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Redacted Example Executive Summary (Closed $5m)

by Raises.com

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.
    To access the investor presentation, please click this link   Investment Highlights
  • 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%.
  Why [Redacted]?
  • [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.