Indirect Real Estate Investment

  • Client Needs
  • The major policy of global real estate investment has been solidified.
  • Instead of investing in kind, consider investing in a fund run by a trusted manager for the time being. (Or consider expanding investment)
  • Solution

Fund Screening & Due Diligence

Understanding
Client Needs
  • Reaffirmation of investment objectives
  • Investment Size (Individual Funds) Share target in: Large and small investors
  • Risk/Return Targets
  • Investment Target/Region
Individual Fund Consideration
  • Fund Introduction
  • Operator Evaluation
  • Meeting with the operator
  • Program Investment Potential
  • Market Research(if necessary)
Execution
  • Due diligence
  • Check the fund contract and Negotiation
  • Establish Reporting & Fund Activity Monitoring System