Alternaty - Investment Services technique and documents

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Alternaty is a boutique real estate firm providing a suite of consulting services throughout the development lifecycle. Headquarter in HCMC Vietnam, with associates in Thailand, Myanmar Indonesia and the Maldives.
Our team has 17 years of combined experience in the real estate industry with an extensive track record in hotel and resort advisory in Indochina Region.

At Alternaty, we provide Investment Services including feasibility study, land and building valuation, site analysis, development & investment structure recommendations. Please find in the presentation our technique and supporting documents.

Please also visit our blog for latest exclusive releases http://blog.alternaty.com/

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Alternaty - Investment Services technique and documents

  1. 1. A boutique real estate firm, we partner with hotel and resort developers to deliver alternative real estate products. Investment Services Technique and documents
  2. 2. Sourcing of Investors Investment Services How to find investors? • Investment opportunities need to be presented to international investors in a professional format. The potential investor needs to be able to quickly understand all the parameters of the investment opportunity, including pricing, development potential, risks, financing structures and investment issues. The use of investment marketing tools such as Investment Flyers, Information Memorandum and Newsletters are the most efficient means to inform potential investors. Step 1: Preparation • A successful investor sourcing process begins with the preparation of detailed and objective documentation used to initiate the first approach as well as for future negotiations. The land owner needs to be able to answer basic questions such as the asking land price or building future value, development options and investment criteria. In addition, the investor must be in a position to be able to negotiate further details such as investment structure, expected ROI, master plan subdivision and plot allocations. • The investment marketing preparation stage will not only help to source more investors by allowing a more complete marketing campaign, but it will also allow the land owner to reach a stronger negotiating position in the later stages of the process. • Alternaty will work closely with the land owner to prepare an Investment Valuation, Feasibility Study, Development Recommendations and other analyses to be used for internal discussions and will prepare the investment marketing tools used for the process of investor sourcing. 2
  3. 3. Sourcing of Investors Investment Services Next Steps • Once all the marketing documentation is ready, Alternaty will utilise their extensive database of local and international investors by targeting each sector specifically with the right information. 1,000 Different Options • It is important to consider all the investment options available, from the normal outright sale or JV partnership, to a more exotic structures and investment options such as long term building lease, sale and lease back, fractional ownerships, guaranteed returns and management. • As an example, approaching a large retail investor requires focused retail information and options of head lease and rent options with a full list of supplementary documentation in order for them to make timely and informed decision. On the other hand, approaching hotel investors requires detailed options on guaranteed returns, expected room rates and performance as well as detailed tourism arrival forecasts. 3
  4. 4. Investment Services Scope of Work Investment Services A2: Sales & MarketingA1: Advisory Services A3: investment Brokerage Stage 1 Part A1.1 Land & Building Valuation: Estimation of future value upon completion Part A1.2 Feasibility Study - Highest and best use of land and scenarios analysis Part A1.3 Site Analysis, Development, Investment Structure Recommendations Stage 2 Part A2.1 Information Memorandums and Investment Flyers (for each parcel) Part A2.2 Investor Database Shortlist & Selection Part A2.3 Investment Newsletter Stage 3 Part A3.1 Collection of EOI’s Part A3.2 Presentation, Inspection and follow up Part A3.3 Investment Negotiation Alternaty Investment Services: A 3 stage approach 4
  5. 5. Information Memorandum Investment Services Stage 2 – Sales & Marketing • After a thorough analysis is completed and appropriate investment options identified, Alternaty will discuss with the Client the selection of appropriate investor target groups. Alternaty will then proceed with the preparations of the targeted marketing material. The Information Memorandum is a formal document containing full details of the investment opportunity for a potential investor to be fully informed about the opportunity after reading the document • The Information Memorandum will generally include full details on the following points: • Introduction • Detailed overview of economic, tourism and investment climate • Location and Map • Development parameters • Current status • Arial view • Investment parameter • Assumptions • DCF (if any) • Estimated Return on Investment (if any) • Investment structure (if any) • See Annex for an example and layout of an Information Memorandum 5
  6. 6. Investment Flyer Investment Services Stage 2 – Sales & Marketing • The Investment Flyer is a summary document several pages in length that contains the salient points of the investment opportunity for potential investors to quickly gain an overview of the investment opportunity. The aim of the Investment Flyer is to be a brief document containing limited non-confidential information that can be widely distributed. Once a potential investor shows further interest, then a fully detailed Information Memorandum can be sent. • • The Investment Flyer will generally include a summary of the following points: • Introduction • Location and Map • Development parameters • Current status • Arial view • Investment parameter • Assumptions • DCF (if any) • Estimated Return on Investment (if any) • Investment structure (if any) • See Annex for an example and layout of an Investment Flyer 6
  7. 7. Investor Database Shortlist & Selection Investment Services Stage 2 – Sales & Marketing • Alternaty has a database of more than 13,000 active contacts in the SEA region. This database will be used to first identify target countries and target groups of investors, funds, developers and financial institutions. These target groups will then be discussed with the client. • For each target group selected, potential investors will be carefully identified and shortlisted. • For each identified investor, a single person will be identified who has authority to action an investment opportunity. 7
  8. 8. Investor Newsletter Investment Services Stage 2 – Sales & Marketing • The next edition of the Alternaty Hotels + Resorts Newsletter will feature the Subject Real Estate Market and will have the following international coverage • Sent to more than 10,000 active real estate players in Asia Pacific • Campaign Monitor software used to track feedback of recipients • Use of Social Media Channels including Slide Share, LinkedIn, Facebook, Website Blog) • The Newsletter generally contains the following topics: • Subject Estate Market Overview • Location • Access • Supply • Demand • Seasonality • Hotel Performance • Operating Costs • Land Price • Economics Update • Regional News Update • Feature Article • Investment Opportunities • See Annex for an example and layout of a Newsletter 8
  9. 9. Alternaty is a boutique real estate firm providing a suite of consulting services throughout the development lifecycle. Headquarter in HCMC Vietnam, with associates in Thailand, Myanmar Indonesia and the Maldives. Our team has 17 years of combined experience in the real estate industry with an extensive track record in hotel and resort advisory in Indochina Region More than 40 hotel and resort valuations in Vietnam, Lao and Cambodia. More than 35 feasibility and market studies. 12 Operator selection advisory assignments. Vast experience in mixed used residential resorts, rental pool structure and fractional ownership. Alternaty Alternative Real Estate 9
  10. 10. Connect with Us! Alternaty Social Media Channels Annex Twitter Facebook LinkedIn og Blog SlideShare YouTube 10
  11. 11. Thank You Disclaimer: This document has been prepared in good faith and for general informational purposes only. Nothing herein contains investment, legal, tax and/or other advice and investors should seek independent professional advice before making any investment decision. While reasonable care has been taken to ensure that the sources of information herein are reliable, no guarantee is provided to the accuracy or completeness of such information (and the same may not be independently verified or audited) and no liability is accepted for any inaccuracy or omission.

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