STRATEGY
EXS employs a highly differentiated strategy & structure
Social Real Estate
As a pioneer in Social Real Estate investments, we believe the keys to success are in the name: making sure you have the ‘Social’ - community, sharing economy, events/parties and atmosphere and also the ‘Real Estate’ - owning your property and specialized capex to fully capture the value from your customer traffic.
With an estimated 49 million users globally (e.g. digital nomads) and growing at 30% CAGR, Social Real Estate businesses are successfully disrupting traditional real estate sectors across the world. These businesses usually share these common characteristics:
Overfunded and abandoned by VCs, EXS aims to take control of these businesses at a fraction of their former values and quickly turn them around by leveraging our real estate and operational expertise to be profitable, growing businesses. For every business we invest in, we expect to own the underlying assets to capture the full value uplift.
Sharing Economy
Flexibility & Convenience
Tech-Enabled
Community
Experience & Events
Lower Cost of Occupancy
Value Proposition
Our Team.
Developer of Developers
We believe real estate in Asia is a specialized local business, and our strategy is to partner with local management teams at the platform level, rather than compete at the asset level.
Contrarian in approach, we tend to invest in times of apparent crisis when value abounds, which allows us to negotiate for strong downside protection, controls and rights, and good upside potential. Having secured a great entry price and position, EXS works closely with the expert management team to drive the investments to the best outcome.
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