CIVITAS CAPITAL GROUP

Transcription

1 CIVITAS CAPITAL GROUP

2 UNCOMPROMISING STANDARDS Civitas Capital Group is a professional investment partner serving the complex needs of global investors. The Civitas Capital Group family of companies offers a range of products and services for institutional investors, family offices, and qualified individuals. Through our affiliates, we offer alternative investment strategies and EB-5 funds. Our focus is on serving institutional clients and meeting their diverse investment needs. The global investment landscape is full of opportunity and risk. More than ever before, investors need a partner they can trust with professionals who are committed to understanding their individual needs and approach to investing. At Civitas, we take pride in our team of accomplished financial and cultural experts. Drawing on their deep experience in international investment, we evaluate each opportunity to determine whether it meets the unique needs of our clients. We dig deeper to identify strategies that others miss, drawing on a network of top specialists to bring our clients compelling, highquality opportunities. In all that we do, Civitas aims to be a full-service partner, building deep and lasting relationships with clients who value character and transparency. civitas [siv-i-tas; Latin kee-wi-tahs] WHAT'S IN A NAME? Firm founded in depth of the recession on the idea that international investment capital could catalyze growth in our hometown of Dallas, Texas Civitas is Latin for both "city" and "citizenship," reflecting the roots of our firm: serving our city by attracting investment from global citizens WHY CIVITAS? Firm's assets are our people, capital, and reputation The firm leverages its diversity with its creative and analytical approach to find attractive investment opportunities and investment solutions for its investors We marshal these resources to drive superior risk-adjusted returns for our investors The information provided herein is for informational purposes only. The information may include views, estimates, and information from other sources that may or may not be accurate. Nothing in this document constitutes investment advice, an offer or commitment to sell securities, a solicitation of an offer to purchase securities, or any advice or recommendations to enter into or conclude any transaction. Civitas Capital Group and its affiliates do not make any express or implied warranties or representations as to the completeness or accuracy of this information. Nothing in this document constitutes financial, legal, or tax advice. You should consult your legal counsel and tax and financial advisors prior to making any decisions or taking any action concerning the information provided in this document. Copyright 2017 Civitas Capital Group and affiliates. All rights reserved.

3 CIVITAS TODAY UNWAVERING COMMITMENT TO: CREATIVITY DIVERSITY ANALYTICAL RIGOR CLIENT SERVICE PEOPLE CAPITAL REPUTATION Based in Dallas, Texas 100 years of combined real estate investment experience Multidisciplinary team with complementary skill set Team of experts in all lodging subspecialties Multiple lodging industry recognitions and awards 50 employees from 18 different countries $1.3 billion of assets under management* 43 investments Flexibility to invest throughout the capital stack Investors include insurance companies, pension funds, private equity, family offices and individual foreign investors Zero monetary defaults in loan portfolio Marriott International's 2017 CONNECT Developer of the Year award for its consistent success working for Marriott 6 transactions recognized by Dallas Business Journal as Best Real Estate Deals Multiple Renovation of the Year awards from Hilton, IHG, and Starwood Civitas recognized as #12, #71, and #57 Fastest Growing Company in Dallas in 2014, 2015, and 2016 D CEOs 2017 Financial Executives Awards Finalist for Most Innovative Finance Team PROPERTY TYPE FINANCING TYPE BY INVESTMENTS 5% 5% 7% 3% 4% 37% 42% BY AUM 13% 25% Millions $800 $700 $600 $500 $400 $ % 80% 60% 40% 13% 31% 14% 47% 13% $200 $100 20% 42% TotaI Investments: 43 Total AUM: $1.3 billion $0 Multi Family Senior Living Office Hotels Other 0% Hotels Advisory Multi Family Senior Living Office Senior Debt Mezzanine Equity Advisory Other *AUM includes managed funds and advisory engagements. All figures as of March Past performance does not guarantee future success. Project awards are not necessarily specific to Civitas investment and are not indicative of project success. Renovations completed by Juno Development, an entity that merged with Civitas in January 2013.

4 DIFFERENTIAL ADVANTAGE ACCESS TO BELOW-MARKET CAPITAL Through our EB-5 Capital division, we provide an attractive funding component that can enhance equity investment returns and drive alpha. INTERNATIONAL EXPERTISE We serve clients from more than 30 countries and are skilled at meeting the unique needs of non-u.s. investors. UNIQUE DIFFERENTIATORS CREATIVE STRUCTURING We specialize in leveraging non-traditional tools, such as public subsidies and tax credits, to enhance investment returns. ACCESS TO OFF-MARKET TRANSACTIONS Firm's long and trusted relationships with leading developers, lenders, and investors creates consistent off-market deal flow. CORE STRENGTHS RISK MANAGEMENT AND COMPLIANCE Through a strong code of ethics and supervisory controls, we create a "culture of compliance", educating our staff with a hands-on understanding of securities industry regulations. We take a proactive approach to asset management. INSTITUTIONAL QUALITY OFFERINGS Institutional platform with integrated investment, asset management and reporting functions as well as strong financial controls and compliance oversight. All investment vehicles are audited annually by PwC. PROVEN TRACK RECORD Flexibility and experience to invest across property types, markets, and cycles. Expertise to execute and raise capital across the capital stack. SEASONED MANAGEMENT With over 150 years combined experience, we have a specialized and experienced team with complementary skill sets. DIVERSE EXPERIENCED TEAM Diversity is a core value for the firm. Our staff hails from 18 countries and speaks 17 languages. Our depth of experience across different disciplines lends both versatility and expertise to our firm.

5 OUR TEAM Civitas prides itself on its people. The firm s well-earned reputation for analytical rigor is matched only by our industry knowledge and expertise. DANIEL J. HEALY Chief Executive Officer Responsibilities: Strategic direction and general management of the firm. Investment Experience: 18 years DAVID E. PEREL President & Chief Investment Officer Responsibilities: Strategic investment management for the firm. Investment Experience: 25 years NIMESH MEHTA Managing Director & Chief Operating Officer Responsibilities: Leading and aligning the company s operations and other shared service functions with a customer-centric focus. Management Experience: 20 years ALMAZ WOLDEAB Managing Director & Chief Financial Officer Responsibilities: All financial functions including accounting, budgeting and treasury. Finance Experience: 22 years LAURIE ROBERTS Managing Director & Chief Compliance Officer Responsibilities: All securities and compliance matters for each of the Civitas Capital Group operating divisions. Compliance Experience: 22 years OLOF AKESSON Managing Director, Sales & Investor Relations Responsibilities: Investor relationship development and management. Fundraising and investor communication. Investment Experience: 16 years CAROLINE L. PEREL Managing Director Responsibilities: Lodging team lead. General management of hotel lending, investment, development and asset management functions. Investment Experience: 20 years RAFAEL ANCHIA Managing Director Responsibilities: New market development, public policy and publicprivate partnerships. Management Experience: 20 years DAVID LEE Director, Investments Responsibilities: Investment platform oversight for all of the firm s operating divisions. Investment Experience: 12 years NAJAM SYED Director, Asset Management Responsibilities: Managing project and investment performance across all divisions of the company, as well as investor reporting. Investment Experience: 15 years CLAUDIA BETANCOURT Director, Capital Markets Responsibilities: Relationship management for high net worth individuals, family offices, and institutions globally. Financial Management Experience: 15 years IRENE SHEN Director, Sales & Investor Relations Responsibilities: Business development of Alternative Investments. As well as institutional and individual client relationships. Investment Experience: 20 years

6 English 2017/08 Civitas Capital Group 1722 Routh Street Suite 800 Dallas, Texas telephone facimile civitascapital.com