Xuyi Wu

Xuyi Wu

ACA
EX-Deloitte Auditor
Fund Accountant

About

I build this website to demonstrate my coding skills and share my finance/fund knowledge in following areas:

Contents

REIT case

Private Equity case

Fund Admin

REIT - WXY Capital

WXY Capital is REITs Fund forcus on Industry warehouse and office investment. By Q2 25,Fund completed all capital calls and three assets purchase.

Fund Type CLOSE END
Term 2022 - 2027
Assets 3 deployed
AUM £245.3M
Target IRR 15%
Focus: Industrial • Warehouse • Logistics • Office

Fund Performance

Absolute Return reit asset class.png Net paid in capital vs TVPI Fund vs Benchmark

For the fund performance details including cashflow forecast and waterfall please see the downloan

PE - WXY Corporation

Investment Thesis

WXY Corporation is a global leader in experience-based reward campaigns, powered by its proprietary SaaS platform COSMOS. The private equity acquisition is underwritten at a maximum valuation of 10.0× LTM EBITDA.

The transaction is structured as a leveraged buyout with approximately 60% debt financing and 40% equity contribution. This model analyzes the investment's viability under various operational and macroeconomic scenarios.

LBO Model Outputs

Project Exit Strategy analysis

  • Sale to Private Equity: 9-10X with 45% likelyhood
  • Sale to Trade: 10-11X with 45% likelyhood
  • IPO: 11-12X with 10% likelyhood