OCEANIC FX INVESTMENT Company Profile
THE COMPANY Oceanic FX Investment is an International Project Finance and Joint Venture Company representing Investors Worldwide – both Local and International investors. The company is duly registered in NairobiKenya, East Africa and was established to meet a demand from investors to achieve moderate but consistent returns on their investment through innovative portfolio diversification and social ventures. We therefore act as financial consultants establishing the crucial bridge between project owners/entrepreneurs and financiers/Investors in solid collaboration with our global partners. We have entered into various loan and investment arrangements with a consortium of institutions and private investors, who have made available substantial capital for our Clients. This makes it easier for us to Procure Capital for Entrepreneurs Worldwide
OCEANIC FX INVESTMENT Company Profile
Objective To Build Portfolios of Confident Investors, Entrepreneurs and Stakeholders through a win/win partnership model
Vision To be the Leading Creative Wealth Creation Company
Mission Ensure Consistent Returns on Investments to our customers, investors, shareholders and partners through creative wealth creation investment strategies in economic realms and social ventures
KEY FINANCING AREA Oceanic FX Investment - we are highly committed to our clients by offering specialized real estate financing solutions on a project by project basis. From Land Servicing and Construction Financing to Equity and Mezzanine Loans Oceanic FX Investment is actively engaged in creating, structuring and negotiating operating agreements, partnership agreements and other joint ventures arrangements between owners and investors for the acquisition, development and construction of real estate projects throughout the country. Our experience includes representing developer clients in structuring complex joint ventures involving high profile
OCEANIC FX INVESTMENT Company Profile
public-private partnership components. We also represent both developers seeking institutional joint venture investments and investors seeking local partners. Though we are not limited to the type of project financing we can undertake. Our key financing area is REAL ESTATE FINANCING and JOINT VENTURES
REAL ESTATE FINANCING As a company, we will provide personal, creative, and if needed aggressive financial services to our clients whether the client is just starting to build a Real Estate portfolio or for the seasoned builder/developer or real estate portfolio owner who would like to utilize Oceanic FX Investment’s expertise and its close contacts to Institutional lenders, mortgage syndication or Private Lenders. Oceanic FX Investment will create financial solutions for all your Real Estate financial needs, whether a conventional Construction or Term Loan, or whether more complicated Equity/Mezzanine Financing for development projects (Residential or Commercial).
Some of our sources for financing are:
Commercial Banks Private Equity Funds Trust Companies Insurance Companies Pension Funds Credit Unions Private Mortgage Lenders (Individuals and Mortgage Syndicates).
Oceanic FX Investment has strong relationships with all the above sources to ensure that we meet our client’s requirements and expectations THE APPROACH - How do we work on our client’s transactions:
Initial Meeting - We meet our clients and/or its consultants. We familiarize ourselves with the transaction and the borrowers needs (know your client). We collect all the information needed for full presentation of the transaction to our Lenders. We package the deal and outline in writing the proposed structure of the deal in a clear, concise and informative way to our Lenders. We meet the Lenders personally if needed to present the deal and discuss the transaction with the Lender and get his/her (their) input If needed we will arrange a meeting to introduce the borrower to the prospective lender. We negotiate on our client’s behalf the Lender’s commitment and will help the borrower to deal with all the consultants appointed by the Lender such as; Appraisers, Cost Consultants, Engineers, Environmental Auditors, Insurance Consultants, Etc. We will make sure that all the reports and legal work are done on a timely basis to help close the transaction as smoothly and efficiently as possible.
OCEANIC FX INVESTMENT Company Profile
Residential Development Financing o o o o o o o o o o
Land Loans Land and Land Servicing Financing for Subdivisions Construction financing for Single Family Home Projects, Townhouse Projects (Free Hold or Condominiums) High Rise Condominium Construction Financing High Rise Apartment Buildings, Construction Financing and Term Financing Construction Financing for Single Family Custom Homes Residential Infill Projects & Subdivision Housing Financing Building Lot Acquisition Financing Conversion & Renovation Financing for Residential Loft Style Condominium and Rental Buildings Builder Inventory Financing for Unsold Homes/Condominium Units
Single Purpose Real Estate Financing Single purpose Real Estate Financing such as: o o o o
Hotels/Motels Banquette Halls Car Dealerships, Automotive Plazas Non Profit Development Projects
Equity and Mezzanine Financing Equity and Mezzanine financing are complicated and is usually arranged in combination with lower risk conventional senior debt. As a result, mezzanine and equity lending require creativity and experience at structuring complex loan proposals. The extensive experience of Oceanic FX Investment and its Principal in arranging these types of loans will help our clients to obtain and close their transactions. For more details regarding the structure and the intricacies of these types of loans our loan specialists will be pleased to meet with any Borrower/Developer that are interested in these types of borrowing/Joint Ventures.
Equity Loans Equity Loans (Equity Participation Deals) is a joint venture arrangement in which the equity lender/investor will provide a disproportionate amount of the required equity in exchange for a participation in the cash flow and equity of the project. Normally, the equity lender will require a preferred rate of return in the range of 8% to 15% per annum. This preferred return may be paid monthly to the extent that project cash flow is available or would accrue if the project is under development. The types of real estate which are well suited for Equity lending are similar to Mezzanine lending.
OCEANIC FX INVESTMENT Company Profile
Mezzanine Financing Mezzanine Financing is high-risk lending structured as a mortgage which normally ranks in 2nd or 3rd position behind conventional institutional or syndicated debt. The most common need for mezzanine lending is on the following types of developments:
Low rise residential developments High rise residential developments Retail or industrial developments where some level of pre-leasing has been achieved Any under-performing real estate with legitimate ‘turnaround’ potential
OTHER PROJECT FINANCING AREAS Oceanic FX Investment also arranges loans internationally for the funding of a wide range of projects worldwide. These include; 1. Energy Projects 2. Mining 3. Oil and Gas 4. Infrastructure 5. Agribusiness
JOINT VENTURES We are actively engaged in creating and negotiating JOINT VENTURES between owners and investors to facilitate real property development. We represent both developers seeking institutional joint venture financing and institutions seeking local partners.
PROCEDURE & REQUIREMENTS The process starts by sending us a completed Application Form and an Executive Summary of your Project and further information related to the additional documentation that is available or is to become available. After receiving your Application Form and Executive Summary, we look at five key factors to determine the idea's potential. These Five Factors/Requirements are: a) Market potential b) Business model c) Management strengths d) Products and customers, e) Competition. NOTE: We require a clear, concise and complete description of the business opportunity.
OCEANIC FX INVESTMENT Company Profile
EVALUATION & VERIFICATION 1. Local Verification – This includes validation of the project by a local representative to ensure that the project has all the required legal approvals and that the proposal presented by the owner is an exact representation of the facts on the ground. All required project approvals are also verified for authenticity in addition to the project executive summary’s ability to meet investors requirements threshold. 2. Investor Verification – Once Local verification is complete, we then present your project to five to ten selected Investors from our Database that most likely could have an initial interest in your Project. We only consider a project viable when at least 20% of the Lenders/Investors we contacted show an initial interest in the possible financing of your project. 3. Project Financing Documentation – Once we have secured an investor for your project, we embark on documentation and agreements signing on the financing of your project
Procuring Capital for Entrepreneurs Worldwide Email us your Project Proposal EMAIL: oceanicfxinvestment@gmail.com
OCEANIC FX INVESTMENT KTDA Plaza, Ronald Ngala Street P.O. Box 17439 - 00100 Nairobi, Kenya Emai: oceanicfxinvestment@gmail.com Tel: 254723106827