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Project Sun Devil and Project Paris
Lietz, Nori GerardoCase HBS-213078-EFinanceTony Lee is preparing to present a project to the invesment committee of Howard Street Capital. He will be recommending an investment in Project Sun Devil, a high-quality 225-unit student housing rental property near Tempe, Arizona. Tony Lee will compete for capital against the other project on the investment committee's agenda, Project Paris. Project Paris, a very different type of real estate transaction, is a hybrid mezzanine investment in the...Starting at €8.20
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Dan Gilbert: Crazy or Crazy Like a Fox
Lietz, Nori GerardoCase HBS-216066-EFinanceStarting at €8.20
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The U-Turns of National Truck Stops
Lietz, Nori Gerardo; Schultz, Alexander W.Case HBS-217062-EFinanceRaj Makam had spent months trying to restructure a 2006 investment he had made in National Truck Stops, Inc. ("NTS") as a senior member of Oaktree Capital Management's ("Oaktree") Mezzanine finance business within their Corporate Debt platform. It was the first time they had truly considered forcing a company into involuntary bankruptcy, which he clearly would prefer to avoid lest they risk losing their entire investment. As the company's financi...Starting at €8.20
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Mubadala and EBX: To X or to X It
Lietz, Nori Gerardo; Andrade, RicardoCase HBS-217065-EFinanceIn April 2012, Mubadala, Abu Dhabi's sovereign wealth fund invested $2 billion in Brazlian conglomerate, EBX, believing the company to be undervaluing by the public markets. Shortly thereafter, however, EBX and its multiple business lines began to spiral downward. Hani Barhoush and Oscar Fahlgren, members of Mubadala's investment team, were now charged with leading the restructuring efforts on behalf of Mubadala. The situation was exceptionally c...Starting at €8.20
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The Tax Man: Taxes in Private Equity Real Estate
Lietz, Nori Gerardo; Becker, Timothy J.; Andrade, Ricardo; McCree, Sayiddah FatimaCase HBS-218077-EFinanceIn January 2018, Caelan Langan, an associate at KSW Partners LLC ("KSW"), was asked by Katherine Scott, the partner for whom he worked, to recommend a proposed structure to acquire a prominent office building in San Francisco for their most recent fund. Caelan was asked to review potential acquisition structures that would minimize the impact of taxes on their investors' returns. The assignment was complicated as KSW had different categories of i...Starting at €8.20
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Jaguar Capital S.A.S., Take the Money and Run
Lietz, Nori Gerardo; McCree, Sayiddah FatimaCase HBS-218078-EFinanceStarting at €8.20
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FundersClub: The Times They Are a-Changin', Teaching Note
Lietz, Nori GerardoTeaching Note HBS-219120-EFinanceTeaching note for case 218032.Starting at €0.00
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Will WeWork Work Suspicious Minds
Lietz, Nori Gerardo; Shu, Terrence; Bracken, SeanCase HBS-220035-EFinanceStarting at €8.20
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Money and Capital Markets in a Global Financial System
Ortega A.; Sagol M.; Soley, JorgeTechnical Note FN-319-EFinanceThis note outlines the activities of the monetary and capital markets, in relation to both public and private issuances. It then goes on to analyze, in detail, the workings of both primary and secondary monetary and capital markets.Starting at €8.20
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The Perfect Storm: What Happens When the Market Moves Four Standard Deviations
Lietz, Nori GerardoCase HBS-213077-EFinanceAdam Carter was the portfolio manager for Tate Modern Finance III, L.P. ("Tate" or the "Fund"), the third in a series of U.S. commercial real estate debt funds sponsored by the London-based Tate Partners. The Fund was capitalized with $700 million of equity commitments, including a $50 million Sponsor commitment. The Fund's objective was to acquire income-producing commercial real estate mortgages at conservative attachment points in the capital ...Starting at €8.20