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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)