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Value Retail Fund

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Fund Criteria

Goal
Real estate portfolio with main
focus on healthcare, offices, out of town retail,
parking facilities

Fund Size
€ 50-200 M

Fund Life
7-10 Years

Time to fill
18-24 months
(€ 50M – € 70M / Quarter)

Asset Criteria

Sector
Offices Light
industrial/logistics
Healthcare Out of town retail

Target Market
The Netherlands

Classification
Core/Value-add/Development

Minimum investment
€ 10 M

Start date fund
TBD

Investment Fund Objectives

Return Objective (incl dividend)
Min 6% IRR, after cost per annum, over intended duration

Yearly dividend payout objective
4%- 6,5%

IRR
Calculated using the rental income and assumed
exit sale price

Time to fill
18-24 months
(€ 50M – € 70M / Quarter)

Start date fund
TBD

General Fund Objectives

Structure
Mutual Fund (MF)

Intended duration
10 years

Committed equity
€ 50.000.000,- (minimum: € 25.000.000,-

Minimum participation
€ 50.000.0000,- (4 – 5 participants a minimum
of € 10.000.000,-

Capital Structure
Equity Calls

Timeline

1
Gather and analyse information and prepare preposal
2
Processing information
3
Personal Beach For Summ Approach investors,
start process & prepare structureer
4
Closing
  1. Information collection and analyse
  2. Taking stock of client objectives and aligning goals
  3. Perform ”internal DD”
  4. Drawing a comprehensive business plan
  5. Draft propossed structure