EFTA01203136.pdf

From: "jeffrey E." <[email protected]> To: Sultan Bin Sulayem Subject: Fwd: Marina REIT [C] Date: Mon, 03 Nov 2014 09:53:43 +0000 Attachments: Suntex Teaser_Final.pdf Inline-Images: unnamed; unnamed(1) Forwarded message --- From: Matt Glassman <I Date: Mon, Oct 27, 2014 at 12:34 PM Subject: Marina REIT [C] To: jeevacation@ mail.com Cc: Paul Morris , Daniel Sabba , Tazia Smith , Vahe Stepanian 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 EFTA01203136 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. please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA01203137