Services

KEY SERVICE OFFERINGS

FUND PLACEMENT

  • Advise and present to target investors. Fund structuring and financial modelling;
  • Preparation of all marketing materials including Private Placement Memorandum;
  • Seed asset review - assisting investors with preparation of internal approval documents.

JOINT VENTURES & CO-INVESTMENTS

  • Sourcing and structuring of debt and equity capital for growth or recapitalisation;
  • Sourcing of strategic investors for joint ventures, co-investments and investment programmes;
  • Advise on joint venture/co-investment structures.

INVESTMENT ADVISORY

  • Buy-side advisory to LP’s on funds manager selection. Assist in negotiation and documentation;
  • Due diligence on fund managers and investments. Analysis of correlations and return drivers;
  • Assist in investment execution. Perform ongoing reviews on fund managers’ performance;

DEBT STRUCTURING

  • Loan origination and servicing;
  • Sourcing and structuring of debt finance;
  • Advisory on capital structure alternatives.

SECONDARY FUND POSITIONING TRADING

  • Secondary sales of LP interests in private fund positions via PropertyMatch™, CBRE’s proprietary secondary fund position trading platform.