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Real Estate




Alphatek Real Estate
Types of risk-return strategies:
  • Core + (current income property)
  • Value-add (existing property for renovation)
  • Opportunistic (redevelopment of existing facilities or development of new ones)
  • Special situations and distressed assets (problems in assets or capital structure, legal problems)
Types of properties:
  • Residential
  • Multifamily (in USA)
  • Commercial
Geography:
  • Russia
  • Greece
  • Spain
  • Thailand
  • USA
Investment principles:
  • Market timing
  • Asset selection
  • Value creation
Structuring by instruments:
  • Equity
  • Preferred equity
  • Debt
Our services:
  • Asset selection (search and selection of the most promising properties for creating a portfolio according to the chosen strategy)
  • Due diligence of the property
  • Transaction structuring
  • Renovation / redevelopment of an asset
  • Operational property management
  • Asset Sale
Our advantages:
  • Targeting sub-markets and assets with maximum rental yield potential and / or property value growth
  • Creating a diversified portfolio of assets to maximize risk-adjusted return based on an individual investment profile of an investor
  • Investment structuring with tax optimization
  • Full transparency of all operations, online investor’s private account and detailed reporting
  • Having our own team in targeted markets, partnership with major local developers and brokers
  • Co-investment of equity (in case of structured investments via the company)
  • Attractive structure of the MC’s commission depending on the profit of the investor
Russia Residential
Type of strategy:
  • Opportunistic
Description:
  • Creation of a portfolio of assets based on the wholesale purchase of residential real estate in selected developers' projects with a discount of 15-20% to the starting sale price with the subsequent sale of apartments at retail.
Geography of the projects:
  • Moscow
  • Moscow region
  • St. Petersburg
Yield:
  • 20-30% per annum in rubles (using leverage 50-75%)
Investment term:
  • 3 years
Structuring:
  • Creation of JV in Russia with the purchase of real estate on the company's balance
  • REIT
  • Purchase of rights to an individual
Our services:
  • Search and selection of the most promising projects for creating a portfolio
  • Due diligence of the project
  • Acquisition and structuring of investments with tax optimization
  • Retail sales and / or property management for the rental of finished facilities
Alphatek commission:
  • Acquisition fee 1%
  • Management fee 2%
  • Success fee: 25% of profit above 5% p.a. of the investor
Capital structure:
  • 10% GP (Alphatek Advisors)
  • 90% LP (Investors)
Benefits of the strategy
  • Reducing development risks due to the diversification of projects for developers and geography
  • High profitability due to a discount to the price, rising prices at the construction stage and the use of leverage
  • The possibility of renting apartments for long and short term with a professional management company
Greece Value-add Rental Apartments
Type of strategy:
  • Value-add
Description:
  • Purchase of a portfolio of apartments without repair, followed by renovation and short-term rental in order to maximize rental income and revalue properties for sale
Location:
  • Central Athens area near tourist sites and metro stations
Target properties:
  • Apartments 30-40 m² or 80-100 m² without repair area of with the possibility of division into two apartments
  • Purchase price €500-1000 / m², budget for repairs: €300 / m²
Terms:
  • Closing a deal - 1 month
  • Repair - 3 months
  • Stabilization of rental flow - 6 months
Yield (without leverage):
  • Stabilized rental investor profitability 10% net
  • Target final investor IRR: 20% +
Structuring:
  • Company
  • Individual
Minimum amount of investment:
  • €250k
Our services:
  • Search and selection of the most promising projects for creating a portfolio
  • Due diligence
  • Acquisition and structuring of investments with tax optimization
  • Rental Property Management
  • Sale
Capital structure:
  • 10% GP (Alphatek Advisors)
  • 90% LP (Investors)
Benefits of the strategy:
  • Unique time to enter - investment at the beginning of the growth stage of the real estate market in Greece
  • Economic growth and the defrosting of mortgage lending will accelerate growth of prices for residential real estate
  • Two-fold increase in tourist traffic over the past five years in the target market stimulates demand for short-term rental
  • Low prices and availability of target properties. Possibility of buying real estate in attractive areas of Attica significantly cheaper (€500-1000/m²) than the replacement cost
  • High cash return in euro 10% + when delivered via the Internet platform (after utility costs and property management fee)
  • The possibility of selling an asset with a 30-70% revaluation of invested capital after stabilization of the asset
  • The possibility of tax optimization/li>
  • The possibility of obtaining a residence permit (Golden Visa) for investors over €250k
  • Low risks of losses, diversification of the investment portfolio by exchange rate risks
  • Partnership with experienced companies in the industry, having our own local team in Greece with a successful track record to control and optimize the investment process
Greece Value-add Apart Hotels
Type of strategy:
  • Value-add
Description:
  • Purchase of buildings with the subsequent renovation and creation of apart-hotels in the central districts of Athens
Investment criteria:
  • GBA 1000-2000 m2
  • Price below the replacement cost
  • Possibility of creating 15-30 rooms for rent
Terms:
  • Closing of the deal – 3 months
  • Renovation – 9 months
  • Stabilization of rental flow – 12 months
  • Sale – depends on the market conditions
Yield (without leverage):
  • Stabilized rental investor profitability: 12% net
  • Target investor IRR: 25%+
Minimum amount of capital:
  • €1M
Structuring:
  • Company
  • Individual
Our services:
  • Search and selection of the most promising projects for creating a portfolio
  • Due diligence
  • Acquisition and structuring of investments with tax optimization
  • Property management
  • Sale
Alphatek commission:
  • Acquisition fee 3% one time
  • Property management fee 10-20% of rent
  • Success fee 25% of profit over 10% of investor’s IRR upon sale
Capital structure:
  • 10-20% GP (Alphatek Advisors) in case of structuring via company
  • 80-90% LP (Investors)
Investment theses and benefits of the strategy:
  • Higher operational management efficiency due to the concentration of the number of rooms in one place, as a result, higher cash-on-cash investor returns.
  • The ability to promote accommodation services for guests on online platforms under a single brand.
  • The acute shortage of quality hotel rooms in hotels near tourist sites in the central district of Athens.
  • The possibility of buying properties in very attractive locations much lower than replacement costs.
US Real Estate Private Equity Funds
Type of strategy:
  • Value-add, Opportunistic, Special situations and distressed assets
Description:
  • US real estate funds managed by top investment teams with a 15-year track record (DVO Real Estate, Green Hollow Capital Partners)
Доходность:
  • Rental stable profitability of the investor: 5-7% net
  • Target final investor IRR: 12-25% (depending on strategy)
Minimum investment amount:
  • €1M
Structuring:
  • Private equity real estate funds in the USA
Our services:
  • Search and selection of the most promising projects for creating a portfolio
  • Due diligence
  • Acquisition and structuring of investments with tax optimization
  • Property management
  • Sale
Alphatek commission:
  • Acquisition fee 1% one time
  • Management fee 1.5% annually
  • Success fee 25% of profit over 10% of investor’s IRR upon sale
Investment theses and benefits of the strategy:
  • The possibility of participation in GP capital on exclusive terms with the receipt of a part of the fees from LP capital
  • Partnership with major private and global institutional investors
  • Geographic diversification of investor assets
  • Downside protection for the investor (preferred return for the investor in the profit distribution structure of the project)
  • 15 year track record of managers with implemented audited IRR of more than 20%

Alphatek Advisors is an alternative investment platform

The proposed investment strategies, such as Smart Beta, Pure Alpha, P2P loan portfolio are based on years of research and development of our team, have a long track record and outstanding risk-return characteristics, and presented for the first time in the Russian market for retail clients. Our priority is to find and select the most promising and profitable strategies for creating an investment portfolio.