REAL ESTATE DEBT & EQUITY ASSET MANAGEMENT FOR LENDERS & SPONSORS

SERVICES

UNDERWRITE SUPPORT

Opportunity Assessment
Investment Committee Memo

Due Diligence
Execution Support

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    Our breadth of experience across different asset classes and jurisdictions means that we can identify opportunities for value creation and help support the investment process whether debt or equity related.


    We have a strong understanding of what information investors need in a committee memo to enable them to make an investment decision. We are thorough in our analysis and concise in our communication.


    We can also undertake the necessary due diligence on behalf of investors, help with the legal structuring and negotiations in addition to coordinate the closing process.


TRANSACTION MODELLING

Bespoke Underwrite Models
Asset Management Models
Scenario Analysis

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    Our transaction modelling team build bespoke dynamic underwriting models capable of handling multiple scenarios. 


    We work in lockstep with investment managers during the closing phase to ensure the underwrite model aligns with all new information discovered during due diligence.


    We build scalable models suitable for ongoing asset management that are easy to update for actuals and reforecasts.


FINANCING SUPPORT

New Financing Support
Debt Facility Management


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    We have a huge breadth of experience in managing different loan types and understand the requirements for lenders of all sizes and sophistication.


    New Financing Support:


    Lender Pitch Book

    Lender Data room

    Term sheet analysis to facilitate lender selection

    Support on legal structuring and legal documentation negotiations 

    Assistance with funds flow for drawdown process


    Debt Facility Management:


    Lender Reporting and Business Plans

    Manage loan IPDs and drawdown processes

    Helping borrowers understand and meet their obligations under a facility agreement

    Compliance Certificates

    Waiver request management


RISK MANAGEMENT

Red Flag Identification
Risk Forecasting
Risk Mitigation

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    We believe that sustainable investment returns can only be attained through a robust approach to risk management.


    Through our reporting framework, we can provide a 360-degree view of risk on your portfolio, covering everything from potential covenant breaches to refinancing risk.


    We help our clients to identify and manage risk through the entire investment lifecycle, allowing them to focus on value-add activities.



REPORTING

Maintenance of Models
Deal & Portfolio Reporting
Budgeting & Forecasting

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    We are constantly looking to centralise and standardise our reporting to drive consistency and quality of information on investors' portfolios.


    Portfolio Management:


    Keeping transaction models up to date with actuals

    Actuals vs budget analysis and reforecasting

    Deal Level Reporting


    Portfolio Reporting:


    Aggregated reporting on a client’s whole portfolio

    Fund and Investor-specific reporting as required

    We can offer interactive dashboards linked directly to our reporting datastore

DEBT ADVISORY

Debt Sourcing
Debt Advisory
Restructuring

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    Our debt advisory services span the entire investment lifecycle –  from strategic advisory, debt sourcing to restructuring and lender engagement advice.


    With a strong background in debt restructuring, our senior team has an extensive network in London and European capital markets.