ACQUISITIONS ADVISORY
Falcon-GREA advises investors in the acquisition of office, industrial, retail, hotel and residential properties throughout the U.S and Europe.
With our global footprint of 11 offices, we regularly review and rigorously screen a continuous flow of property offerings across major and secondary markets. Upon client approval, we execute all key stages of the acquisition from securing financing to inspections to negotiation of the purchase and sale agreement.
INVESTMENT PROCESS
“Develop a custom strategy consistent with the client’s investment objectives and risk level and designed to yield the best investment returns possible.
”
“Create acquisition guidelines aligned to strategy and then source investment opportunities that meet those guidelines.”
“Once approved by client, conduct financial review of property by examining relevant leases and preparing revenue and expense projections.
”
“Develop a financing strategy selecting debt capital providers, structuring loans, and negotiating conditions to increase profitability.”
“Conduct a full property valuation - earnings projections, analysis of market, location, tenant, creditworthiness and debt coverage. Engage attorney to develop and submit a formal letter intent (LOI).
”
“Retain and manage third-party experts to complete required inspections (e.g. architects, engineers, appraisers, environmental experts). Formalize financing and leasing strategies, conduct insurance review, and finalize the pro forma.
”
“Negotiate final purchase price and other agreements with seller and oversee realization of acquisition structure.
”
INVESTMENT CRITERIA
Location
Location is our first consideration when recommending a property. We seek opportunities in prestigious and established markets enjoying strong economic fundamentals, some development constraints limiting competition, strong tenant demand, and high occupancy rates that are expected to continue.
Construction
Properties we suggest for purchase will generally avoid construction risk. However, in some cases, development activities or build-to-suit projects may meet the risk and return parameters of an investor. During every acquisition process, the quality of a property’s construction is subjected to detailed verification by qualified engineers.
Tenancy
We evaluate the tenancy of every investment prioritizing those leased to credit-worthy tenants and likely to remain well leased. While leasing risk cannot be completely avoided, it can be greatly reduced by selecting properties positioned in strong real estate markets with strong underlying market fundamentals.
Diversification
When developing a portfolio, we recommend diversification by property type and geography. A diversified portfolio will include a mix of office, retail, industrial and residential across different cities to protect against adverse trends in any one area of the U.S.
INVESTMENT CRITERIA
Location
Location is our first consideration when recommending a property. We seek opportunities in prestigious and established markets enjoying strong economic fundamentals, some development constraints limiting competition, strong tenant demand, and high occupancy rates that are expected to continue.
Construction
Properties we suggest for purchase will generally avoid construction risk. However, in some cases, development activities or build-to-suit projects may meet the risk and return parameters of an investor. During every acquisition process, the quality of a property’s construction is subjected to detailed verification by qualified engineers.
Tenancy
We evaluate the tenancy of every investment prioritizing those leased to credit-worthy tenants and likely to remain well leased. While leasing risk cannot be completely avoided, it can be greatly reduced by selecting properties positioned in strong real estate markets with strong underlying market fundamentals.
Diversification
When developing a portfolio, we recommend diversification by property type and geography. A diversified portfolio will include a mix of office, retail, industrial and residential across different cities to protect against adverse trends in any one area of the U.S.
ASSET MANAGEMENT
Falcon-GREA offers bespoke operating strategy, reporting and tax optimization with the goal of increasing long-term value for our clients.
After acquisition, the success of an investment is directly correlated to the effective management of the property. Our team of experienced asset managers oversee a wide spectrum of property types across markets. We establish a management and leasing strategy, create an annual operating budget, and inspect each of our clients’ properties on a regular basis. Tax optimization is achieved by working closely with external tax advisors.
OUR ASSET MANAGEMENT PLATFORM
ASSET MANAGEMENT PLATFORM HIGLIGHTS
DISCIPLINED APPROACH
to real estate investment.
CUSTOMIZED STRATEGY
and budget for each property.
DEDICATED SUPPORT TEAM
with asset managers with strong
expertise in all asset classes.
REVIEW COMMITTEE
insuring best practices for each property.
TEAM SELECTS AND SUPERVISES
local agents, monitors and controls all receipts and
disbursements, and provides quarterly reports.
PLATFORM HIGLIGHTS
DISCIPLINED APPROACH
to real estate investment.
CUSTOMIZED STRATEGY
and budget for each property.
REVIEW COMMITTEE
insuring best practices for each property.
DEDICATED SUPPORT TEAM
with asset managers with strong
expertise in all asset classes.
TEAM SELECTS AND SUPERVISES
local agents, monitors and controls all receipts and disbursements, and provides quarterly reports.
FINANCING ADVISORY
Falcon-GREA secures tax efficient financing on new acquisitions and existing portfolio properties.
Most investors use mortgage financing. The mortgage interest is a deduction for U.S. income tax purposes. Alternatively, many investors already own properties with mortgages in need of refinancing. Employing our long-standing relationships with major mortgage lending institutions, we secure financing and refinancing terms suitable for each client’s investment goals, including Islamic investors.
NEWSLETTER
Get company news, industry insights, and other updates delivered directly to your inbox.
