Real Estate and Infrastructure Support for Private Equity
Acuity Knowledge Partners is able to support clients on screening, due diligence, deal acquisition and portfolio monitoring.
We help our clients fast-track their investment decisions by assisting them on property and loan screening, transaction and leasing comps, macroeconomic analysis and industry/sector research.
We also conduct due diligence by creating diligence frameworks and conducting research, ensuring faster turnaround on deal decisions (40-50% reduction in time taken to close a deal).
Our bespoke monitoring solutions enable you to track fund performance periodically, conduct strategic reviews and prepare bespoke presentation material for investor reporting. This includes lease abstraction, property and loan tapes, periodic updates of financial models, tracking operational and financial KPIs of investments, valuation templates, maintaining portfolio and sector-specific dashboards, and credit monitoring.
Support we offer
- Historical financials / Debt analysis
- Sensitivity analysis
- Target Company / Property Valuation (DCF, IRR, CM Multiple, Cap Rate etc.)
- Capital structure analysis
- Investment memorandums and presentations
- Catchment area analysis
- In-depth market / Asset analysis
- Geographical Expansion / Vendor / Partner Identification
- Investment monitoring to pre-empt potential credit issues
- Track operational and financial KPIs of existing investments
- Industry dashboards of key sectors
- Investment portfolio dashboard
- Credit templates to monitor returns
- Detailed financial models of existing investments
- Covenant compliance tracking
- Valuation templates
- Conducting thorough financial analysis of suppliers, competitors or clients
- Operating models, DCF models, LBO models, merger models, and value uplift analysis
- Bolt on acquisition, funding scenario, acquisition impact modeling
- Relative valuation models
- Cash flow modeling, debt capacity and capital structure models
- Waterfall distribution models
What we have delivered annually
Tenant research analysis
Rent rolls and OS spreads
Automation and workflow management platforms
Advanced Analytics Platform for Portfolio Monitoring
FolioSure enables General Partners (GP) and Limited Partners (LP) accurate tracking and comparison of the performance of portfolio companies.
30-40% more cost-effective than other service providers
40-50% shorter turnaround time for portfolio monitoring and LP reporting
How we are different
We work as an extended arm of client’s in-house real estate and infrastructure team
Research services through the investment life-cycle including labor intensive modeling, due-diligence documentation and monitoring
Focus across areas of infrastructure research including strategic, operational and tactical categories
Robust processes, tested over time: multi-level checks for all assignments
10+ years of extensive experience in supporting real estate and infrastructure clients
Expertise and experience in proactively sourcing and achieving maximum returns from investment opportunities
Our perspective on Real Estate and Infrastructure Support for Private Equity
Global commercial real estate – From a pandemic perspective
Background..... Read More
GP Staking – advent of new value proposition in LP-GP relationship
In the ever-evolving bus..... Read More
Evolution of Free Zones: From a ‘real estate only’ approach to end-to-end venture support
Free zones (FZs)..... Read More
Meet our experts
Pratap leads the Private Equity and Venture Capital practices at Acuity Knowledge Partners, responsible for managing and developing client relationships and overseeing multiple accounts. He has extensive experience in managing direct investments, primary fund investments, FoFs and complex secondary transactions. Over the last 14 years, he has been involved in more than 5,000 Private Markets deals.
Sumit heads the Consulting & Private Equity vertical at Acuity Knowledge Partners. He also oversees the China Delivery Centre. Sumit is responsible for strategy formulation and implementation, innovation and business development, in addition to providing oversight to delivery groups. He has more than 18 years’ experience across diverse lines of services, including private equity, consulting, market research, investment banking, and commercial banking. In his previous roles at Acuity Knowledge Partners, Sumit was instrumental in setting up the Investment Banking vertical and multiple other services. He also led the business turnaround of a subsidiary company as its COO. He is a chartered accountant and a national rank holder in the foundation level of ICAI.
Senior Director, Head – Commercial Banking and Asset Management Business Development
Pedro Armstrong is a Director at Acuity Knowledge Partners and leads business development efforts in the Americas for the Corporate and Commercial Banking, Buy-side, and Sell-side segments. He is responsible for managing key client engagements and works in partnership with capital market firms to provide customized solutions across research and analytics support, origination and lending support, and marketing and compliance support. He has been with the organization for 12 years, serving in various roles across Sri Lanka, Costa Rica, and now the US. Prior to joining Acuity Knowledge Partners, he was a Central Bank Regulator at the Central Bank of Barbados. Pedro, who is a British Chevening Scholar, holds a Master’s degree (honors) in Banking and International Finance from Cass Business School, City University, London.
Senior Director, Investment Banking, Private Equity and Consulting Business Development
Adrian leads Business Development across Investment Banking, Private Equity and Consulting clients in EMEA and APAC. He has 20 years' experience working in the financial services industry, having spent 13 years working in Equity Capital Markets for Rothschild and RBS, before moving to Acuity Knowledge Partners in 2013. He has a deep knowledge of financial markets, having originated and executed over USD50bn of ECM transactions across a wide range of sectors, products and geographies. He has extensive experience working with and advising the majority of Investment Banking coverage and product groups, and leading global Private Equity firms. Adrian holds a MA (Hons Oxon) in Philosophy, Politics and Economics from the University of Oxford.
Marie Filotti heads APAC Business Development at Acuity Knowledge Partners and is based in Hong Kong. She joined the firm in 2018 after 13 years in Investment Banking and Capital Markets, mainly at Nomura (previously Lehman Brothers), and also worked on the corporate side, having run Investor Relations at a China-based ASX-listed gas company. She uses her experience in the industry to advise our clients on best practices in implementation of engagements across all sectors. Marie holds a BA from Yale University and a Masters in Finance from Sciences-Po Paris.