Real Estate Portfolio Prospectus Essay

Real Estate Portfolio Prospectus

Hoyas Investments is a startup investment fund developed by several successful, high net worth Georgetown alumnus. Hoyas can take more risks than traditional institutional investors and is, therefore, looking for higher and faster returns. You are responding to a Request for Proposals from their real estate fund manager to place $100 million in real estate investments. The RFP specifies that $80 million should be placed in relatively safe, top-tier markets and that $20 million should be placed in an emerging market with a focus on social responsibility as well as higher returns.

Your 10 to 12 page Prospectus should include:

Executive Summary – No more than 500 words making a compelling case for your choice of places to invest.
Detailed Descriiptions of the Investments – Which cities and what sectors, i.e. residential, office, retail, hospitality, industrial, logistics or land.
Market Analysis – A real estate market analysis for your specific cities and property types including past returns for the last 5 years and forecast for the next 3-to-5 years.
Investment Strengths and Risks – Why these cities over others? What are the greatest risks for performance over the next 5 years in these cities and with these property types?
Performance – IRR over 10 years for the $80 million, 3-to-5 years for the $20 million.
Exit Strategy – When do you plan to sell the investments, and what are the tax consequences and risks associated with repatriating the capital from overseas investments?
Your final project is expected to be of high quality and submitted in the proper format. It will be considered for writing, content, and professional appearance including the use of proper grammar, punctuation, spelling, and structure.