Subject category:
Finance, Accounting and Control
Published by:
Kellogg School of Management
Version: 19 June 2020
Revision date: 17-May-2021
Length: 18 pages
Data source: Field research
Abstract
Aurelia Dimas had been sent to investigate the various properties being offered by the State of California in the form of a sale-leaseback agreement. The opportunity was perfect for her firm, Orrington Financial Partners, which had recently expanded its fixed-income portfolio to include real estate. The wide range of offerings in the Golden State Portfolio provided both diversification and stability over a period of decades. She had spent the last week walking the halls of each and every building to see the offering first hand. Now, the task of valuing the portfolio rested on her shoulders.
Geographical setting
Region:
Americas
Country:
United States
Location:
California
About
Abstract
Aurelia Dimas had been sent to investigate the various properties being offered by the State of California in the form of a sale-leaseback agreement. The opportunity was perfect for her firm, Orrington Financial Partners, which had recently expanded its fixed-income portfolio to include real estate. The wide range of offerings in the Golden State Portfolio provided both diversification and stability over a period of decades. She had spent the last week walking the halls of each and every building to see the offering first hand. Now, the task of valuing the portfolio rested on her shoulders.
Settings
Geographical setting
Region:
Americas
Country:
United States
Location:
California