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REAL ESTATE & CONSTRUCTION CREDENTIALS - SOUTH AFRICA GLOBAL FOOTPRINT……………………....……02 GLOBAL REAL ESTATE AND CONSTRUCTION TEAM……..…………….……………………..……..04 GLOBAL CLIENTS ……….……………………....06 SOUTH AFRICAN FOOTPRINT……………..…11 SOUTH AFRICAN REAL ESTATE AND CONTENTS CONSTRUCTION TEAM…….…..…....……..13 SOUTH AFRICAN CLIENTS………………………21 GLOBAL FOOTPRINT 02 OUR GLOBAL REAL ESTATE AND CONSTRUCTION TEAM 04 THE GLOBAL REAL ESTATE & CONSTRUCTION TEAM Russell Field Partner, Head of Global Real Estate & Construction T: +44 1293 591 000 E: [email protected] Gatwick Epsom, UK Brian Bader Ian Shapiro Jameson Bouffard Partner, Partner, Partner/Principal/S Assurance Head of VP, A&A Construction T: (212) 885-8000 E: [email protected] T: (416) 865-0200 E: [email protected] Miami, Florida, USA E: [email protected] New York, USA Toronto Centre, Canada Andres Reith Karsten Paetzmann Arjan Endhoven Partner Partner Partner T: +61 292 409 932 T: +49 30 885 7220 T: +31 2054 32121 E: [email protected] E: [email protected] E: [email protected] Sydney, Australia Germany Amstelveen, Netherlands Paul Badrick Alexandre Amper Shahar Ziv Partner,Audit, Head Real Estate Managing Partner Head of Public M&A and Advisory Practice & Listed T: +27 10 590 7200 T: +41444443481 T: +972 77 778 4100 E: [email protected] E: [email protected] E: [email protected] Johannesburg, South Africa Zurich, Switzerland Israel 05 GLOBAL CLIENTS 06 EXPERIENCE WITH REC ACADIA REALTY TRUST FORTUNE REIT SPRING ASSETS REIT Assurance & Tax | United States Internal Audit | Hong Kong Internal Audit | Hong Kong ALBIRANA PROPERTIES SOCIMI, S.A. IMPACT HEALTH CARE REIT PLC SUMMIT HEALTHCARE REIT Audit | Spain Audit | United Kingdom Advisory | United States ALLIED PROPERTIES REIT LXI REIT SUNTEC REIT Audit | United States Audit | United Kingdom Internal controls | Singapore ASCENDAS REIT NATIONAL HEALTH INVESTORS INC. TRUE NORTH COMMERCIAL REIT Internal controls | Singapore Audit | United States Advisory | United States AVIV REIT NEW RIVER REIT TRIPLE POINT SOCIAL HOUSING Advisory | United States Tax | United Kingdom REIT Audit | United Kingdom CITY OFFICE REIT RDI REIT Advisory | United States Tax | United Kingdom TRITAX BIGBOX REIT PLC Audit | United Kingdom EMPIRIC STUDENT PROPERTY PLC STUDENT PROPERTIES SPAIN Audit | United Kingdom SOCIMI VIVIA INDUSTRIAL TRUST Outsourcing | Spain Internal controls | Singapore EUROPEAN REAL ESTATE INVESTMENT TRUST SECURE INCOME REIT YTL PACIFIC STAR REIT Audit | United States Audit | United Kingdom MANAGEMENT LTD. Advisory | United States FAR EAST HOSPITALITY TRUST Internal Audit | Singapore “BDO UK acted as tax adviser and reporting accountant on the prospectus for the admission of ordinary shares in Tritax Big Box REIT plc to the Specialist Fund Market of the London Stock Exchange and to the Channel Islands Stock Exchange. They provided invaluable advice on a number of tax and reporting issues, were always responsive, and integrated well with the various advisers throughout the process. It was a pleasure to work with them”. TRITAX Group 07 ACCIONA REAL ESTATE ION DEVELOPMENT SANCHOON GROUP Audit | Spain Advisory | Belgium Audit | Singapore AMERICAN COMMUNITY KTW DEVELOPMENT LLC SELLAR PROPERTIES DEVELOPERS Advisory | Georgia Audit | United Kingdom Assurance | United States LXB RETAIL PROPERTIES TECTA AMERICA CORP BATTERSEA POWER Audit | United Kingdom Audit | United States STATION DEVELOPMENT Accounting | United MAZAYA HOLDINGS TEFKEN CONSTRUCTION Kingdom Audit | Turkey Audit & Tax | Turkey CROWN WEST REALTY MCLAREN TOPLAND Audit & tax | United States Audit | United Kingdom Audit | UK, Germany, Luxemburg FCC REAL ESTATE MOURY CONSTRUCT Advisory | Spain Advisory | Belgium WYNDHAM GROUP Tax advisory | China HEXACON CONSTRUCTION PIXEL PROPERTIES LLC Audit | Singapore Valuations | Georgia HUANG PROPERTIES PRIME DEVELOPMENT Audit | Singapore Audit | Turkey INTERVEST OFFICES & RAKEEN UPTOWN WAREHOUSES DEVELOPMENT LLC Advisory | Belgium Valuations | Georgia Our professionals possess deep experience working with developers and builders, and leverage that experience to provide unique insight into the market conditions around the globe. 08 AMEY G & M HOLDINGS LTD P3 SPAIN LOGISTIC PARKS Tax Advisory | United Due Diligence | Hong Kong SOCIMI, S.A. Kingdom Audit & advisory | Spain JOHN LAING & CUBIC ARDMORE Audit & Tax | USA, Canada PERNIX GROUP CONSTRUCTION Audit | United States Advisory | United IRET DEVELOPMENT Kingdom Advisory | Belgium SCHOOL INVEST Financial Advisory | ASSIGNIA MCC LAND GROUP Belgium INFRAESTRUCTURA Audit | Singapore Audit | Spain SIR ROBERT MCALPINE M&L HOLDINGS GROUP LTD Accounting & Advisory | BALFOUR BEATTY Due Diligence | Hong Kong United Kingdom Advisory | United METRO CITY PROJECT Kingdom TDP/VIA INVEST Valuations | Georgia Advisory | Belgium BAM PPP CONSORTIUM MITIE Advisory | Belgium VINCI/DAIMLER JV Audit | United Kingdom Due Diligence | Belgium BORJOMI HILLS PROJECT ODEBRECHT ENGINEERING Advisory | Georgia ZABRA REAL ESTATE AND CONSTRUCTION Advisory | Belgium FERROVIAL Audit and assurance | Brazil, Advisory | United Dominican Republic, Angola, Kingdom Venezuela BDO’s assurance, tax and advisory teams work with clients from both the private and public sector to deliver infrastructure projects across a number of key sectors, including health, housing, education, waste and renewables, transport, leisure, emergency services, education, water and defence. 09 AMERICA’S HOME PLACE INLAND HOMES SINO HARBOUR United States Audit | United Kingdom PROPERTY GROUP LTD. Due Diligence | Hong ARDMORE CONSTRUCTION JIAYUAN INTERNATIONAL Kong United Kingdom GROUP LTD. Due Diligence | Hong SKANSKA ASIA PACIFIC INVESTMENT Kong Audit | United Kingdom PARTNERS LTD. Advisory | Hong Kong JIGSAW HOMES TOP GLOBAL Audit | United Kingdom Internal Audit | ALBERT POON (SUI Singapore CHEONG) KEPPEL THAI PROPERTIES Valuations | Hong Kong PUBLIC COMPANY LTD. TUENBO COMPANY LTD. Due Diligence | Hong Valuations | Hong Kong BRT APARTMENTS Kong CORPORATION URBAN & CIVIC United States MANHATTAN LOFT Audit | United Kingdom CORPORATION CASEY GROUP Audit | United Kingdom VANDERBILT HOMES United Kingdom Audit | United Kingdom MITCHELL HOMES GALLIARD HOMES United States WILMOTT DIXON Audit | United Kingdom Audit | United Kingdom ONLY APARTMENTS HAYA REAL ESTATE Audit & Assurance | ZALL DEVELOPMENT Advisory & Legal | Spain Spain GROUP LTD. Due Diligence | Hong HOMES BY TOWNE ORION DEVELOPMENT Kong Unites States Audit | United Kingdom We work with housebuilders and developers of residential property throughout the build and development process; providing financial advice from site acquisition and planning through to construction, development and sales. Our insight from working with private residential developers is complemented by our services to social housing providers and contractors providing us with knowledge across the full spectrum of homes delivery. We deliver financial and business advisory expertise across assurance, tax, risk management, corporate finance, forensic and CIS services. 10 SOUTH AFRICAN FOOTPRINT 11 “We are serious about sustainability and offering a credible alternative in this market.” ~ Mark Stewart Chief Executive Officer 12 SOUTH AFRICAN REAL ESTATE AND CONSTRUCTION TEAM 13 THE SOUTH AFRICAN REAL ESTATE AND CONSTRUCTION (REC) TEAM PAUL BADRICK HEAD OF REAL ESTATE AND CONSTRUCTION RICHARD WALKER BRADLEY JACKSON LOUIS VAN MANEN HEAD OF REC-ADVISORY HEAD OF REC-ASSURANCE HEAD OF REC-TAX VANESSA DE VINCENT TARANEH HAPPYMORE CRAIG CATHERINE VILLIERS NGOBESE RAHIMAN MUTIWASEKWA KILLIAN TILLARD ASSURANCE ASSURANCE ASSURANCE ASSURANCE ASSURANCE ASSURANCE PARTNER-REC PARTNER-REC PARTNER-REC PARTNER-REC PARTNER-REC PARTNER-REC 14 INTRODUCING OUR TEAM PAUL BADRICK RICHARD WALKER HEAD OF REAL ESTATE AND CONSTRUCTION HEAD OF REC-ADVISORY Professional qualifications / Professional qualifications / affiliations affiliations Chartered Accountant of Certified Internal Auditor South Africa | Independent (CIA), Certification in Control Regulatory Board for Auditors Self - Assessment (CCSA) (IRBA) | JSE Registered Auditor Experience and skills Experience and skills Paul studied at the University of Cape Town and he Richard has over 20 years’ experience in internal audit and qualified as a Chartered Accountant in 1989. risk management, governance and SOX consulting. He is currently the lead Director on majority of our Internal After various positions in commerce and at PWC, he Audit REC clients. He is a thought leader in internal audit joined our firm as a partner in 2006. Since then, he has and risk management and has had a number of articles held many leadership positions within the preceding published on these topics. Richard has extensive firm, and is currently a member of the Executive experience in advising large, high growth and dynamic Committee and is the Head of Public Practice and Listed organisations on improvements in governance, risk Companies. management and combined assurance frameworks. He specialises in control environment evaluation, both design Many of Paul’s clients are listed on the Johannesburg and effectiveness, and advises on the implementation/ Stock Exchange and while he has a broad range of consideration of strategy and operating models and the experience in the financial services, advertising, media impact on the control environment. and technology sectors, his speciality is property REITS. Sector experience Paul is currently the sector head for Real Estate and He works across multiple sectors covering financial Construction
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  • Urban Logistics REIT

    Urban Logistics REIT

    Urban Logistics REIT Real estate | Initiation note | 10 August 2021 Shed load of growth to come Sector Property – UK Logistics Urban Logistics REIT (SHED) is pressing ahead with its ambitious Ticker SHED LN growth strategy, having raised £108.3m in a placing of shares in July Base currency GBP 2021. This is the third successful capital raise it has made during the Price 176.0p pandemic (totalling £336.7m), highlighting the strength and resilience of NAV 150.0p its investment proposition. SHED is the only listed company focused Premium/(discount) 17.3% solely on the urban logistics sub-sector, which is benefitting from a Yield 4.3% surge in demand for space from e-commerce operators, as online retailing rates accelerate and are faced with a chronic lack of supply of property. SHED’s manager, led by Richard Moffitt, has an active asset management approach whereby it can impact the portfolio’s value through lease re-gears (beneficial renegotiations of leases for existing Ambitious growth plans in tenants) and new lettings, meaning it is less reliant on market structurally favoured urban conditions. The majority of SHED’s assets are acquired off-market logistics sub-sector (sourced through contacts rather than through formal bidding processes), which is testament to the manager’s reputation and skillset – especially with the logistics investment market being so hot right now. The company has reached a size that justifies a move from the AIM market to a premium listing on the main market of the London Stock Exchange, which should happen in the near future and increase liquidity Manager’s focus on asset in its shares.