1. Global Real Estate: Transaction Tools Chapter 7: Compiling Transaction Data for Decision Making

2. In This Chapter 6-step transaction preparation process Helping clients and customers make informed decisions Page 114

3. Six-Step Preparation Process 1.Develop a client profile 2.Convert area and currency 3.Determine investment objectives 4.Determine purchase motivations 5.Assemble a team 6.Identify local market offerings Page 115

4. 1. Client Profile Name and contact information Nationality and citizenship Residency status Tax home Occupation and employer Family information Experience and knowledge Cultural considerations Page 115

5. 2. Currency and Area Convert currency Convert area measurements – Square meters, centimeters, hectares? – Remember 10.7639 Page 116

6. 3. Investment Objectives Type and size of property Price range Location Financing Cash? Holding period Financial targets: Conc, NOI Page 116-117

7. 4. Motivations Lack of investment opportunities Protect capital Diversification Cash flow and profits Value appreciation Establish residency Business expansion Vacation, retirement Protect family interests, safety Prestige Page 117-118

8. 5. Assemble a Team Who should be part of your team? – Legal – Tax – Financial – Immigration – Other? Page 118-119

9. 6. What Can Your Market Offer? Market Profile – Viewed from a global perspective – Country Assessment Model Property Profiles Page 119-120

10. Wrap Up Thank you! Page 120