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Investment Memorandum (Real Estate)

Investment Memorandum (Real Estate) Template for Switzerland

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Key Requirements PROMPT example:

Investment Memorandum (Real Estate)

"I need a Real Estate Investment Memorandum for a CHF 50M grade-A office building in Zurich's financial district, targeting institutional investors, with completion planned for March 2025; document must include detailed ESG compliance sections and special considerations for pension fund investors."

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Document background
An Investment Memorandum (Real Estate) is a crucial document used in Swiss real estate transactions to present investment opportunities to potential investors. It serves as the primary marketing and disclosure document for real estate investments, whether for single properties or property portfolios. The document must comply with Swiss financial market regulations, including FinSA and FINMA requirements, while addressing specific considerations under Swiss property law. It is typically used when seeking to raise capital from qualified investors, institutional investors, or other eligible investors under Swiss law. The memorandum includes comprehensive information about the property, market analysis, financial projections, risk factors, and investment terms, while ensuring compliance with Swiss disclosure requirements and investor protection regulations. Special consideration is given to Swiss-specific elements such as Lex Koller restrictions and cantonal property regulations.
Suggested Sections

1. Important Notice and Disclaimer: Legal disclaimers, regulatory statements, and information about the confidential nature of the document

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

3. Investment Highlights: Key selling points and unique features of the investment opportunity

4. Market Overview: Analysis of the Swiss real estate market, relevant sector analysis, and market trends

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

6. Investment Strategy: Detailed explanation of the investment approach, objectives, and implementation plan

7. Financial Information: Financial projections, historical performance if applicable, capital structure, and expected returns

8. Risk Factors: Comprehensive disclosure of all material risks associated with the investment

9. Management Team: Information about key personnel, their experience, and track record

10. Investment Terms: Detailed terms of the investment, including minimum investment, fee structure, and exit mechanisms

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

12. Legal and Regulatory Framework: Summary of applicable laws and regulations affecting the investment

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

Optional Sections

1. Environmental Assessment: Detailed environmental analysis and certifications, included when the property has significant environmental features or concerns

2. Development Plans: Information about planned renovations or developments, included when property improvements are planned

3. Tenant Overview: Analysis of existing tenants and lease agreements, included for properties with significant tenant presence

4. Foreign Investment Considerations: Special section on Lex Koller and other foreign investment restrictions, included when targeting international investors

5. Currency Considerations: Information about currency risks and hedging strategies, included when targeting international investors

6. Co-Investment Structure: Details about co-investment opportunities and structures, included when applicable

7. Exit Strategy: Detailed analysis of potential exit routes, included when specific exit strategies are already identified

Suggested Schedules

1. Property Details: Detailed technical specifications, floor plans, and property photographs

2. Financial Projections: Detailed financial models and assumptions

3. Market Research Reports: Third-party market analysis and research reports

4. Legal Documentation: Key legal documents including property titles and permits

5. Due Diligence Reports: Technical, legal, and financial due diligence reports

6. Valuation Reports: Independent property valuation reports

7. Management CVs: Detailed biographies of key team members

8. Subscription Documents: Investment subscription forms and KYC requirements

9. Tax Opinion: Detailed tax analysis from qualified advisors

10. Property Management Agreement: Terms of property management 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

Investment Management

Financial Services

Property Development

Asset Management

Banking

Insurance

Pension Funds

Construction

Property Management

Professional Services

Relevant Teams

Legal

Compliance

Investment Management

Real Estate

Asset Management

Risk Management

Finance

Tax

Due Diligence

Investor Relations

Property Management

Portfolio Management

Acquisitions

Valuations

Relevant Roles

Chief Investment Officer

Real Estate Fund Manager

Investment Director

Asset Manager

Property Manager

Investment Analyst

Legal Counsel

Compliance Officer

Risk Manager

Chief Financial Officer

Investment Committee Member

Portfolio Manager

Acquisitions Manager

Director of Real Estate

Investment Relations Manager

Due Diligence Manager

Financial Controller

Tax Manager

Property Valuation Specialist

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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