WELCOME TO THE
Sponsored by
IPS & Wealth Migrate
June 2 0 1 5
"PLAN B – Why & How to get a
Passport, Offshore Assets and Income”
What are we going to do today?
What are we going to do today?
What are we going to do today?
With as little as $10 000
What are we going to do today?
Story of two brothers…
Story of two brothers….
Story of two brothers….
Story of two brothers….
Story of two brothers….
Story of two brothers….
Story of two brothers….
Key highlights
1. First project when I was 13
Key highlights
2. First property when 22
3. First London property when 24
Key highlights
4. Thousands of South African Investments
Key highlights
4. Hundreds of London / UK Investments
Key highlights
Key highlights
5. Hundreds of Australian Investments
6. Hundreds of American Investments
Key highlights
7. Not just residential, both commercial & industrial
Key highlights
Why now?
Procrastination Price
1634%
439%
Freedom Calculator
Steve Jacoby - Businessman
• Sept 2007 – Wimbledon
• Bought for £455 000
(5% discount)
• Net rent – cash flow
positive
• 50% + growth
• Rand has devalued
31.91%
Daan van Rensburg - Entrepreneur
• Sept 2008 – Greenwich
• Bought for $313k (26%
discount)
• Net rent – cash flow
positive
• 50% + growth
• Rand has devalued
20.86%
Ryan Botha - Lawyer
• June 2009 – Brisbane
• Bought for $417k
• 10 year lease
• 10% + growth
• Rand has devalued 46.39%
Chad Pope - Businessman
• June 2012 – Brisbane
• Bought for $550k
• Income more than
expected
• 10% + growth
• Rand has devalued
8.96%
Gert du Preez - Farmer
• Aug 2012 – Atlanta
• Bought for $135k
• Net Rent = $1033 (9.18%)
• 25% to 30% growth
• Rand has devalued 38.78%
• Oct 2012 – Atlanta
• Price = $95 000
• Projected Rent = $1050
• Got = $1150
• Growth = 36%
• Rand = 33.52%
• Feb – bought 2 more
• Immigrated to Aus
Roelien & Ian Powell - Accountant
• Feb 2013 – Atlanta
• Bought 4 = $456k
• Growth = 20% - 25%
• Rand = 29.65%
• Net income per month =
$3325
• Refinance bought
another 3, now
refinancing again – aim
is 14 for children, which
is $14k a month net
Michael and Leigh Honneysett –
Entrepreneur
3 major forces – Tsunami of Change!
1. Economic Forces
Global Wealth Index
According to the GWI
South African’s wealth
has experienced a
29.5% decrease
compounded per year
for last 30 years!
Global Wealth Index
Rand Devaluation
Rand has devalued by
more than 6% year on year
against the US Dollar
for over 30 years!
James Paynter
2. Social Forces
Load Shedding
Politcians
Malemaproofing?
Truth about Wealth Preservation
We want…
3. Technology Forces
Transformatitive power
of technology
Adoption of technology
Regulatory Change
Why is this important to you?
Wealth Migrate Model
• No Fees
• Only performance fees, after target return is paid!
Real Estate Crowdfunding
How do we do it?
Clem Sunter
Endorsed by 40 Global Leaders
and Property Experts!
Scenario Planning
Global Scenarios
Clem’s scenarios
South African Scenarios
Clem’s scenarios
Facts
4 Dimensional Model
Global Property System (GPS)
Facts
How we chose our partners?
Fact
What we do?
What makes us different?
• International Real Estate Experience = 227 years
• Number of investments = 10780 +
• Total value of investments = $1,34 + billion
• Invested on 5 continents
• 17 books authored, including International
Best sellers and over 2 million copies sold!
• With full compliance!
SEC Certificate
What makes us different?
• International Real Estate Experience = 227 years
• Number of investments = 10780 +
• Total value of investments = $1,34 + billion
• Invested on 5 continents
• 17 books authored, including International
Best sellers and over 2 million copies sold!
• With full compliance!
• Your Trusted Global Real Estate Marketplace
USA
Australia
UK
Where to invest?
10. Memphis
11. Miami
12. Oklahoma
13. Charlotte
14. San Francisco
15. New Orleans
16. Chicago
17. Austin
18. Dallas
19. Houston
20. San Antonio
1. New York
2. Boston
3. San Diego
4. Las Vegas
5. Phoenix
6. Los Angeles
7. Tampa
8. Orlando
9. Detroit
10. North Dakota
11. Atlanta
Where to invest?
Where to invest?
Why Atlanta?
1. 75% of Fortune 500 companies
2. 4th biggest city in USA
3. Voted number one city in 2013
4. Population growing from 5
million to 6 million by 2023
5. Southeast USA is the 4th largest
economy in the world and
Atlanta is the hub of economic
activity.
Residential
Below Replacement
= 20% to 30%
Net Yield = 7% – 8%
Financing = 50% to 75% LTV
3 year leases
Minimum = $10 000
Price Range = $100k to $160k
Direct Investment
LTV = 60% - 75%
Rate = 8.9%
Term = 30 years
No prepayment
Crowdfunding
With as little as $10 000
• Medical Portfolio
• $16,1 million investment
• $5,9 million capital investment
• 7 buildings
• 8,5% CAP (8% to 15% BMV)
• 4.23% financing, 65% LTV and 5 year fix
• Target Investor Annual Investor Return = 15,4% IRR
• 89% occupied (fully leased on closing)
• Blended lease of 5,5 years
• 38% Blue Chip Govt tenants
Medical
Brisband
Brisband
Brisband
Buyers Trips
5 reasons you should attend USA Buyers Trip
1. Information
2. Partners
3. Learn and engage with
other sophisticated
investors
4. Take Action
5. Have Fun
What would stop you?
Next steps…
What next?
1. PTA
• 22nd June
• 7:30am – 11am
2. JHB
• 23rd June
• 7:30am – 11am
3. Durban
• 24th June
• 7:30am – 11am
4. Cape Town
• 25th June
• 7:30am – 11am
Mandates
www.ipsinvest.eventbrite.com
What will you get?
What will you get?
Let’s light up South Africa

Plan b webinar (2)