Situation
A United-States based Real Estate Fund wanted to raise money for acquisition of one property.
- They wanted JMI to prepare an Investor Deck which highlight all the major details about the property.
- The Project involved creating a buy side case which include detailed community and deal overview, market opportunity, location - area highlights, Cash flows, return analysis, business plan and risk analysis.
Solution
- The JMI Team through extensive research and market analysis found that properties like that were in high demand and low supply which made it a lucrative opportunity.
- The JMI team collated aerial drone shots and ground photos to present them in the deck to help better understand the surrounding locality.
- Carried out extensive market research of the surrounding area and found out the median income, largest employers, demographics of the locality.
- Analyzed the surrounding area and found out the key centers such as big retailers, shopping malls and other points of interest in and around the area.
- Evaluated comparable apartments in the area and analyzed the rents and prices of such properties to gauge the fair value of the portfolio property.
- Highlighted the Business plan of the property and listed the key business risks.
Outcome
- JMI helped the client in preparing strategic presentation for the acquisition.
- JMI team delivered a 20-25 pages investment deck which was used by the client to showcase it to potential investors.
- JMI also helped the client in reaching out to potential buyers.
Sample Works
