Direct Real Estate Investment

  • Client Needs
  • Aiming to increase global real estate exposure through direct investment (or having a track record of indirect investment and considering adding direct investment)
  • I would like to consider a joint venture with a local player, rather than a single acquisition that requires local operations.
  • Solution

JV arrangement with asset owner or developer

Understanding
Client Needs
  • Investment Size
  • leverage
  • Investment Period
  • Risk/Reward
  • Eligible Assets
  • Regions Covered
Research Specs Finalized
  • JV Partner Screening and Referral
  • Investment Market Valuation
  • Scrutiny of investment assumptions
  • Property Physical DD
  • Investment Equity & Control
  • Fee negotiation
  • control
  • EXIT Strategy
Execution
  • Finance
  • More investment Plan (if necessary)
  • AM Arrangement (Report Included)