iStar Financial to Acquire Commercial Real Estate Business and Retain an Interest in Portfolio of Assets from Fremont General Co
May 22 2007 - 7:00AM
PR Newswire (US)
-- Transaction will significantly expand iStar's footprint and
increase regional reach -- Will accelerate iStar's position as one
of the strongest construction and direct origination platforms in
the industry -- iStar's total assets to exceed $14 billion upon
closing -- Expected to be accretive in current fiscal year NEW
YORK, May 22 /PRNewswire-FirstCall/ -- iStar Financial Inc. (NYSE:
SFI), a leading publicly traded finance company focused on the
commercial real estate industry, announced today a definitive
agreement to enter into a series of transactions, which will result
in iStar acquiring the commercial real estate lending business and
retaining an interest in the commercial real estate loan assets of
Fremont General Corporation (NYSE:FMT) for an aggregate net
purchase price of approximately $1.9 billion in an all-cash
transaction. Under the terms of the agreement, iStar will acquire
Fremont General's California-based commercial real estate lending
business and will retain a 30 percent B-participation interest,
with a $2.1 billion principal balance, in Fremont's $6.5 billion
portfolio of commercial loan assets, as of March 31, 2007. Upon
closing, Fremont General will own a 70 percent A-participation
interest in the portfolio. In addition, iStar has agreed to fund up
to approximately $4.4 billion of existing unfunded loan commitments
associated with the portfolio. The final purchase price will be
subject to adjustments to reflect agreed upon pro-rations. The
transaction is expected to close early this summer, subject to the
satisfaction of customary closing conditions and final review of
the transaction by both the Federal Deposit Insurance Corporation
and the California Department of Financial Institutions. iStar said
it expects the acquisition to be accretive to its fiscal 2007
adjusted earnings per share in the range of $0.10 to $0.20. The
Company stated it has interim financing committed to fund the
transaction that it expects to replace through the issuance of debt
and equity securities sometime following the closing of the
transaction. After the closing, iStar's total assets will exceed
$14 billion. "This acquisition will position iStar for accelerated
growth, giving us a deeper presence in regional markets, hundreds
of new high-end customers and an experienced team that has
historically been strong in construction and senior lending," said
Jay Sugarman, iStar Financial's chairman and chief executive
officer. "The combination of iStar's existing real estate
organization with Fremont's commercial real estate business will
create one of the strongest construction and direct origination
platforms in the industry. Upon closing, our combined originations
group will be able to offer new customers a broad range of
innovative, custom-tailored financing solutions, a signature
strength of iStar," Sugarman said. iStar said it will acquire only
Fremont's commercial real estate business, with eight office
locations across the country. The Company said it plans to retain
the majority of Fremont's employees and integrate them with iStar's
more than 200-person team of investment and real estate
professionals. "We are familiar with many parts of their
organization having worked together as co-lenders in the past. We
believe we can unlock additional value in their commercial lending
business, as we have successfully done with prior acquisitions,"
said Sugarman. The collateral underlying the Fremont commercial
real estate loan portfolio is geographically diverse and includes
apartment/residential, retail, industrial, office, hotel and mixed
use projects. The largest concentration is apartment/residential
which represents approximately 59 percent of the portfolio.
Condominium construction and conversion projects represent
approximately 45 percent of the total portfolio. The average
maturity of the overall portfolio is approximately 15 months. "We
carefully reviewed their commercial real estate portfolio and
believe the increased level of reserves iStar will have at closing
will be adequate for the risks we have identified in the portfolio
thus far," said Sugarman. "With greater regional reach and an
enhanced platform, this acquisition will allow iStar to expand its
U.S. footprint and leverage our strong brand across a larger
universe of commercial real estate borrowers," Sugarman concluded.
iStar Financial will discuss details of this announcement in a
conference call at 10:00 a.m. EDT today, May 22, 2007. This
conference call will be broadcast live over the Internet and can be
accessed by all interested parties through iStar Financial's
website, http://www.istarfinancial.com/, under the "Investor
Relations" section. An accompanying presentation regarding the
transaction will be available shortly before the conference call
and can also be found in the "Investor Relations" section. To
listen to the live call, please go to the website's "Investor
Relations" section at least 15 minutes prior to the start of the
call to register, download and install any necessary audio
software. For those who are not available to listen to the live
broadcast, a replay will be available shortly after the call on the
iStar Financial website. iStar Financial Inc. is a leading publicly
traded finance company focused on the commercial real estate
industry. The Company primarily provides custom-tailored investment
capital to high-end private and corporate owners of real estate,
including senior and mezzanine real estate debt, senior and
mezzanine corporate capital, as well as corporate net lease
financing and equity. The Company, which is taxed as a real estate
investment trust ("REIT"), seeks to deliver strong dividends and
superior risk-adjusted returns on equity to shareholders by
providing innovative and value added financing solutions to its
customers. Additional information on iStar Financial is available
on the Company's website at http://www.istarfinancial.com/. (Note:
Statements in this press release which are not historical fact may
be deemed forward-looking statements within the meaning of Section
27A of the Securities Act of 1933 and Section 21E of the Securities
Exchange Act of 1934. Although iStar Financial Inc. believes the
expectations reflected in any forward-looking statements are based
on reasonable assumptions, the Company can give no assurance that
its expectations will be attained. Factors that could cause actual
results to differ materially from iStar Financial Inc.'s
expectations include completion of pending investments, continued
ability to originate new investments, the mix of originations
between structured finance and corporate tenant lease assets,
repayment levels, the timing of receipt of prepayment penalties,
the availability and cost of capital for future investments,
competition within the finance and real estate industries, economic
conditions, loss experience and other risks detailed from time to
time in iStar Financial Inc.'s SEC reports.) DATASOURCE: iStar
Financial Inc. CONTACT: Catherine D. Rice, Chief Financial Officer,
or Andrew G. Backman, Vice President, Investor Relations, of iStar
Financial Inc., +1-212-930-9400 Web site:
http://www.istarfinancial.com/
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