits the three major questions in an investors mind: Why this opportunity? Why this company? Why now? That's how you tell a $218B story.

Bitcoin miners usually tell you one story. Iris Energy Limited (IREN)’s latest deck dropped three: 1. Bitcoin mining at massive scale → Racing to 50 EH/s by H1 2025 → Childress facility: 50MW monthly → Sweetwater: planning 1.4GW 2. AI infrastructure play → 1,896 NVIDIA H100 & H200 GPUs → Liquid cooling for Blackwell → Strategic fiber access points 3. Unit economics story → $30M cost per EH/s → $120M market value per EH/s → 15 J/TH efficiency target But while they're painting this grand vision: - They're facing MAJOR legal challenges - Being questioned about Childress statements - Fighting securities law allegations The deck itself tells two stories:  The one they meant to tell (massive growth)  The one they didn't (execution risks) And based on the red flags in their pitch… alarm bells were going off in the minds of serious investors: - Dense, overwhelmed slides - Mixed presentation styles - Aggressive projections - Light on risk details Rule #1 in the world of creating world-class pitch decks? Can’t put lipstick on a pig.

15,450 properties. Two continents. One bold move into private capital. Looking at Realty Income’s latest deck… seems like they’re going after a MASIVE target market. - $20.7T U.S. Commercial Real Estate market - $13T net lease opportunity across U.S. and Europe Looks good… but how viable is this opportunity? To silence any doubts, the presentation quickly turns to Reality Income’s past record. Since 1996, they've: - Resolved 6,500+ lease rollovers - Re-leased 5,500+ properties - Achieved 102.7% recapture rate That's market-leading execution. Now they're leveraging this expertise to launch an open-ended fund targeting institutional investors.  And the timing is excellent. Since 2010, they've sourced over $600B in investment opportunities. That's the kind of pipeline that makes institutional investors pay attention. Trying to get investors yourself? You may not have Realty Income numbers (yet). But you can apply these SAME principles to your own pitch: - Lead with proven execution  - Quantify every claim  - Show massive market opportunity  - Demonstrate existing capabilities  - Present evolution, not revolution That's how you tell a growth story to Wall Street.