Preqin Real Estate Products & Services

Transcription

1 Preqin Real Estate Products & Services

2 Preqin Real Estate: Overview & Data Sources Preqin Real Estate provides the most comprehensive unlisted real estate data available to industry professionals. Whether you re a fund manager, investor, placement agent, lawyer, consultant or advisor, Preqin Real Estate is a vital information service for you. Our unique products include information on: Investors Fund Managers Funds, Placement Agents & Lawyers Fund Performance & Terms Advisors Our customers can access this market intelligence in three different ways: Hard copy publications Online database services Consulting and research support Our services and products are used daily by thousands of real estate professionals from around the world. If you are in need of information on the unlisted real estate industry then we can help. Data Sources Preqin Real Estate draws upon several sources of data in order to provide the most accurate available information on the worldwide market for unlisted real estate funds. Fund Managers: We are in direct contact with approximately 850 real estate fi rms from around the world, collecting information on fi rm preferences and fundraising information. We also undertake questionnaires with fund managers with regards to the terms and conditions of their funds. Investors: We have surveyed and maintain contact with over 1,300 investors from around the world in order to ascertain their investment preferences, history within the asset class, and plans for the future. Placement Agents: We have surveyed and maintain contact with over 100 placement agents in order to ascertain their involvement in the real estate market and gain information on funds that they are working on. Law Firms: We are in direct contact with numerous law fi rms that disclose information on funds to which they have provided or are providing fund formation services. Advisors: We are in contact with several real estate advisors that provide information on their clients investment plans and preferences. Regulatory Filings: We regularly review regulatory fi lings in the US, the UK and other regions in order to uncover additional fund information and investors in funds. FOIA Requests: We make Freedom of Information Act requests of public investors in real estate funds in both the US and the UK in order to calculate fund performance and sample investments made by investors. For more information on Preqin Real Estate please contact our client support service: info@preqin.com Tel London: +44 (0) Tel NYC:

3 Preqin Real Estate Online: Investors The unlisted real estate universe is an ever-evolving landscape. Investor preferences continually shift and change over time and fundraising conditions have become more competitive. An increasingly focused fundraising effort is vital in ensuring success in such a diffi cult market. Real Estate Online is the most comprehensive resource available to real estate professionals. Whether you re a fund manager, investor, placement agent, lawyer, consultant or advisor this is a vital information service for you. Real Estate Online contains extensive information on all aspects of the unlisted real estate market including fund managers, funds, performance, investors, fundraising, advisors, fund terms, placement agents and lawyers. Preqin s dedicated team of analysts are continually researching all aspects of the unlisted real estate market, both through tracking every available news and information source and proactively calling fund managers and investors to ensure that our data is as up-to-date and comprehensive as possible. Find out how you too can benefi t from the industry leading data that Preqin Real Estate has to offer. Preqin Real Estate Online - Investors Do you need up-to-date and accurate information on the most important investors in unlisted real estate funds? Are you involved in fundraising or investor relations? Preqin Real Estate Online is for you. Preqin Real Estate Online features details of over 1,300 investors, with more being added every day. All key information is included: Assets breakdown including alternatives, real estate and private equity real estate allocations. Fund preferences including strategy allocation and preferences, geographic preferences, fund manager preferences, sample investments, investment background, investment plans, typical commitment size, plus much more. Key contacts including job titles, s and direct phone numbers of key real estate personnel. Intricate search options to help identify the best targets for your funds. Pinpoint specifi c investors suitable to specifi c funds by searching our database for all the fund preference information listed above. Download targets and contact details to Excel (premium subscription required). More info / trial access:

4 Preqin Real Estate Online: Fund Manager Profiles and Fundraising Fund Manager Profiles and Fundraising Do you need to know which fund managers invest in each geography, strategy and property type? Where they focus? Their funds under management and available capital? Their key people? Preqin Real Estate Online is for you. Preqin Real Estate Online features profi les of over 850 managers from across the globe actively managing unlisted real estate vehicles. Our team of dedicated analysts are constantly monitoring, researching and contacting managers of all different types from around the world in order to ensure that the data we hold is up-to-date, reliable and complete. View profi les of unlisted real estate fund managers and fund of funds managers encompassing all strategies from core to opportunistic. Detailed data includes contact details for key professionals, background on the fi rm s history, strategies employed, property types targeted, geographical focus and available capital. See all funds managed by the fi rm, including detailed performance data. See which institutions have invested with which fund managers. Preqin Real Estate Online features continually updated details of over 400 private equity real estate funds on the road seeking capital. It also includes profi les and data for all active placement agents and law fi rms. Our team of analysts monitor every source of news available on fundraising, as well as proactively calling every fund manager on our database at regular intervals to ascertain their current status in regards to fundraising. Details for every private equity real estate fund raising or recently closed. All strategies and focuses included. See who else is on the road, and see which investors are making commitments, with details of investors in closed funds. Details for funds expected to raise in the near future. Also included: profi les for lawyers and placement agents with details of recent assignments. More info / trial access: Use the advanced search to fi nd fund managers based on location, strategies, geographic focus, property types and total funds raised.

5 Preqin Real Estate Online: Performance Data Fund Terms Performance Data Do you need to know how well different funds and strategies have performed fi nancially? Do you want to see net-to-lp performance for over 550 unlisted real estate funds to help you with your investment decisions or to benchmark your own performance? Preqin Real Estate Online is for you. Preqin Real Estate is committed to providing a source of transparent accurate performance data. Real Estate Online features performance metrics for over 550 unlisted real estate funds. This high level of coverage enables us to produce the most meaningful benchmarking and comparative tools available in the industry. All key metrics are included: size, vintage, type, calledup (%), distribution (%), remaining value (%), value multiple net IRR. View the top performing fi rms and funds and use the advanced search to compare funds by strategy, location and vintage year. Intricate search options help to create tailor made benchmarks and peer groups. Fund Terms Do you need to know the latest trends in fund terms and conditions? Do you need to ensure that your new fund s terms meets LPs expectation - or as an LP that you are paying the right rate? Preqin Real Estate Online is for you. Ensuring that you are aware of the latest industry standards is of vital importance to anyone involved in the management or inception of real estate vehicles. Whether you are an investor, fund manager, advisor, placement agent or law fi rm, this data is essential. Preqin Real Estate is continually recording fund terms data for funds of different types, culminating in the most complete source of information on real estate fund terms available today. Preqin Real Estate Online features essential fund terms information: Identify benchmark terms for any fund using our powerful fund terms fi nancial modelling tool. Assess the economic impact of different terms and condition using the Fund Terms Online Calculator to determine the effect on net returns of changing terms such as the management fee, hurdle rate and carry. More info / trial access:

6 Preqin Real Estate: Secondary Market Monitor The secondary market is one area of the private equity real estate industry that has grown due to the global economic downturn. Investors with liquidity problems are increasingly seeking relief by considering selling fund interests on the secondary market. Meanwhile, investors in a position to commit capital are keen to take advantage of others distress. Buying secondary fund stakes gives investors discounts, sometimes to top performing managers; mitigates the effects of the J-curve, with returns received sooner than usual; allows for greater transparency, with fund investments having already been made; and can plug gaps in portfolios by providing access to vintages the investor lacks exposure to. Preqin research confi rms that secondaries will grow: 23% of investors are interested in selling private equity real estate fund stakes on the secondary market and over 46% of investors are interested in buying. Preqin s service can help both types of investor. Looking to sell? Register free at to gain free access to a service that offers: Latest news on the secondary market deals and commentary. Price trends and discounts. Portfolio valuations - have your portfolio/s valued by our Preqin Price Indication system. Enter the fund or portfolio and see Preqin s current indication of the likely market value of your interest, based on our latest data on market valuation trends. This unique information gives you a valuable insight into the likely value of your portfolio in the secondary market. Opportunities to sell - if you are potentially interested in selling part or all of a portfolio, you can go one stage further and get a number of secondary buyers and advisers to give you a further and more detailed assessment of likely market value on a totally confi dential basis. Buyers can see your submitted portfolio, but will not see your identity. Guaranteed price indication from noted secondary experts NYPPEX. Investors who subscribe to the Premium LP service can also search Preqin s database of buyer and advisor profi les to fi nd contact details of the parties best placed to assist them. (This is a paid for service.) For more info please visit:

7 Preqin Real Estate: Secondary Market Monitor Looking to buy? The Preqin Secondary Market Monitor helps buyers stay informed and get access to the best and most timely deal fl ow in the secondary market: Latest news on the secondary market deals and commentary. Price trends and discounts. Profi les of leading secondary buyers and advisors. Likely Sellers: detailed and unique profi les on investors known to be likely sellers. Preqin s databases reveal investors current portfolios, and our researchers back this up with over 600 calls per month to investors in order to identify who is a likely seller. This information is only available on Preqin Secondary Market Monitor. Home in on this unique dealfl ow! Submit a price indication - visible to the investor that submitted the RPI, but to nobody else. The investor sees that the price indication has come from you, and has access to your profi le and contact details if they want to contact you for further discussions. Send further messages to the investor through the Preqin system to encourage them to contact you. Finally, you get monthly feedback on the price indications you have submitted, helping you to assess and refi ne your pricing strategy. For more info please visit: Preqin Price Indication: Preqin s unique online price indication, based on all our data and market knowledge, gives you a valuable starting reference point for likely values. Request for Price Indication (RPI): you can also benefi t from investors submitting RPIs. (Investors must warrant that they are investors in the funds and that they are potential sellers before submitting an RPI.) You see the RPI portfolio (but not the investor s identity) and can decide whether you would like to submit a price indication to the selling LP.

8 Preqin Real Estate: Real Estate Capital Sources Looking for project financing or looking to sell a property? Do you need to know who are the biggest real estate fund managers globally and in your region? What types of property they buy? What types of fi nancing they offer? Do you need to market your services to these fi rms? Preqin Real Estate Capital Sources is for you. For more info please visit: Included as part our Real Estate Online services, or available as a separate module, Real Estate Capital Sources is the most comprehensive, detailed source of information on real estate fund managers available today. Key features of this powerful database include: Fund managers: detailed profi les for over 850 fund managers specialising in real estate investments. The in-depth profi les contain information on fi rm background, key contacts, funds raised, available capital, investment criteria, industry and geographic preferences, investment size, description of targeted properties and more Access league tables of the largest fund managers by type of funds managed and regional focus. Rank the fund managers by available capital or capital raised during the last 10 years. Search for fund managers by type and location: Search by type of investment as well as by region, country, state and city - e.g. list all managers of opportunistic funds in Toronto, Canada; list all debt specialists in Europe etc. Search for key contacts: There are just over 4,000 contacts, including Partners, Managing Directors, CFOs and other relevant key decision makers. You will fi nd addresses for 90% of the contacts. Download full details of these contacts to Excel. Find the right fund managers via a comprehensive advanced search. You can select the most appropriate fund managers by fi ltering them using extensive criteria.

9 Preqin Real Estate: Publications Private Equity Real Estate Review Do you need key facts on the global unlisted real estate market at your fi ngertips? Do you need insightful analysis of the trends and developments behind the numbers? Preqin Private Equity Real Estate Review is for you: Listings and analysis for fundraising, with predictions for the future. Profi les for all private equity real estate fi rms, including contacts, focus and performance data for individual vehicles Details and listings for real estate fund terms and conditions Analysis and profi les for investors in private equity real estate funds. More info: Preqin Real Estate Distressed and Debt Review The Preqin Real Estate Distressed and Debt Review is your guide to the emerging debt and distressed asset class which has taken the real estate market by storm. Profi les for all distressed and debt fund managers, including contact details, history, funds raised, debt strategies employed. Profi les for institutional investors currently investing in this sector. Fundraising listings, plus fund-specifi c performance data listings and terms and conditions listings. Detailed analysis covering the history and make-up of the market, performance, fundraising, investors and fund terms. More info: Private Equity Real Estate Fund of Funds Review Do you need to keep track of the real estate fund of funds business? Private Equity Real Estate Fund of Funds Review is for you. Overview of industry, with analysis of fundraising, fi rm location, fund size and more. Profi les for all PERE fund of funds fi rms, including contacts, focus, investment plans, sample investments. Details and listings for PERE fund of funds terms and conditions. Analysis and profi les for investors in PERE fund of funds. More info:

10 Other Preqin Products: Private Equity Performance Analyst Performance Analyst is the world s most extensive and transparent database of private equity and venture capital fund performance - with IRRs and Value Multiples for over 4,700 funds worldwide, all net to the LP after fees and carry. View fully transparent market benchmarks by fund type and region focus. Assess each fi rm s track record with quartile performance over several fund generations. Investor Intelligence Investor Intelligence is the most comprehensive and detailed database of institutional investors in private equity available, containing profi les for over 4,500 investors, making it an essential tool for all professionals involved in the fund marketing process. Profi les include information on investment preferences, key contacts, investment plans and key fi nancial data, and can be fi ltered using detailed search functions. Fund Manager Profiles Fund Terms Advisor Preqin Fund Terms Advisor is a comprehensive guide to private equity fund terms and conditions. The publication and corresponding online module contain essential analysis, benchmarks and actual listings of key fund terms and the latest barometers of LP opinions. LP Survey: Our LP Survey service enables fund managers, advisors and other private equity professionals to gauge the reaction of the investor community to new vehicles and strategies. Our team of analysts can either identify appropriate contacts to approach, or will work with a list of survey participants provided by the client. Contact info@preqin.com to fi nd out more about Preqin Private Equity Products and Services Fund Manager Profi les contains in-depth profi les for over 4,600 fi rms managing over $2.5 trillion globally across all private equity fund types, including buyout, venture, mezzanine, distressed debt and other direct private equity investments. Funds in Market Funds in Market has detailed information on over 6,500 funds fundraising and closed since 2003, over 220 placement agents and more than 200 private equity law fi rms.

11 Other Preqin Products: Hedge Funds Infrastructure Infrastructure: Preqin s infrastructure products and services are the most comprehensive available, providing professionals with vital information on this rapidly developing market. Infrastructure Online: Infrastructure Online is packed full of vital information on the global infrastructure industry. View profi les and details for infrastructure fi rms, including fund details, performance data, investment plans and key contacts. Includes details and status for all funds in market. Profi les for investors in infrastructure funds, with investment plans and sample investments, plus key contact details. Data for terms and conditions levied on infrastructure vehicles. Information on placement agents, law fi rms and more... Download data to Excel for further analysis (premium subscription required). Infrastructure Review: The Preqin Infrastructure Review is a comprehensive annual publication providing an overview of the industry with comprehensive fi rm, fund and investor information. Comprehensive profi les for infrastructure managers, plus investors in infrastructure funds. Detailed analysis on all aspects of the industry, including fundraising, performance, fund terms and conditions, investors and more... Hedge Fund Institutional Investors: Preqin provides hedge fund managers, marketeers and others with a database of over 2,400 institutional investors in hedge funds. Hedge Investor Profiles Online: Our hedge fund team are constantly contacting institutional investors from around the world to ensure our coverage and depth remains extensive and up-to-date. Profi les for over 2,400 institutional investors in hedge funds, with all key information included: investment preferences, key fi nancial data, key contacts and investment plans. Powerful search functions enable you to identify the best prospects for your fund. Download key investor data and contact information to Excel for further analysis (premium subscription required). Hedge Fund Investor Review: The Preqin Hedge Fund Investor Review is the essential publication for any investment professional looking for a comprehensive overview of the leading institutional investors allocating capital to hedge funds. Overview of industry, with analysis of investors by fi rm type, location and more. Profi les of the leading institutional investors and their investment strategies for the next 12 months, including the key investment contacts. Listings of the major 3rd party marketers and prime broker capital introduction teams, plus surveys to gauge investor attitudes and appetite for hedge funds in next 12 months. Visit to fi nd out more about Preqin Hedge Fund and Infrastructure Products and Services

12 Preqin Real Estate Information for Real Estate Professionals Preqin Real Estate provides information, products and services to private equity real estate firms, fund of funds, investors, placement agents and advisors across five main areas: > Fund Performance > Fund Raising > Fund Manager Profiles > Investor Profiles > Fund Terms Available as: > Hard Copy Publications > Online Database Services > Consultancy and Research Support London: Scotia House 33 Finsbury Square London EC2A 1BB Tel: +44 (0) Fax: +44 (0) New York: 230 Park Avenue 10th Floor New York NY Tel: Fax: Web: