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Investment Memorandum (Real Estate)

Investment Memorandum (Real Estate) Template for Indonesia

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Key Requirements PROMPT example:

Investment Memorandum (Real Estate)

"I need a Real Estate Investment Memorandum for a mixed-use development project in Jakarta, targeting foreign institutional investors with a minimum investment of USD 5 million, with the investment period starting in March 2025."

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Document background
The Investment Memorandum (Real Estate) is a crucial document used in Indonesian real estate transactions when seeking investment from domestic or foreign investors. It is typically prepared when raising capital for real estate development projects, existing property acquisitions, or real estate investment funds in Indonesia. The document must comply with various Indonesian regulations, including Law No. 25/2007 on Investment, OJK regulations, and specific real estate ownership laws. The memorandum includes comprehensive information about the property, market analysis, financial projections, risk factors, and investment terms, while addressing specific Indonesian requirements such as foreign ownership restrictions and local partnership requirements. It serves as both a marketing tool and a legal document, providing potential investors with the necessary information to evaluate the investment opportunity while ensuring regulatory compliance.
Suggested Sections

1. Important Notice and Disclaimers: Legal disclaimers, document status, and regulatory compliance statements

2. Executive Summary: Overview of the investment opportunity, key highlights, and summary of terms

3. Investment Highlights: Key attractive features of the investment opportunity and unique selling points

4. Market Overview: Analysis of the Indonesian real estate market, relevant sector analysis, and market opportunities

5. Property Description: Detailed information about the property, including location, specifications, and current status

6. Business Plan: Development or management strategy, projected timeline, and operational plans

7. Financial Information: Historical financial data, projections, and key financial metrics

8. Investment Structure: Legal structure, ownership details, and investment mechanism

9. Terms of Investment: Detailed investment terms, minimum investment, and return structure

10. Risk Factors: Comprehensive disclosure of risks related to the investment, market, and regulatory environment

11. Management Team: Information about key personnel and their experience

12. Legal and Regulatory Framework: Relevant Indonesian laws and regulations affecting the investment

13. Tax Considerations: Overview of applicable taxes and tax implications for investors

Optional Sections

1. Environmental Impact Assessment: Required if the property involves new development or is in an environmentally sensitive area

2. Foreign Investment Considerations: Include when targeting foreign investors, detailing specific regulations and restrictions

3. Exit Strategy: Detailed section on potential exit options, recommended for larger investments

4. Property Management Plan: Required for existing income-producing properties

5. Development Timeline: Include for properties under development or planned developments

6. Competitive Analysis: Detailed analysis of competing properties, recommended for larger investments

7. Track Record: Include if the sponsor has relevant previous projects to showcase

8. Financing Structure: Required if the investment involves debt financing or complex capital structure

Suggested Schedules

1. Property Title Documents: Copies of land certificates and ownership documentation

2. Financial Projections: Detailed financial models and assumptions

3. Market Research Reports: Third-party market studies and analysis

4. Technical Due Diligence Report: Engineering and property condition assessments

5. Legal Due Diligence Report: Summary of legal review and title searches

6. Zoning and Permits: Relevant permits, licenses, and zoning certificates

7. Architectural Plans: Property plans, renderings, and specifications

8. Valuation Report: Independent property valuation report

9. Management Agreements: Relevant property management or service agreements

10. Investment Agreement Template: Draft of the investment agreement or subscription documents

11. Corporate Documents: Entity formation documents and corporate approvals

12. Historical Financial Statements: Past financial performance records if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Acquisition Price
AIP (Acquisition Investment Period)
AMDAL (Environmental Impact Assessment)
Asset Management Agreement
BKPM (Indonesia Investment Coordinating Board)
Business Day
Closing Date
Commitment Period
Company
Development Plan
Distribution
Environmental Laws
Exit Strategy
Foreign Investment
GFA (Gross Floor Area)
Governmental Authority
HGB (Hak Guna Bangunan/Right to Build)
HP (Hak Pakai/Right to Use)
HPL (Hak Pengelolaan/Management Right)
IMB (Building Permit)
Investment Committee
Investment Period
Investment Structure
Investment Vehicle
Investor
IRR (Internal Rate of Return)
Land Certificate
Management Fee
Material Adverse Change
Minimum Investment Amount
Net Operating Income
NOI Yield
OJK (Financial Services Authority)
Operating Expenses
Performance Fee
Permitted Use
Project
Property
Property Manager
PT (Perseroan Terbatas/Limited Liability Company)
PMA (Foreign Investment Company)
PMDN (Domestic Investment Company)
Related Party
Relevant Period
REIT (Real Estate Investment Trust)
Selling Restrictions
Sponsor
Subscription Agreement
Target Return
Term
Transaction Documents
Valuation
Zoning Regulations
Clauses
Investment Terms
Subscription Rights
Risk Factors
Investment Restrictions
Foreign Ownership Limitations
Property Rights
Environmental Compliance
Investment Structure
Management Rights
Distribution Rights
Exit Rights
Transfer Restrictions
Voting Rights
Regulatory Compliance
Confidentiality
Due Diligence
Representations and Warranties
Investment Process
Fees and Expenses
Tax Considerations
Governing Law
Dispute Resolution
Force Majeure
Termination Rights
Property Management
Asset Valuation
Financial Reporting
Investment Committee
Related Party Transactions
Anti-Money Laundering
Environmental, Social and Governance
Capital Commitment
Distribution Policy
Amendment Provisions
Indemnification
Liability Limitations
Relevant Industries

Real Estate Development

Commercial Property

Residential Property

Industrial Real Estate

Retail Property

Hospitality

Mixed-Use Development

Logistics and Warehousing

Office Space

Healthcare Real Estate

Student Housing

Senior Living Facilities

Data Centers

Agricultural Land Development

Relevant Teams

Legal

Finance

Investment

Real Estate Development

Risk Management

Compliance

Business Development

Asset Management

Project Management

Due Diligence

Investor Relations

Property Management

Research and Analysis

Corporate Strategy

Operations

Relevant Roles

Chief Executive Officer

Chief Investment Officer

Real Estate Development Director

Investment Manager

Property Manager

Legal Counsel

Chief Financial Officer

Development Manager

Asset Manager

Investment Analyst

Financial Controller

Risk Manager

Compliance Officer

Business Development Director

Portfolio Manager

Acquisitions Manager

Project Manager

Due Diligence Manager

Investment Relations Manager

Property Valuation Specialist

Industries
Law No. 25/2007 on Investment (Investment Law): The primary law governing both foreign and domestic investment in Indonesia, establishing basic investment principles, rights, and obligations of investors
Law No. 5/1960 on Basic Agrarian Law: Fundamental law governing land rights and ownership in Indonesia, including different types of land titles and restrictions on foreign ownership
Government Regulation No. 14/2016 on Housing and Settlement: Regulates housing development projects and residential area requirements
Law No. 8/1995 on Capital Markets: Governs securities offerings and investment instruments in Indonesia, relevant for structured real estate investments
Government Regulation No. 40/1996: Regulates specific land rights including Right to Build (HGB), Right to Use (HP), and Right to Cultivate (HGU)
Presidential Regulation No. 44/2016 on Negative Investment List: Specifies business fields that are closed or conditionally open to foreign investment, including real estate sector restrictions
Law No. 32/2009 on Environmental Protection and Management: Mandates environmental impact assessments and permissions for real estate development projects
Law No. 28/2009 on Regional Taxes and Retribution: Governs property taxes and other regional charges applicable to real estate
OJK Regulation No. 30/POJK.04/2016: Regulates the format and content of prospectus and investment memorandums for public offerings
Government Regulation No. 18/2021: Latest regulation on spatial planning and land use permits, crucial for real estate development projects
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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