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Insights

Notes from live mandates

Short, practical pieces on how capital is actually being raised, priced and diligenced in this market. No forecasts we would not act on ourselves.

FeasibilityDraft — not yet published

The five assumptions that sink a hospitality feasibility study

Ramp-up, ADR benchmarking, opex inflation, FF&E reserve and exit yield — where sponsor models and lender models most often part company, and what evidence closes the gap.

Coming soon
Due diligenceDraft — not yet published

Red flags that survive a clean audit

Related-party revenue, working capital timing and customer concentration rarely fail an audit but routinely change a valuation. How to test for them in a two-week diligence window.

Coming soon
Capital marketsDraft — not yet published

What regional lenders are actually pricing this year

A practical read on covenant packages, security expectations and sponsor equity thresholds across GCC project lending — and what makes a file move quickly.

Coming soon
RiskDraft — not yet published

Building a risk register a board will actually use

Most registers are compliance artefacts. A useful one names an owner, a trigger and a decision — and gets reviewed at the same meeting every month.

Coming soon

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These four articles are outlines, not published pieces. Either commission them before launch or remove this page from the navigation — an empty insights section costs more credibility than it earns.

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