Acquisitions / Investments
– Sourcing of investment opportunities
– Analysis of the information
– Possible preparation of the Investment Memorandum for potential Investment Committee
– Preparation of the Letter of Intent
– Return analysis and sensitivities
– Selection and appointment of the advisors (lawyers, notaries, valuers, technical advisors, environmental advisors, etc)
– Negotiation of the purchase agreement with the seller
– Financing, selection of banks and negotiation of term sheets and loan documentation
Asset management
– Management of rent rolls and tenants, re-letting, optimizing of rent for the landlord
– Management of capital expenditure and implementation of works to improve the quality of the asset
– Optimization of use of the asset and management of the administrative position of property, repositioning of the asset if required
– Appointment of property managers and other advisors on behalf of the landlord
Disposal of assets
– Preparation of the asset for the sale
– Preparation of the sale documentation and marketing documents
– Selection of brokers for the sale
– Selection of other advisors for the sale (lawyers, notaries, valuers, technical and environmental advisors etc)
– Analysis of the offers collected
– Negotiation of the sale with the selected buyer
– Assistance of the client until completion of the sale and collection of sales proceeds
Strategic fund management / Investment advisory
– Advising the client on best asset allocation depending on his needs and requirements, including sector / country / risk profile allocations
– Hold / sell analysis on an individual asset level
– Sales proceeds re-investment advice
– Advising the client on financing structure depending on his requirements
– Advising the client on corporate, tax and legal structuring of deals
Risk management
– Analyzing investment risk on deals
– Analyzing risks on existing investments (liquidity, counterparty, market ect)
– Report on risk related matters to shareholder
– Report on risk related matters to regulator
Portfolio management
– Analysis of the performance of the portfolio, return analysis
– Modelling the assets in the portfolio
– Managing the relationship with the investors
– Monitoring of the assets in the portfolio
Capital raising
– Raising capital for given projects
– Raising capital for existing funds
– Prepare presentations for investors
– Participating in pitches in front of clients
– Leverage on network to identify sources of capital
