TRECAP embeds a rigorous discipline into assessing investments and ensuring corporate financial strength to reduce risk and meet its client responsibilities.
ACQUISITION
CHECKS AND BALANCES |
ASSET MANAGEMENT
CONTROLS |
CORPORATE
UNDERPINNINGS |
- Portfolio manager selects acquisition candidates from pipeline
- Internal underwriting review
- Third party inspections, appraisals
- Title, survey, engineering, environmental
- Investment Committee Review
- Analyze due diligence
- Assess whether asset meets fund objectives
- Ensure sound investment analysis
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- Quarterly asset manager analysis
- Quarterly portfolio manager review/reporting to clients
- Annual third-party property appraisals
- Ongoing hold-sell analysis
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- Solid ownership resources
- Debt free balance sheet
- Sufficient working capital
- Succession planning in place
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