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00:00: This tutorial guides you through the process of evaluating Quantamental Hospitality Investments
00:04: using the Bay Street Hospitality Terminal.
00:07: Before you begin, ensure you have your login credentials and relevant investment documents
00:11: ready. By following these steps, you will learn how to access investment data,
00:15: analyze financial models, utilize AI tools for deal evaluation,
00:20: and manage investment committee documentation effectively.
00:24: Login with your credentials.
00:27: Click VCC Dataroom to access specific investment due diligence.
00:31: Here we will review the Como. Singapore a 500 million dollar asset acquisition
00:35: investment opportunity.
00:37: Within the terminal, you are able to review all diligence provided by the target investment
00:42: and evaluate each investment using Bay Street's quantamental framework.
00:47: Click Financial Models to review comprehensive financial projections and analyses.
00:52: Here, we will review the model that Bay Street built for Ennismore.
00:56: The total investment is 405 million euros for a 13.6%
01:00: stake. All of the investment parameters can be edited directly
01:04: in the terminal and any fixed financials can be immediately.
01:08: Referenced directly to the financials provided by the Target Investments.
01:11: Data room that was reviewed earlier in the VCC data, room table above
01:15: in this particular opportunity Bay streets.
01:18: Team has negotiated a 53% discount from the IPO evaluation
01:22: with 92% of ebitda locked in place through existing
01:26: hotel management agreements.
01:28: Before using the terminal to analyze a deal, the best step is to click Quantum mental white papers
01:33: and review Bay streets Quantum approach. The white papers were written by Bay
01:37: Street over the last several years and provide a comprehensive overview of the investment
01:41: process strategy and terminology.
01:44: A great starting place is the Quantamental Investment Process.
01:48: Here you can review Bay Street's methodology.
01:51: Next, let's click Investment Evaluation to analyze the investment's potential.
01:56: Click macro country level metrics to view economic indicators.
02:00: Here, each country is ranked using over 40 Macro Metrics.
02:04: Bay Street uses Z-scores across macro country comparisons because z-scores
02:08: normalize diverse economic and tourism indicators
02:11: onto a common scale, allowing countries to be ranked objectively against each other
02:15: regardless of the raw unit of measurement.
02:18: Next, we will review the investment, click analyze investment to begin the evaluation
02:22: process. The platform will review all of the white Papers
02:26: written by Bay Street review. Each file provided by the Target investment and
02:30: then use composite scores to evaluate investment opportunities and IFC
02:34: eligibility.
02:36: Now let's say you have your own investment opportunity
02:38: that is not currently being considered by Bay Street's team.
02:42: The deal evaluation tab allows the user to upload up to 50 documents at
02:46: a time and converted to a vector database Bass Street uses.
02:50: A vector database in stead of a relational database because it enables semantic
02:54: search across unstructured, deal, macro and Text data, capturing similarity
02:58: and meaning rather than relying only on exact matches.
03:02: Vector databases are broken into chunks, so that large documents can be embedded in
03:06: searched at a granular level, and Bay Street uses these chunks to retrieve,
03:10: only the most relevant parts of term sheets, white papers, or Market data, when
03:14: scoring deals or drafting IC memos.
03:18: The terminal's due diligence suite tracks all verbal and nonverbal interactions
03:22: between the user and the platform.
03:25: The user can initiate questions to ask the platform and it will retrieve the appropriate
03:29: response and frame it in the context of Bay Street's quantamental investment framework.
03:34: For example, you could ask a question, like, what are the main revenue streams for the victory
03:38: house deal? And the platform would respond with something to the effect
03:42: of The victory House deals revenue streams derive from a hybrid model,
03:46: 1 term Time.
03:48: Pbsa Rentals driven by demand from lse UCL and King's
03:53: College, two lifestyle Hotel. ADR occupancy from London's resilient Hospitality
03:57: market and three flexible summer block, pre-releases, or nightly slash
04:01: weekly lets, which provide optionality and smooth adjusted Hospitality Alpha
04:05: and liquidity stress. Delta exposures across Cycles.
04:09: Next we get to the Structuring & Governance.
04:12: Here we can create an review deal structure and governance.
04:15: The platform takes the white papers reviews, all of the term, sheets that Bay Street
04:19: has written in the past and then suggests a general structure that takes into account,
04:23: the full VCC data room and investment framework.
04:27: Users can also use the platform to ask about investment opportunities, deal
04:32: analysis, or market trends...
04:34: Here is an example where the user is asking for red flags across the Como investment.
04:39: The platform retains all verbal and nonverbal user interactions for the team
04:43: to review ahead of IC meetings.
04:46: Read flags are also proactively tracked by the platform and brought to the user's
04:50: attention so that they know what additional documentation should be requested
04:55: A memo scorecard is then generated to provide a high level overview.
04:58: And a final brief that includes the vote and the score is recorded by each investment
05:02: manager.
05:04: Click log out to securely exit the platform.
05:07: You have successfully navigated the Bay Street Hospitality platform to evaluate and
05:11: analyze the quantum Hospitality Investments.
05:14: By following these steps.
05:16: You accessed, Financial models, uploaded and analyzed documents utilized
05:20: ai-driven evaluation tools and managed investment committee, memos and voting
05:24: to confirm completion, ensure all relevant analyzes and memos are reviewed
05:28: and saved. For further information, please reach out to the Bay
05:32: Street team by visiting Bay Street hospitality.com or messaging William directly
05:36: on WhatsApp at +1-650-464-8275.
Bay Street Hospitality is a diversified hotel fund series for allocators seeking quant-driven exposure across top countries, operators, and hotel tiers. The fund targets a diversified portfolio in both high-growth emerging markets and stable developed markets, optimizing risk-adjusted returns. The leadership provides structured equity and pivotal strategic guidance to hotel-related investments. The fund establishes joint ventures with best-in-class partners, focusing on deal flexibility, currency considerations, tax efficiency, and clear exit strategies.
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