Capital Appreciation Through Strategic Growth Investments

Focus: Unlisted growth, Pre-IPO, and IPO placements
Geography: HK/US/Australia + OECD markets
Strategies:
✓ Unlisted Growth Equity: 12-24 month hold periods, discount to public comps
✓ Pre-IPO Convertible Notes: 3-12 month bridge financing
✓ IPO Placements: Discounted equity with optionality
Terms & Features: 2+ years lockup, 15%+ target IRR
Suitability: Investors with longer-term horizons

Structured Debt & Equity for APAC Property

Focus: Asset-backed real estate projects
Strategies:
✓ Debt Instruments: Secured/unsecured, no minimum rating
✓ Equity SPVs: Development and construction projects
Terms & Features: Loan to Value monitoring, geographic diversification
Suitability: Income + development upside seekers

Target Yield Through Senior and Mezzanine Debt

Focus: Asia/Australia corporate credit
Strategies:
✓ Senior Secured Loans: Floating rate, asset-backed
✓ Subordinated Debt: Higher yield with covenant protections
✓ Diversification: By issuer, sector, and maturity
Terms & Features: Quarterly Distributions, Target Avg. LVR 70%
Suitability: Yield-focused investors

Full Delegation

Focus: Full delegation to Everstay’s investment team
Strategies:
✓ Hands-off professional management
✓ Access to proprietary strategies
✓ Custom sleeves (sector/ESG)
Terms & Features: Daily liquidity oversight
Suitability: Hands-off institutional, HNWIs & /family offices

Collaborative Mandates

Focus: Collaborative approach with investor approval
Strategies:
✓ Clients/Investors retaining investment control
✓ ESG/sector customization
Terms & Features: Co-investment opportunities
Suitability: Control-focused family offices & HNWs