Arbour Investments is India’s leading real estate-focused investment management company, specializing in both residential and commercial real estate sectors.
The team is led by experienced professionals in the real estate and finance sectors, including investments, Asset management, and risk management experts. It was founded by Chirag Mehta, Tejas Patil, and Priyesh Chheda.
You can reach us through our website’s contact form, email us at investor.relations@arbourinvestments.com, or info@arbourinvestments.com or call us at +91 86575 36117. We are also available for meetings at our offices.
We primarily focus on the real estate sector, particularly in commercial and residential properties, through debt instruments. Our investments are aimed at generating secured, fairly predictable, stable returns.
Yes, international investors can invest in real estate projects in India, however it is important to be aware that there may be regulatory and tax considerations applicable based on their country of residence (i.e. Jurisdiction). Investments can be channelled through the SEBI approved Alternate Investment Fund (AIF) structure.
We do not provide personalized financial or investment advice. However, we offer valuable insights and expertise regarding our investment opportunities to assist the investors in making informed decisions.
We employ a comprehensive risk management strategy, including thorough due diligence, diversification of assets, and active portfolio management, to mitigate risks while aiming for consistent returns, subject to market conditions and other external factors.
The investment process begins with the Investment Team reviewing the available opportunity and the associated documentation. This allows the team to assess the suitability based on their objectives and risk tolerance. If the Investment Team chooses to proceed, the necessary agreement will be executed, outlining the rights and obligations of the parties. Following the investment, periodic updates will be provided regarding the performance.
To start, you can contact us via our website or through our investor relations team. We can provide you with detailed information about the investment process and the available opportunities where Arbour is currently involved.
The process involves reviewing the offering documents, understanding the legal agreements, and becoming familiar with the steps involved in transferring funds, and confirming an investment.
The performance of the investment is monitored and documented through regular financial reports and portfolio updates, which are shared on quarterly basis either through online portal or through email communication, as deemed appropriate.
Exit strategies will be aligned with market conditions to help maximize returns, including options like the sale of assets, refinancing, or project sales depending on the situation.
Early withdrawal options are typically limited due to the inherent nature of real estate investments. However, certain funds may have provisions for partial or early exits.
We provide insights into diverse range of real estate assets, including residential and commercial developments as well as warehousing projects. Our strategies are often linked to Debentures issued by companies involved in these sectors. Additionally, we periodically review higher return equities that align with the risk-return profiles.
Through Private Credit, we provide structured debt solutions to real estate developers and their projects, helping finance key stages of real estate developments, and ensuring project completion.
Our Private Equity investments focus on acquiring stakes in high-potential real estate ventures and businesses, with the goal of fostering growth and contributing to the success of these projects.
Integrated Development is our end-to-end approach to real estate projects, where we manage the entire lifecycle—from land acquisition and financing to construction and project delivery. This approach ensures efficient execution and maximizes value creation across the entire development process.
Arbour diversifies its real estate portfolio through a mix of asset classes and strategies, including private credit, private equity, and integrated development. This approach helps manage risk and provides balanced exposure across different areas of real estate.
Investment returns are generally managed according to the terms of each specific investment. These returns may be realized through dividends, interest, or capital gains, and are typically assessed on a quarterly or annual basis, depending on the structure of the investment.
The performance of investments varies depending on the specific fund and investment type. Each opportunity is evaluated individually, with performance influenced by factors such as asset class, strategy, and market conditions, all in line with the terms outlined in the investment agreements.
In India, capital gains tax may apply to certain opportunities. Short-term capital gains (from assets held for less than 36 months) are taxed at the applicable income tax rate, while long-term capital gains (from assets held for more than 36 months) are taxed at 20% with indexation benefits. It is recommended to consult with a tax advisor for specific guidance related to your situation.
We work closely with legal and compliance teams to ensure that all investments meet regulatory standards in India.
DISCLAIMER & CONFIRMATION
This presentation is not a prospectus or a statement in lieu of debenture document. It does not constitute an offer or purport to constitute an offer or solicitation of an offer. This presentation is not intended to form the basis of evaluation and is only meant for information purposes.
This confidential presentation is delivered only to the intended recipient thereof and may not be used, copied, reproduced or distributed, in whole or in part, to any other person, without the express written consent of Arbour Alternate Advisors Pvt Ltd. (“Arbour”) and their respective affiliates. Arbour shall not be liable to the recipient of this presentation for any loss or damage suffered as a result of, or in connection with any claim brought against the recipient as a result of this presentation.
This presentation is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. The information set forth in this presentation has been compiled as of the date hereof unless stated otherwise herein and no acts or omissions shall create any implication that the information contained herein is correct as of, or at any time subsequent to, this date. Arbour does not undertake to update or correct any information herein. The contents herein are not to be construed as legal, business, or tax advice, and each prospective investor should consult its own attorney, business advisor, and tax advisor as to legal, business, and tax advice.
Any investment in the facility or opportunity is subject to various risks, not all of which are outlined herein. A description of certain risks involved can be found in the debenture document when issued; such risks should be carefully considered by prospective investors before they make any investment decision.
Any projections or other estimates in this presentation, including estimates of returns or performance, are forward-looking statements and are based upon certain assumptions that may change. Actual events are difficult to project and often depend upon factors that are beyond the control of the management and its affiliates. There can be no assurance that the projected results will be obtained and actual results may vary significantly from the projections. General economic conditions, which are unpredictable, can have a material adverse impact on the reliability of projections.
Recipients should be aware that the debenture opportunity is an opportunity launched in India and any investment by non-resident persons is subject to Indian laws including foreign investment and exchange control, which may limit transfers or repatriation of invested capital. Any rates of return and other yields mentioned is indicative only and may change depending upon prevailing market, taxation, regulatory and other relevant factors.
This presentation contains certain information from third-party sources, including reports, working papers and publications, and while such information is believed to be true, no guarantee of the accuracy of such information can be provided, and prospective investors must conduct their own due diligence investigation with respect to the information provided herein. Materials gathered from public sources are available on request
No representation or warranty, express or implied, is made or assurance given by Arbour, associates or their respective partners or employees and, without prejudice to any liability for, or remedy in respect of, fraudulent misrepresentation, no responsibility or liability or duty of care is, or will be accepted by Arbour, its associates or their respective partners or employees (a) as to the fairness, accuracy, completeness, currency, reliability or reasonableness of the information or opinions contained in this presentation; or (b) for updating this presentation, correcting any inaccuracies in it or providing any additional information to any recipient.
The interests in debenture opportunity have not been (and will not be) approved or disapproved by any regulatory authority in any jurisdiction, nor has any such authority reviewed or approved this presentation or the information contained herein
An investment in the debenture opportunity is speculative, involves a high degree of risk and is suitable only for sophisticated investors who fully understand and have the financial ability and willingness to accept the substantial risks and lack of liquidity inherent in such an investment
This presentation and the information contained herein is not targeted at the residents of any particular jurisdiction or country and is not intended for distribution to, or use by, any person in any jurisdiction or country where such distribution or use would be contrary to local law or regulation or where it would require any registrations. It is the responsibility of each recipient to satisfy itself as to full compliance with the applicable laws and regulations of any relevant territory, including obtaining any requisite governmental, regulatory or other consent and observing any other formality presented in such territory.
The material is prepared for general communication and should not be treated as research report.
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