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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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