Transaction process description
1. Investment strategy
- General investment strategy selection ( in particular, exact definition of targeted assets)
- Value creation strategy setup, business & financial plan setup
- Exit strategy setup (including exit timing determination)
2. Acquisition process management
- Active search and allocation of assets suitable for acquisition
- Asset valuation, future value creation & enhancement strategy
- Asset acquisition management, structure and price negotiations, due-diligence management, financing, contractual & legal documents
3. Sales activity (commercial asset leases)
- Management and oversight of commercial leases of office & retail space
- Tenant relations & communications management
- Miscellaneous sales and commercial activity associated with fund’s day-to-day operations
4. Financial management services
- Financial management and support during the acquisition and sale process
- Acquisition financing, acquisition capital allocation
- Financial management, controlling, hedging, institutional finance & banking relations
5. Real estate asset & facility management
- Facility management services for portfolio assets, oversight and coordination of external service providers
- Complete facility management services oversight, including security and reception/lobby services
- Capital expenditures and FF&E management
6. Sale process management
- Sale/Exit strategy for individual assets and timing determination
- Planning and management of sale process
- Buyer negotiations, offer analyses, transaction closing