Pro Forma - Investor

A pro forma transforms your project into clear numbers, showing projected costs, revenues, and returns. By laying everything out in one place, it helps you see the big picture and spot potential gaps early. This clarity builds confidence for both you and your partners.

Beyond just numbers, the pro forma reveals whether a project truly makes financial sense. By comparing income to expenses and highlighting key metrics like ROI and IRR, it gives a snapshot of profitability. This makes it easier to evaluate opportunities quickly and objectively.

Markets shift, and unexpected costs happen — a pro forma helps you stay ready. By running different scenarios, you can test how sensitive the project is to changes in rents, construction costs, or financing. That way, you’re equipped to adjust your strategy before challenges arise.

Lenders and investors expect a detailed financial roadmap before they commit. A well-prepared pro forma shows that you’ve thought through cash flow, repayment, and return timelines. This credibility often makes the difference in securing favorable financing.

​At the end of the day, a pro forma is a decision-making tool. It helps you determine whether to move forward, pivot, or pass on a project. With reliable numbers to guide you, you can focus resources on the opportunities with the strongest potential.

The Risk Analysis section identifies potential obstacles that could affect timing, cost, or profitability and presents strategies to address them. It considers site-specific issues, regulatory and permitting hurdles, construction cost volatility, financing constraints, and broader economic or market uncertainties. By evaluating likelihood and impact, this section enables decision-makers to weigh contingencies, refine budgets, and adopt proactive measures to safeguard project outcomes.

The endpoint of the Feasibility Study will be a summary of research and analysis for the given Investment opportunity. MRG will score the opportunity in a semi-quantitative way, to render an

opportunity as viable, neutral, or risky, based on industry history and financial metric guidelines.

The final component of the Feasibility study will include a review of the critical takeaways from the content within the study. The score for the opportunity will be stated in context along side the review, and final recommendations, and options will be discussed. Most projects won't be no-brainer Do or Don't. They are likely to have higher or lower chances for success depending on how various factors are managed and play out. Thus, the recommendation section will define the general potential for a project, and highlight what factors and risks are most critical to control and execute on to achieve the most successful outcome possible.