Ares US Real Estate Opportunity Fund III
We Believe Unprecedented Change Creates Opportunity
What?
Near Term Potential Opportunities
Distressed real estate loans and loan portfolio acquisitions
Structured capital infusions to bridge refinancing shortfalls
upon loan maturities
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Intermediate Term Potential Opportunities
Acquisition of projects auctioned off in bankruptcy
Acquisitions of high-quality REO assets
Recapitalization of stalled construction projects
Distressed acquisitions of high-quality hotels at deeply
discounted pricing
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Preferred equity positions to capitalize distressed and
discounted loan purchases
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High-quality, well-located office buildings that have lost co-
working and other tenants
Distressed acquisitions of failed retail centers for
repurposing or redevelopment
Confidential - Not for Publication or Distribution
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How?
Participation in failed
processes and busted
auctions
Sale / leasebacks and
other structured
investments in the
owned real estate of
operating businesses
Public-to-privates
Portfolio aggregation or
break-up to capitalize on
arbitrage opportunities
Platform creation
Selective, de-risked
development
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From Whom?
Over-leveraged asset
owners who have lost
money, interest or
control
Asset owners and
operating businesses
facing liquidity
constraints
Relationship lenders
with assets post
foreclosure
Funds at end of term
Based on Ares Real Estate Group's views as of August 31, 2020. However, the situation surrounding COVID-19 is fluid and developing rapidly. As such, our views are subject to change at any time. Forward
looking statements are not reliable indicators of future events and no guarantee or assurance is given that such activities will occur as expected or at all. Information related to any identified
opportunities does not represent an actual investment executed by AREOF III or any other Ares fund or investment vehicle and is only provided as an illustration of the type of investments that
potentially may be available. The consummation of any of these depends upon, among other things, one or more of the following: satisfactory completion of our due diligence investigation of the
prospective investments, our acceptance of the terms and structuring of such investment and the execution and delivery of satisfactory transaction documentation. There can be no assurance that any of
these investments will be consummated, perform as expected, or avoid significant losses.
ARES
• Non-natural owners
of real estate (e.g.
corporates)View entire presentation