EFTA01000133.pdf

From: Matt Glassman To: jeevac,[email protected] Cc: Paul Morris , Daniel Sabba , Tazia Smith Vahe Stepanian Subject: Marina REIT [C] Date: Mon, 27 Oct 2014 15:34:19 +0000 Attachments: Suntex Teaser_Final.pdf Inline-Images: unnamed; unnamed(I) Classification: Confidential Hi Jeffrey, Attached, you will find an overview of an investment opportunity for our qualified clients - it is a private marina REIT. To be clear, this a private company not a fund. This investment opportunity targets an 8%+ current yield from the net profits of the underlying Marina holdings. The J-curve up to that yield is anticipated to be just 6mos as properties will be contributed for equity immediately. The current fragmented nature of the marina industry, their valuations, and the barriers to entry present an interesting fundamental opportunity. Liquidity/cap rate compression (in both our base and bull cases) is an IPO in 3-4yrs. Regards, Matt Matt Glassman Vice President I Key Client Partners - US Deutsche Bank Securities Inc Deutsche Asset & Wealth Management 345 Park Avenue Tel Mobile Email This communication may contain confidential and/or privileged information. If you are not the intended recipient (or have received this communication in error) please notify the sender immediately and destroy this communication. Any unauthorized copying, disclosure or distribution of the material in this communication is strictly forbidden. Deutsche Bank does not render legal or tax advice, and the information contained in this communication should not be regarded as such. EFTA01000133