7/16/2024 – Huntington Beach, CA – Schelin Uldricks & Co. is pleased to announce that it has provided investment banking consulting services for a southeastern U.S. based hotel development firm. The engagement was focused on providing advice to the general partner on financial structuring, equity valuation, and syndication formation related to the development of a hotel near the entrance of a major Southeastern Conference University. Schelin Uldricks & Co. was also hired to explore debt financing options for the client.
The sponsorship group owns several sites in the southeastern United States and is in the process of moving forward on new development projects. The developer was considering recapitalizing the existing equity group in a particular hotel project and providing an exit option for the land investors before the start of vertical construction. “There are several factors to consider when valuing illiquid investments,” commented Derek Uldricks, managing partner of Schelin Uldricks & Co. “We have a deep background in real estate development and our role in the engagement was to provide guidance to the sponsor on best practices for valuing the current equity while also advising on the best ways to attract new debt and equity capital to the investment once the developer decides to go vertical.”
Schelin Uldricks & Co. provided financial underwriting, equity valuation, market analysis, financial structuring advice, sensitivity analysis, project feasibility, and a framework for facilitating the valuation of illiquid investments.
About Schelin Uldricks & Co.
Schelin Uldricks & Co. is a commercial real estate firm offering investment banking services with a focus on providing capital solutions to real estate companies and other mid-sized businesses.
Headquartered in Huntington Beach, CA, Schelin Uldricks & Co. embodies a progressive entrepreneurial culture focused on integrity, transparency, execution, and ingenuity. The founding partners bring over 35 years of collective capital markets experience in investment banking, private equity, and real estate finance. The company offers a broad array of services, including debt and equity placement, M&A, GP advisory, divestitures, and financial restructuring.
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Real Estate Risk Disclosure:
- There is no guarantee that any strategy will be successful or achieve investment objectives including, among other things, profits, distributions, tax benefits, exit strategy, etc.;
- Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
- Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
- Potential for foreclosure – All financed real estate investments have potential for foreclosure;
- Illiquidity – These assets are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
- Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
- Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits
- Stated tax benefits – Any stated tax benefits are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.