Investment Process

Our process ensures that every Euro of mezzanine capital is protected by a 30% equity cushion and backed by the global management power of Tier-1 hotel brands.

Investment Lifecycle

Disciplined execution from origination to exit.

Step 01

Platform & Capital Readiness

Fund governance, AIFM oversight, LP capital, IC framework, advisor & brand partnerships.

Step 02

Sourcing & Origination

Off-market branded hotel opportunities sourced via GP network, brands, lenders.

Step 03

Pre-IC Screening

Initial underwriting, brand fit, capex vs ADR uplift, exit feasibility assessment.

Step 04

Underwriting & Structuring

Mezzanine structuring ≤65% LTV, ≥30% sponsor equity, downside protection mechanisms.

Step 05

Due Diligence

Legal, financial, tax, technical, ESG & PIP audits conducted with tier-one advisors.

Step 06

Brand & Financing Lock-In

Signed brand agreements, PIP scope confirmation, senior debt approvals.

Step 07

Closing & Capital Deployment

SPV-level execution, security package finalization, controlled capex drawdowns.

Step 08

Active Asset Management

CAPEX oversight, brand activation, ADR & NOI optimization, ESG execution.

Step 09

Stabilization & Value Harvest

Post-refurbishment stabilization, refinancing readiness assessment.

Step 10

Exit & Liquidity

Refinancing, secondary sale, or portfolio exit within 5–7 year horizon.

Risk Framework

SPV-Level Discipline

Investments directly at SPV level ensuring full transparency, ring-fencing, and clear alignment of cash flows.

Defensive Asset Profile

Primary focus on 3★ and 4★ branded hotels with lower fixed costs, strong domestic demand, and flexible pricing.

Prime Locations Only

Investments limited to established or high-growth urban and leisure locations with proven demand drivers.

Geographic Diversification

Portfolio diversification across Romania and select CEE markets, mitigating country-specific risks.

Branded Operator Requirement

Mandatory operation by international brands providing operational expertise and global distribution.

ESG as Value Creation

Discover how ESG measures create measurable economic value in our portfolio.

View ESG