(Done Paper) Referencing Styles : Footnotes Investor Presentation for a UK Commercial Property Real Estate Fund – £200m equity raised for a Commercial Property

(Done Paper) Referencing Styles : Footnotes Investor Presentation for a UK Commercial Property Real Estate Fund – £200m equity raised for a Commercial Property

Investor Presentation for a UK Commercial Property Real Estate Fund – £200m equity raised for a Commercial Property Real Estate Fund- Investor risk appetite is low-mid- Investors require income return with some capital growth- Hold period of fund is 5-7 yearsConsider the setup of a commercial real estate fund. Write a report for the investors which is backed up by an Excel based cash-flow model. In your report consider … View More Investor Presentation for a UK Commercial Property Real Estate Fund – £200m equity raised for a Commercial Property Real Estate Fund – Investor risk appetite is low-mid – Investors require income return with some capital growth – Hold period of fund is 5-7 years Consider the setup of a commercial real estate fund. Write a report for the investors which is backed up by an Excel based cash-flow model. In your report consider at least one established real estate fund and its performance and structure. Your report should address all of the following issues: – Draw up a strategy for your fund, with the following in mind o Asset class (consider Office, Retail, Shopping Centres, Logistics, PRS, Student Housing, etc.) o Locations o Quality of assets o Macro and Micro economic factors affecting strategy o Planned infrastructure changes (e.g. Crossrail, HS2, etc.) o Government incentives or restrictions – Should it be an Open Ended or Close Ended fund – Consider tax status of fund, what will the structure of fund be and will it be on-shore or off-shore – Consider REIT status and cost/benefit implications – Consider purchase of at least 5 different assets and provide sales particulars – Who will asset manage and what are the cost implications – Consider appropriate debt for your fund o Who are the likely lenders o What LTV will you aim for o Will there be a requirement to amortise o Will the IR be fixed or variable and what will it be o What are the likely LTV/ICR covenants – Create an annual cash-flow over a 5-7 year period for investor presentation o Excel based o Show entry and exit values o Show income stream o Show all costs including Fund Management Costs, Asset Management Costs, estimated vacancy costs, estimated capital expenditure o Show debt costs o Show fund taxation costs (not investor level) o Show cash distribution to investors o Show yields on entry and exit o Show rental growth, if any considered o Show returns, IRR and NPV calculations o Carry out sensitivity analysis and outline key risks

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By | 2018-08-02T21:07:02+00:00 August 2nd, 2018|Business|