A vertically integrated real estate investment platform serving as the parent company for a
group of operating subsidiaries, investment partnerships, funds, and ventures. Founded and
Managed by Jeff Klotz. The Klotz Group platform has a nationwide presence, a reputation for excellence and has become a “best in class” multifamily real estate sponsor, investor, owner, partner, broker, capital provider and developer.
Please find attached our complimentary year end review from Bloomberg Brief Private Equity. This is just a sample of the incredible data available to our subscribers. Visit Bloombergbriefs.com for more information.
Steve Dow, partner at Sevin Rosin Funds in Dallas, told the New York Times in 2006 that “the VC model is broken.” A recent survey from executive search firm Polachi Inc. polled more than 100 venture capital executives, 70% of which were partners or managing partners. It found that a majority, 53% of respondents, indicated the venture capital industry is “broken.” With a less than receptive IPO market and the credit markets tightening down on M&A activities, VCs are finding few exits for their existing investments. PE shops are faced with refinancing over $300 billion of LBO debt over the next two years. Endowments and pension funds that serve as the limited partners firms are reassessing their investment in the entire asset class and are hamstrung by the denominator effect. Will this funding gap affect the US’ ability to develop new technologies and create new jobs? Many ask, “Why aren’t there more Googles” and “What will be the next big thing?” Personal computers were the catalyst in the 1980s, the internet was the catalyst in the 1990s and social networking has been a catalyst in recent years, but what will be the growth driver in the next decade? With this background, this presentation will discuss the golden years of private equity, the current environment and what the future holds for this industry and entrepreneurial activity.
Please find attached our complimentary year end review from Bloomberg Brief Private Equity. This is just a sample of the incredible data available to our subscribers. Visit Bloombergbriefs.com for more information.
Steve Dow, partner at Sevin Rosin Funds in Dallas, told the New York Times in 2006 that “the VC model is broken.” A recent survey from executive search firm Polachi Inc. polled more than 100 venture capital executives, 70% of which were partners or managing partners. It found that a majority, 53% of respondents, indicated the venture capital industry is “broken.” With a less than receptive IPO market and the credit markets tightening down on M&A activities, VCs are finding few exits for their existing investments. PE shops are faced with refinancing over $300 billion of LBO debt over the next two years. Endowments and pension funds that serve as the limited partners firms are reassessing their investment in the entire asset class and are hamstrung by the denominator effect. Will this funding gap affect the US’ ability to develop new technologies and create new jobs? Many ask, “Why aren’t there more Googles” and “What will be the next big thing?” Personal computers were the catalyst in the 1980s, the internet was the catalyst in the 1990s and social networking has been a catalyst in recent years, but what will be the growth driver in the next decade? With this background, this presentation will discuss the golden years of private equity, the current environment and what the future holds for this industry and entrepreneurial activity.
Women transforming our financial markets symposium December 11, 2012Dara Albright
We are so grateful to the women, many speaking at today's conference, who continue to raise glass ceilings and inspire new generations. It is NowStreet’s sincere hope that events like this empower more women to launch businesses and embark on careers in finance. With women playing a more integral role in the nation’s economy, America will undoubtedly prosper once more.
http://www.profitableinvestingtips.com/investing-tips/brics-development-bank-problems
BRICS Development Bank Problems
There seem to be BRICS development bank problems even before the idea gets off the ground. In their recent summit in South Africa, the leaders of Brazil, Russia, India, China, and South Africa stated that they intend to create an international bank to support development in the developing world. The argument made by many in the developing world is that the World Bank, International Monetary Fund, and the Bank of International Development have a Western bias. This argument has been around for quite a while. The emerging powers of the BRICS group want more say in what goes on in the world and more say that is commensurate with their growing economic clout. The figure tossed around is $50 Billion in seed capital, evenly divided among the five BRICS nations. But, BRICS development bank problems are sure to rise. The complaint of these nations has been that the dominant economies of Europe and North America call the tune for who gets development money and who does not. There is a realistic fear that China with the largest economy and largest cash reserves will want to call the tune and cause BRICS development bank problems. Where will the headquarters of such a bank be? Who will be its officers and how will they be chosen? This news follows on the heels of a large Russian Chinese energy agreement in the making, a deal which holds much of the same promise of investment opportunity in these nations, and much of the same risk of failure.
He Who Has the Money Has the Power
Where the Europeans used to have colonies across the globe, the United States developed an economic hegemony in the years after World War Two. US military might and economic clout guaranteed allies in the fight against communism. Another way of looking at the contest between the USSR and the USA is that industrialized nations need both access to natural resources and people to sell their products to. As China has grown in economic clout it has followed the path of the Brits and the Yanks by spreading cash around the Third World in return for oil contracts, mineral rights, and access to markets. Where locals everywhere across the globe used to both envy and resent the Brits and then the Yanks, they now envy and resent the Chinese. An all too accurate complaint in Africa is that China is actively working to inhibit industrial development in Africa because they want African resources and they don’t want industrial competition with cheap African labor. An issue for South Africa is if they can ante up $10 Billion to have an equal share of bank power alongside the Chinese.
UHY Dawgen Chartered Accountants (Incorporating Paul Goldson & Company) is a professional service firm providing audit, accounting, tax and business advisory services from 5 strategic locations in Jamaica. . UHY Dawgen Chartered Accountants (the “Firm”) is a member of Urbach Hacker Young International Limited, a UK company, and forms part of the international UHY network of legally independent accounting and consulting firms. UHY is the brand name for the UHY international network.
A FinTech Bubble or a Financial Revolution by Lou Kerner who runs the Social ...The FinFair Conference
In this presentation delivered at FinFair 2015, Wall Street's foremost social media analyst and fund manager, Lou Kerner, compares today's market to the late 1990s in order to answer whether we are witnessing another bubble or a revolution.
Crack the Crowd, Title 3 Crowdfunding & JOBS Act OverviewDan Baird
An overview of crowdfunding, the JOBS act, Title II and Title III. What this latest legislation means, and how small businesses can use it to raise capital.
BoyarMiller Breakfast Forum: The Houston Commercial Real Estate Markets – Wha...BoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a panel discussion on the look ahead for Houston’s Commercial Real Estate for 2017. Speakers included Allen Crosswell with NewQuest Crosswell, Jonathan Brinsden with Midway and John Nicholson with Avera Companies.
What can be the impacts of the BRICS new financial institutions?Jimmy Huang
Introduction: The diversity of sources of international development finance has increased dramatically in recent years
Part1: BRICS group signed to create two new financial institutions during the sixth BRICS summit in Brazil in 2014
- New Development Bank (NDB)
- Contingency Reserve Arrangement (CRA)
Part2: China leverages its influence and capitalizes on emerging and developing countries with new financial institutions
- AIIB and Silk Road Fund co-finance One Belt One Road (OBOR)
- AIIB provides an addition to reduce infrastructure-funding gap in Asia
Wrap-up: Understand features of the new development finance institutions and roles of regional finance
Finfair opening presentation by dara albrightDara Albright
The opening slide presentation to FinFair 2015, Wall Street’s inaugural conference featuring the leadership, products and technologies that are driving the crowd-centric retail alternatives market and democratizing the investment landscape.
www.finfairconf.com | @finfairconf | #finfair2015
Real estate investment business plan exampleupmetrics.co
Before you start writing your real estate investment business plan, spend as much time as you can to reading through some samples of real estate business plans. Not only will that give you a good idea of what it is you’re aiming for, but it will also show you the different sections that different entrepreneurs include and the language they use to write about themselves and their future plans.
We have created a sample real estate investment business plan example for you to get a good idea about how a perfect real estate investment business plan should look like and what details you should include in your business plan.
Source: https://upmetrics.co/template/real-estate-investment-business-plan-example
Women transforming our financial markets symposium December 11, 2012Dara Albright
We are so grateful to the women, many speaking at today's conference, who continue to raise glass ceilings and inspire new generations. It is NowStreet’s sincere hope that events like this empower more women to launch businesses and embark on careers in finance. With women playing a more integral role in the nation’s economy, America will undoubtedly prosper once more.
http://www.profitableinvestingtips.com/investing-tips/brics-development-bank-problems
BRICS Development Bank Problems
There seem to be BRICS development bank problems even before the idea gets off the ground. In their recent summit in South Africa, the leaders of Brazil, Russia, India, China, and South Africa stated that they intend to create an international bank to support development in the developing world. The argument made by many in the developing world is that the World Bank, International Monetary Fund, and the Bank of International Development have a Western bias. This argument has been around for quite a while. The emerging powers of the BRICS group want more say in what goes on in the world and more say that is commensurate with their growing economic clout. The figure tossed around is $50 Billion in seed capital, evenly divided among the five BRICS nations. But, BRICS development bank problems are sure to rise. The complaint of these nations has been that the dominant economies of Europe and North America call the tune for who gets development money and who does not. There is a realistic fear that China with the largest economy and largest cash reserves will want to call the tune and cause BRICS development bank problems. Where will the headquarters of such a bank be? Who will be its officers and how will they be chosen? This news follows on the heels of a large Russian Chinese energy agreement in the making, a deal which holds much of the same promise of investment opportunity in these nations, and much of the same risk of failure.
He Who Has the Money Has the Power
Where the Europeans used to have colonies across the globe, the United States developed an economic hegemony in the years after World War Two. US military might and economic clout guaranteed allies in the fight against communism. Another way of looking at the contest between the USSR and the USA is that industrialized nations need both access to natural resources and people to sell their products to. As China has grown in economic clout it has followed the path of the Brits and the Yanks by spreading cash around the Third World in return for oil contracts, mineral rights, and access to markets. Where locals everywhere across the globe used to both envy and resent the Brits and then the Yanks, they now envy and resent the Chinese. An all too accurate complaint in Africa is that China is actively working to inhibit industrial development in Africa because they want African resources and they don’t want industrial competition with cheap African labor. An issue for South Africa is if they can ante up $10 Billion to have an equal share of bank power alongside the Chinese.
UHY Dawgen Chartered Accountants (Incorporating Paul Goldson & Company) is a professional service firm providing audit, accounting, tax and business advisory services from 5 strategic locations in Jamaica. . UHY Dawgen Chartered Accountants (the “Firm”) is a member of Urbach Hacker Young International Limited, a UK company, and forms part of the international UHY network of legally independent accounting and consulting firms. UHY is the brand name for the UHY international network.
A FinTech Bubble or a Financial Revolution by Lou Kerner who runs the Social ...The FinFair Conference
In this presentation delivered at FinFair 2015, Wall Street's foremost social media analyst and fund manager, Lou Kerner, compares today's market to the late 1990s in order to answer whether we are witnessing another bubble or a revolution.
Crack the Crowd, Title 3 Crowdfunding & JOBS Act OverviewDan Baird
An overview of crowdfunding, the JOBS act, Title II and Title III. What this latest legislation means, and how small businesses can use it to raise capital.
BoyarMiller Breakfast Forum: The Houston Commercial Real Estate Markets – Wha...BoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a panel discussion on the look ahead for Houston’s Commercial Real Estate for 2017. Speakers included Allen Crosswell with NewQuest Crosswell, Jonathan Brinsden with Midway and John Nicholson with Avera Companies.
What can be the impacts of the BRICS new financial institutions?Jimmy Huang
Introduction: The diversity of sources of international development finance has increased dramatically in recent years
Part1: BRICS group signed to create two new financial institutions during the sixth BRICS summit in Brazil in 2014
- New Development Bank (NDB)
- Contingency Reserve Arrangement (CRA)
Part2: China leverages its influence and capitalizes on emerging and developing countries with new financial institutions
- AIIB and Silk Road Fund co-finance One Belt One Road (OBOR)
- AIIB provides an addition to reduce infrastructure-funding gap in Asia
Wrap-up: Understand features of the new development finance institutions and roles of regional finance
Finfair opening presentation by dara albrightDara Albright
The opening slide presentation to FinFair 2015, Wall Street’s inaugural conference featuring the leadership, products and technologies that are driving the crowd-centric retail alternatives market and democratizing the investment landscape.
www.finfairconf.com | @finfairconf | #finfair2015
Real estate investment business plan exampleupmetrics.co
Before you start writing your real estate investment business plan, spend as much time as you can to reading through some samples of real estate business plans. Not only will that give you a good idea of what it is you’re aiming for, but it will also show you the different sections that different entrepreneurs include and the language they use to write about themselves and their future plans.
We have created a sample real estate investment business plan example for you to get a good idea about how a perfect real estate investment business plan should look like and what details you should include in your business plan.
Source: https://upmetrics.co/template/real-estate-investment-business-plan-example
Ep. #19: October 2019 - Da Real Estate Braddahs LIVELane Kawaoka, PE
Hawaii Market stats | Plethora of Market news
For more events check out - SimplePassiveCashflow.com/events
Start learning about real estate investing - SimplePassiveCashflow.com/start
Apartment Boom Bodes Well for Real Estate InvestorsDean Graziosi
The apartment industry and its 36 million residents contributed $1.3 trillion and 12.3 million jobs to the economy in 2013. Based on research by economist Stephen S. Fuller, Ph.D., of George Mason University’s Center for Regional Analysis, the data cover the economic contribution of apartment construction, operations and resident spending on a national level plus all 50 states and the District of Columbia. In addition, construction, operations and resident spending data are available for 40 specific metro areas.
BoyarMiller Breakfast Forum: The Houston Commercial Real Estate Markets – Wha...BoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a panel discussion on the look ahead for Houston’s commercial real estate markets for 2018. Speakers included Jimmy Hinton with HFF, Jonathan Brinsden with Midway and John Nicholson with AVERA Companies.
The self-storage market is ever changing and evolving and it is important to stay up to date. In these slides, we'll trends in the US economic market, and Florida, plus much more.
The multifamily real estate sector is famous for having outperformed other sectors in the market, especially during the global economic downturn that began in 2007. With fears of another recession on the horizon, this white paper aims to educate readers on the portfolio stability, tax advantages, and passive income benefits which investing in non-traded REITs can bring to investors at any level of their investing careers.
This paper will additionally share economic data and future market predictions from the leading analysts and data houses in the multifamily housing market.
Oeiras Tech City, Developed by RE Capital and REIG, Will Become Lisbon's Futu...Newman George Leech
Oeiras Tech City, a historic development in the Oeiras municipality of Lisbon, is acquired by RE Capital and REIG. It is located on a 93,000-square-meter plot of land and combines co-living, business, and residential areas. It highlights ESG principles and is close to Tagus Park, which improves the urban landscape of Lisbon.
Lixin Azarmehr, a Los Angeles-based real estate development trailblazer, co-founded JL Real Estate Development (JL RED) in 2015 and serves as its CEO. Her expertise has propelled the firm to specialize in luxury residential and mixed-use commercial projects, with a portfolio that features upscale retail spaces and sophisticated care facilities.
Keep Your Home Naturally Cool and Warm Out Change in Seasons
Vinra Construction is a private limited company registered under the ROC. The management has an experience of over 15 years of understanding the needs and delivering apt solutions to the end users We are providing turnkey solutions in construction fields. like Construction, Interior Designing Facility Management, Plantation Management, etc..
Vinra Construction Tech Enabled Company for Eco-Friendly Home Construction
Contact With Vinra for a Greener Future >>> Call us @ 888 4898 765
Investing In The US As A Canadian… And How To Do It RIGHT!! (feat. Erwin Szet...Volition Properties
=== Investing In The US As A Canadian… And How To Do It RIGHT!! (feat. Erwin Szeto) ===
Ever been curious about Real Estate Investing in the US?? At Volition, for the past 14 years, we have been focused on helping investors invest in over $250M of real estate and generate $100M of wealth in the Toronto market, but we are always open to learning more about other business models and learning from other investors.
The US has always been an intriguing market to invest in. But the US is a big place… if you’re interested in investing in the US, you probably have a lot of questions, like:
☑️ Specifically WHERE should you invest?
☑️ What are the best markets to invest in and why?
☑️ How much are property prices there?
☑️ What are the returns like?
☑️ What is cashflow like?
☑️ Compared to investing in Toronto or other cities in Ontario, what are the benefits / tradeoffs?
☑️ What ownership structure should I use?
☑️ What are the tax implications?
☑️ Can I get financing?
☑️ What are tenants like?
Enter Erwin Szeto, a longtime friend of Volition. Since 2005, Erwin Szeto and his team have navigated the challenging landscape of being landlords in Ontario. Now, they are shifting their focus and guiding their clients' investments toward the more landlord-friendly environment of the USA. This decision comes after assisting Canadian clients in transacting over $440,000,000 in income properties. Faced with issues like affordability constraints, tenant-friendly laws, rent control, and rental licensing in Canada, Erwin sees a clear opportunity in the U.S. Here, there is a significant influx of investments leading to the creation of high-paying manufacturing jobs. Erwin and his clients are poised to capitalize on these opportunities where landlord rights are stronger and there is no rent control.
To facilitate this transition, Erwin has partnered with and become a client of SHARE, a one-stop-shop U.S. Asset Manager. Founded by Canadians for Canadians, SHARE enables as passive an ownership experience as possible for landlords in the U.S., while still maintaining direct, 100% ownership.
Erwin is “Making Real Estate Investing Great Again”!!
Website: https://www.infinitywealth.ca/
Facebook: https://www.facebook.com/iwinrealestate and https://www.facebook.com/ErwinSzetoOfficial
Podcast: https://www.truthaboutrealestateinvesting.ca/
Instagram: https://www.instagram.com/iwinrealestate/ and https://www.instagram.com/erwinszeto/
500 acres of brilliance await you here at Riverview City which offers modern living, effortless convenience, and a beautiful natural setting. It is a mega township by Magarpatta City in Loni Kalbhor, Pune. Enjoy easy access to work, schools, and fun while experiencing a perfect work-life balance.
Visit - magarpattacity.developerprojects.in
Torun Center Residences Istanbul - Listing TurkeyListing Turkey
THERE IS LIFE IN ITS CENTER!
The most energetic spot of the city that will add utterly different pleasures to your life, with a park that will make Istanbul breathe, delighting indoor and outdoor bistros, cafes, restaurants, the brand-new Food Hall concept, where dozens of unique tastes are served together, market area, cinema, theater, fitness club, SPA and event venue...
All the pleasures that will enrich your lives are awaiting you on the most beautiful side of the city, at Torun Center Residences. In Mecidiyeköy, where the heart of Istanbul beats, business, life and entertainment opportunities are located at the exact center, at Torun Center, the most beautiful side of the city.
Penthouse apartments and different styles of flats from 1 + 1 to 4 + 1, from 100 to 425 square meters in a 42-story residence tower, have been designed for those who want to live in the center of magnificence. Torun Center is the redefinition of a better life with specially landscaped floor gardens, apartment options with private balconies, and automatic glass systems equipped with Trickle Ventilation that offers clean air comfort.
Business and life in the same place
Excellent service
Torun Center has many delightful details, from a swimming pool to sunbathing and resting terrace. With 24/7 concierge services, 24/7 security, valet, technical service, closed-circuit camera system (CCTV), central heating and cooling system, it makes your life easier.
Delightful details
The two-story Torun Center Lounge, with its indoor and outdoor seating areas, children's playroom, private dining and TV lounge, promises unforgettable memories to you and your loved ones with its unique Istanbul view.
Neighboring to the most pleasant square of Istanbul
A few steps from the Torun Center Residences, you can reach the city's most modern city square and open the doors of a quality city life. Torun Center Residences brings together on the same project the long-awaited city life for Istanbul and gourmet restaurants, cafes, gym and SPA, and state-of-the-art cinema and Artı Stage, hosting the most famous plays of the season.
Located at the intersection of alternative public transportation options such as the metro and Metrobus, Torun Center comes to the fore as the most accessible office for both sides of Istanbul. With a central location and rich transportation lines, Torun Center offices make life easier for employees and increase productivity.
BricknBolt Understanding Load-Bearing Walls and Their Structural Support in H...BrickAndBolt
Load-bearing walls are the backbone of any home construction, providing crucial structural support that carries the weight of the house above. For companies like Brick and Bolt Mysore and Bricknbolt Faridabad, understanding and properly implementing these elements are key to constructing safe and durable buildings.
Need MCA leads? No sweat! MCAs are great for small biz funding. Learn how to snag top-notch leads: businesses needing cash, with repayment ability, decision-makers, and accurate contacts. Use content, social ads, lead platforms, partnerships, and capture processes for quality leads.
https://www.leadgeneration.media/blog/b/streamline-your-mca-sales-process-with-pre-qualified-leads
Urbanrise Paradise on Earth - Unveiling Unprecedented Luxury in Exquisite Vil...JagadishKR1
Immerse yourself in the epitome of luxury living at Urbanrise Paradise on Earth. These opulent 4 BHK villas, nestled off the prestigious Kanakapura Road in Bangalore, redefine elegance and sophistication. With meticulous craftsmanship, breathtaking design, and unparalleled amenities, Urbanrise Paradise on Earth offers a sanctuary where every moment is infused with luxury and serenity. Experience a life of grandeur and indulgence at this exclusive residential enclave.
Rixos Tersane Istanbul Residences Brochure_May2024_ENG.pdfListing Turkey
Tersane Suites Residences is a luxurious real estate project located in the heart of Istanbul, next to the beautiful Golden Horn. This unique development offers hotel concept residences with Rixos management, making it the perfect choice for both homeowners and investors.
The Tersane Suites Residences offers a wide range of options, from studio apartments to spacious four-bedroom units, all designed to the highest standard. The suites are finished with high-quality materials and feature modern, open-plan living spaces, fully-equipped kitchens, and large balconies with stunning views of the city and sea.
One of the standout features of Tersane Suites Residences is the Rixos management, which provides a truly exclusive and upscale living experience. Residents will have access to a range of luxury amenities, including a fitness center, spa, and indoor and outdoor swimming pools. Plus, the on-site restaurants and cafes provide a taste of the local and international cuisine.
The Tersane Suites Residences also offers a great opportunity for investors, as it provides a rental guarantee program. This means that investors can enjoy a steady income stream, with the peace of mind that their property is being managed by a reputable and experienced team.
The location of Tersane Suites Residences is also unbeatable, with easy access to the city’s main transportation links and within close proximity to the historic center, making it the perfect base for exploring all that Istanbul has to offer.
Simpolo Tiles & Bathware
Tile ho,
toh Simpolo.
Since the first steps were taken in 1977, Simpolo Ceramics has carved its niche as a consistently growing organisation with unparalleled innovation and passion rooted in simplicity.
We endure gratification for every experience we offer, created to share something meaningful. It may not resonate with the majority, but that makes us a class apart. If only a handful were to understand the purpose of our existence, we would be proud to have found our believers. Rather, people with whom we can share our beliefs.
VISUALIZER
Design your space in your style with our very own Visualizer. Now, you can choose the tiles of your liking from our wide selection and see how they would look in a space. Select the tile from the multiple options and the visualiser will replace the surfaces in the image with the selected tiles. This way, instead of just your imagination, you can choose the tiles for your place by getting an actual picture of how they would look in a space. So, design your space the way you desire digitally and implement it in real life to get the best results!
You can also share this visualiser with others to help them design their space.
Committed to delighting customers with world-class ceramic products and services. Make Simpolo synonymous with the best quality and set new benchmarks of excellence for all stakeholders. Pursue best business practices with utmost integrity to make Simpolo an exciting organisation to work with, for vendors, channel partners, investors and employees alike.
Gain worldwide recognition in the field of ceramic building products through Research and Innovation and bring an enhanced lifestyle within reach for every household.
One FNG by Group 108 Sector 142 Noida Construction UpdateOne FNG
One FNG by Group 108 is launching a new commercial project in Sector 142 Noida. Office space and high street retail shops on the FNG and Noida Expressway. For more information visit the website https://www.onefng.com/
Brigade Insignia offers meticulously designed apartments with modern architecture and premium finishes. The project features spacious 3,3.5,4 and 5 BHK units, each thoughtfully planned to provide maximum comfort, natural light, and ventilation.
https://www.newprojectbangalore.com/brigade-insignia-yelahanka-bangalore.html
Flat available for sale
Location- Tupudana, Ranchi
Savitri enclave
Area- 3BHK
Rate- 4000/sq.ft.
Super Build Up Area-1629 sq.ft.
Build-up area-1253 sq.ft.
Rate- 65lakh16k(approx)
Floor available- Flat available in all floor(G+12)
Balcony- 2
Washroom- 2
Parking - CAR PARKING
Amenities- Joggers track,temple, children's park,gym,banquet hall (5 Lakh)
Possession year (Handover year)- Dec 2025
Outside View from the apartment and flat balcony is very beautiful.
For more information contact AASHIYANA STAR PROPERTIES
7766900371
Presentation to Windust Meadows HOA Board of Directors June 4, 2024: Focus o...Joseph Lewis Aguirre
Presentation to Windust Meadows HOA Board of Directors June 4, 2024: Focus on Public Safety as Job #1, Engagement, Wealth of HOA, Branding, Communication, Culture, Civic Responsibility
MC Heights-Best Construction Company in jhanglaraibfatim009
MC Heights stands as the epitome of excellence in construction within Jhang. With a commitment to unparalleled quality and innovative design, MC Heights redefines urban living in the heart of Jhang. Offering luxurious residential spaces, cutting-edge commercial complexes, and vibrant community areas, MC Heights caters to the diverse needs of modern lifestyles. Our dedication to superior craftsmanship and customer satisfaction ensures that every aspect of MC Heights exceeds expectations, making it the premier choice for those seeking unparalleled sophistication and comfort in Jhang.
The SVN® organization shares a portion of their new weekly listings via their SVN Live® Weekly Property Broadcast. Visit https://svn.com/svn-live/ if you would like to attend our weekly call, which we open up to the brokerage community.
Scanning tenants in NYC requires a thorough and compliant approach to ensure you find reliable renters. For a positive rental experience, consider hiring a property management service. Belgium Management LLC specializes in NYC rental property management and tenant relationship management. We prioritize tenant satisfaction, making us a trusted name in New York property management. Our dedicated team ensures tenants feel valued and supported throughout their lease.
1. THE
KLOTZGROUP OF COMPANIES
I n s t i t u t i o n a l A d v i s o r s
Tierra Linda
Development, LLC
CapGainproperties inc.
- THE KLOTZ GROUP OF COMPANIES
- MULTIFAMILY INVESTMENTS
- $100M CO-SPONSORED REAL ESTATE FUND
OR JOINT VENTURE PROGRAM
2.
3.
4.
9.
13.
15.
18.
Introduction
What is Multifamily?
Why Multifamily?
Why South East United States?
Why Klotz?
The Team
Investment Overview
2. Klotz Investment Opportunity Overview 2
THE
KLOTZGROUP OF COMPANIES
INTRODUCTION
AnewlyformedFundorJointVenturewillendeavortoinvestinanddevelopopportunities
in Multifamily Housing in the Southeastern region of the United States.
The Klotz Group, with a regional focus and impact in the Southeastern United States,
owns, operates and develops multifamily real estate and has done so with the support of
450+ employees over the course of two decades.
A Fund or Joint Venture will seek to raise $100M in equity capital to invest in strategically
selected multifamily opportunities offering investors favorable, risk adjusted returns.
With a collective vision, strategy and capability, The Klotz Group has endeavored
to provide select individuals, family offices and institutions, a private and unique
multifamily real estate investment opportunity to invest alongside experienced
general partners with a confident mission of producing superior returns and
outcomes within one of the most exciting global sectors - Multifamily real estate
assets within the Southeastern United States.
•
•
•
3. Klotz Investment Opportunity Overview 3
THE
KLOTZGROUP OF COMPANIES
WHAT IS MULTIFAMILY?
Multifamily Real Estate Basics:
Multifamily Housing - A building or structure that is designed and built to house several different families or individuals in separate housing units.
The most common type of multifamily housing is an apartment building.
Generally, garden product built within the last 10 years
Properties with a physical age greater than 10 years but have been
substantially renovated
Commands rents within the range of Class “A” rents in the submarket
Well merchandised with landscaping, attractive rental office and/or
club building
High-end exterior and interior amenities as dictated by other Class “A”
products in the market
High quality construction with highest quality materials
Generally have the highest valuations per door and the lowest market
cap rates
Bought primarily for appreciation
•
•
•
•
•
•
•
•
Class A Multifamily
Generally, product built within the last 20 years
Exterior and interior amenity package is dated and less than
what is offered by properties in the high end of the market
Good quality construction with little deferred maintenance
Commands rents within the range of Class “B” rents in
the submarket
•
•
•
•
Class B Multifamily
Generally, product built within the last 30 years
Limited, dated exterior and interior amenity package
Improvements show some age and deferred maintenance
Commands rents below Class “B” rents in submarket
Majority of appliances are “original”
•
•
•
•
•
Class C Multifamily
Generally, product over 30 years old, worn properties,
operationally more transient, situated in fringe or
mediocre locations
Shorter remaining economic lives for the system components
No amenity package offered
Marginal construction quality and condition
Lower side of the market unit rent range, coupled with
intensive use of the property (turnover and density of use)
combine to constrain budget for operations
•
•
•
•
•
Class D Multifamily
Multifamily Property Classification Overview
Properties consisting of typically 100+ apartment units
Held on a single title
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Communities zoned specifically for occupancy by renters
Historically attractive levels of income and capital growth
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4. Klotz Investment Opportunity Overview 4
THE
KLOTZGROUP OF COMPANIES
WHY MULTIFAMILY?
I - Risk to Return Profile
Multifamily Provides Superior Risk Adjusted Returns
Source: Thompson-Reuters.
Conclusion: Multifamily private equity real
estate investment (as the best performing
segment within “Institutional Private Real
Estate”) provides the best risk/return profile
when compared to alternative investments in
the marketplace.
5. Klotz Investment Opportunity Overview 5
THE
KLOTZGROUP OF COMPANIES
WHY MULTIFAMILY?
II - Demand Continuing to Outpace Supply
Persistent Strength of Rental Demand
The renter share of U.S. households stands at a 50-year high of 37%
600,000 U.S. households became renters in 2016, marking 12 consecutive years of growth
Annual expected household formations will require new housing increases of 1.3 million units per year in the next 14 years, of which 40%
are excepted to be renters
The U.S. will need an average of 328,000 units per year from now through 2030 and cumulatively 4.6 million units of 5+ unit housing to
satisfy demand
The industry averaged just 225,000 completions per year from 2011-2016
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Rental demand up for the 12th consecutive year in 2016 Multifamily demand expected to outpace construction
Source: Joint Center for Housing Studies of Harvard University (JCHS) tabulations of U.S. Census Bureau, Housing Vacancy Surveys
National Multifamily Housing Council, U.S. Apartment Demand 2017
Million Apartments
6. Klotz Investment Opportunity Overview 6
THE
KLOTZGROUP OF COMPANIES
Conclusion: The annualized yield produced
by multifamily real estate investments have
been favorably (larger spread) disconnected
from treasury yields providing superior
comparable returns to investors.
WHY MULTIFAMILY?
III - Historic Cap Rate Trend
Historical Real Estate Cap Rate (annualized yield) Trend
Historic relationship between Treasury rates and multifamily cap rates is not linear
Treasury rates have gone up, however cap rates have not always followed
Spread has been as low as 104 bps (Q2’06), current spread is at 280 bps (Q4’17)
Potential increase in Treasury rates may be cushioned by current wide spreads and strong fundamentals
Catalysts for higher rates (robust economy) are positive factors that would also benefit multifamily fundamentals
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U.S. Apartment Cap Rate Trends
Current spread is wide.
Source: Marcus & Millichap Reseach Advisors; CoStar Group, Inc.; Real Capital Analytics
Note: Cap Rate = annual net operating
income of a property divided by the sale
price or appraised value.
7. Klotz Investment Opportunity Overview 7
THE
KLOTZGROUP OF COMPANIES
WHY MULTIFAMILY?
Key Marketplace References, Facts and Expert Opinion
Reference:
http://www.pionline.com/article/20180205/PRINT/180209914/investors-embrace-multifamily-as-demographic-trends-shift
Feb 2018
“The multifamily housing sector is attracting real estate investors that wouldn’t have looked at it previously. Foreign investors, along with core,
core-plus and open-end real estate funds, are moving into multifamily investments because of demographic trends. Young and older Americans are
preferring to rent apartments rather than buy homes.”
“Not only are these investors moving into the multifamily market, but also much of the interest is for older or Class B properties in secondary cities
— properties that are a bit higher risk than these investors had considered in the past.”
“We are starting to see different kinds of capital coming into the multifamily market,” said Josh Grossman, Philadelphia-based senior vice president
of real estate money management firm LEM Capital LLC. These investors are drawn to the sector by the demand for apartments, which has risen to
its highest level in more than 25 years, according to a report released Jan. 31 by data provider Trepp LLC. Foreign capital, which had been focusing
on the most stable properties in big-city locations, is moving into the multifamily sector in a big way, and not just into Class A properties. Four of
the top 10 buyers of multifamily properties in 2017 are based outside the U.S., Real Capital Analytics data show.”
“The key attractions for the multifamily sector in the U.S. include the strong secular demand tailwinds in the U.S. (due to favorable trends in
population and employment), the resilient return profile of the sector, and the opportunity to partner with quality managers,” said Marissa Lum, a
Singapore-based associate”
“Cortland executives expect the multifamily sector will enjoy “significant tailwinds” from baby boomers’ and millennials’ preference for rental
apartments rather than home purchases for the next eight to 10 years, he said. At the same time, new apartment buildings are taking longer to
complete due to a shortage of construction workers, keeping supply down”
8. Klotz Investment Opportunity Overview 8
THE
KLOTZGROUP OF COMPANIES
WHY MULTIFAMILY?
Key Marketplace References, Facts and Expert Opinion
Reference:
http://www.businessalabama.com/Business-Alabama/October-2017/Multifamily-Boom-Undiminished/
Oct 2017
“The development of apartments, condominiums and lofts — especially in downtown areas — faltered for decades in Alabama, the Southeast and
beyond, but has flourished in the wake of the 2008 financial crisis and single-family housing plunge.The multifamily trend has many drivers,
including millennials and empty nesters being drawn to an urban lifestyle, fewer single-family homebuyers, historic tax credits and keen investor
interest, commercial real estate experts agree.“Investing in apartment projects is especially popular. It’s become a ‘go-to’ investment these days,” says
K.C. Conway, the new director of Research & Corporate Engagement for the Alabama Center for Real Estate.”
“Investors that weren’t very interested in multifamily projects in the past are showing great interest. They are perceived as a safer harbor than some
other investments,” says Chad Hagwood, senior vice president, originations, Capital One Multifamily Finance.”
Southeastern United States Growth Highlights:
Reference:
http://nationalinterest.org/blog/the-buzz/the-economic-engine-america-isthe-south-11225
Sept 2015
“There is something strange happening in the South—it is beginning to look like the economic engine of America. The South region (defined by the
Census Bureau to go as far west as Texas and Oklahoma, north to Kentucky, and east to the District of Columbia and Maryland, down to Florida
and everything in between) has come to dominate nearly every economic measure. The South is where the homes are being sold, and the jobs are
being created. Somehow, while few were watching, the South has become the center of US growth.”
9. Klotz Investment Opportunity Overview 9
THE
KLOTZGROUP OF COMPANIES
WHY SOUTH EAST UNITED STATES?
The South is the largest generator of both GDP and GDP growth in the United States
South represented 50 percent of all housing starts in 2017
45 percent of multi-family are started in the South in 2017
With around 120 million people, the South is the most populous region in the U.S.
The South grew its population 49 percent over the past two decades; representing 47 percent of US population growth
Ten of the 15 fastest-growing large cities were located across the South in 2017
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Key Marketplace References, Facts and Expert Opinion
Reference:
http://www.nreionline.com/office/southeastern-us-experiencing-growth-spurt
July 2017
“Due to rapid growth, the Southeast is emerging as an economic powerhouse with a diversifying base.”
“The Southeast boasts an industrial expansion fueled by both import and export activity, as well as increases in manufacturing employment and
activity. Overall industrial vacancy is at a record low for the region. Atlanta, Orlando and Memphis provide strategic locations for e-commerce
users, and Memphis has seen an excessive amount of distribution activity relative to the market’s size. The region benefits from port markets such as
Savannah, Miami and Charleston as well, and industrial health will continue to strengthen with the widening of the Panama Canal.”
“With 48 percent of the country’s net migration flocking to the Southeast, there is still a high amount of activity and interest in urban multifamily
assets.”
Southeastern United States Growth Highlights: (Cont.)
10. Klotz Investment Opportunity Overview 10
THE
KLOTZGROUP OF COMPANIES
WHY SOUTH EAST UNITED STATES?
Key Marketplace References, Facts and Expert Opinion
Reference:
http://rebusinessonline.com/berkadia-forecast-southeast-to-garner-bulk-of-multifamily-investment-financing-activity-in-2018/
Jan 2018
“Berkadia Forecast: Southeast to Garner Bulk of Multifamily Investment, Financing Activity in 2018”
“Mortgage bankers and investment sales brokers alike expect multifamily markets in the Southeast to record more investment and financing activity
than any other region in 2018. In Berkadia’s inaugural poll of nearly 150 staffers across 60 offices, the company reveals that more than one-third (36
percent) of its respondents predict the Southeast would see the most deals take place this year.”
“Population influx, continued job growth and significant development stabilization will make the Southeast a destination for commercial real estate
growth and investor appetite in the coming months,” says Ernie Katai, executive vice president and head of production at Ambler-based Berkadia.”
“Other corporate relocations and expansions in the region have also increased the prospects of the region’s overall multifamily market, as these jobs
often attract young talent who are looking to rent versus own while living near their workplaces and surrounding intown amenities.”
“Younger generations who are looking to take advantage of low cost of living and increased opportunity to build their careers are turning to the
Southeast to serve these needs,” says Katai. “As this renter activity spikes, investment opportunities will follow and investors will seek financing in
the growing region.”
“Multifamily’s Momentum Continues - Berkadia respondents predict the growth of the multifamily sector continuing across the country, not just in
the Southeast. Nearly three-quarters (74 percent) of mortgage bankers expect to see no downturn in the multifamily lending space this year, saying
that deal volume will either increase or remain the same from 2017.”
“Expectations are high on the investment sales side as well, with 72 percent of brokers saying they expect the number of transactions to either
increase or stay the same over the course of the year.”
11. Klotz Investment Opportunity Overview 11
THE
KLOTZGROUP OF COMPANIES
WHY SOUTH EAST UNITED STATES?
Key Marketplace References, Facts and Expert Opinion
Reference:
http://www.nreionline.com/industrial/why-foreign-investors-are-attracted-southeast-real-estate-market
Feb 2018
“The U.S. real estate market has proven to be the safest market for many years,” Garcia says. “The legal system, transparency, currency and growth
have placed U.S. markets as the most attractive markets worldwide. And we’re exploring additional opportunities to invest in the Southeastern
United States.”
“With these factors in place, it’s no surprise that a recent survey from the Association of Foreign Investors in Real Estate (AFIRE) showed that 95
percent of respondents sought to increase their U.S. investments.”
“The long-term economic and demographic trends show the Southeast continuing to grow over the next 10 to 15 years, so real estate investment will
remain strong. As Latin American economies continue to grow, we expect to see investors from countries like Mexico, Chile, Argentina and Brazil
become even bigger players in the Southeast commercial real estate market.”
12. Klotz Investment Opportunity Overview 12
THE
KLOTZGROUP OF COMPANIES
WHY SOUTH EAST UNITED STATES?
Key Marketplace References, Facts and Expert Opinion
Reference:
https://urbanland.uli.org/development-business/employment-affordability-driving-growth-u-s-southeast/
July 2017
“For the fifth year in a row, Georgia in 2017 is expected to outperform the nation in population growth, job creation, and the rate of real estate
expansion. “Housing and real estate development will be a powerful driver of Georgia’s economy this year,” says Jeffrey M. Humphreys, director of
the Selig Center for Economic Growth at the University of Georgia’s Terry College of Business.”
“The Southeast region continues to generate steady gains in commercial real estate performance as positive employment momentum converges with
generally limited development pipelines,” says John Chang, first vice president, research services, at Marcus & Millichap Real Estate Investment
Services. “Tight vacancy rates remain supportive of rent growth across the majority of the region, reinforcing asset values.”
“Florida - Buoyed by stronger economic growth, continued recovery in the state’s labor market, and rising home values, retail sales are forecast to
grow at an average rate topping 6.3 percent this year, according to an analysis by the University of Central Florida (UCF). The state’s economy is
expected to expand by 3.7 percent—about 1.2 percentage points higher than the average rate for U.S. growth—with Florida poised to become a $1
trillion economy by 2018. The World Bank says that would make the state’s economy the 16th largest in the world, reports Sean Snaith, director of
the UCF Institute for Economic Competitiveness.”
“Florida’s labor force is expected to increase an average of 1.9 percent each year through 2019, with payroll job growth forecast to average 2.6 percent
a year,” Snaith says. “Housing starts are expected to be 128,800 in 2017, increasing to 146,400 in 2018 and 160,400 in 2019.”
13. Klotz Investment Opportunity Overview 13
THE
KLOTZGROUP OF COMPANIES
WHY KLOTZ?
About The Klotz Group:
The Klotz Group of Companies, LLC is a vertically integrated real estate investment platform serving as the parent company for a group of operating
subsidiaries, investment partnerships, funds and ventures.
The Klotz Group platform has a nationwide presence, a reputation for excellence and has become a “best in class” multifamily real estate sponsor,
investor, owner, partner, broker, capital provider and developer. The Klotz Group is setting the bar with transactional quality, real estate strategies,
investment returns, client services and industry impact. Explosive growth and thriving domestic and foreign relationships have provided The Klotz
Group with the ability to thrive on the leading edge of real estate investment and impact the multifamily real estate investment space in an exciting
way. With corporate offices in Charlotte, Atlanta and Jacksonville and city offices serving FL, GA, NC, SC, TN, & AL, The Klotz Group employs a
team of over 450 dedicated professionals including a highly experienced executive management team with decades of experience.
The Klotz Group has been committed to the multifamily industry since 1995. It has proven itself as an operator of choice, a trusted investment
advisor and has established itself as one of the most active real estate groups in the Southeast. Prior to the formation of AmveStar, its addition to The
Klotz Group in 2010 and the launching of its first real estate fund, the group traditionally syndicated private real estate partnerships creating a long
standing track-record of success providing superior risk-adjusted returns. Currently, the Klotz group owns and operates 12,000+ units of multifamily
apartment housing within several institutional programmatic joint ventures, private syndications and separately managed accounts.
14. Klotz Investment Opportunity Overview 14
THE
KLOTZGROUP OF COMPANIES
WHY KLOTZ?
About AmveStar Capital:
AmveStar Capital is a privately held Real Estate Sponsor and Investment Firm with a nationwide presence specializing in the Multifamily Industry.
As a wholly owned subsidiary of The Klotz Group, to date, AmveStar has sponsored or co-sponsored a series of four blind pools, discretionary real
estate funds, a separate series of institutional programmatic joint ventures, numerous separately managed accounts and co-sponsored client projects
involving 60,000 units and +$3 billion in real estate since 1995.
AmveStar is actively developing a portfolio of six development projects along coastal areas of the Southeast with an estimated value of $700,000,000.
Though involved in the full spectrum of commercial real estate, AmveStar has maintained a strategic focus on two main business strategies in which
it takes pride having won achievement awards and being recognized as “best in class”:
Opportunistic Repositioning of Multifamily - AmveStar has become well known in the industry for extraordinary performance, return-
focused investment strategy and client satisfaction in the execution of opportunistic acquisitions of Distressed, Undervalued & High Yield
B/C Class and low-risk “A” Class Multifamily assets.
Ground-Up Luxury & Class “A” Multifamily - AmveStar sponsors and co-sponsors some of the most exciting real estate development
projects including large class “A” apartment complexes and luxury, waterfront condominium towers. AmveStar’s sister company, Tierra
Linda Development (TLD), has become trusted by several institutional real estate investment firms in NY/NJ as a partner developer having
received recent financial commitments in excess of $1 billion.
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15. Klotz Investment Opportunity Overview 15
THE
KLOTZGROUP OF COMPANIES
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General Counsel
Neal Hutchinson
Divisional Leader
Bryan Weber
Divisional Leader
Hope Walker
Divisional Leader
Charles Taylor
...................
CIO
Jeffrey Vaughn
President of
Operations
Bob Clarkson
CEO
Jeff Klotz
CFO
David Glaser
.....
Divisional Leader
Brad Glass
.....
Asset Management
Derek Smith
.....
Director
Keith Dusenberry
Chief Legal
Officer
William Corley
THE TEAM
A SCALABLE OPERATING PLATFORM WITH A REGIONAL FOOTPRINT
FLORIDA - GEORGIA - NORTH & SOUTH CAROLINA - TENNESSEE - ALABAMA
The Executive Team & Platform Departments oversee The Klotz Group of Companies and Team of over 400.
16. Klotz Investment Opportunity Overview 16
THE
KLOTZGROUP OF COMPANIES
.........................................................................................................................................................Jeff Klotz
CEO
Neal Hutchinson
General Counsel
David Glaser
CFO
Over 30 years of
professional management
experience in real estate and
oil & gas
Over 20 years of financial
management experience
in multifamily managing
rapid growth, stabilization
and M&A activity in both
private and public REIT
environments
MBA from Texas A&M
University and CPA
40 years finance law
practice in securities,
capital markets, public and
private M&A, real
estate asset backed
securities
Represented commercial
banks, mortgage banks,
investment banks, real estate
issuers and technology firms
JD with high honors
University of Florida, BA
Johns Hopkins - analytic
philosophy and economics
Jeffrey Vaughn
CIO
12 years executing
strategies on behalf of
3 high powered private
equity firms (HIG Capital,
General Atlantic Capital
and Apax Capital)
facilitating exponential
growth through
acquisitions, operational
and technical integration,
systems development
and operational process
excellence
B.S. - Computer
Information Systems
from University of North
Florida
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William Corley
Chief Business and
Compliance Officer
34 years of legal practice,
including experience with
a Wall Street law firm and
with two publicly traded
companies. Expert in
commercial real estate
mortgage originations and
securitizations. Highly
accomplished in real estate
related litigation, in cor-
porate governance and in
title insurance matters.
•
Bob Clarkson
President of
Operations
CCIM in the real estate
industry since 1989
Co-Founder and Leader of the
Clarkson Group for 17 years
Extensive experience in
development, brokerage and
property operations
Mr, Clarkson has played a very
active role within the Institute
of Real Estate Management, as
an instructor for the Apartment
Association and Chairperson
of the Realtors Commercial
Alliance
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20 years of experienceas a
real estate principalin the
multifamily industry
A serial entrepreneur with
20 years of success building
brands,
organizations,
relationships & teams
involving all aspects of the
real estate industry
Personally involved in over
200 complex real estate
transactions, representing
over 20k residential units
valued at over $1 Billion
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Institutional Infrastructure Executive Team – Summary Bios
•
THE TEAM
17. Klotz Investment Opportunity Overview 17
THE
KLOTZGROUP OF COMPANIES
Operations•
1 CEO
1 CIO
Chief Business and Compliance Officer
President of Operations
President of Capital Markets
1 Managing Director/Asset Manager
1 Corporate Sales Division President
1 Property Operations President
1 State Licensed General Contractor
1 VP Capital/Construction Projects
1 Capital/Construction Projects Coordinator
3 Regional Vice Presidents
5 Regional Managers
2 Due Diligence Engineers
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Accounting•
1 CFO
2 CPA’s
1 Financial Controller
2 Underwriting Analysts
2 Accounting Clerks
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Legal•
1 Chief Legal Officer
1 General Counsel
1 Paralegal/Closing Coordinator
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Investments•
1 CIO
8 Acquisition Directors
2 Underwriting Analysts
1 Capital Markets Director
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Klotz Group of Companies – Leadership and Bench Strength
THE TEAM
18. Klotz Investment Opportunity Overview 18
THE
KLOTZGROUP OF COMPANIES
INVESTMENT OVERVIEW
The purpose of this investment program will be to acquire, on a programmatic* basis, value add/opportunistic class A/B/C multifamily properties
throughout the Southeast US. The program will also endeavor to invest in economically favorable ground up multifamily development projects in
markets deemed exceptional for growth and returns. The business plan and value add strategy for the program will include moderate to light physical
rehab/uplift, aggressive leasing, re-tenanting, corrective management, expense control, and other ROI generating capital improvements. The hold
term for acquired assets will be targeted between 18 and 36 months. Assets held within this term would be located in neighborhood submarkets
characterized with very strong fundamentals, economics, growth prospects, and demographics.
*Why Programmatic? Programmatic investment capital provides for several benefits to investors, the investment program and to the return profile
of the program- this is especially true in today’s fast paced, highly competitive United States multifamily real estate space.
Programmatic (readily available) capital allows for program managers to act quickly to take control of the best deals in the marketplace, thus
providing a competitive and economic advantage to the program. Programmatic capital allows for program managers to gain confidence from
owners in the marketplace by being financially agile, thus being able to move quickly lowering the average cost basis of assets by buying right and
buying with velocity - optimizing the speed of performance when entering deals is key. Programmatic capital enables recycling (immediate movement
of disposition proceeds into the acquisition pipeline), allowing for significantly higher returns through the increase of committed (deployable)
capital to available, pre-qualified deals. The compounding effect and yield of programmatic capital investment produces far superior returns when
compared to traditionally managed programs with antiquated methods of operating and low capital churn velocity.
19. Klotz Investment Opportunity Overview 19
THE
KLOTZGROUP OF COMPANIES
• Investment Program Focus A/C/B - light value add, value add and opportunistic, strategic multifamily development
• Program Term 4 years with a 1 year extension option
• Regional Focus Southeastern United States (middle market assets), FL, GA, NC, SC, TN, AL
• Sponsor/General Partner/Manager/Operator AmveStar Capital LLC.
• Governance Typical Institutional Level Meeting ILPA Standards
• Governing Law State of Florida, United States
• Total Fund or Joint Venture Program Size $100M (USD)
• Targeted Program IRR/Equity Multiple 30%/2.5+
• Preferred Return 10% quarterly
• Return Split/Waterfall Pari Passu preferred return up to 10% IRR, 70/30 (LP/GP) over 10% IRR
• Limited Partner(s) Commingled Fund Investors or Joint Venture Partners
• Equity Ownership Limited Partners will retain 100% ownership of all assets in the Portfolio including all
associated development rights, plans, permits, and other real and personal property
• Debt Financing Conservative use of leverage either at acquisition or upon stabilization
INVESTMENT OVERVIEW
AmveStar will be responsible for arranging fund or venture financing, audits, insurance coverage, portfolio management, supervisions and valuations.
AmveStar will also use their CPA and law firm for accounting and legal purposes. Regular reporting will be provided.
20. THE
KLOTZGROUP OF COMPANIES
www.TheKlotzCompanies.com
The material contained in this presentation (“Presentation”) is for informational purposes only and is being furnished on a highly confidential basis to select, qualified investors for their
consideration in connection with an investment in the collective efforts of The Klotz Group. This Presentation is for the confidential and exclusive use of the persons to whom it has been
delivered by The Klotz Group (the “Managing Member”). It may not be reproduced, provided or disclosed to others without prior written authorization of the Managing Member and upon
request must be returned to the Managing Member. This Presentation does not constitute an offer to sell or the solicitation of an offer to purchase an interest in The Klotz Group. The
Managing Member does not have any liability for the recipient’s use of this Presentation, any information contained in this Presentation, or any other oral, written, or other communications
transmitted to the recipient in connection with this Presentation. This Presentation contains statements about the past performance of investments made by affiliates of the Managing
Member and its management team. All prior investment results are approximates and have been internally prepared in good faith by the Managing Member. Such past performance is not
necessarily indicative of future performance of the investments contemplated to be acquired by The Klotz Group. This Presentation is intended for discussion purposes only, is not to be used
for any other purpose, and does not purport to be a description of the terms or risks of an investment. An investor should conduct its own independent investigation and assessment of an
investment and make such additional inquiries as it deems necessary or appropriate and should not rely solely on the past performances of prior investments contained in this Presentation.
Statements contained in this Presentation that are not historical facts are based on current expectations, estimates, projections and opinions of the Managing Member and include “forward
looking” statements. Such statements involve assumptions and known and unknown risks and uncertainties, and such statements are not necessarily indicative of future performance of the
investments covered in the Presentation. Actual events, performance or results may differ materially from those reflected or contemplated in this Presentation. Certain economic, market and
other information contained herein has been obtained from published sources prepared by third parties. While such sources are believed to be reliable, neither Managing Member assumes
any responsibility for the accuracy or completeness of such information. Investors should not invest unless they are prepared to lose all or a substantial portion of their investment.Prospective
investors should have the financial ability and willingness to accept risks associated with an investment and the lack of liquidity that is characteristic of the investments contemplated.
Investors should not construe the contents of this Presentation as legal, tax, investment or other advice. Investors must make their own inquiries and should consult their own advisors as to
the appropriateness and desirability of investing and as to legal, tax and related matters concerning such investment.