JLL Hotels - Round Table Lunch Presentation (Aug-24)

Deals in focus

The Standard Maldives

Thailand Serviced Apartments Portfolio

Travelodge Harbourfront

Location:

Harbourfront, Singapore

Location:

Raa Atoll, Maldives

Location:

Bangkok, Thailand

Keys:

328

Keys:

115

Keys:

1,809

Ticket Size:

SGD 320 M / AUD 365 M

Ticket Size:

≈ USD 60 M / AUD 91 M

Ticket Size:

Confidential

Price Per Key:

SGD 975 K / AUD 1.1 M

Price Per Key:

≈ USD 521 K / AUD 791 K

Price Per Key:

Confidential

Indicative Yield:

3.2% (Y1), 4% stabilized

Indicative Yield:

11% stabilized

Indicative Yield:

11.3% stabilized (Y4)

Vacant Possession or new management contract by Travelodge Hotels (Asia)

Management:

Management:

Encumbered with Management

Management:

Encumbered with Management

Buyer Depth • 28 NDAs signed:

Buyer Depth • 7 NDAs signed:

Buyer Depth • 19 NDAs signed:

• 30% Developers • 28% HNWIs • 26% Private equity • 13% Owner-operators • 2% REITs • 2% Sovereign wealth fund

• 43% Private equity • 14% REITs • 14% Institutional • 14% Corporates • 14% Developers

• 48% Private equity • 26% Corporates • 26% HNWIs

• Investor composition consists entirely of international investors, with ~79% of the investors are from Asia (excluding domestic) and the remaining 21% are global investors • 1 EOI received

• Investor composition is divided between 29% domestic and 71% international investors, with ~90% of the investors are from Asia (including domestic), while the remaining 10% are global investors • 3 EOIs received

• Investor composition is divided between 71% domestic and 29% international investors, with ~96% of the investors are from Asia (including domestic), while the remaining 4% are global investors • 7 EOIs received

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