Oaktree Real Estate Opportunities Fund VII, L.P.
OAKTREE REAL ESTATE OPPORTUNITIES FUND VII, L.P.
Appendix III: Asset Management Process
DEAL TEAMS AND ASSET MANAGEMENT TEAM WORK COLLABORATIVELY WITH OUR PARTNERS TO PRO-
ACTIVELY ADD VALUE TO INVESTMENTS
●
ONBOARDING &
SETUP
• Standard onboarding templates
Set up information flow between
deal team, partners and internal
resources
• Onboard debt positions to loan
servicing software
• Data management processes
Document management system
●
• Review and approve budgets, business
plans, leases and capital projects
●
ASSET & PORTFOLIO
●
MANAGEMENT
• Lead hands-on, value-add asset
management strategies proactively
●
Collaborate with operating partners,
brokers and servicers
Highly involved in day-to-day and
strategic decisions
Analyze and report on investment and
property-level performance on a
monthly basis
Track execution of business plans and
market fundamentals
Identify opportunities and risks
●
●
●
●
EXIT &
REALIZATION
Confidential
Optimize capital structure
Execute capital markets strategy
Develop disposition strategy
Complete sale in an effort to maximize
returns
CRADLE-TO-GRAVE ASSET AND RISK MANAGEMENT
Capitalize on extensive experience in
distressed real estate loan restructuring,
bankruptcy expertise and the workout of
underperforming assets
40View entire presentation