Ares US Real Estate Opportunity Fund III slide image

Ares US Real Estate Opportunity Fund III

Tropical Logistics Park, Las Vegas, NV - Closed Development of up to 1.3MM SF of bulk distribution industrial product in an infill Las Vegas submarket Acquisition Date: Location: Gross Capitalization: (¹) Equity Committed:(2) Capital Value: Investment Theme: Key Metrics Feb-2020 Las Vegas, NV $151 million $35 million $96 PSF Industrial development in strong MSA ■ ■ Investment Summary and Rationale Investment in the development of up to ~1.3MM SF of bulk distribution/warehouse space with freeway frontage along the 1-15 Freeway in Las Vegas, NV Opportunity to develop industrial product in an infill Las Vegas industrial submarket with limited land availability Aim to capitalize on robust supply/demand fundamentals both in the local market and across the southwestern region of the United States Value Drivers Strong Las Vegas market The Las Vegas industrial market has seen 8%+ average rent growth over the past five years and sits at 4.2% vacancy* - Market occupancy is driven by business-friendly climate, no corporate income tax, strong labor pool and proximity to the ports of Los Angeles and Long Beach for regional distribution Complex land assemblage The land site constituted 18 different parcels owned by 13 separate land owners Sponsor assembled the land over 24 months at below-market pricing, contributed to the JV at cost Construction risk mitigation Ares negotiated a preferred position in the undeveloped land with the right to force and control a land sale should we elect not to go vertical JV agreement shifts cost overrun and guaranty risk from Ares to Sponsor Experienced sponsor with deep Las Vegas knowledge The Sponsor owns over 17MM SF of industrial in the Western U.S., including 3MM SF+ in Las Vegas. Investment Status Closed in February 2020 Executed LOI for full build to suit of one million square foot bulk distribution facility to a major corporate user Construction scheduled to commence in fall 2020 ARES As of June 30, 2020 unless otherwise noted. Please refer to the endnotes on page 64. *CoStar, Q1 2020. Confidential - Not for Publication or Distribution 40
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