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Investment Memorandum (Real Estate)

Investment Memorandum (Real Estate) Template for Ireland

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Key Requirements PROMPT example:

Investment Memorandum (Real Estate)

"I need an Investment Memorandum (Real Estate) for a €50M mixed-use development project in Dublin, targeting institutional investors across the EU, with the first closing planned for March 2025 and including detailed sustainability compliance sections."

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Document background
An Investment Memorandum (Real Estate) is a crucial document used when presenting real estate investment opportunities to potential investors in Ireland. It serves as the primary offering document that provides comprehensive information about the investment proposition, property details, market analysis, financial projections, and risk factors. The document must comply with Irish legal and regulatory requirements, including the Investment Intermediaries Act 1995, MiFID II regulations, and relevant Central Bank of Ireland guidelines. It is typically used for commercial real estate investments, property fund launches, or significant real estate development projects where capital raising is required. The memorandum must provide sufficient detail for investors to make an informed investment decision while adhering to Irish disclosure requirements and investor protection regulations.
Suggested Sections

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

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

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

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

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

6. Investment Strategy: Detailed explanation of the investment approach, management strategy, and exit plans

7. Financial Information: Financial projections, historical performance if applicable, and key financial metrics

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, fees, and distribution waterfall

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

12. Regulatory and Legal Matters: Key legal and regulatory information affecting the investment

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

Optional Sections

1. Environmental Impact Assessment: Required when the property has significant environmental considerations or certifications

2. Development Plans: Included when the property requires development or significant renovation

3. Tenant Information: Required when the property has existing tenants or pre-leasing arrangements

4. Co-Investment Structure: Included when there are co-investment opportunities or multiple investment tiers

5. Currency Hedging Strategy: Required when the investment involves multiple currencies or international investors

6. Planning Permission Status: Included when relevant planning permissions are material to the investment

7. Property Management Strategy: Required when specific property management arrangements are material to the investment

Suggested Schedules

1. Schedule 1 - Detailed Financial Projections: Comprehensive financial models and assumptions

2. Schedule 2 - Property Documents: Title documents, surveys, and property-specific legal documentation

3. Schedule 3 - Due Diligence Reports: Technical, legal, and financial due diligence findings

4. Schedule 4 - Market Research Reports: Detailed market analysis and research reports

5. Schedule 5 - Subscription Documents: Investment subscription forms and KYC requirements

6. Schedule 6 - Property Photos and Plans: Visual documentation of the property and architectural plans

7. Schedule 7 - Professional Reports: Valuation reports, building surveys, and other professional assessments

8. Schedule 8 - Corporate Structure Charts: Diagrams showing the investment vehicle and ownership structure

9. Appendix A - Definitions and Glossary: Detailed definitions of terms used in the memorandum

10. Appendix B - Management CVs: Detailed biographical information about key team members

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 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

Commercial Real Estate

Residential Real Estate

Industrial Property

Retail Property

Office Space

Mixed-Use Development

Logistics and Warehousing

Healthcare Property

Student Accommodation

Hotel and Hospitality

Data Centers

Senior Living

Relevant Teams

Legal

Investment

Finance

Compliance

Risk Management

Asset Management

Property Management

Development

Investor Relations

Due Diligence

Transaction Management

Portfolio Management

Relevant Roles

Investment Director

Real Estate Fund Manager

Legal Counsel

Chief Investment Officer

Property Manager

Investment Analyst

Financial Controller

Compliance Officer

Risk Manager

Asset Manager

Portfolio Manager

Development Director

Transaction Manager

Investment Relations Manager

Chief Financial Officer

Due Diligence Manager

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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