A boutique real estate firm, we partner

with hotel and resort developers to

deliver alternative real estate products.

Investment Services Technique and documents

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.

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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.

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Investment Services Scope of Work Investment Services

A2: Sales & Marketing A1: 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

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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

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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

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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.

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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

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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

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

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Connect with Us! Alternaty Social Media Channels

Annex

Twitter Facebook LinkedIn

og

Blog SlideShare YouTube

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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.