Aimco Closes on Partial Sale of Parkmerced Mezzanine Loan and Announces Amended Agreement for Sale of Remaining Investment
23 Giugno 2023 - 12:58PM
Business Wire
Apartment Investment and Management Company (“Aimco”) (NYSE:
AIV) announced today it has closed on the sale of a 20%,
non-controlling position in its Parkmerced mezzanine loan
investment for $33.5 million.
Pursuant to the terms of the amended agreement, the purchaser
will have the option to acquire the remaining 80% for an additional
$134 million plus interest accruing at no less than 19% annually
through May 2024. The purchaser pre-paid $4 million of interest at
the time of closing.
So long as the purchaser’s option remains unexercised, Aimco
will receive a first priority return from any payments made to
service or pay down the mezzanine loan equal to $134 million plus
no less than a 19% annualized return as well as 80% of any residual
payments after the purchaser receives a 10% annualized return on
its subordinate investment.
Separately, Aimco monetized its associated interest rate
swaption for $54 million and invested the proceeds in a short-term
treasury instrument as an ongoing hedge of the Parkmerced mezzanine
loan investment.
In total, Aimco has monetized $91.5 million of its Parkmerced
mezzanine investments and, subject to the purchaser’s exercise of
its option, would realize gross proceeds of approximately $248
million, to be adjusted for timing of the transaction.
“This partial sale and amended agreement represent significant
progress towards Aimco’s goals to reduce exposure to west coast
markets and passive investments. I am thankful to the Aimco team
for their work and creativity in the face of challenging market
conditions,” commented Wes Powell, Aimco Chief Executive
Officer.
About Aimco
Aimco is a diversified real estate company primarily focused on
value add, opportunistic, and alternative investments, targeting
the U.S. multifamily sector. Aimco’s mission is to make real estate
investments where outcomes are enhanced through its human capital
so that substantial value is created for investors, teammates, and
the communities in which we operate. Aimco is traded on the New
York Stock Exchange as AIV. For more information about Aimco,
please visit its website www.aimco.com.
Forward-Looking Statements
This document contains forward-looking statements within the
meaning of the federal securities laws. Forward-looking statements
include all statements that are not historical statements of fact
and those regarding our intent, belief, or expectations. We caution
investors not to place undue reliance on any such forward-looking
statements.
Words such as “anticipate(s),” “expect(s),” “intend(s),”
“plan(s),” “believe(s),” “may,” “will,” “would,” “could,” “should,”
“seek(s)” and similar expressions, or the negative of these terms,
are intended to identify such forward-looking statements. These
forward-looking statements are not guarantees of future
performance, conditions or results, and involve a number of known
and unknown risks, uncertainties, assumptions and other important
factors, many of which are outside the control of Aimco that could
cause actual results or outcomes to differ materially from those
discussed in the forward-looking statement. Important factors,
among others, that may affect actual results or outcomes include,
but are not limited to: (i) the risk that the expectations may not
be completed, as expected, in a timely manner or at all and (ii)
changes in general economic conditions, including, increases in
interest rates and as a result of the COVID-19 pandemic. Although
we believe that the assumptions underlying the forward-looking
statements are reasonable, we can give no assurance that our
expectations will be attained.
Readers should carefully review Aimco’s financial statements and
the notes thereto, as well as the section entitled “Risk Factors”
in Item 1A of Aimco’s Annual Report on Form 10-K for the year ended
December 31, 2022, and subsequent Quarterly Reports on Form 10-Q
and other documents Aimco files from time to time with the SEC.
These filings identify and address important risks and
uncertainties that could cause actual events and results to differ
materially from those contained in the forward-looking
statements.
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version on businesswire.com: https://www.businesswire.com/news/home/20230623066252/en/
Matt Foster, Sr. Director, Capital Markets and Investor
Relations Investor Relations 303-793-4661, investor@aimco.com
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