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Syndicate Opportunity

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Fractional, investing and lifestyle opportunity for individuals and companies

Fractional, investing and lifestyle opportunity for individuals and companies

Published in: Real Estate
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  • What we currently do individually
  • With that said, it should still be remembered that buying a luxury asset such as a yacht, airplane or RV is not where your money should be put if you are investing your hard earned money. Luxury asset ownership is a privilege that you reward yourself with after you have wisely invested for you and your family’s future. That doesn’t mean that spending your leisure money frugally with a fractional ownership instead of overspending on solo ownership is a bad thing either.
  • Discuss status quo, life, investing, delayed gratification, now and future potential
  • Transcript

    • 1. Make your dreams a Reality
    • 2. Minimize individual capital investment /risk
      Maximize collective resources, expertise, and interests
      Complimentary investment strategy and asset allocation
      Immediate gratification and long-term stability
      Real estate appreciation, accessibility / liquidity
      Continued growth, appreciation of assets, and lifestyle opportunities
      Concept
    • 3. The syndication process – aggregating capital from a group of investors to acquire property – is seeing new popularity as real estate increasingly is viewed as a fourth asset class in addition to stocks, bonds and cash. Real estate investment trusts (REITs) are an attractive way to invest in real estate, but their publicly traded shares are subject to a significant degree of price volatility that many investors seek to avoid. By contrast, shares in a private syndicate, typically real estate limited partnerships (RELPs) or a privately held REITs, are not priced to market on a daily basis and in addition offer the possibility of higher returns than publicly managed real estate. Finally, private syndicates offer some tax savings unavailable when investing in a public company.
        There are two primary reasons for considering any group or syndication form of investing: First of all, it offers an investor with limited investment capital the opportunity of getting involved in real estate investing and receiving all the benefits of owning real estate (like cash flow, and asset appreciation), as well as the benefit of tax savings that are not available to other types of income (like interest and dividends). In addition, he/she is able to join forces with others and “pool” resources.The second reason for joining one of the larger groups is to completely free yourself from the task of locating, analyzing, purchasing and managing your real estate investment. The syndicate you join does all of that for you. So, use this as a basic background in investment in a real estate syndication.
      Syndication
    • 4. Membership in the Syndicate will provide access to a growing collection of private residences and travel experiences around the world, with a personalized service component that allows you and your family to simply - enjoy.
      Equally as important as providing the finest of residences and an unparalleled level of service, we’ve created an equity ownership membership structure to give Members the benefits and protections associated with ownership.
      Membership
    • 5. The Club entity ( The Syndicate Inc.) is owned 100% by the Members
      The Club owns a diversified portfolio of debt-free properties
      The Club is governed with the active involvement of it’s Members
      The Club's Manager is held accountable to the Member-owners through transparent financial reporting, including annually audited financial statements
      Club Structure
      Key components of this equity structure include:
    • 6. Equity Benefits
      Members own the club the club owns the property portfolio
      Properties are wholly owned by the club with no debt
      Appreciation in property values are captured by the member owned club
      Resigning members receive the then current membership value (up too 100 % of original membership capital contribution can be returned)
    • 7. Acquire high value assets realizing ongoing portfolio appreciation
      Obtaining access to immediate and ongoing enjoyment of luxury and lifestyle amenities
      Collection and collaboration of like minded individuals with common objectives
      Strategically grow the Syndicate, it’s holdings, and management operations
      Goals
    • 8. Individual investing
      Stocks / bonds, RRSP, REITS, mutual funds
      own business, other businesses
      Investment properties, fixed income assets
      Limited individual capital, scope, definitive boundaries (risk tolerance)
      Limited time, resources, and buying power
    • 9. Tangible appreciative assets (real estate)
      Shared costs of depreciative assets (RV’s)
      Liquidity to accommodate ongoing needs of members
      Immediate and ongoing gratification of shared luxury and lifestyle amenities
      Collective acquisitions and additional assets under management (rare coins and collectables, race horses etc.)
      Syndicate Investing
    • 10. Up front and operating costs are Lower
      Interest Expense on Financing the Purchase is Less
      Monthly Budgeted Expenses are Less and More Predictable
      The Ratio of Usage to Cost is Significantly Improved
      All amenities and assets are Professionally Managed and maintained. The assets Resale Value is Higher When it’s Time to Move Up to Another Asset
      Fractional ownership benefits
    • 11. Own and use Coach without the large capital outlay.
      you can get a larger, more upscale Coach at a fraction of the cost. Savings upwards of 76%
      Why pay for a coach for 52 weeks a year when you only use it 3 to 6 weeks?  
      This could mean more than $100,000 in your pocket.  By sharing the coach and sharing the cost, owners get the best of both worlds.
      Hassle-Free Ownership - Vacation home, private jets, boat, and coach owners understand the hassles and added costs that come with ownership.  (delivery, storage, insurance, cleaning, repairs, maintenance and more are all part of the program)
      Coach Purchase
    • 12. Initial Syndicate Offering
      Ownership$2,000,000 50 acre Estate property$ 400,000 Condo luxury Maple Leaf Square $ 300,000 Luxury Motor coach Extended Access Member privilegeACC BoxLeaf Season ticketsdedicated limousine servicehelicopters and private jets
      Syndicate offer - $300,000 / Share
      $2.7 Million Value of shared assets
    • 13. Confirm personal / corporate financial status
      personal / business , lifestyle, investment objectives
      What added value / expertise / speciality do you bring to the Syndicate
      personal / corporate, Asset interests
      Execute legal entry with / into Syndicate
      complete financial transaction
      Inclusion in the syndicate (Member / Associate)
      Next Steps
    • 14. Where Do you Want to Go ?
    • 15. Live
      It’s Not a Dress Rehearsal

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