Investment Due Diligence
Our Investment Due Diligence process focuses on evaluating the investment strategy, process, and track record of product sponsors to assess their ability to generate attractive risk-adjusted returns. This analysis examines the investment thesis, portfolio construction methodology, market opportunity, competitive positioning, historical performance and much more to determine whether the investment approach is sound and likely to succeed in current and future market conditions.
A Buttonwood IDD review scrutinizes the nuts and bolts of an offering, focusing on a review, analysis and evaluation of important topics such as:
- Objectives, strategy and target investments
- Program structure and features
- Discussion of the asset and property management strategies
- Demographic and local market review
- Compliance considerations
- Analysis of projected financial performance with sensitivity testing of assumptions
- Assessment of prior activities and performance
- Projected investor benefits
- Management personnel including assessment of qualification and background review
- Candid discussion of a program’s strengths and concerns
- And more…
