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The 2011 Equity Providers Survey
Equity Questions
Dear Equity Provider,
Commercial Property Executive and Multi-Housing News are pleased to welcome you to our 2011 Equity Providers Survey. We welcome participation from companies involved in providing and raising equity, whether directly or through commingled funds. It is our goal to gain insight into how the industry is working cohesively in these changing times.
The index of companies and associated editorial materials will be featured in the January issues of our magazines. Please provide as much information as you can, as it will help us best represent your company in the ranking.
The deadline for this survey is Friday, October 28, 2011. The link to the survey will become inactive at that time, so please contact us at least three business days prior to the deadline if an extension is needed.
If you have questions or need more information, do not hesitate to contact Michael Ratliff at 212-977-0041 x3407 or mratliff@cpexecutive.com. We appreciate your participation and look forward to receiving your submission.
Sincerely,
Michael Ratliff
Associate Editor
1.
Company Name
2.
Survey Contact Person
Name:
Company:
Email Address:
Phone Number:
3.
What was the total volume (USD) provided by your company as an investment partner in commercial real estate in fiscal year 2010?
4.
What was the total volume (USD) provided by your company as an investment partner in commercial real estate in the first two quarters of 2011?
5.
What percentage of your investment in commercial real estate during FY2010 through 2Q11 was in each of the following areas:
Joint venture (%)
Preferred equity (%)
Limited partner (%)
Mezzanine financing (%)
Participating mortgage (%)
Junior debt (%)
6.
Please enter the amount (USD) of equity provided for the following in the FY2010 through 2Q11 time period:
Equity for acquisition activity
Equity for development activity
Equity for redevelopment activity
Equity for other activity (please describe)
7.
What percentage of your company's equity was provided for assets in the following regions during the FY2010 through 2Q11 time period.
EAST (Connecticut, Delaware, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, Washington, D.C., West Virginia)
MIDWEST (Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, Wisconsin)
SOUTH (Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, Oklahoma, Tennessee, Texas)
WEST (Alaska, Arizona, California, Colorado, Hawaii, Idaho, Montana, Nevada, New Mexico, Oregon, Utah, Washington, Wyoming)
8.
What amount of equity (USD) was invested in the following property types during the FY2010 through 2Q11 time period?
Multi-Family
Office
Retail
Industrial
Hospitality
Healthcare
Student Housing
Land
Other (Please describe)
9.
On average, what percentage of equity was required in order to be able to qualify for a construction loan, per property type for the FY2010 through 2Q11 time period?
Multi-Family
Office
Retail
Industrial
Hospitality
Healthcare
Student Housing
Land
Other (Please describe)
10.
What percentage of your investment in commercial real estate during FY2010 through 2Q11 was through:
Direct investment (%)
An investment advisor (%)
Commingled funds (%)
Separate accounts (%)
11.
What amount of equity does your firm plan to invest over the next six months?
About the same as what was invested over the last two quarters.
More than what was invested over the last two quarters.
Less than what was invested over the last two quarters.
12.
How much private equity direct-investment capital has your firmed raised for FY2010 through 2Q11?
13.
What percentage of the investment capital that you have raised in the FY2010 through 2Q211 time period has been committed to date?
14.
Please provide a breakdown of funds (active in the last six quarters) by strategy.
Number of Core funds (low risk)
Number of Core Plus funds (combination low and high risk)
Number of Value Added funds (potential for enhancement)
Number of Opportunistic funds (high risk, potential high return)
Number of Distressed funds (foreclosed on or at-risk properties)
Number of Middle Market funds
Number of "Other" funds (please describe)
15.
What are the return requirements (internal rated percentage) for funds by strategy?
If there are multiple funds per strategy, please list each return requirement separated by a semicolon.
Core fund capital target
Core Plus fund capital target
Value Added fund capital target
Opportunistic fund capital target
Distressed fund capital target
Middle Market fund capital target
"Other" fund capital target (please describe)
16.
What amount of private equity real estate does your firm anticipate on raising in your next fund?
About the same as what was provided in our last fund.
More than what was provided in our last fund.
Less than what was provided in our last fund.
