investment strategy  

investment strategy  

REIT
Overview Investment
Strategy Management
Status
LOTTE AMC Features

LOTTE AMC Features

01

Selective investment
by professionals

The entire REIT business process from development to
management is implemented in the most effective and
optimized manner.

02

Leveraging Lotte Group as
an anchor investor

As a subsidiary 100% owned by Lotte Corporation, we
continuously acquire Lotte Group's blue-chip properties.

03

Optimal Risk Management

The transparent internal investment decision process and
optimal risk management enhance investors’ trust.

LOTTE AMC Structure

LOTTE AMC Structure

Management Strategy

Management
Strategy

01

Long-term
investment

02

Investing in the
perspective of clients

03

Efficient investment through
multi-angle risk analysis

04

Recognize and fulfil
social responsibilities

Risk Management

Risk Management

  • Step 01

    Deal Sourcing

    · Deal Sourcing / Preliminary Feasibility Review / MOU

  • Step 02

    Due Diligence

    · Appraisal / Physical Due Diligence /
    Legal Due Diligence / Financial Due Diligence

  • Step 03

    Structuring

    · Feasibility Review / Sensitivity Analysis

  • Step 04

    Investor Marketing

    · Investor Set Up

  • Step 05

    Risk Management Committee

    · Review of conflicts of interest and investor protection

  • Step 06

    Investment Deliberation Committee

    · Business review / Review of risk factors and solutions

  • Step 07

    Board of Directors

    · Board of directors resolution reflecting the deliberation
    results from each committee

  • Step 08

    Conclusion of a Sales Contract

    · Conclusion of a sales contract reflecting main risk
    management plans

  • Step 09

    Post Management

    · Establishing asset management plans / Management
    report for investors / Regular monitoring on risks