Redacted Example Executive Summary (Closed $5m)
by Raises.com
This article is general information, not legal, tax, securities or investment advice. Laws, rates and programs change, and the details here may no longer be current. Confirm anything you plan to act on with your own counsel and accountant.
Subject: Earn 15%-20% IRR While Protecting Your Money Against Rising Inflation [Redacted] is excited to present an equity investment opportunity in [Redacted], a [Redacted]-unit, well-maintained, 100% occupied multifamily property in [Redacted]. [Redacted] is situatedd in a [Redacted] with 71% livability score, 60% renters, $61,417 median income, and population of 5,367 of which 72.5% are in labour force. Currently rent for less than the market rent by 22% to 36% on the average which implies immediate value upside. [Redacted] is a value-add investment with potential to deliver 15%-20% IRR (net of fees) through a well planned renovation and repositioning program starting with exterior improvements, landscaping, amenities and suites upgrades. [Redacted] has undergone various major renovation recently: [Redacted]-units renovated; Roof replaced in 2007; [Redacted] troughs replaced in 2013; and Hot water tanks replaced in 2013 & 2017. Key Benefits of the Deal- Double protection against inflation because as inflation increases, rent and property value increase.
- Sustainable returns compare to stocks and bonds plus predictable cashflow from rental income.
- Unpaid returns are compounded like the banks but unlike stocks where unpaid returns are lost forever.
- Property and officers insurance to protecting your investments.
- Truly aligned interests - investors come first, no hidden fees, and we also invest
- Avoid paying double taxation - you will only be taxed once at the distribution level.
- Safer investment alternative compared to public securities where you could loss all your money.
- Real assets professional managers supported by established independent advisors with 55+ years’ experience in multifamily property acquisition and management.
- Investment Offering Size: $1,200,000
- Minimum Investment: $100,000
- Preferred Return: payable quarterly).
- Target IRR, net of fees: 15% – 20%.
- Equity Multiple, net of fees: 1.7x – 2.1x.
- Investors Profit Share equals 80% for IRR < 15%, or 70% for IRR > 15%.
- [Redacted] attracts and retains jobs and job seekers because of its favorable lifestyle (low cost of living, low crime, low taxes, higher salaries & wages, affordability etc).
- [Redacted] is ranked among the top five large American cities for Human Capital and Lifestyle by fDi Intelligence.
- Over $153 billion investments ( $72bln under Construction and $81bln proposed ) across different industries according to [Redacted] H1 2021 Investment Marketview by CBRE.
General information, not legal, tax, securities or investment advice. Laws, rates and programs change, and the details here may no longer be current. Confirm anything you plan to act on with your own counsel and accountant.