Real estate is an important asset class in today’s investment climate. Its relative stability, coupled with good medium- to long-term returns, continues to attract many investors of all kinds from around the world.
My mission is to provide professional services at the highest level, using the experience and best practices in the field of real estate, valuation, consulting and development, ensuring the safety and integrity of relationships with my customers.
Having 20-years-experience of work in real estate business, I am committed to provide the best real estate investment opportunities which meet customer expectations through professionalism, honesty and integrity. I’m CPM (Certified Property Manager). FIABCI International real estate consultant and appraiser. I’m also Academician of International Academy of Real Estate. My services are customized and personalized to meet the diverse needs of sellers, private investors, developers and institutions delivered through the most important aspect of our business local market expertise. In so doing, I believe I will earn the loyalty and trust of my customers towards a mutually beneficial relationship in the future.
My ultimate objective is to run a profitable business through goal setting, planning and superior service to my clients through honesty in pricing and the marketability of the property. I share this goal with you because I have strong belief in my work and in what I do.
ABOUT ME AND MY TEAM
I provide a wide range of services in the field of development, investment consulting, property valuation and business, construction, real estate services, both in Ukraine and abroad. I act both buy or sell side mandates, especially concentrating on acquisition and development of investment grade, high value investment opportunities in already income generating properties as well as in green field projects.
I believe in providing the right information, not just the raw data. As a result, I provide a broad range of financial assessment, modelling, legal, technical and operational services for my clients in all stages of investment development activities from search, to risk assessment, due diligence and closing.
I have a strong team of investment professionals, working closely with a network of formidable solution partners and advisors from Germany, England, Russia and USA.
My team offers customized investment advice and strategies as per the client’s requirements, plans, risk appetite and assets inherent values and growth potential.
My team and I offer to our clients the benefits of the state of the art technical and legal support mechanisms at highest international corporate standards with firsthand practical experience on the field.
МY PARTNER – EXPERT OF INTERNATIONAL LEVEL, ANDREW BAUM
Professor Andrew Baum has combined business and academic life for the last 25 years. He has spent the majority of this time working with institutional real estate investors in developing global property investment strategies. He is executive chairman of Property Funds Research, a real estate consulting and research business, chairman of the investment committee for CBRE Global Investment Partners and non-executive chairman of Newcore Capital Management.
Hired as the first director of property research for Prudential (now M&G Real Estate) in 1987, he founded RES (a property research company) in 1990 and (with his partners) sold the business to Henderson Investors (now TIAA Henderson Real Estate) in 1997. At that time he became CIO for property at Henderson and later Director of International Property.
In 2001 he founded OPC, a property research and investment company that was sold to CBRE in 2006. CBRE Investors’ global multi manager team was formed upon the acquisition of OPC, which created Europe’s first dataset describing unlisted property funds, launched one of first real estate fund of funds vehicles in Europe, and became one of the world’s leading specialists in indirect property investment. On its merger with ING REIM in 2011 CBRE Global Investors Multi-Manager (now CBRE Global Investment Partners) had around $11.4bn of indirect property assets under management. OPC’s information business was re-acquired by its management in 2006 and Baum now chairs this real estate consulting and research business.
He held the Chair in Land Management at the Henley Business School, University of Reading, from 1989 to 2013 and was founder in 2002 of the Reading Real Estate Foundation, an educational charity established to support real estate education at the University of Reading. He was appointed Emeritus Professor at Reading in 2013. In 2009 he was appointed Honorary Professor of Real Estate Investment at the University of Cambridge and became Fellow of St John's College in 2011.
On leaving Cambridge in 2014 he became Visiting Professor of Management Practice at the Saïd Business School, Oxford, where he teaches the MBA real estate elective and delivers executive education. He is also a visiting professor at the Kenan-Flagler Business School, University of North Carolina.
He holds BSc, MPhil and PhD degrees from the University of Reading in the UK. He was elected Academic Fellow of the Urban Land Institute in 2001, the first such election outside the USA, and was also elected honorary fellow of the Society of Property Researchers, 2002 “in recognition of an outstanding contribution in the field of property research”. A qualified member of the RICS and the CFA Institute (UK ASIP), he is the author or co-author of several textbooks with combined sales of over 50,000.
This begins with an understanding of the investors' investment objectives - return targets, risk tolerance, currency exposure, time horizon. We can develop a strategic plan for the investment programme or woerj within an existing brief. We then identify relevant investment opportunities and provide the investor with a summary of investments that appear to be suitable.
Upon selection of a project, a letter of intent is agreed between out team and the investor. Then, we will prepare a preliminary due diligence report in the form of an Investment Memorandum (IM). Once outstanding issues are cleared, I prepare the Term Sheet (TS) which covers the main headings of the upcoming Sale and Purchase Agreement (SPA). After the Term Sheet isn signed, it becomes a binding document for both parties involved until the Closing of the Deal.
Sequencing the actions of the parties is rather a secret of the successful matching of the investor and the seller. To define the same understanding for the involved parties, based on real data, requires correct sequencing.
To collect and to distribute, the real data on a timely & sequential manner is the essence of the work- flow of the investment procedure. Without the correct sequencing of the course of action (workflow) the success is only a function of coincidence.
We employ the values of respect, responsibility, integrity, perseverance, discipline and information based on success rather than coincidence.
We therefore give great importance to the described workflow for successful closing.
WHERE DO I AND MY TEAM FOCUS FOR SOURCING
HOW WE PERFORM & DELIVER
All the incoming properties and their owners are screened diligently as per local / international rules and regula- tions to make sure it is a investment grade property in accordance with the matching criteria.
The Main criteria employed during the matching process are as follows:
Exchange of Independent Units
Preparation of alternative investment and solutions of the projects are submitted for assigned business partners.
Organization and management of process, the road map in negotiations and finalization of investment through Purchase and / or Sale Agreement.
Deal Planning, Scheduling (Course of Action) Exclusivity Terms
NDA – Non Disclosure Agreement Term Sheet (TS)
Due Diligence Coordination SPA Negotiations Support
Through rigorous study of the market and zoning data architectural schematic design, preparation of financial model- ing and optimization of the project in hand.
Through simulation of the market vari- ables and the aloud zoning functions usage, “The Best Use” Of The Property in accordance with the tested criteria ei, IRR , NPV is discussed with the client for the decision making process.
Establishment of Due Diligence teams in line with project requirements. Lead DD team with in the given service parameters (time and budget) and concepts as per client requests. (Turkey, Russia, USA, UK, Germany, Romania and other markets in the Region.)
Assist with information based on consecutive solutions during SPA negotiations. Information already created through Term Sheet and Comprehensive Due Diligence (technical, legal, financial and ad- ministrative) results.
Assisting in implementation of SPA Terms, with respect to transfer of the Deed in case of the Asset Transaction or Transfer of Shares in case of Share Deal.
Property Funds Research provides confidential research and strategic consulting for investors in European real estate. PFR's foundations are an expert team, a suite of products for underwriting investments in the European market, and access to a unique dataset describing the major investors, vehicles, and managers in the European and global institutional property markets.
World Council of Developers and Investors President
FIABCI-Ukraine Chapter President
Representative of FIABCI to UNECE, Geneva