Evaluation and investment case for a substantial new resort community development in a high-growth area of the Middle East tourism
Working as part of a multi-disciplinary team, the challenge was to rapidly evaluate the performance of the multi-billion dollar development and to forecast its potential in the increasingly competitive marketplace. The work involved a substantial volume of consumer and industry interviewing to establish segments, motivations and unmet needs of the existing customer base and to summarize the findings into a succinct Board-level investment business case. A non-deal specific roadshow was produced and given to a room of 10+ potential investors precipitating Expressions of Interest to begin the due diligence process for potential involvement.
Corporate strategy and strategic investment plan for a $1B real estate investment initiative, major industrial & commercial group in Saudi Arabia
Beginning with an analysis of the land holdings and their valuation to current market prices, the challenge for the team was to answer for the Board of Directors: What needs to happen next? Through the systematic analysis of the marketplace – an effort than involved several thousand consumer and industry interviews – it was determined that the best strategy options were the ones where many of the land assets were placed in a land bank, while the immediate priorities get shifted to easier-to-develop properties by their own internal resources.
Urban regeneration program (suite of real estate development opportunities) in the mid-western United States
Our experts helped a consortium of prominent real estate developers and construction firms to redefine a set of stalled real estate development projects into a comprehensive suite of highly-attractive investment opportunities. By standardizing each of the nine projects through a common set of investment evaluation criteria and offering guidelines, a diversified, yet unified, investment portfolio was created. With this diversification, a lower overall risk profile was achieved and a more attractive deal was presented to domestic and international finance sources. The investment portfolio presentation our experts helped create went on to become the lead investment promotion piece for the consortium, and the source of its final financing deal.
Management guidelines for ultra-large transportation construction projects, consortium of governments and investors in the Kunming-Singapore Rail Project
Working on behalf of a national government and a consortium of private sector investors, the challenge our experts undertook was to analyze the sources of failure from among the ultra-large transportation construction projects. Case studies were performed on project ranging from the construction of the Panama Canal to the Boston Inter-City Connector (The Big Dig), from the Channel Tunnel to the Athens Metro. Interviews were conducted with the executives-in-charge at the time of project initiation to collect perspectives on what organization, standards, systems and decision-making could have been improved in the earliest stages of the projects. The information captured from these unique sources went to establishing a set of management guidelines that has been implemented in a number of high profile construction project settings.
New community planning and development initiative for an ultra-large property in Central Florida, United States
On behalf of the land owners, a multi-year initiative was undertaken to plan the sale of the largest privately-held farm/ranch in the United States to a purposely-formed master developer for the creation of large-scale affordable residential and mixed use communities in Central Florida. Still underway after several years of effort, the job involves managing the politics, investment banking, and pre-transaction planning such that the ethical interests of the seller can be fully maintained in the post-transaction setting.