Albert Cliff’s Post

A bit of a more senior position in comparison to what we usually repost but we just wanted to train our little acronym assistant 🤣 𝐒𝐏𝐕 = 𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐏𝐮𝐫𝐩𝐨𝐬𝐞 𝐕𝐞𝐡𝐢𝐜𝐥𝐞 A SPV is a legal entity that allows multiple investors to pool their capital and make an investment in a single company. 𝐗𝐕𝐀 = 𝐗-𝐕𝐚𝐥𝐮𝐞 𝐀𝐝𝐣𝐮𝐬𝐭𝐦𝐞𝐧𝐭 XVA is a collective term that covers the different types of valuation adjustments relating to derivative contracts. The adjustments are made to account for the account funding, credit risk, and capital costs. #DerivativesAcademy #GPTAssistant #Career #Structuring

MACQUARIE Asset Management, the world’s largest infrastructure manager, is increasing its exposure in digital infrastructure with the acquisition of a data centre in South Korea for KRW 734 billion (approximately $US 530 million). #investmentsales #CapitalMarkets #DataCentre #digitalinfrastructure #IGISAsiaInvestmentManagement #JasonSuh #JLLKorea #MacquarieAssetManagement #Seoul #SouthKorea

Fund or capital management in real estate investment involves several key aspects: 1. Capital Raising: This includes identifying and securing funds from various sources such as private investors, banks, and financial institutions. 2. Investment Strategy: Developing a clear strategy that outlines the types of properties to invest in, the target markets, and the expected returns. 3. Portfolio Management: Managing the portfolio of properties to ensure they are performing well and meeting the investment objectives. 4. Risk Management: Identifying and mitigating risks associated with real estate investments, such as market fluctuations and property-specific issues. 5. Compliance and Legal Considerations: Ensuring that all investments comply with relevant laws and regulations. 6. Exit Strategy: Planning for the eventual sale or disposition of properties to realize gains and return capital to investors. #realestate #capital #fund #capitalmanagement #fundmanagement #realestatedevelopment

🎯 𝐇𝐨𝐰 𝐭𝐨 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐃𝐮𝐞 𝐃𝐢𝐥𝐢𝐠𝐞𝐧𝐜𝐞 𝐨𝐧 𝐏𝐄 𝐅𝐮𝐧𝐝 𝐌𝐚𝐧𝐚𝐠𝐞𝐫𝐬 Conducting due diligence on fund managers is one of the most critical steps for investors looking to allocate capital effectively. A thorough review ensures that you’re partnering with credible professionals who align with your goals. Here’s a structured approach to assessing private equity fund managers: 1️⃣ Performance History ✅️ Analyze historical returns (at least 3-5 years) against benchmarks and peers. ✅️ Look for consistency in outperforming benchmarks during various market cycles (bull and bear). 2️⃣ Investment Strategy ✅️ Understand their investment philosophy and decision-making process. ✅️ Ensure the strategy aligns with your investment objectives and risk appetite. ✅️ Check for consistency in adhering to the stated strategy over time. 3️⃣ Risk Management ✅️ Evaluate risk-adjusted returns (e.g., Sharpe and Sortino ratios). ✅️ Assess their ability to protect capital during downturns. ✅️ Review policies for identifying and mitigating risks. 4️⃣ Team and Resources ✅️ Examine the experience and qualifications of the key team members. ✅️ Check for stability—frequent departures can be a red flag. ✅️ Review the firm’s infrastructure and research capabilities. 5️⃣ Operational Due Diligence ✅️ Investigate the fund’s legal structure and governance. ✅️ Review compliance history and service providers (auditors, administrators). ✅️ Evaluate internal controls and operational processes. 6️⃣ Track Record Verification ✅️ Verify performance claims through independent sources. ✅️ Cross-check audited financial statements for discrepancies. 7️⃣ Transparency and Communication ✅️ Assess the quality and frequency of investor updates. ✅️ Look for transparency in reporting and openness to investor queries. 8️⃣ Fees and Alignment of Interests ✅️ Understand the fee structure and its impact on returns. ✅️ Look for alignment between the manager and investors (e.g., co-investments). ✅️ Identify potential conflicts of interest. Due diligence is about more than just numbers—it’s about understanding the manager’s approach, integrity, and ability to navigate future challenges. A holistic review helps ensure informed decisions and better alignment with your investment goals. What’s your top priority when conducting due diligence on a PE fund manager? Let me know in the comments below 👇 #duediligence #funds #assetmanagement #PE

As Macquarie Group marks 20 years of investing in Spain, our experts reflect on the business’ longstanding commitment to the country through our capital, asset management, and commodities and global markets businesses. Learn more about Macquarie’s commitment to Spain: https://lnkd.in/g2amDQEr

Today Macquarie Real Estate Partners (MREP) announced its investment in leading Australian specialist real estate private credit and investment manager, IDA. The transaction will support the continued growth of IDA’s specialist real estate private credit and investment management platform. Find out more: https://macq.co/6047QxyjB

Australia represents just 2.5% of global markets, so client portfolios focused solely on Australia may be missing out on some of the world’s best investment opportunities. Access global markets with global equity managers including CBRE Investment Management, ClearBridge Investments, Lazard Asset Management and T. Rowe Price Australia while taking advantage of the benefits of a managed accounts structure. Download our International investing through managed accounts whitepaper to see how your clients could benefit from a new horizon of opportunity https://lnkd.in/gwTNnq3m

Global stock markets plunge today Property or stock market ?? We're seeking investors for our new project in Glasgow. - **12% return within 12 months** - **All transactions handled through a solicitor** - **Security:** Second or first charge on property, depending on your investment amount