FOR A PROPERTY INVESTOR
Client
Investment Arms Of Insurance Companies
Products & Services
- Development Strategy & Business Planning
- Market Outlook Research
- Financial Feasibility
- Marketing & Branding Strategy
- Pre-Launch Advisory
- Socio-economic Assessment
Description of Project
Client
The client operates as the investment division within an insurance company with the core objective is to optimise returns on these funds by strategically diversifying their portfolio, encompassing bonds, equities, real estate holdings, and alternative investments.
Background
The Client has successfully secured a Development Order (DO) for a land parcel in Bukit Jambul, Penang, covering approximately 2.25 acres. This DO grants approval for a mixed-use development with a plot ratio of 5.0, encompassing healthcare, education, entrepreneurship, family services, and retail components. We have been engaged by the client to prepare a business plan for this mixed development.
Challenges & Expectations
The Client intends to create a comprehensive business plan that will serve multiple purposes, including presentations to potential investors interested in acquiring the entire project, potential joint venture partners looking to invest in the project, and as a means to substantiate bank credit assessments for loan facilities, such as bridging loans or end financing.
Our Role on the Project
Scope of Services
To create a business plan that encompasses multiple exit strategies and financial simulations and produce marketing materials.
Solutions / Outcomes Delivered
- Conducted benchmarking research to identify critical success factors and design principles for similar developments.
- Developed strategic options for wellness and non-wellness components, providing rationale and descriptions.
- Outlined various development mix options to maximize overall value.
- Formulated a conceptual business model with revenue streams for investors and sales packages for foreign buyers.
- Performed financial simulations and sensitivity tests to assess risks and funding requirements.
- Conducted Marketing & Branding Strategy, including brand messaging, positioning, website design, and marketing materials.
- Prepared a procurement strategy, including an implementation plan.
