Financial Advisory

Description

  • $500 million, opportunistic, private equity, real estate fund
  • 50+ retail, office and land investments located through out the U.S.

Assignment

  • Third party opinion whether to meet an unanticipated capital call and to do so in confidence
  • Identify a resolution in a non-hostile manner with GP

Result

  • Analysis of property level cash flows
  • Analysis of the redevelopment, development, property management and leasing strategies
  • Analysis of how expenses could be reduced
  • Projected returns of planned new investments
  • Benefits of maintaining existing stand alone projects
  • Analysis of existing debt financings (non recourse and recourse) including guarantees
    and credit support for the fund
  • Results of discussions with lenders
  • Assessment of joint venture partner relationships
  • Presentation to the LPs about alternative restructuring strategies for the fund and its investments
  • An exhaustive written report recommending which strategy for the fund, and for each investment, would present a best risk-adjusted return expectation (taking into account both new investment and return
    of capital already invested)