Question
Project Details: createe an investment portfolio with $5,000,000.00 (Five Million USD) committed investment capital (i.e. equity). choosee one of the main investment risk preferences (low,
Project Details:
createe an investment portfolio with $5,000,000.00 (Five Million USD) committed investment capital (i.e. equity). choosee one of the main investment risk preferences (low, moderate, aggressive), and choosee at least two (2) properties that can fit into your portfolio's risk preference. The goal of your investment portfolio: The strategy of the portfolio, including ideas such as the % annual operating return (Cap Rate on Yr-1 Operations) during the 1st year of operating the property, timeline of the investment hold period (also called the investment horizon), strategies (whichever is appliable) to impact long term value of the property through things like A) repositioning the property through capital improvements. B) raising under- market rents to market level. C) incorporating new management or operating practices to increase occupancy or lower costs. D) Or any other ideas or opportunities you find and believe can increase the value of the investment. Please include the excel file as backup exhibit in the answer. A summary of the financial structure and money invested into the properties: The financial structure of the portfolio ($5 Million max equity), including the amount invested in each property, and amount to be allocated to improvements or for future operating cash flows. This can be provided in a table format. A short summary of the (2) two or more assets (properties) you have picked, and the reason for having picked these investments. The return measures: The annual NOI and net cash flows you project to generate on the equity invested in the project.
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