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Investment Memorandum (Real Estate)

Investment Memorandum (Real Estate) Template for Netherlands

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Key Requirements PROMPT example:

Investment Memorandum (Real Estate)

"I need a Real Estate Investment Memorandum for a €50M logistics facility portfolio in Amsterdam, targeting institutional investors in the Netherlands, with the investment period starting March 2025 and focusing on sustainable warehouse developments."

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Document background
An Investment Memorandum (Real Estate) is a crucial document used in the Netherlands when seeking to raise capital for real estate investments from professional or institutional investors. The document must comply with Dutch financial regulations, particularly the Financial Supervision Act (Wft) and relevant EU directives. It typically includes comprehensive information about the property or portfolio, market analysis, investment strategy, financial projections, risk factors, and legal structures. The memorandum serves as the primary document for investor due diligence and decision-making, while ensuring regulatory compliance in the Dutch investment market. It's particularly important for real estate funds, property developers, and investment managers looking to structure and market their real estate investment opportunities to qualified investors.
Suggested Sections

1. Important Notice and Disclaimers: Legal disclaimers, jurisdiction restrictions, and regulatory statements

2. Executive Summary: Overview of the investment opportunity, key highlights, and main terms

3. Investment Highlights: Key attractive features of the investment opportunity and value proposition

4. Market Overview: Analysis of relevant real estate market conditions, trends, and opportunities

5. Property Description: Detailed information about the property/properties, including location, specifications, and current status

6. Investment Strategy: Detailed plan for value creation, management approach, and exit strategy

7. Financial Information: Historical financials, projections, and key performance metrics

8. Risk Factors: Comprehensive disclosure of investment risks, market risks, and other relevant risk factors

9. Management Team: Information about key personnel and their relevant experience

10. Terms of Investment: Structure of the investment, minimum investment amount, and key terms

11. Tax Considerations: Overview of relevant tax implications for investors

12. Legal and Regulatory Information: Key legal structures and regulatory compliance information

13. Subscription Process: Instructions and requirements for participating in the investment

Optional Sections

1. Environmental Impact Assessment: Detailed environmental analysis when the property has significant environmental considerations

2. Development Plans: Included when the property requires significant development or renovation

3. Tenant Overview: Detailed analysis of existing tenants when the property is currently leased

4. Track Record: Previous performance of similar investments when available

5. Currency Considerations: Include when targeting international investors

6. Co-Investment Structure: When offering includes co-investment opportunities

7. Financing Structure: Detailed when external financing is part of the investment structure

Suggested Schedules

1. Detailed Financial Projections: Comprehensive financial models and assumptions

2. Property Valuation Report: Independent valuation report from qualified valuers

3. Technical Due Diligence Report: Detailed property condition assessment

4. Legal Due Diligence Report: Summary of legal review findings

5. Market Research Report: Detailed market analysis and research data

6. Property Photos and Plans: Visual documentation of the property

7. Subscription Documents: Forms and documents required for investment subscription

8. Corporate Structure Chart: Visual representation of investment vehicle structure

9. Service Providers: List of key professional advisors and service providers

10. Historical Financial Statements: Past financial performance documentation if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions
Clauses






























Relevant Industries

Real Estate

Commercial Property

Residential Property

Industrial Property

Retail Property

Logistics

Healthcare Real Estate

Student Housing

Office Space

Mixed-Use Development

Hospitality

Data Centers

Sustainable Buildings

Urban Development

Property Development

Relevant Teams

Legal

Investment

Real Estate

Finance

Compliance

Risk Management

Asset Management

Development

Investment Relations

Due Diligence

Capital Markets

Portfolio Management

Transaction Advisory

Property Management

Relevant Roles

Investment Manager

Real Estate Fund Manager

Asset Manager

Property Developer

Legal Counsel

Investment Analyst

Financial Director

Portfolio Manager

Compliance Officer

Risk Manager

Chief Investment Officer

Real Estate Acquisitions Manager

Investment Relations Manager

Chief Financial Officer

Development Director

Transaction Manager

Industries










Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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