Ares US Real Estate Opportunity Fund III slide image

Ares US Real Estate Opportunity Fund III

Eldorado Springs Gaylord Rockies Convention Center (Realized) Development of a 1,500-key hotel with 415,000 square feet of meeting space outside of Denver, CO 6 Genesee green 170 Golden Superior Indian Hills 128 58 Morrison 470 70 de (287) 285 Broomfield COPEN E Arvada 70 Lakewood E U LI Westminster M n THE LE TE BE Thornton 76 2 Denver Littleton E Englewood Commerce City Henderson 70 Confidential - Not for Publication or Distribution 76 Rocky Mountain Arsenal National... Aurora 225 Denver International Airport W Investment Date: Location: Investment Theme: ■ ■ ■ ■ Key Meetings Location with Excellent Access ■ ■ Technology Disruption of Space Utilization ■ Key Metrics Dec-2015 Equity Committed:(10) Denver, CO Realized Gross IRR/EM:(2) Development of Convention Center Hotel Investment Rationale & Key Drivers of Return Attractive Public Incentive Package Mitigated Risk Acquired the land for nominal consideration Secured city and state tax rebates for 25-30 years, which effectively reduced Ares' basis in the project by 35-40% ■ Favorable Basis Through Structuring Strong Sponsor Track Record and Repeat Ares Partner 53 Situated proximate to a major CBD and the Denver International Airport Offers a desirable alternative to Las Vegas in a year-round climate Ares and its development partner, RIDA Development Corporation, have together developed three convention center hotels totaling 3,300 rooms Closed into GMP, construction loan, and groundbreaking Investment Outcome ■ Delivered the project on time and on budget in Q4 2018 ■ Pre-sold over one million room nights during construction In Q4 2018, shortly after opening, Ares sold its interest to its joint venture partners for a gross purchase price of $1.275 billion, generating a 44% gross IRR and 2.4x gross EM (2) Past performance is not indicative of future results. For return information for Gaylord, inclusive of Highpoint Land, please refer to page 58 for the full AREOF Il track record. Please refer to notes on page 50 and endnotes starting on page 65. $112.5 million 44% / 2.4x ARES
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