Sell-Side Transaction Management
Property Divestment & Disposal
We specialise in the sale of hotels, resorts and commercial real estate, especially those coming out of complex ownership or financing situations. we proceed in a structured manner, tailoring our service offering to each client’s property or portfolio:
Comprehensive Analysis of the subject property’s situation, including market and locational analysis, along with the existing financing structure, to determine the best transaction strategy.
Preliminary Valuation Analysis, running scenario and sensitivity analysis to key market guided variables & assumptions, including re-development or refurbishment using a residual valuation approach.
Preparation of the property analysis, due diligence & documentation for our secure Data Room, and implementation of optimisation measures prior to sale.
Project Management of the sales process, utilising either a targeted marketing campaign in a structured bidding process, or through our off-market route to vetted international investors. we ensure maximum transaction security and value maximisation through to completion of the sale.
Assist the seller during Sales Negotiations and Closing
Strategy & Advisory
matheson valuation can support you across all areas of real estate and its financing; our diverse experience has given us a deep insight into the Caribbean hotel and commercial real estate financing sector, with our experience gained from working out distressed real estate and non-performing loans.
We develop individual strategies to enhance and stabilise the value of your hotel or commercial property. We’ll work closely with you and take account of project-specific peculiarities, along with current market developments and trends. From acquisition and asset management to the sale of your property investment, we support you in choosing the optimal disposal strategy.
matheson valuation then combine the agreed strategy, along with your stated goals and required outcomes, with our real estate investment & development knowledge, to implement through to a successful completion of the agreed strategic vision.
Transaction Advisory
Success in the sale of hotels and commercial property depends greatly on Transaction Management; once matheson valuation has helped identify the optimal sales strategy, then we persistently drive the transaction forward, and through all the way to completion.
We analyse the strengths and weaknesses of your hotel, or commercial property assets, to find the appropriate transaction strategy for your property. During this process, we search for value creation potential to realise prior to the sale, to optimise the final sales price.
We also advise on the structuring of real estate portfolios, so that you can go to market with a homogeneous product and all the necessary documentation in place.
Choosing Brokers
matheson valuation want to help you select and manage the right route to market for your investment product. If an open marketing route through brokers is selected, however, it is crucial to not only look for a broker who has a broad local network. We know from experience who within the region, or outwith the Caribbean, has the respective product knowledge, market exposure and contacts to the target pool of potential investors, be they locally based or international. We know who has excellent knowledge of their respective markets, and who has demonstrated the will to reach a successful sale. During marketing, we monitor the progress of activities, follow up on them and keep you up to date with regular reporting.
Bidder Selection
In addition to the price being offered, a variety of other factors play a critical role in selecting the right buyer. matheson valuation investigates this for you, by taking into account the reputation of the buyer within the region, and by utilising an Enhanced Due Diligence to fully vet purchasers prior to accepting formal offers. Completing KYC and AML measures prior to transacting on real estate have become a critical part of successfully completing the sale of any investment property in the Caribbean.
We verify the security of the purchase payment by checking the source of funds & confirming financing is in place and fully committed when recommending a purchase offer.
The decision on the type of sale process, for example a structured bidding process, has a major influence on a successful closing and the achievable purchase price. Consequently, it is often advisable to discuss the suitability and background of a bidder in a personal meeting or interview. We will guide you & represent your interests throughout this process if required.
Due Diligence
In cooperation with you, we will discuss our Client’s objectives and analyse and look to understand your existing real estate portfolio and business or investment strategy. We then concentrate our Due Diligence advisory services on the following areas:
Commercial & Financial
Technical
Legal
Tax & Structuring
Depending on the complexity of the transaction, we will engage with the appropriately positioned external service providers for you. matheson valuation has built up a panel of expert advisors that we’ve vetted, and who’ve proven themselves to have both the required technical knowledge and competence, and ability to deliver this in a timely, efficient & professional manner. Our selected advisors are experts in their respective field, and most importantly for the Caribbean, the jurisdiction the property is located in. They will also have demonstrated their level of professionalism and commitment to see the transaction through to successful closing. subsequently their technical, legal and fiscal expertise is then combined, analysed and evaluated on a project-by-project basis.
Above all else, profit is made at acquisition, but the sales process also has substantial influence on the success of your investment. If the sales process is well organised and the prospective buyer is managed prudently, fewer potential risks or liabilities are created.
as a result, the likelihood of future failure of negotiations or price reductions can be reduced. From the coordination and assembly of the comprehensive secure Data Room, to regular Red-Flag calls, we will guide your sale to a successful completion.