auric partners -corporate presentation
TRANSCRIPT
Corporate presentation
About us• Auric Partners is an independent business consultancy firm, specialised in real estate advisory services, nationally and internationally.
• We provide comprehensive solutions through services with high added value, our understanding of real estate and capital markets and our strategic alliances with sector leaders.
• Auric Partners consists of a combinedteamof professionals from the real estate and financial transaction consultancy sectors.
• Our team boasts a comprehensive understanding of capitalmarkets through our direct contact with major Institutional Investors, Family Offices, Financial Institutions and other companies within the real estate sector, both in Spain and abroad.
• We apply our extensive experience to our analysis, advisory and representation services in real estate investment and divestmentprocesses on the basis of our knowledge of the real estate sector’s evolution and trends.
• Through our strategiccollaborators in the accounting, financial, tax and legal spheres, as well as our architecture and projects team, we provide comprehensive solutions.
Capital Markets
ChinaDeskMIE
Knowledge of the office space, retail, industrial-logistical and
hospitality markets
Connecting Chinese investors with
Spanish investment Opportunities
Presenting assets to foreign investors
interested in Golden Visa
Asset & Property Management, Arquitecture & Design, Project
Management, Facility Management, Due Diligence, LEED Consultancy
Defining transactions from
every possible legal and fiscal
perspective
Bringing assets to their current market value
ManagementServices
Golden VisaLegal Advisory
ConsultancyInvestment Advisory
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Our Capital Markets section analyses the market in order to generate new opportunities (both from the “buy-side” and the “sell-side”), whether it is by representing the asset owner, or the potentialbuyer interested in investing, in the realm of office, retail, industrial and hospitality space, as well as residential and non-residential land. Both finished products, and projects and land undergoing development.
We offer investmentopportunities for Investment Funds, Financial Institutions, Family Offices, Private Assets and private banking customers in real estate, mainly in the Spanish and Portuguese markets.
We specialise in “The Golden Triangle Real Estate” (Lisbon, Madrid, Barcelona and Costa del Sol), thus catering for the main markets in the Iberian Peninsula, by offering the following services:
• Portfolio and asset trading
• Advisory services for investment and divestment operations
• “Sale & Leaseback” operation management and structuring
Capital Markets
“The Golden Triangle”
Lisbon
Marbella
Madrid
Barcelona
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We provide comprehensiveadvisoryservicesininvestmentoperations in the field of real estate. From financial forecasting of the operation to appropriate structuring of each situation.
In addition, we tailor the investment structure to suit each transaction by employing the most appropriate source of funds.
• Advisory services to estimate the value of debt portfolios associated with real estate assets (DebtAdvisory)
• Viability studies and financialanalyses regarding investment
• Investment portfolio structuring and investment channels (i.e. Spanish REITs)
• Sourcing of investors, partners and realestateinvestment
• Creation of a strategic investment and divestment plans and portfoliostructuring
• Our experts perform feasibility studies and up to dated Market reports together with second opinion of value, to assure our client takes the right decision regarding our real - time information
• We’ll help you assess the most appropriate form, timing and positioning for your development taking into account market conditions, local regulations and funding considerations
Consultancy
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Investment Advisory
The Auric Partners China Desk’s aim is to assist retail and corporate Chinese investors interested in investing in Spanish Real Estate Opportunities.
Through our Chinesespeakingqualifiedteam, we reach international investors and prepare tailor-made solutions for their requirements.
China Desk will held regular seminars and events with partners around China in order to offer investors market updated assets and independent advice.
Our services Our Markets - Capital Markets - Office- Investment Advisory - Residential- Consultancy - Industrial- Project and Development Services - Retail- Property Management - Land- Arquitecture - Hotels- Legal Advisory
In addition, China Desk will organize a Spanish Real Estate Fair (MIE-Muestra InmobiliariaEspaña-China) focusing on clients willing to obtain a Spanish Golden Visa through specific investments in the residential sector and other commercial investment opportunities.
Our large experience assisting international clients in the acquisition of Spanish real estate assets has given us the necessary expertise to be one of the best Real Estate Advisors to represent you and your interests.
China Desk 中国事务部
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Concept
Golden Visa
In collaboration with our legal partner Roca Junyent, one of the most recognized law firms in Spain, we provide tax and legal advisory services concerning investment operations in the real estate market, and particularly those involving foreigninvestors that may be entitled to apply for Spanish residency permits (“Golden Visa”).
• Legal advisory services in real estate operations
• Fiscal structures for investment
• Processing of residency permits for investment known as “Golden Visas”
• Registration as non-usual resident
• Assistance with applications and paperwork
• Processing of tax return and other social security and tax obligations
In conjunction with:06
Legal Advisory
MuestraInmobiliariaEspaña (Spanish Real Estate Fair) mission is to join high quality Spanish property stock and investors throughout the world that would like to benefit from the SpanishGoldenVisaregime and therefore profit from EU benefits.
It is an uniqueconceptofcommercialization and investment advisory in Spain where the objective is to bring diversified opportunities to the investors origin.
Auric Partners organizes the MIE in different cities around the world and brings national and international developers with high-quality investment opportunities in Spain into contact with potential international investors.
Developers lease a commercial booth in the MIE to exhibit their products to registered final investors brought through marketingcampaigns and Auric Partners’ CRM.
MIE will be present in the major Chinese cities on a regular basis by doing:
• Tailor-made exhibitions • Fairs & Seminars • Exclusive Events
The portfolio of assets presented will concentrate on the residential sector and will include a selection of commercial investment opportunities.
On our side, our legal partner Roca Junyent Lawyers, one of the most recognized law firms in Spain, will be in charge of advising the client with the necessary procedures to obtain the Golden Visa.
MIEThe Spanish Real Estate Fair
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Includes additional services to meet the needs around the real estate investment.
Asset & ProPerty MAnAgeMentProactive, efficient and comprehensive management of asset and company operation. Our aim is to offer property owners a high-quality asset management service with high added value. Meeting the financial and operational needs arising from the real estate portfolio
trAnsACtIon sUPPort serVICes Technical support and management of assets in transaction (Buy-side, Sell-side, Leasing, etc).
BUILDIng ConsULtAnCy Technical consulting including Due Diligence Reports, urbanity reports and analysis of assets portfolio.
ProJeCt MAnAgeMent Management of Projects including design supervision, control of costs and deadlines and coordination of staff.
ArCHIteCtUre & DesIgn Implementation, management and comprehensive supervision of design, interiorDesign and “fit- out projects” for property owners, users and investors in all sectors.
UrBAn PLAnnIng Strategic consulting in the development of urban land spaces and localization of urban land for clients requirements.
FACILItIes MAnAgeMent Management and administration of individual assets and portfolios including leasing contracts.
REMS
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Real Estate Management Services
What sets us apart?At Auric Partners, we offer an external and independent solution as we do not provide valuation services and what sets us apart from the rest is safeguarding the interests of our clients.
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12345Flexibility
Our corporate structure enables us to offer “ad-hoc” solutions that are customised to meet the specific needs of our clients.
Market know-how
We have a thorough understanding of investment relating to investments funds and real estate, banks, family offices and private investors.
Independence
We are an independent consulting firm offering services geared towards maximising value and do not provide any services that may entail a conflict of interests.
experience
A team with experience working in international companies: Consulting firms in international real estate and transactions departments.
Commitment
Our philosophy focuses on our relationship with our customers and investors in the long term, by helping them achieve their strategic objectives at all times.
Recent credentials
octopus I Project
• Advisory services to estimatethevalueofdebtportfolios associated with real estate assets from Eurohypo• Viability studies and financial analyses regarding investment• Creation of a strategic plan and recommendations regarding divestment strategy• 2014
octopus II Project
• Advisory services to the investment fund consortium with the investment bank in the Octopus II Project.• Review of valuation reports issued by third parties • Viability studies and financial analyses regarding investment• Drafting of a strategic plan and recommendations regarding divestment strategy• 2014
Hypermarket and gallery portfolio
• Consultancy report over 4 retail galleries partly occupied by national hypermarket operator for the acquisition of its debt portfolio by an international investment bank tier I• Strategic advisory over market rents and value trends, operators analysis, potential risks, capex provisions, market liquidity, scenarios valuations, and exit strategies• 2014
targeting real estate listed companies advisory
• Targeting listed Real Estate and Hotels companies in Spanish stock markets for potentials takeovers by Chinese conglomerate• Financial overview and portfolio Real Estate analysis over selected companies• 2015
sale of retail space in Lisbon
• Lessor: Ermenegildo Zegna• Location: Av. Liberdade 177, Lisbon• Seller: Banco BPI• Buyer: Family Office Spanish• Areas: 1,059 m2 • Estimatedinvestmentvolume: 6.5 M• Estimatedinitialreturns:< 7%• 2014
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Strategic Alliances
Capital Markets Portugal
Tax and legal advisory Financial advisory
and loan service provider
Architecture
Private banking
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Team
Padilla 1, 2º dcha. 28006 Madrid. www.auric-partners.com | [email protected] 11
Walter Fábrega Managing Partner
(+34) 616 469 [email protected]
Jen Xiao 萧靖臻Head of China DeskChina Desk
(+34) 689 580 [email protected]
Martina senaEditorCorporate Communication
(+34) 667 848 [email protected]
Jessie Chen 陈碧霞Chief Representative of ChinaChina Desk
(+86) 139 1706 [email protected]
Carlos sotoGraphic DesignerMarketing
(+34) 620 876 [email protected]
Luis Perelló Investment Consultant Capital Markets & Strategic Consultancy
(+34) 650 165 [email protected]
Jorge Lozano Architect, Dept. ManagerArchitecture & Design (+34) 607 777 070
Puy Luengo ArchitectRE Management Services (+34) 620 808 [email protected]
Andrew CawleyInvestment Consultant Capital Markets & Strategic Consultancy
(+34) 664 252 [email protected]
Padilla 1, 2º dcha. 28006 Madrid. www.auric-partners.com | [email protected]
This publication is the sole property of Auric Partners and must not be copied, reproduced or transmitted in any form or by any means, either in whole or in part, without the prior written consent of Auric Partners. The information contained in this publication has been obtained from sources generally
regarded to be reliable. However, no representation is made, or warranty given, in respect of the accuracy of this information. We would like to be informed of any inaccuracies so that we may correct them. Auric Partners does not accept any liability in negligence or otherwise for any loss or damage
suffered by any party resulting from reliance on this publication. © January 2015