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Investment Advisory Services

Real Estate

For more than four decades, Universal Insurance Plc. has specialized in risk control for the property management industry. Our experts help clients to manage the coordination of their coverages as well as address their professional liability exposures. We not only protect their property, we help them to reduce their total cost of risk and deliver long-term reductions in their premiums.

We act as trusted advisors to our clients and help them to remain attractive to the insurance marketplace, which in turn helps them to stay competitive.

From commercial developers, to habitational property owners, to hotel and resort properties, we build superior programs that include the following:

  • Coordinated Policy Design
  • Professional Liability Coverages
  • Risk Control
  • Safety Management

Our experts offer superior resources and training to property managers and their staff. This training empowers them to maintain high occupancy rates, stay in compliance with governmental requirements, and be highly regarded in their industry and community.

As the real estate industry continues to develop and expand at a rapid pace, we act as trusted advisors to our clients and deliver the solutions that give them a true competitive advantage. You manage your business. We manage your risk.

Hospitality

Universal provides strategic tourism analysis and planning for private companies and government agencies. Our highly experienced consultants offer the following services:

Strategic planning services for numerous hotel owners and management companies with respect to business planning, reorganization, repositioning of hotel properties, operations analysis and market planning.

Market entry and hotel acquisition strategy -- Identifying acquisition targets, development of strategy, market and economic analysis, deal structuring, and transaction/closing analysis.

Strategic analyses regarding developing and evaluating varying concepts and components for redeveloped and planned master-planned resorts for clients, including owners, lenders and management companies.

Brand positioning, market penetration, identification of acquisition targets and strategies, and development of market penetration and entry strategies.

Strategic analyses regarding the future direction of accommodations inventory based on alternative strategic development scenarios.

Construction

Universal's Advisory division, with its depth of experience in all aspects of the property cycle, enables us to deliver mature and innovative service solutions for asset, property, and facilities management.

These services cover a broad agenda, but are geared to supporting and advising clients with practical professional advice that can ultimately determine the success of a project. These have been defined into seven core service areas being:

•Asset Advisory
•Building Surveying
•Facilities Consultancy
•Litigation Support
•Procurement Strategies
•Property Taxation
•Risk Mitigation

We have a thorough knowledge of the construction industry and will learn your company’s day-to-day operations to assist you with its growth and success.

Logistics

At Universal Insurance, we take our dedication to the logistics industry very seriously. We've invested in people that have Logistics and Transportation degrees as well as experience as officers and owners of transportation and logistics businesses. These experts understand the unique risks and exposures associated with the logistics sector and the effect they have on operating ratios.

In a limited marketplace for motor carriers and third party logistic service providers, Universal Insurance has access to markets that specialize in the logistics industry and offer specialty programs to protect it. In coordination with these carriers, we work with performance-based fees and act as your trusted advisor and representative. This is only a portion of what sets us apart.

The logistics sector can be asset intensive and is truly dependent on people to keep it running smoothly. As the traditional methods of producing insurance in the industry have now become obsolete, Universal Insurance delivers the experts and value added services that lower the total cost of risk for our clients.

Capital Markets

Universal Insurance assists real estate users and investors in optimizing the economics of their real estate investments through innovative capital finance solutions.

We are a premier provider of commercial real estate financial, investment and advisory services to institutional, corporate, non-profit and private investor clients. We blend capital markets experience and expertise with hands-on local real estate knowledge to create a powerful advantage for our clients to achieve their real estate finance and investment goals. Our mission is to build lasting relationships with clients and investors while setting the highest standards of excellence and integrity.

Built on the client-first and high-integrity culture that has been the foundation of our success for the past three decades, our investment banking approach utilizes multi-disciplinary teams and firm-wide responsiveness for all assignments.

The primary lines include:

• Merger & Acquisition Advisory Services
• Investment Management
• Financial Services

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