Bard Consulting

INVESTMENT VEHICLE DUE DILIGENCE

INVESTMENT VEHICLE DUE DILIGENCE

 

Investment Vehicle Due Diligence


WHY IT MATTERS

Investor due diligence matters in real estate fund and joint ventures as the vehicles often have long terms that are difficult to unwind. Investor due diligence can mitigate risks at the outset of the investment, before problems arise.


poster-image-red-background.jpg

Bard Consulting has performed due diligence on approximately $8 billion in investor commitments in various real estate vehicle structures, property types and strategies since 2012.

WHAT WE DO

Bard Consulting has performed due diligence on approximately $8 billion in investor commitments in various real estate vehicle structures, property types, and strategies.

Investment strategy

Bard reviews the existing and projected economic and real estate conditions for the strategy.

Asset review

Bard assesses existing “seed” assets and evaluates the investment pipeline for a fund or joint venture.

Investment manager

Bard evaluates a manager’s track record; ability to source, manage, dispose, and account for assets; transparency with investors; and operational processes.

Economic terms

Bard ensures terms are at market and that the manager’s and investor’s interests are aligned. For joint ventures, we also assist clients in structuring, negotiating, and documenting deal terms as well as in reviewing the operating agreement.

Governance

Bard reviews governance provisions to ensure an investor’s interests are protected.