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Rod thomas investment - residential development romania


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Overview of development opportunity from Rod Thomas FCA, Managing Director at

Published in: Investor Relations
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Rod thomas investment - residential development romania

  1. 1. THE RICHER RETIREMENT SPECIALISTS RESIDENTIAL GATED COMMUNITY PROPERTY DEVELOPMENT a 18% return for 18 month investment a 24% return for 24 month investment a Investment from €20,000 a Secured by first legal charge a European investment hotspot a Restricted investment subject to status WHY WE LIKE IT “Excellent short term returns from a highly regarded property developer”
  2. 2. This is a residential development in a gated community being built by an experienced UK developer in one of Europe’s fastest growing economies. The national government is supporting this project through the ‘Prima Casa’ (first house) program, designed to help first time buyers into property ownership. The 18 month investment option offers a generous, fixed, 18% return. For investors looking for a longer time frame there is a 24 month option offering a 24% return. Investment starts at just €20,000 and with the strong pound this is a good time to invest in Europe. Investors benefit from security with a first legal charge over the land and a debenture over the development company. F  FIXED INCOME: Yes. Contracted and legally binding. See Key Features for rates. R  REGULAR HIGH INCOME: Yes. See Key Features. E  EXIT STRATEGY: Yes 18 month and 24 month investment options. S  SECURITY: Yes. UK company holds first legal charge over land and floating charge over development company. H  HANDS OFF MANAGEMENT: Yes. Full team of professionals. F.R.E.S.H. INVESTMENT EUROPEAN TIGER ECONOMY
  3. 3. Modest risk - Investors have the benefit of many development risks either eliminated or much reduced. For example: planning consent gained, sales achieved, construction costs quantified. Excellent return - Choose an income of 18% net over 18 months or 24% net over 24 months. Short timescale - The investment timescale for Series 7 is 18 months, Series 8 is 24 months. Prima Casa (First House) programme - This Romanian government programme provides financial support to first time buyers, requiring a modest 5% deposit. Panorama Gardens meets the criteria for Prima Casa. Brilliant location with proven demand - The location is superb. 15 minute drive to the centre of the city and close to the international airport. Off plan sales have already been achieved. Excellent value underpins sales targets - The houses will sell for c. €90,000 for 140 m2 houses on 250 m2 plot. This is against a current valuation of €125,000, supported by sales in the local area. Three target markets - First and second time buyers, and corporate businesses (like Ikea and Bosch) buying property for visiting management staff. KEY FEATURES MINIMUM €20,000 RETURNS (NET BEFORE TAX) 18% Series 7, 24% Series 8 CAPITAL GROWTH POTENTIAL No OPTION TO ‘ROLL UP’ INTEREST? Yes, Series 7 and 8 loan notes have deferred interest, paid in full at maturity. LOCATION Europe (Romania) INVESTMENT TERM Series 7: 18% return, 18 months Series 8: 24% return, 24 months INVESTMENT TYPE Indirect participation – Loan note. CURRENCY EUR SPECIAL FEATURES UK developer aided by Romanian government initiatives to support first time buyers. AVAILABLE TO CASH INVESTORS? Yes AVAILABLE TO PENSION INVESTORS? No INVESTMENT RISK - Currency risk fall in pound - Contractual income not met - Delay in development completion “MARKET LEADING 18% NET RETURN FOR 18 MONTH INVESTMENT.”
  4. 4. THE COMPANY Avantis Wealth is an investment broker, specialising in high income, property investments. We help clients achieve market leading returns from their savings, capital and pensions, leading to greater financial security and a better quality of life. We target annual returns in the range of 7%-15% net p.a. with investments that meet our F.R.E.S.H. investment strategy. We have a portfolio of 20–25 investments that meet these criteria and can make a significant difference to your income now and value of capital in the future. THE TEAM Work with Avantis Wealth and benefit from our strength of experience and understanding of property and asset backed investments. The senior management team offers over 75 years of combined experience in property and investment and are highly focused in achieving the very best from your investments. Our MD, Rod Thomas FCA has 33 years of investment experience and is the author of “The Pension Disaster And How To Plan For A Secure Retirement”. The relationship with you is the most important asset we have. Therefore we work hard to earn and keep your trust. These four values underpin the decisions we make and the way in which our company operates: OUR VALUES DISCLAIMER Avantis Wealth Ltd is not authorised or regulated by the Financial Conduct Authority (FCA). This is not a financial promotion or an invitation to invest. Avantis Wealth Ltd does not provide any financial or investment advice. We provide a referral to a regulated advisor who will offer appropriate advice, or to the company offering an investment who will determine your suitability for the investment prior to any offer being made. We strongly recommend that you seek appropriate professional advice before entering into any contract. The value of any investments can go down as well as up and you might not get back what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances it might be difficult to sell at any price. Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the FCA or covered by the Financial Services Compensation Scheme and you will not have access to the financial ombudsman service. This page does not constitute an offer to invest but is for information only. Persons expressing an interest in the bond will receive an invitation document, which they should read and ensure they fully understand prior to making any decision to subscribe. Persons in any doubt regarding the risks associated with investments of this nature should consult a suitable qualified and authorised advisor. PLEASE CALL US DURING UK OFFICE HOURS ABOUT AVANTIS WEALTH VERSION: PG-FS 28-01-16 FIND OUT MORE FREEPHONE: 0800 612 0880 LANDLINE: 01273 447 299 INVEST@AVANTISWEALTH.COM WWW.AVANTISWEALTH.COM INTEGRITY – HONESTY – RESPECT – RESPONSIBILITY