Fairness Opinions

Chadwick Saylor has extensive experience providing fairness opinions to institutional real estate owners including pension funds, insurance companies, hedge funds, real estate investment trusts and commingled fund managers.

These assignments typically include issues such as valuation, investment structure and conflict resolution. Assignments have included efforts such as detailed due diligence and valuation analysis based on the relevant assets, portfolios or entities.

Sample assignments include the rendering of an opinion to:

  • An insurance company that was conducting a sale-leaseback transaction between four related entities, involving multiple west coast office buildings.
  • An institutional investor fund whose manager was evaluating strategic alternatives for distressed properties where the fund represented both the debt and equity holders.
  • An opportunity fund whose manager was allocating ownership interests to the original equity investors of distressed properties after restructuring debt and equity interests as a work-out solution.
 
Advisory Services