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C O N F I D E N T I A L
REAL ESTATE INVESTOR WORKSHOP
MIDRAND – 25 MAY 2017
DURBAN – 30 MAY 2017
CAPE TOWN – 1 JUNE 2017
C O N F I D E N T I A L
DISCLAIMER
The content and information being shared by Wealth Migrate via this workshop are for information purposes only and should not to be construed, under any
circumstances, by implication or otherwise, as advice of any kind or nature, or as an offer to sell or a solicitation to buy or sell or trade in any commodities,
securities, or currencies herein named. Information is obtained from sources believed to be reliable, but is in no way guaranteed. No guarantee of any kind is
implied or possible where projections of future conditions are attempted.
In no event should the content of the information being shared be construed as an express or implied promise, guarantee or implication by or from Wealth
Migrate or any of its officers, directors, employees, affiliates or other agents that you will profit or that losses can or will be limited in any manner whatsoever.
Any investments made in light of these ideas, opinions, and/or forecasts, expressed or implied herein, are committed at your own risk. Wealth Migrate is not an
investment advisor, workshops are for informational purposes only and not a recommendation to invest in any real estate or to buy or sell any securities and it
is the responsibility of each investor to obtain prior independent financial advice prior to making any investment.
Attendees agree to hold harmless the presenter, publisher and or Wealth Migrate personally and collectively for any loss, if any, that may result from the use of
the information shared. Past performance may not be indicative of future results. Future results can be dramatically different from the opinions expressed. Past
performance does not guarantee future performance.
Please get the advice of a competent financial advisor before investing your money in any financial instrument or product. It is strongly recommended that you
consult with a licensed financial professional before using any information provided during this workshop. Any market data or news commentary used here is
for illustrative and informational purposes only. Although it may provide information relating to investment ideas and the buying or selling of securities,
investment in real estate, you should not construe anything as legal, tax, investment, financial or any other type of advice.
C O N F I D E N T I A L
LET’S START WITH A STORY…
C O N F I D E N T I A L
TOP REASONS PEOPLE
ATTEND OUR WORKSHOPS
C O N F I D E N T I A L
WHY PEOPLE ATTEND OUR WORKSHOPS
• To get information on different investments options.
• To learn how to make your money work harder & smarter resulting in better returns.
• To learn how to hedge against the Rand.
• To learn how to preserve assets and wealth.
• To learn how to have peace of mind, knowing that you have a Plan B for your family.
• To learn why diversification is important in your overall investment strategy.
• To learn about the different options if the Rand devalues and the economy becomes
unstable.
• To learn about immigration options i.e. how to get citizenship in another country.
• To learn about the best investment sectors.
• To learn how to do institutional grade due diligence.
• To learn how political instability affects your investment decisions and what to do about it.
• To learn how the economical climate affect your investments, where to invest, in what and
why.
• To learn how Wealth Migrate charges no fees.
• To learn how you can afford international education for your kids.
• To meet like-minded people and join a global community.
• To learn how to become a global citizen and have the freedom to do what you want.
C O N F I D E N T I A L
4 SECRETS TO WEALTH
C O N F I D E N T I A L
4 MOST IMPORTANT COMPONENTS TO FINANCIAL SUCCESS
1. Don’t loose money
2. Asymmetric risk / reward
3. Tax Efficiency
4. Diversification
• Diversify across asset classes
• Diversify within asset classes
• Diversify across markets and currencies
• Diversify across time
Ray Dalio, “Need 15 uncorrelated bets, an array of attractive assets
that don’t move in tandem, reduce risk by 80% and risk / return ratio
increases by a factor of 5!”
C O N F I D E N T I A L
INVESTMENT
TYPES
C O N F I D E N T I A L
DIFFERENT INVESTMENT TYPES
• Bank Products
• Financial Products
• Bonds
• Stocks
• REITS / FUNDS / Syndication
• Real Estate – Residential
• Real Estate - Commercial
C O N F I D E N T I A L
BARRIERS PEOPLE FACE
“It’s too expensive”
“Too complicated”
“Too much compliance”
“I don’t know how”
“Access to deals
and partners”
“Difficult to invest in
offshore real estate”
“Time and effort”
“Ongoing
management issues”
“Need the right structures”
“It sounds too good
to be true”
“Local real estate is
so much hassle”
“I don’t have the time”
“How do I protect myself?”
“There are too
many scams”
C O N F I D E N T I A L
THE PRINCIPLES
OF INVESTING
C O N F I D E N T I A L
THE PRINCIPLES OF INVESTING
• Understanding the macro and micro economic factors of a country.
• Location of the property – where it is situated.
• What due diligence has been done.
• Risks – are there any risks and secondly, how do I manage risks?
• Choosing your partners.
• Tax, compliance, bank accounts and structures
• Managing your asset (know as “Sweat the Asset”).
• Understanding the exit.
C O N F I D E N T I A L
THE REAL ESTATE
VALUE CHAIN
C O N F I D E N T I A L
THE OLD SYSTEM IS BROKEN
I N V E S T O R I N V E S T O R
B R O K E R
P E N S I O N
F U N D
P R I V A T E
F U N D
R E A L E S T A T E
B R O K E R S
DON’T TRUST THE SYSTEM
People are tired of being poor,
with 76% of people in USA being
concerned about their future and
only ¼ believing in the financial
system.
LITTLE TO NO
TRANSPARENCY
Your money is put in structures
which are very complex and you
have no idea what property you
have invested in, have no control
and most importantly don’t have
access to the actual numbers.
HIGHER FEES, LOWER
RETURNS, NO ALIGNMENT
The returns are low, due to the
excessive fees of middlemen, who
dilute the return and result in less
than 1% of people in the western
world being able to retire wealthy.
There are too many people
between you and the property,
with interests not aligned.
1 – 2% FEE 1% FEE 2 – 20% FEE 1 – 3% FEE
C O N F I D E N T I A L
THE REAL ESTATE VALUE CHAIN
L A N D Z O N I N G D E V E L O P E R I N V E S T O R F U N D / R E I T Y O U
C O N F I D E N T I A L
THE REAL ESTATE VALUE CHAIN
The first step is land rezoning, and generally land
developers aim to make 30%+ return on their
money.
The developer then buys the zoned land and
creates something of value, aiming for 25% return
on their money.
The investor (often the same person as the
developer) then buys the asset and increases the
value by tenanting the property - this is called
‘seasoning the rents.’ They aim for at least 20%
return on their money.
C O N F I D E N T I A L
THE REAL ESTATE VALUE CHAIN
Once they have seasoned the rent, their payday
comes by selling the asset to a fund or REIT that is
incentivized by the amount of money they have
under management.
They are basically trying to spend their money and
buy cashflow so that they can pay the monthly
contributions. They aim to buy buildings with a
cashflow of 5 - 8%.
The last person in the value chain is you, the
person who invests in the fund or REIT. You want
to get wealthy, invest in a financial product (which
you think is real estate) and most people are happy
to just beat inflation.
C O N F I D E N T I A L
https://www.linkedin.com/pulse/how-wealth-created-real-estate-what-do-
billionaires-you-picken-%E9%BE%99%E8%88%B8
C O N F I D E N T I A L
THE REAL ESTATE VALUE CHAIN
L A N D Z O N I N G D E V E L O P E R I N V E S T O R F U N D / R E I T Y O U
Income
Growth
C O N F I D E N T I A L
THE DIFFERENCE
BETWEEN INCOME &
GROWTH OPPORTUNITIES
C O N F I D E N T I A L
INCOME VS GROWTH OPPORTUNITIES
INCOME OPPORTUNITIES:
• This type of investment is focused on delivering an income
to the investor during the investment period. Typically,
these opportunities pay quarterly distributions to investors
and the gain at the end of the investment period.
• Returns are projected and calculated on the assumption
that the asset will be retained for a period of 3 - 5 years.
• The real value of the income opportunities lies therein that
an existing stabilized real estate asset is acquired at below
market value, which has a profitable monthly revenue
stream.
C O N F I D E N T I A L
INCOME VS GROWTH OPPORTUNITIES
GROWTH OPPORTUNITIES:
• This type of investment delivers a higher return at the
end of the investment period.
• Typically, this is an investment opportunity in real
estate development assets.
• At the end of the predetermined holding period, the
asset will be sold to realise a development profit.
C O N F I D E N T I A L
INCOME VS GROWTH OPPORTUNITIES
C O N F I D E N T I A L
LOCAL VS OFFSHORE
STRATEGY
C O N F I D E N T I A L
LOCAL OFFSHORE
RETURNS Higher Lower
PROPERTY IS TOUGH Easier Tougher
PEACE OF MIND No Yes
FINANCIAL FAMILY PLANNING Maybe Yes
RAND HEDGE No Yes
DIVERSIFICATION No Yes
C O N F I D E N T I A L
FINANCIAL ADVANTAGES OF INVESTING IN
INTERNATIONAL PROPERTY
• Wealth preservation
• Rand hedge
• First world income and assets
• Tax
• Credit rating
• Diversification
• Peace of mind
• Plan B / Insurance policy
• Possible immigration option
• Comparable returns in first world economy
AUSTRALIAN YIELDS VS SOUTH AFRICAN YIELDS –
PASSIVE INCOME - 1978 TO 2010
C O N F I D E N T I A L
WHY INVESTING OVERSEAS MAKES SENSE NOW
• Low asset values
• Strong Rand
• Strategic investment approach, rather than crisis
management
• Control variables
• Great opportunities – capital need to unlock potential
• FDI and personal allowance to externalise wealth
RandPurchasingPower
Cost of investment
C O N F I D E N T I A L
PITFALLS IN INVESTING OFFSHORE
• Wrong information / Wrong areas
• Purchase process – people loose deposits
• Wrong valuations / pricing misinterpretations
• Wrong tenants / No tenants
• Cash flow problems
• Maintenance problems
• Wrong property for market
• Can’t sell
• No customer service
C O N F I D E N T I A L
TYPICAL RISKS
ASSOCIATED WITH
REAL ESTATE INVESTING
C O N F I D E N T I A L
RISKS ASSOCIATED WITH REAL ESTATE INVESTING
Development Projects
• There is no income, only potential capital growth, usually.
• Project could take longer than expected.
• Construction costs could increase and interest rates.
• Unforeseen costs, due to unexpected events.
• Sales expectations might not be able to be met or lease up can take longer.
• Due to development periods of up to a number of years, the economy and
political environment can change.
C O N F I D E N T I A L
RISKS ASSOCIATED WITH REAL ESTATE INVESTING CONT.
Acquisitions
• Capital Call Risk
• Tenant Risk
• Interest Rate Risk
• Valuation Risk
• Political Risk
• Economic conditions that can change
C O N F I D E N T I A L
HOW DO YOU MANAGE
RISK & PROTECT
YOURSELF?
C O N F I D E N T I A L
THERE ARE ONLY 2 IMPORTANT THINGS:
• RIGHT Information
• RIGHT Partners
C O N F I D E N T I A L
WEALTH PROTECTION VS OPEN MARKETPLACE
C O N F I D E N T I A L
WEALTH PROTECTION VS OPEN MARKETPLACE
C O N F I D E N T I A L
MISTAKES PEOPLE MAKE
C O N F I D E N T I A L
MORE THAN 80% OF PEOPLE INVESTING
OVERSEAS LOSE MONEY
• They make crisis investments – both with currency and assets, shares or
products.
• Don’t get the right information.
• Wrong partners.
• Don’t understand cash flows / management.
• Work with companies without local and international offices.
• Underestimate after sales and costs.
• Buy off-plan with long lead times and can’t get financing.
C O N F I D E N T I A L
UNDERESTIMATE TECHNOLOGY….
C O N F I D E N T I A L
PORTFOLIO
STRATEGY
C O N F I D E N T I A L
WHAT IS A PORTFOLIO STRATEGY?
A portfolio strategy is a strategy used to diversify investment risk, by investing into
different types of opportunities over a predetermined time period.
EXAMPLE:
Ben wants to save monthly $1 000 for the next 16 years to have enough money for
his son who is 2 now. He is risk adverse and want to ensure that he gets a regular
return that can compound over the 16 years.
With Wealth Migrate’s current offerings, he can invest in a new opportunities on a
monthly basis, that provides quarterly dividends that he will be able to reinvest in
time with his monthly $1,000 investment, therefore ensuring with the current
offerings in 4 years (Multifamily) or 5 years (Medical) from now, he will receive
capital gains of around 20% after receiving on average 8% that he compounded
already in 48 (Multifamily) or 60 (Medical) other opportunities during this time.
WHAT WILL IT TAKE FOR JONTY TO GO TO UNIVERSITY?
C O N F I D E N T I A L
RETURNS FROM INVESTING $1,000 PM
C O N F I D E N T I A L
THE IMPORTANCE
OF DUE DILIGENCE
C O N F I D E N T I A L
THE IMPORTANCE OF DUE DILIGENCE
• Validate the stability and expected income from tenant leases.
• Review market reports for specific area to confirm how current lease agreements
compare.
• Review whether rent received will be able to keep with inflation expectation.
• Review whether there is room for adding value by raising rates closer to market
conditions.
• Review term of leases and quality of tenants.
C O N F I D E N T I A L
THE IMPORTANCE OF DUE DILIGENCE CONT.
Study 3rd party reports indicating:
• Valuation report ensure that the purchase price is in line with area and market
expectation.
• Property Condition Assessment report, for potential maintenance risk that
needs to be provided for.
• Environmental Assessment report, for potential risks when renovating, that
could add additional costs.
• Zoning Report, ensuring the property is conforming to zoning requirements and
there is no outstanding code violations.
• Reviewing service contracts.
C O N F I D E N T I A L
LOCAL & GLOBAL
SCENARIOS
C O N F I D E N T I A L
CLEM SUNTER
C O N F I D E N T I A L
GLOBAL SCENARIOS
C O N F I D E N T I A L
GLOBAL SCENARIOS
C O N F I D E N T I A L
SOUTH AFRICAN SCENARIOS
C O N F I D E N T I A L
WHERE & WHAT DO
YOU INVEST IN?
United States of America
www.ipsinvest.com
United Kingdom
www.ipsinvest.com
Australia
www.ipsinvest.com
South Africa
www.ipsinvest.com
C O N F I D E N T I A L
GIDDS 1.0
C O N F I D E N T I A L
GLOBAL WEALTH INDEX
C O N F I D E N T I A L
FACTS
C O N F I D E N T I A L
PROBABILITY CALCULATOR
GIDDS
ALGORITHMS
10 MULTI LAYERED MODELLING
REAP – REAL ESATE ASSET MANAGEMENT
MASTER DUE DILIGENCE CHECKLIST
TRACK RECORD – LAST 15 YEARS
3 Major forces
R 0,00
R 1 000 000,00
R 2 000 000,00
R 3 000 000,00
R 4 000 000,00
R 5 000 000,00
R 6 000 000,00
01-Jan-1978
01-Jan-1979
01-Jan-1980
01-Jan-1981
01-Jan-1982
01-Jan-1983
01-Jan-1984
01-Jan-1985
01-Jan-1986
01-Jan-1987
01-Jan-1988
01-Jan-1989
01-Jan-1990
01-Jan-1991
01-Jan-1992
01-Jan-1993
01-Jan-1994
01-Jan-1995
01-Jan-1996
01-Jan-1997
01-Jan-1998
01-Jan-1999
01-Jan-2000
01-Jan-2001
01-Jan-2002
01-Jan-2003
01-Jan-2004
01-Jan-2005
01-Jan-2006
01-Jan-2007
01-Jan-2008
01-Jan-2009
01-Jan-2010
01-Jan-2011
01-Jan-2012
01-Jan-2013
01-Jan-2014
01-Jan-2015
01-Jan-2016
Value
USA
South African House Price
USA House Price
424%
3 Major forces
-R 1 000 000,00
R 0,00
R 1 000 000,00
R 2 000 000,00
R 3 000 000,00
R 4 000 000,00
R 5 000 000,00
R 6 000 000,00
R 7 000 000,00
01-Jan-1978
01-Sep-1978
01-May-1979
01-Jan-1980
01-Sep-1980
01-May-1981
01-Jan-1982
01-Sep-1982
01-May-1983
01-Jan-1984
01-Sep-1984
01-May-1985
01-Jan-1986
01-Sep-1986
01-May-1987
01-Jan-1988
01-Sep-1988
01-May-1989
01-Jan-1990
01-Sep-1990
01-May-1991
01-Jan-1992
01-Sep-1992
01-May-1993
01-Jan-1994
01-Sep-1994
01-May-1995
01-Jan-1996
01-Sep-1996
01-May-1997
01-Jan-1998
01-Sep-1998
01-May-1999
01-Jan-2000
01-Sep-2000
01-May-2001
01-Jan-2002
01-Sep-2002
01-May-2003
01-Jan-2004
01-Sep-2004
01-May-2005
01-Jan-2006
01-Sep-2006
01-May-2007
01-Jan-2008
01-Sep-2008
01-May-2009
01-Jan-2010
01-Sep-2010
01-May-2011
01-Jan-2012
01-Sep-2012
01-May-2013
01-Jan-2014
01-Sep-2014
01-May-2015
01-Jan-2016
Value
Australia
South African HousePrice
Australian HousePrice
499%
3 Major forces
-R 500 000,00
R 0,00
R 500 000,00
R 1 000 000,00
R 1 500 000,00
R 2 000 000,00
R 2 500 000,00
R 3 000 000,00
R 3 500 000,00
R 4 000 000,00
R 4 500 000,00
R 5 000 000,00
01-Jan-1978
01-Sep-1978
01-May-1979
01-Jan-1980
01-Sep-1980
01-May-1981
01-Jan-1982
01-Sep-1982
01-May-1983
01-Jan-1984
01-Sep-1984
01-May-1985
01-Jan-1986
01-Sep-1986
01-May-1987
01-Jan-1988
01-Sep-1988
01-May-1989
01-Jan-1990
01-Sep-1990
01-May-1991
01-Jan-1992
01-Sep-1992
01-May-1993
01-Jan-1994
01-Sep-1994
01-May-1995
01-Jan-1996
01-Sep-1996
01-May-1997
01-Jan-1998
01-Sep-1998
01-May-1999
01-Jan-2000
01-Sep-2000
01-May-2001
01-Jan-2002
01-Sep-2002
01-May-2003
01-Jan-2004
01-Sep-2004
01-May-2005
01-Jan-2006
01-Sep-2006
01-May-2007
01-Jan-2008
01-Sep-2008
01-May-2009
01-Jan-2010
01-Sep-2010
01-May-2011
01-Jan-2012
01-Sep-2012
01-May-2013
01-Jan-2014
01-Sep-2014
01-May-2015
01-Jan-2016
Value
UK
South African HousePrice
UK HousePrice
332%
3 Major forces
-R 1 000 000,00
R 0,00
R 1 000 000,00
R 2 000 000,00
R 3 000 000,00
R 4 000 000,00
R 5 000 000,00
R 6 000 000,00
R 7 000 000,00
01-Jan-1978
01-Sep-1978
01-May-1979
01-Jan-1980
01-Sep-1980
01-May-1981
01-Jan-1982
01-Sep-1982
01-May-1983
01-Jan-1984
01-Sep-1984
01-May-1985
01-Jan-1986
01-Sep-1986
01-May-1987
01-Jan-1988
01-Sep-1988
01-May-1989
01-Jan-1990
01-Sep-1990
01-May-1991
01-Jan-1992
01-Sep-1992
01-May-1993
01-Jan-1994
01-Sep-1994
01-May-1995
01-Jan-1996
01-Sep-1996
01-May-1997
01-Jan-1998
01-Sep-1998
01-May-1999
01-Jan-2000
01-Sep-2000
01-May-2001
01-Jan-2002
01-Sep-2002
01-May-2003
01-Jan-2004
01-Sep-2004
01-May-2005
01-Jan-2006
01-Sep-2006
01-May-2007
01-Jan-2008
01-Sep-2008
01-May-2009
01-Jan-2010
01-Sep-2010
01-May-2011
01-Jan-2012
01-Sep-2012
01-May-2013
01-Jan-2014
01-Sep-2014
01-May-2015
01-Jan-2016
Value
USA, Aus andtheUKvs SouthAfrica
South African HousePrice
USA
Australian
UK
C O N F I D E N T I A L
GIDDS 2.0
1
2
3
4
5
6
7
8
9
10
GLOBAL INVESTMENT DUE DILIGENCE SYSTEM
What is new?
• We have incorporated more research on Macro & Micro Analysis
• Reis, CBRE, Colliers, Corelogic, Marcus & Millichap, IRR, Knight
Frank, Cushman Wakefield, Co-Star
• We upgraded our Evaluation Tool with more matrix focusing on better
understanding the asset performance and streamlining the output
process to increase turn around time.
• Improved the Financial structure optimization system
• Improved the country development partner trust assurance system
What is planned?
• With these new upgrades we are working towards adding additional
weights to our Risk Matrix to enable quicker evaluation of different
opportunities through AI.
• Enabling partners to plug in there potential deals into the system and
know if it could succeed our Standards and Criteria.
GIDDS™
C O N F I D E N T I A L
THE IMPORTANCE
OF DUE DILIGENCE
C O N F I D E N T I A L
THE IMPORTANCE OF DUE DILIGENCE
• Validate the stability and expected income from tenant leases.
• Review market reports for specific area to confirm how current lease agreements
compare.
• Review whether rent received will be able to keep with inflation expectation.
• Review whether there is room for adding value by raising rates closer to market
conditions.
• Review term of leases and quality of tenants.
C O N F I D E N T I A L
THE IMPORTANCE OF DUE DILIGENCE CONT.
Study 3rd party reports indicating:
• Valuation report ensure that the purchase price is in line with area and market
expectation.
• Property Condition Assessment report, for potential maintenance risk that
needs to be provided for.
• Environmental Assessment report, for potential risks when renovating, that
could add additional costs.
• Zoning Report, ensuring the property is conforming to zoning requirements and
there is no outstanding code violations.
• Reviewing service contracts.
C O N F I D E N T I A L
PERFORMANCE
C O N F I D E N T I A L
SG PROPERTIES – MEDICAL 1
Total Deal Size: $16,345,918
Total Equity Raised: $5,732,906
Projected Returns: 8.3% p.a.(Quarterly Distributions)
Project Investor Return:15.65% + (Internal Rate of Return)
Investment Period: 5 years
• 7 x Medical Office Buildings
• On or near medical campus
• 1 Building expanded within 1st
year
• Expanded further during the 2nd
year of investment
Property Type: Medical Office
Class: B
Total Rental Space: 65846 SF / 6117 m2
Location: Atlanta, Georgia, USA
Q1 2017: 10,00% p.a.
C O N F I D E N T I A L
SG PROPERTIES – MEDICAL 2
Total Deal Size: $12,797,000
Total Equity Raised: $3,880,000
Projected return: 11,0% p.a.(Quarterly Distributions)
Project Investor Return:15.35% + (Internal Rate of Return)
Investment Period: 5 years
• 4 x Medical Office Buildings
• On or near medical campus
• 96% Occupancy from day one
Property Type: Medical Office
Class: B
Total Rental Space: 52 464SF / 4874M2
Location: Atlanta, Georgia, USA
Q1 2017: 11.22% p.a.
C O N F I D E N T I A L
SG PROPERTIES – MEDICAL 3
Total Deal Size: $13,138,750
Total Equity Raised: $3,990,000
Projected Return: 8.3% p.a. (Quarterly Distributions)
Project Investor Return: 16% + (Internal Rate of Return)
Investment Period: 5 years
• 1 x Plastic Surgeon Centre
• 1 x Child Care Practice
(Oldest Practice in Atlanta)
• Located in Affluent Northern Atlanta
Property Type: Medical Office
Class: B
Total Rental Space: 55 664SF / 5171 m2
Location: Atlanta, Georgia, USA
Q1 2017: 8.49% p.a.
C O N F I D E N T I A L
SG PROPERTIES – MEDICAL 5
Total Purchase Price : $8,385,987
Total Equity Raised: $2,677,358
Projected Return: 8% p.a. (Quarterly Distributions)
Project Investor Return: 12% + (Internal Rate of Return)
Investment Period: 5 years
• 1 x Plastic Surgeon Centre
• 1 x Child Care Practice
(Oldest Practice in Atlanta)
• Located in Affluent Northern Atlanta
Property Type: Medical Office
Class: B
Total Rental Space: $44 537SF / 4140 m2
Location: Douglasville, Georgia,
USA
Q1 2017: 8.29%
C O N F I D E N T I A L
THE BEST REAL
ESTATE SECTORS
TO INVEST IN
C O N F I D E N T I A L
THE BEST REAL ESTATE SECTORS TO INVEST IN
MEDICAL SECTOR
Doctors are generally good tenants
with long term leases due to:
• High tenant installation cost.
• Very advanced, sensitive or
difficult to move technology.
• Patient geographic (client
retention).
Sector is shifting to a more patient-
centric care delivery model, off-
campus demand.
On-campus medical office space
continues to rise, due to expansion
programs.
Vacancy is currently at a 9-Year Low
in 2016, because of continued
demand.
MULTIFAMILY SECTOR
Volatility is low producing relatively
stable-long-term cash flows.
Recessions tend to make renters out
of owners.
Housing starts is still 30% below its
historical levels between 1970-2007.
Millennials continue to substantially
influence the rental market.
SELF STORAGE SECTOR
Broad appeal, 1 out of 10
households rent self-storage space.
Diverse demographics.
Recession tend to improve rents as
households downsize temporary.
Low maintenance.
C O N F I D E N T I A L
PERFORMANCE
C O N F I D E N T I A L
SG PROPERTIES – MEDICAL 1
Total Deal Size: $16,345,918
Total Equity Raised: $5,732,906
Projected Returns: 8.3% p.a.(Quarterly Distributions)
Project Investor Return:15.65% + (Internal Rate of Return)
Investment Period: 5 years
• 7 x Medical Office Buildings
• On or near medical campus
• 1 Building expanded within 1st
year
• Expanded further during the 2nd
year of investment
Property Type: Medical Office
Class: B
Total Rental Space: 65846 SF / 6117 m2
Location: Atlanta, Georgia, USA
Q1 2017: 10,00% p.a.
C O N F I D E N T I A L
SG PROPERTIES – MEDICAL 2
Total Deal Size: $12,797,000
Total Equity Raised: $3,880,000
Projected return: 11,0% p.a.(Quarterly Distributions)
Project Investor Return:15.35% + (Internal Rate of Return)
Investment Period: 5 years
• 4 x Medical Office Buildings
• On or near medical campus
• 96% Occupancy from day one
Property Type: Medical Office
Class: B
Total Rental Space: 52 464SF / 4874M2
Location: Atlanta, Georgia, USA
Q1 2017: 11.22% p.a.
C O N F I D E N T I A L
SG PROPERTIES – MEDICAL 3
Total Deal Size: $13,138,750
Total Equity Raised: $3,990,000
Projected Return: 8.3% p.a. (Quarterly Distributions)
Project Investor Return: 16% + (Internal Rate of Return)
Investment Period: 5 years
• 1 x Plastic Surgeon Centre
• 1 x Child Care Practice
(Oldest Practice in Atlanta)
• Located in Affluent Northern Atlanta
Property Type: Medical Office
Class: B
Total Rental Space: 55 664SF / 5171 m2
Location: Atlanta, Georgia, USA
Q1 2017: 8.49% p.a.
C O N F I D E N T I A L
SG PROPERTIES – MEDICAL 5
Total Purchase Price : $8,385,987
Total Equity Raised: $2,677,358
Projected Return: 8% p.a. (Quarterly Distributions)
Project Investor Return: 12% + (Internal Rate of Return)
Investment Period: 5 years
• 1 x Plastic Surgeon Centre
• 1 x Child Care Practice
(Oldest Practice in Atlanta)
• Located in Affluent Northern Atlanta
Property Type: Medical Office
Class: B
Total Rental Space: $44 537SF / 4140 m2
Location: Douglasville, Georgia,
USA
Q1 2017: 8.29%
C O N F I D E N T I A L
HOW CAN I GET
GLOBAL CITIZENSHIP?
C O N F I D E N T I A L
GLOBAL CITIZENSHIP
We have partner with Gold Coast Regional Center in Florida,
which offers a Employment Based-5 program (EB-5).
Currently investing $500,000 + $60,000 structuring cost, this
investment is use to create 10 new full time jobs for US
citizens, by building a Mixed Use Development currently in
Hollywood, Florida.
There current projects consist of Residential units, Hotel and
Retail areas.
C O N F I D E N T I A L
GLOBAL CITIZENSHIP CONT.
BENEFITS OF THE EB-5 VISA:
• Visa application includes principal applicant, his/her spouse
and all unmarried children under 21 years of age.
• Freedom to live, work, study and travel anywhere within the
United States.
• One of the most expedient pathways to gain permanent
residency in the United States.
• Potential for U.S. Citizenship after a minimum of 5 years of
permanent residency in the U.S.
• With state residency, green card holders may have access to
public schools, colleges and universities at U.S. resident tuition
fees.
• No visa sponsorship needed.
• No minimum education, skills or business experience
requirements.
C O N F I D E N T I A L
HOW FEES IMPACT
YOUR INVESTMENT
C O N F I D E N T I A L
GET THE FACTS
• 1% Fees = 10 years of retirement income
• 96% of Fund Managers don’t beat the 15 year
market average
C O N F I D E N T I A L
DIFFERENCE BETWEEN A REIT
/ FUND & FINTECH
C O N F I D E N T I A L
ABOUT
C O N F I D E N T I A L
C O N F I D E N T I A L
C O N F I D E N T I A L
C O N F I D E N T I A L
IMAGE PLACEHOLDER SLIDE
C O N F I D E N T I A L
WHO WE ARE
C O N F I D E N T I A L
WHO WE ARE
C O N F I D E N T I A L
Users = 89 countries
Investors = 18 countries
C O N F I D E N T I A L
COUNTRIES FOR USERS
70%REPEAT
INVESTORS
$56m + 3% $2,9m +
$64k
AVG TRANSACTION
SIZE
89
COUNTRIES FOR INVESTORS
INVESTED BY CLIENTS EARNED BY CLIENTSPROJECT FEE
890+
TRANSACTIONS
: :
18
50+
TEAM
Group Performance May 2017
C O N F I D E N T I A L
• Named as one of the Global Fintech Top 50
2016 companies (KPMG)
• 200 years+ of Fintech & Real Estate
experience.
• 20 years experience creating global
partnerships with access to massive pipelines
- $3bn pipeline value available in USA, UK,
Australia and South Africa.
• $100m in assets under management over 3
continents.
• Digitally integrated platform
C O N F I D E N T I A L
• New Developments
• Medical
• Commercial
• Industrial
• Apartment Blocks
• New Developments
• Medical Centre's
• Commercial
• Multi Family
• Commercial
• Medical Centre’s
• Multi Family
MASSIVE, HIGHLY ATTRACTIVE QUALITY
PIPELINES
Accessible pipelines in key markets:
• $3,000,000,000 $1,200,000,000 $1,000,000,000
C O N F I D E N T I A L
RH Medical 10 – Atlanta, Georgia Ave Cash on Cash: 7-9%
Deal Size: $42,700,000 Equity Required: $3,900,000
Soleste 22 Multifamily 5 – Miami, Florida IRR: 21.1%
Deal Size: $71,500,000 Equity Available: $17,800,000
RH Medical 9 – Atlanta, Georgia Ave Cash on Cash: 7-9%
Deal Size: $23,000,000 Equity Available: $3,500,000
Bay Village Multifamily 6– Palmetto Bay, Florida IRR: 20.2%
Deal Size: $58,800,000 Equity Available: $14,700,000
USA PIPELINE
C O N F I D E N T I A L
AUSTRALIA PIPELINE
Some of the further Projects across Australia planned totaling A$1 billion
C O N F I D E N T I A L
OUR BOARD
C O N F I D E N T I A L
THE PROBLEM CLIENTS FACE
CONFIDENTIAL
Investors do not yet have a simple and safe way to invest in global real estate markets
250+ Real Estate Crowdfunding / Fintech Platforms*
Disrupting a $13,6 Trillion Global Dollar Market
C O N F I D E N T I A L
GLOBAL REAL ESTATE INVESTING MADE EASY
• Done in minutes.
• Easy to create true, global wealth.
• Quality Partners
• Get the best opportunities
• Invest from $1k.
No hassles, no management issues, no
complex global tax structures needed
Just focus on the best returns available in the
global market today.
www.wealthmigrate.com
C O N F I D E N T I A L
4 SIMPLE STEPS
REGISTER AND
VIEW
SELECT AN
INVESTMENT
TRANSACT
ONLINE
MANAGE
PORTFOLIO
GLOBAL PORTFOLIO DASHBOARD V.4
C O N F I D E N T I A L
OUR BUSINESS MODEL
The Wealth Migrate marketplace benefits from network effects that enable them to sustain leading market positions with an attractive
financial profile
ENGAGING FEATURES
TO DEEPEN VALUE TO USERS
Listings
Investments
Supply
We currently generate revenue by monetising the demand side, and will expand to
monetise the supply side.
Continue to scale quality supply and quality demand
Continue to enhance and deepen the experience for
both demand and supply✔ ✔
✔
✔
Access large, high quality and
engaged global audience
Tools to access, engage and
distribute to investors
Suppliers build their digital
reputation by leveraging the
Wealth Migrate brands, tools and
audience (social proofing)
✔
✔
Access to wide range of high quality
selection
Convenience of accessing deals at
any time and from any where
Information and tools to empower
users and ease the process of
finding and securing the perfect
Investment – SMART InvestingTM
ENGAGING FEATURES TO
DEEPEN VALUE TO SUPPLY
CURRENT FOCUS: SCALING THE CORE
Demand
✔
✔
C O N F I D E N T I A L
INVESTMENT PHILOSOPHY AND VISION
At Wealth Migrate we have learned from the lessons of history. Too often investment professionals
focus exclusively on capital growth at the expense of long-term wealth preservation. By contrast,
Wealth Migrate is differentiating by its focus on stable, income-producing assets, investing in our
own deals and curating best-of-breed global investment opportunities.
Underlying our investment process are our core cultural
and moral values. The investment industry has seen
too many cases of unscrupulous and unethical behavior
over the years. Underlying our investment process
are our core cultural and moral values. The
investment industry has seen too many cases of
unscrupulous and unethical behavior over the years.
We consider trustworthiness, transparency and
alignment of interests as our cultural cornerstone and
utmost priority. We recognize that our investors are
people and we focus on their long-term goals and
objectives.
Our values-based investment philosophy has led us to
the development of ten core standards to achieve
investor success.
C O N F I D E N T I A L
INVESTMENT PHILOSOPHY AND VISION
C O N F I D E N T I A L
REGULAR INVESTMENT UPDATES
EXECUTIVE
SUMMARY
CAP RATES
FORECAST
2015 PORTFOLIO
PERFORMANCE
COMPARED
CAPITAL
GROWTH
FORECAST ON
$100,000
INVESTOR
RETURN ON
$100,000
Wealth Migrate
provides detailed
reports (20-30 pages
on) on each project.
This is distributed to
our investors on a
quarterly basis.
C O N F I D E N T I A L
HOW DO WE EARN?
• 3% to 5% transaction fee
upfront
• Existing relationships with key
partners in UK, Australia,
USA and South Africa
• USD $4m (20%) in deferred
earnings to be received by
Wealth Migrate over next 3
years.
3% to 5%
NOW
FUTURE
EARNINGS
C O N F I D E N T I A L
WEALTH MIGRATE SOLUTION
GLOBAL INVESTORS
Lowered Setup costs
Tax Efficient
FACTA Process Seamless
Audit Trails in place
Teams on the ground
Fiduciary Compliance
Digital Marketing
Digital Platform to Commercial
Real Estate
Secondary Market Created
FSB, FSA, SEC
KYC, AML
In Progress
QDII License(China) ±6
months
Banking License ±6 months
REAL ESTATE
Analysis of global trend
independent Investment
Committee
Real Estate Due Diligence
Partner Due Diligence
Step-in Rights
Underwriting Fund
Approved by Investment
Committee
Proven Track Records
Pipeline of Deals
Sponsor
Co-Invest in Deals
$100m Million Assets Under
Management
Consistent Medium to High
Returns
Out performing Competitors
MARKETPLACE
Investing on the Trop-x
Exchange
Globally Accessible
Part of ISAA
Transparent/Trust
Reporting
On Digital Platform
Investing Anytime, Anywhere
Socially proven
Concept Testing
Invest with the swipe of a
finger
Mobile Apps
E-Commerce Payments
Automated Payments
Trading Functionality
LIVE DEMONSTRATION
C O N F I D E N T I A L
C O N F I D E N T I A L
CAPITAL FLOWS, FEE AND PROFIT
DISTRIBUTION
International
Capital:
1. Individual
User
2. Institution
Investor
3. Distribution
Partner
Investment
Property Project:
1. Residential
2. Commercial
3. Industrial
4. Medical
WM
Marketplace
Developers/
Strategic
Partners
Escrow
Investment
Carry
Profit (Net of Fee)
Operation + Investment
Management Fee + Profit
Unsuccessful Raise
Investment
Due Diligence & Monitoring
C O N F I D E N T I A L
OPPORTUNITIES
C O N F I D E N T I A L
OPPORTUNITIES
Most real estate projects that
we source are in USA, UK and
AUS in areas where the
projects are more predictable
with lower risk exposures.
We offer investment
opportunities in the following
types of real estate projects:
• Residential
• Commercial
• Industrial
• Medical
We have secured a project
pipeline for 2017 and beyond,
to the value of $3bn with
recognised global real-estate
partners to bring investment
opportunities of the highest
quality.
C O N F I D E N T I A L
DO IT ON YOUR OWN OR WORK TOGETHER?
• Birds that fly in flocks, saves 20% energy
• Flocks fly 5km/hr faster than alone
• Flocks of 25 birds can fly 70% further than on their own
C O N F I D E N T I A L
JOIN OUR PARTNER
PROGRAM!
C O N F I D E N T I A L
C O N F I D E N T I A L
JOIN OUR WEALTH
PARTNER GLOBAL
COMMUNITY!
C O N F I D E N T I A L
C O N F I D E N T I A L
C O N F I D E N T I A L
OUR VISION
C O N F I D E N T I A L
GLOBAL PROBLEM
* Property Going Global, Scott Picken, 2014
Currently only 12,9% of
population globally have access
to direct real estate investing.
Help the 99% invest like the top 1% and
create more financial freedom in their
lives.
Put the power of SMART InvestingTM in
everyone’s pocket.
It’s our vision to make global real estate investing as
simple as a swipe of a finger from $1
C O N F I D E N T I A L
VISION
BUT, it does change habits,
and good habits change
lives
$1 doesn’t change lives…
From as little as $1
“Money won’t create success;
The freedom to make it will.”
Nelson Mandela
C O N F I D E N T I A L
HOW
Our clients started off investing at
$100 000, as we’ve expanded so
has our technology so that people
can invest at $10 000, $1000
and NOW $100
134
We understand the needs,
necessities, changing
environment and chaos of
emerging marketsWe feel passionately that
this solution can only be
birthed in places like Africa.
OUR VISIONOUR VISION
It’s our vision to make global real estate investing as simple
as a swipe of a finger from $1
We Are Positioned For Growth
The pillars to our business are in place to support continued growth
PEOPLE✔
PLATFORM✔
SUPPLY
✔
SUSTAINABILITY
Market leading team and local execution talent
Strong technology and well positioned with mobile
Leading position in each of our markets supported by strong supply relationships
We are already monetising and balance this with the growth of our core
supported by marketing spend focused on quality growth
CORE FOCUS
DEMAND Leading position in each of our markets supported by strong brands and user
engagement
✔
2. Continue to
grow mobile
1. Continue to
scale core
3. Increase features to
supply and demand
✔
CONFIDENTIAL 136
We Are Positioned For Growth
The pillars to our business are in place to support continued growth
PEOPLE✔
PLATFORM✔
SUPPLY
✔
SUSTAINABILITY
Market leading team and local execution talent
Strong technology and well positioned with mobile
Leading position in each of our markets supported by strong supply relationships
We are already monetising and balance this with the growth of our core
supported by marketing spend focused on quality growth
CORE FOCUS
DEMAND Leading position in each of our markets supported by strong brands and user
engagement
✔
2. Continue to
grow mobile
1. Continue to
scale core
3. Increase features to
supply and demand
✔
CONFIDENTIAL 137
138
• Register online. It is free!
• Get access to the 3 White Papers
• Get copy of my ebook – Property Going Global
• Get videos from Dr Dolf de Roos
• Come to our events - webinars & live
• Invest your $100 in USA, Aus & the UK
• Residential & Commercial
• From $1k
• Sophisticated with $10k can invest now
• Speak to an Asset Manager
• Start your journey investing globally!
Next Steps
PUTTING
SMART InvestingTM
IN EVERYONE’S POCKET!
C O N F I D E N T I A L
• Fill in Investment Strategy Sheet
• Speak to an Asset Manager
• Go online – www.wealthmigrate.com
• Sign up to get $100
• Start your journey investing globally!
• Join us this afternoon…
NEXT STEPS
C O N F I D E N T I A L
VALUE
C O N F I D E N T I A L
COMPETITION
C O N F I D E N T I A L
• Fill in Investment Strategy Sheet
• Speak to an Asset Manager
• Go online – www.wealthmigrate.com
• Sign up to get $100
• Start your journey investing globally!
• Join us this afternoon…
QUESTIONS
THANK YOU
Q U E S T I O N S & A N S W E R S
w w w. w e a l t h m i g r a t e . c o m
C O N F I D E N T I A L

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Investor Day Workshop May/June 2017

  • 1. C O N F I D E N T I A L REAL ESTATE INVESTOR WORKSHOP MIDRAND – 25 MAY 2017 DURBAN – 30 MAY 2017 CAPE TOWN – 1 JUNE 2017
  • 2. C O N F I D E N T I A L DISCLAIMER The content and information being shared by Wealth Migrate via this workshop are for information purposes only and should not to be construed, under any circumstances, by implication or otherwise, as advice of any kind or nature, or as an offer to sell or a solicitation to buy or sell or trade in any commodities, securities, or currencies herein named. Information is obtained from sources believed to be reliable, but is in no way guaranteed. No guarantee of any kind is implied or possible where projections of future conditions are attempted. In no event should the content of the information being shared be construed as an express or implied promise, guarantee or implication by or from Wealth Migrate or any of its officers, directors, employees, affiliates or other agents that you will profit or that losses can or will be limited in any manner whatsoever. Any investments made in light of these ideas, opinions, and/or forecasts, expressed or implied herein, are committed at your own risk. Wealth Migrate is not an investment advisor, workshops are for informational purposes only and not a recommendation to invest in any real estate or to buy or sell any securities and it is the responsibility of each investor to obtain prior independent financial advice prior to making any investment. Attendees agree to hold harmless the presenter, publisher and or Wealth Migrate personally and collectively for any loss, if any, that may result from the use of the information shared. Past performance may not be indicative of future results. Future results can be dramatically different from the opinions expressed. Past performance does not guarantee future performance. Please get the advice of a competent financial advisor before investing your money in any financial instrument or product. It is strongly recommended that you consult with a licensed financial professional before using any information provided during this workshop. Any market data or news commentary used here is for illustrative and informational purposes only. Although it may provide information relating to investment ideas and the buying or selling of securities, investment in real estate, you should not construe anything as legal, tax, investment, financial or any other type of advice.
  • 3. C O N F I D E N T I A L LET’S START WITH A STORY…
  • 4. C O N F I D E N T I A L TOP REASONS PEOPLE ATTEND OUR WORKSHOPS
  • 5. C O N F I D E N T I A L WHY PEOPLE ATTEND OUR WORKSHOPS • To get information on different investments options. • To learn how to make your money work harder & smarter resulting in better returns. • To learn how to hedge against the Rand. • To learn how to preserve assets and wealth. • To learn how to have peace of mind, knowing that you have a Plan B for your family. • To learn why diversification is important in your overall investment strategy. • To learn about the different options if the Rand devalues and the economy becomes unstable. • To learn about immigration options i.e. how to get citizenship in another country. • To learn about the best investment sectors. • To learn how to do institutional grade due diligence. • To learn how political instability affects your investment decisions and what to do about it. • To learn how the economical climate affect your investments, where to invest, in what and why. • To learn how Wealth Migrate charges no fees. • To learn how you can afford international education for your kids. • To meet like-minded people and join a global community. • To learn how to become a global citizen and have the freedom to do what you want.
  • 6. C O N F I D E N T I A L 4 SECRETS TO WEALTH
  • 7. C O N F I D E N T I A L 4 MOST IMPORTANT COMPONENTS TO FINANCIAL SUCCESS 1. Don’t loose money 2. Asymmetric risk / reward 3. Tax Efficiency 4. Diversification • Diversify across asset classes • Diversify within asset classes • Diversify across markets and currencies • Diversify across time Ray Dalio, “Need 15 uncorrelated bets, an array of attractive assets that don’t move in tandem, reduce risk by 80% and risk / return ratio increases by a factor of 5!”
  • 8. C O N F I D E N T I A L INVESTMENT TYPES
  • 9. C O N F I D E N T I A L DIFFERENT INVESTMENT TYPES • Bank Products • Financial Products • Bonds • Stocks • REITS / FUNDS / Syndication • Real Estate – Residential • Real Estate - Commercial
  • 10. C O N F I D E N T I A L BARRIERS PEOPLE FACE
  • 11. “It’s too expensive” “Too complicated” “Too much compliance” “I don’t know how” “Access to deals and partners” “Difficult to invest in offshore real estate” “Time and effort” “Ongoing management issues” “Need the right structures” “It sounds too good to be true” “Local real estate is so much hassle” “I don’t have the time” “How do I protect myself?” “There are too many scams”
  • 12. C O N F I D E N T I A L THE PRINCIPLES OF INVESTING
  • 13. C O N F I D E N T I A L THE PRINCIPLES OF INVESTING • Understanding the macro and micro economic factors of a country. • Location of the property – where it is situated. • What due diligence has been done. • Risks – are there any risks and secondly, how do I manage risks? • Choosing your partners. • Tax, compliance, bank accounts and structures • Managing your asset (know as “Sweat the Asset”). • Understanding the exit.
  • 14. C O N F I D E N T I A L THE REAL ESTATE VALUE CHAIN
  • 15. C O N F I D E N T I A L THE OLD SYSTEM IS BROKEN I N V E S T O R I N V E S T O R B R O K E R P E N S I O N F U N D P R I V A T E F U N D R E A L E S T A T E B R O K E R S DON’T TRUST THE SYSTEM People are tired of being poor, with 76% of people in USA being concerned about their future and only ¼ believing in the financial system. LITTLE TO NO TRANSPARENCY Your money is put in structures which are very complex and you have no idea what property you have invested in, have no control and most importantly don’t have access to the actual numbers. HIGHER FEES, LOWER RETURNS, NO ALIGNMENT The returns are low, due to the excessive fees of middlemen, who dilute the return and result in less than 1% of people in the western world being able to retire wealthy. There are too many people between you and the property, with interests not aligned. 1 – 2% FEE 1% FEE 2 – 20% FEE 1 – 3% FEE
  • 16. C O N F I D E N T I A L THE REAL ESTATE VALUE CHAIN L A N D Z O N I N G D E V E L O P E R I N V E S T O R F U N D / R E I T Y O U
  • 17. C O N F I D E N T I A L THE REAL ESTATE VALUE CHAIN The first step is land rezoning, and generally land developers aim to make 30%+ return on their money. The developer then buys the zoned land and creates something of value, aiming for 25% return on their money. The investor (often the same person as the developer) then buys the asset and increases the value by tenanting the property - this is called ‘seasoning the rents.’ They aim for at least 20% return on their money.
  • 18. C O N F I D E N T I A L THE REAL ESTATE VALUE CHAIN Once they have seasoned the rent, their payday comes by selling the asset to a fund or REIT that is incentivized by the amount of money they have under management. They are basically trying to spend their money and buy cashflow so that they can pay the monthly contributions. They aim to buy buildings with a cashflow of 5 - 8%. The last person in the value chain is you, the person who invests in the fund or REIT. You want to get wealthy, invest in a financial product (which you think is real estate) and most people are happy to just beat inflation.
  • 19. C O N F I D E N T I A L https://www.linkedin.com/pulse/how-wealth-created-real-estate-what-do- billionaires-you-picken-%E9%BE%99%E8%88%B8
  • 20. C O N F I D E N T I A L THE REAL ESTATE VALUE CHAIN L A N D Z O N I N G D E V E L O P E R I N V E S T O R F U N D / R E I T Y O U Income Growth
  • 21. C O N F I D E N T I A L THE DIFFERENCE BETWEEN INCOME & GROWTH OPPORTUNITIES
  • 22. C O N F I D E N T I A L INCOME VS GROWTH OPPORTUNITIES INCOME OPPORTUNITIES: • This type of investment is focused on delivering an income to the investor during the investment period. Typically, these opportunities pay quarterly distributions to investors and the gain at the end of the investment period. • Returns are projected and calculated on the assumption that the asset will be retained for a period of 3 - 5 years. • The real value of the income opportunities lies therein that an existing stabilized real estate asset is acquired at below market value, which has a profitable monthly revenue stream.
  • 23. C O N F I D E N T I A L INCOME VS GROWTH OPPORTUNITIES GROWTH OPPORTUNITIES: • This type of investment delivers a higher return at the end of the investment period. • Typically, this is an investment opportunity in real estate development assets. • At the end of the predetermined holding period, the asset will be sold to realise a development profit.
  • 24. C O N F I D E N T I A L INCOME VS GROWTH OPPORTUNITIES
  • 25. C O N F I D E N T I A L LOCAL VS OFFSHORE STRATEGY
  • 26. C O N F I D E N T I A L LOCAL OFFSHORE RETURNS Higher Lower PROPERTY IS TOUGH Easier Tougher PEACE OF MIND No Yes FINANCIAL FAMILY PLANNING Maybe Yes RAND HEDGE No Yes DIVERSIFICATION No Yes
  • 27. C O N F I D E N T I A L FINANCIAL ADVANTAGES OF INVESTING IN INTERNATIONAL PROPERTY • Wealth preservation • Rand hedge • First world income and assets • Tax • Credit rating • Diversification • Peace of mind • Plan B / Insurance policy • Possible immigration option • Comparable returns in first world economy AUSTRALIAN YIELDS VS SOUTH AFRICAN YIELDS – PASSIVE INCOME - 1978 TO 2010
  • 28. C O N F I D E N T I A L WHY INVESTING OVERSEAS MAKES SENSE NOW • Low asset values • Strong Rand • Strategic investment approach, rather than crisis management • Control variables • Great opportunities – capital need to unlock potential • FDI and personal allowance to externalise wealth RandPurchasingPower Cost of investment
  • 29. C O N F I D E N T I A L PITFALLS IN INVESTING OFFSHORE • Wrong information / Wrong areas • Purchase process – people loose deposits • Wrong valuations / pricing misinterpretations • Wrong tenants / No tenants • Cash flow problems • Maintenance problems • Wrong property for market • Can’t sell • No customer service
  • 30. C O N F I D E N T I A L TYPICAL RISKS ASSOCIATED WITH REAL ESTATE INVESTING
  • 31. C O N F I D E N T I A L RISKS ASSOCIATED WITH REAL ESTATE INVESTING Development Projects • There is no income, only potential capital growth, usually. • Project could take longer than expected. • Construction costs could increase and interest rates. • Unforeseen costs, due to unexpected events. • Sales expectations might not be able to be met or lease up can take longer. • Due to development periods of up to a number of years, the economy and political environment can change.
  • 32. C O N F I D E N T I A L RISKS ASSOCIATED WITH REAL ESTATE INVESTING CONT. Acquisitions • Capital Call Risk • Tenant Risk • Interest Rate Risk • Valuation Risk • Political Risk • Economic conditions that can change
  • 33. C O N F I D E N T I A L HOW DO YOU MANAGE RISK & PROTECT YOURSELF?
  • 34. C O N F I D E N T I A L THERE ARE ONLY 2 IMPORTANT THINGS: • RIGHT Information • RIGHT Partners
  • 35. C O N F I D E N T I A L WEALTH PROTECTION VS OPEN MARKETPLACE
  • 36. C O N F I D E N T I A L WEALTH PROTECTION VS OPEN MARKETPLACE
  • 37. C O N F I D E N T I A L MISTAKES PEOPLE MAKE
  • 38. C O N F I D E N T I A L MORE THAN 80% OF PEOPLE INVESTING OVERSEAS LOSE MONEY • They make crisis investments – both with currency and assets, shares or products. • Don’t get the right information. • Wrong partners. • Don’t understand cash flows / management. • Work with companies without local and international offices. • Underestimate after sales and costs. • Buy off-plan with long lead times and can’t get financing.
  • 39. C O N F I D E N T I A L UNDERESTIMATE TECHNOLOGY….
  • 40. C O N F I D E N T I A L PORTFOLIO STRATEGY
  • 41. C O N F I D E N T I A L WHAT IS A PORTFOLIO STRATEGY? A portfolio strategy is a strategy used to diversify investment risk, by investing into different types of opportunities over a predetermined time period. EXAMPLE: Ben wants to save monthly $1 000 for the next 16 years to have enough money for his son who is 2 now. He is risk adverse and want to ensure that he gets a regular return that can compound over the 16 years. With Wealth Migrate’s current offerings, he can invest in a new opportunities on a monthly basis, that provides quarterly dividends that he will be able to reinvest in time with his monthly $1,000 investment, therefore ensuring with the current offerings in 4 years (Multifamily) or 5 years (Medical) from now, he will receive capital gains of around 20% after receiving on average 8% that he compounded already in 48 (Multifamily) or 60 (Medical) other opportunities during this time.
  • 42. WHAT WILL IT TAKE FOR JONTY TO GO TO UNIVERSITY?
  • 43. C O N F I D E N T I A L RETURNS FROM INVESTING $1,000 PM
  • 44. C O N F I D E N T I A L THE IMPORTANCE OF DUE DILIGENCE
  • 45. C O N F I D E N T I A L THE IMPORTANCE OF DUE DILIGENCE • Validate the stability and expected income from tenant leases. • Review market reports for specific area to confirm how current lease agreements compare. • Review whether rent received will be able to keep with inflation expectation. • Review whether there is room for adding value by raising rates closer to market conditions. • Review term of leases and quality of tenants.
  • 46. C O N F I D E N T I A L THE IMPORTANCE OF DUE DILIGENCE CONT. Study 3rd party reports indicating: • Valuation report ensure that the purchase price is in line with area and market expectation. • Property Condition Assessment report, for potential maintenance risk that needs to be provided for. • Environmental Assessment report, for potential risks when renovating, that could add additional costs. • Zoning Report, ensuring the property is conforming to zoning requirements and there is no outstanding code violations. • Reviewing service contracts.
  • 47. C O N F I D E N T I A L LOCAL & GLOBAL SCENARIOS
  • 48. C O N F I D E N T I A L CLEM SUNTER
  • 49. C O N F I D E N T I A L GLOBAL SCENARIOS
  • 50. C O N F I D E N T I A L GLOBAL SCENARIOS
  • 51. C O N F I D E N T I A L SOUTH AFRICAN SCENARIOS
  • 52. C O N F I D E N T I A L WHERE & WHAT DO YOU INVEST IN?
  • 53. United States of America www.ipsinvest.com
  • 57. C O N F I D E N T I A L GIDDS 1.0
  • 58. C O N F I D E N T I A L GLOBAL WEALTH INDEX
  • 59. C O N F I D E N T I A L FACTS
  • 60. C O N F I D E N T I A L PROBABILITY CALCULATOR
  • 61. GIDDS
  • 63. 10 MULTI LAYERED MODELLING
  • 64. REAP – REAL ESATE ASSET MANAGEMENT
  • 65. MASTER DUE DILIGENCE CHECKLIST
  • 66. TRACK RECORD – LAST 15 YEARS
  • 67. 3 Major forces R 0,00 R 1 000 000,00 R 2 000 000,00 R 3 000 000,00 R 4 000 000,00 R 5 000 000,00 R 6 000 000,00 01-Jan-1978 01-Jan-1979 01-Jan-1980 01-Jan-1981 01-Jan-1982 01-Jan-1983 01-Jan-1984 01-Jan-1985 01-Jan-1986 01-Jan-1987 01-Jan-1988 01-Jan-1989 01-Jan-1990 01-Jan-1991 01-Jan-1992 01-Jan-1993 01-Jan-1994 01-Jan-1995 01-Jan-1996 01-Jan-1997 01-Jan-1998 01-Jan-1999 01-Jan-2000 01-Jan-2001 01-Jan-2002 01-Jan-2003 01-Jan-2004 01-Jan-2005 01-Jan-2006 01-Jan-2007 01-Jan-2008 01-Jan-2009 01-Jan-2010 01-Jan-2011 01-Jan-2012 01-Jan-2013 01-Jan-2014 01-Jan-2015 01-Jan-2016 Value USA South African House Price USA House Price 424%
  • 68. 3 Major forces -R 1 000 000,00 R 0,00 R 1 000 000,00 R 2 000 000,00 R 3 000 000,00 R 4 000 000,00 R 5 000 000,00 R 6 000 000,00 R 7 000 000,00 01-Jan-1978 01-Sep-1978 01-May-1979 01-Jan-1980 01-Sep-1980 01-May-1981 01-Jan-1982 01-Sep-1982 01-May-1983 01-Jan-1984 01-Sep-1984 01-May-1985 01-Jan-1986 01-Sep-1986 01-May-1987 01-Jan-1988 01-Sep-1988 01-May-1989 01-Jan-1990 01-Sep-1990 01-May-1991 01-Jan-1992 01-Sep-1992 01-May-1993 01-Jan-1994 01-Sep-1994 01-May-1995 01-Jan-1996 01-Sep-1996 01-May-1997 01-Jan-1998 01-Sep-1998 01-May-1999 01-Jan-2000 01-Sep-2000 01-May-2001 01-Jan-2002 01-Sep-2002 01-May-2003 01-Jan-2004 01-Sep-2004 01-May-2005 01-Jan-2006 01-Sep-2006 01-May-2007 01-Jan-2008 01-Sep-2008 01-May-2009 01-Jan-2010 01-Sep-2010 01-May-2011 01-Jan-2012 01-Sep-2012 01-May-2013 01-Jan-2014 01-Sep-2014 01-May-2015 01-Jan-2016 Value Australia South African HousePrice Australian HousePrice 499%
  • 69. 3 Major forces -R 500 000,00 R 0,00 R 500 000,00 R 1 000 000,00 R 1 500 000,00 R 2 000 000,00 R 2 500 000,00 R 3 000 000,00 R 3 500 000,00 R 4 000 000,00 R 4 500 000,00 R 5 000 000,00 01-Jan-1978 01-Sep-1978 01-May-1979 01-Jan-1980 01-Sep-1980 01-May-1981 01-Jan-1982 01-Sep-1982 01-May-1983 01-Jan-1984 01-Sep-1984 01-May-1985 01-Jan-1986 01-Sep-1986 01-May-1987 01-Jan-1988 01-Sep-1988 01-May-1989 01-Jan-1990 01-Sep-1990 01-May-1991 01-Jan-1992 01-Sep-1992 01-May-1993 01-Jan-1994 01-Sep-1994 01-May-1995 01-Jan-1996 01-Sep-1996 01-May-1997 01-Jan-1998 01-Sep-1998 01-May-1999 01-Jan-2000 01-Sep-2000 01-May-2001 01-Jan-2002 01-Sep-2002 01-May-2003 01-Jan-2004 01-Sep-2004 01-May-2005 01-Jan-2006 01-Sep-2006 01-May-2007 01-Jan-2008 01-Sep-2008 01-May-2009 01-Jan-2010 01-Sep-2010 01-May-2011 01-Jan-2012 01-Sep-2012 01-May-2013 01-Jan-2014 01-Sep-2014 01-May-2015 01-Jan-2016 Value UK South African HousePrice UK HousePrice 332%
  • 70. 3 Major forces -R 1 000 000,00 R 0,00 R 1 000 000,00 R 2 000 000,00 R 3 000 000,00 R 4 000 000,00 R 5 000 000,00 R 6 000 000,00 R 7 000 000,00 01-Jan-1978 01-Sep-1978 01-May-1979 01-Jan-1980 01-Sep-1980 01-May-1981 01-Jan-1982 01-Sep-1982 01-May-1983 01-Jan-1984 01-Sep-1984 01-May-1985 01-Jan-1986 01-Sep-1986 01-May-1987 01-Jan-1988 01-Sep-1988 01-May-1989 01-Jan-1990 01-Sep-1990 01-May-1991 01-Jan-1992 01-Sep-1992 01-May-1993 01-Jan-1994 01-Sep-1994 01-May-1995 01-Jan-1996 01-Sep-1996 01-May-1997 01-Jan-1998 01-Sep-1998 01-May-1999 01-Jan-2000 01-Sep-2000 01-May-2001 01-Jan-2002 01-Sep-2002 01-May-2003 01-Jan-2004 01-Sep-2004 01-May-2005 01-Jan-2006 01-Sep-2006 01-May-2007 01-Jan-2008 01-Sep-2008 01-May-2009 01-Jan-2010 01-Sep-2010 01-May-2011 01-Jan-2012 01-Sep-2012 01-May-2013 01-Jan-2014 01-Sep-2014 01-May-2015 01-Jan-2016 Value USA, Aus andtheUKvs SouthAfrica South African HousePrice USA Australian UK
  • 71. C O N F I D E N T I A L GIDDS 2.0
  • 72. 1 2 3 4 5 6 7 8 9 10 GLOBAL INVESTMENT DUE DILIGENCE SYSTEM What is new? • We have incorporated more research on Macro & Micro Analysis • Reis, CBRE, Colliers, Corelogic, Marcus & Millichap, IRR, Knight Frank, Cushman Wakefield, Co-Star • We upgraded our Evaluation Tool with more matrix focusing on better understanding the asset performance and streamlining the output process to increase turn around time. • Improved the Financial structure optimization system • Improved the country development partner trust assurance system What is planned? • With these new upgrades we are working towards adding additional weights to our Risk Matrix to enable quicker evaluation of different opportunities through AI. • Enabling partners to plug in there potential deals into the system and know if it could succeed our Standards and Criteria. GIDDS™
  • 73. C O N F I D E N T I A L THE IMPORTANCE OF DUE DILIGENCE
  • 74. C O N F I D E N T I A L THE IMPORTANCE OF DUE DILIGENCE • Validate the stability and expected income from tenant leases. • Review market reports for specific area to confirm how current lease agreements compare. • Review whether rent received will be able to keep with inflation expectation. • Review whether there is room for adding value by raising rates closer to market conditions. • Review term of leases and quality of tenants.
  • 75. C O N F I D E N T I A L THE IMPORTANCE OF DUE DILIGENCE CONT. Study 3rd party reports indicating: • Valuation report ensure that the purchase price is in line with area and market expectation. • Property Condition Assessment report, for potential maintenance risk that needs to be provided for. • Environmental Assessment report, for potential risks when renovating, that could add additional costs. • Zoning Report, ensuring the property is conforming to zoning requirements and there is no outstanding code violations. • Reviewing service contracts.
  • 76. C O N F I D E N T I A L PERFORMANCE
  • 77. C O N F I D E N T I A L SG PROPERTIES – MEDICAL 1 Total Deal Size: $16,345,918 Total Equity Raised: $5,732,906 Projected Returns: 8.3% p.a.(Quarterly Distributions) Project Investor Return:15.65% + (Internal Rate of Return) Investment Period: 5 years • 7 x Medical Office Buildings • On or near medical campus • 1 Building expanded within 1st year • Expanded further during the 2nd year of investment Property Type: Medical Office Class: B Total Rental Space: 65846 SF / 6117 m2 Location: Atlanta, Georgia, USA Q1 2017: 10,00% p.a.
  • 78. C O N F I D E N T I A L SG PROPERTIES – MEDICAL 2 Total Deal Size: $12,797,000 Total Equity Raised: $3,880,000 Projected return: 11,0% p.a.(Quarterly Distributions) Project Investor Return:15.35% + (Internal Rate of Return) Investment Period: 5 years • 4 x Medical Office Buildings • On or near medical campus • 96% Occupancy from day one Property Type: Medical Office Class: B Total Rental Space: 52 464SF / 4874M2 Location: Atlanta, Georgia, USA Q1 2017: 11.22% p.a.
  • 79. C O N F I D E N T I A L SG PROPERTIES – MEDICAL 3 Total Deal Size: $13,138,750 Total Equity Raised: $3,990,000 Projected Return: 8.3% p.a. (Quarterly Distributions) Project Investor Return: 16% + (Internal Rate of Return) Investment Period: 5 years • 1 x Plastic Surgeon Centre • 1 x Child Care Practice (Oldest Practice in Atlanta) • Located in Affluent Northern Atlanta Property Type: Medical Office Class: B Total Rental Space: 55 664SF / 5171 m2 Location: Atlanta, Georgia, USA Q1 2017: 8.49% p.a.
  • 80. C O N F I D E N T I A L SG PROPERTIES – MEDICAL 5 Total Purchase Price : $8,385,987 Total Equity Raised: $2,677,358 Projected Return: 8% p.a. (Quarterly Distributions) Project Investor Return: 12% + (Internal Rate of Return) Investment Period: 5 years • 1 x Plastic Surgeon Centre • 1 x Child Care Practice (Oldest Practice in Atlanta) • Located in Affluent Northern Atlanta Property Type: Medical Office Class: B Total Rental Space: $44 537SF / 4140 m2 Location: Douglasville, Georgia, USA Q1 2017: 8.29%
  • 81. C O N F I D E N T I A L THE BEST REAL ESTATE SECTORS TO INVEST IN
  • 82. C O N F I D E N T I A L THE BEST REAL ESTATE SECTORS TO INVEST IN MEDICAL SECTOR Doctors are generally good tenants with long term leases due to: • High tenant installation cost. • Very advanced, sensitive or difficult to move technology. • Patient geographic (client retention). Sector is shifting to a more patient- centric care delivery model, off- campus demand. On-campus medical office space continues to rise, due to expansion programs. Vacancy is currently at a 9-Year Low in 2016, because of continued demand. MULTIFAMILY SECTOR Volatility is low producing relatively stable-long-term cash flows. Recessions tend to make renters out of owners. Housing starts is still 30% below its historical levels between 1970-2007. Millennials continue to substantially influence the rental market. SELF STORAGE SECTOR Broad appeal, 1 out of 10 households rent self-storage space. Diverse demographics. Recession tend to improve rents as households downsize temporary. Low maintenance.
  • 83. C O N F I D E N T I A L PERFORMANCE
  • 84. C O N F I D E N T I A L SG PROPERTIES – MEDICAL 1 Total Deal Size: $16,345,918 Total Equity Raised: $5,732,906 Projected Returns: 8.3% p.a.(Quarterly Distributions) Project Investor Return:15.65% + (Internal Rate of Return) Investment Period: 5 years • 7 x Medical Office Buildings • On or near medical campus • 1 Building expanded within 1st year • Expanded further during the 2nd year of investment Property Type: Medical Office Class: B Total Rental Space: 65846 SF / 6117 m2 Location: Atlanta, Georgia, USA Q1 2017: 10,00% p.a.
  • 85. C O N F I D E N T I A L SG PROPERTIES – MEDICAL 2 Total Deal Size: $12,797,000 Total Equity Raised: $3,880,000 Projected return: 11,0% p.a.(Quarterly Distributions) Project Investor Return:15.35% + (Internal Rate of Return) Investment Period: 5 years • 4 x Medical Office Buildings • On or near medical campus • 96% Occupancy from day one Property Type: Medical Office Class: B Total Rental Space: 52 464SF / 4874M2 Location: Atlanta, Georgia, USA Q1 2017: 11.22% p.a.
  • 86. C O N F I D E N T I A L SG PROPERTIES – MEDICAL 3 Total Deal Size: $13,138,750 Total Equity Raised: $3,990,000 Projected Return: 8.3% p.a. (Quarterly Distributions) Project Investor Return: 16% + (Internal Rate of Return) Investment Period: 5 years • 1 x Plastic Surgeon Centre • 1 x Child Care Practice (Oldest Practice in Atlanta) • Located in Affluent Northern Atlanta Property Type: Medical Office Class: B Total Rental Space: 55 664SF / 5171 m2 Location: Atlanta, Georgia, USA Q1 2017: 8.49% p.a.
  • 87. C O N F I D E N T I A L SG PROPERTIES – MEDICAL 5 Total Purchase Price : $8,385,987 Total Equity Raised: $2,677,358 Projected Return: 8% p.a. (Quarterly Distributions) Project Investor Return: 12% + (Internal Rate of Return) Investment Period: 5 years • 1 x Plastic Surgeon Centre • 1 x Child Care Practice (Oldest Practice in Atlanta) • Located in Affluent Northern Atlanta Property Type: Medical Office Class: B Total Rental Space: $44 537SF / 4140 m2 Location: Douglasville, Georgia, USA Q1 2017: 8.29%
  • 88. C O N F I D E N T I A L HOW CAN I GET GLOBAL CITIZENSHIP?
  • 89. C O N F I D E N T I A L GLOBAL CITIZENSHIP We have partner with Gold Coast Regional Center in Florida, which offers a Employment Based-5 program (EB-5). Currently investing $500,000 + $60,000 structuring cost, this investment is use to create 10 new full time jobs for US citizens, by building a Mixed Use Development currently in Hollywood, Florida. There current projects consist of Residential units, Hotel and Retail areas.
  • 90. C O N F I D E N T I A L GLOBAL CITIZENSHIP CONT. BENEFITS OF THE EB-5 VISA: • Visa application includes principal applicant, his/her spouse and all unmarried children under 21 years of age. • Freedom to live, work, study and travel anywhere within the United States. • One of the most expedient pathways to gain permanent residency in the United States. • Potential for U.S. Citizenship after a minimum of 5 years of permanent residency in the U.S. • With state residency, green card holders may have access to public schools, colleges and universities at U.S. resident tuition fees. • No visa sponsorship needed. • No minimum education, skills or business experience requirements.
  • 91. C O N F I D E N T I A L HOW FEES IMPACT YOUR INVESTMENT
  • 92. C O N F I D E N T I A L GET THE FACTS • 1% Fees = 10 years of retirement income • 96% of Fund Managers don’t beat the 15 year market average
  • 93. C O N F I D E N T I A L DIFFERENCE BETWEEN A REIT / FUND & FINTECH
  • 94. C O N F I D E N T I A L ABOUT
  • 95. C O N F I D E N T I A L
  • 96. C O N F I D E N T I A L
  • 97. C O N F I D E N T I A L
  • 98. C O N F I D E N T I A L IMAGE PLACEHOLDER SLIDE
  • 99. C O N F I D E N T I A L WHO WE ARE
  • 100. C O N F I D E N T I A L WHO WE ARE
  • 101. C O N F I D E N T I A L Users = 89 countries Investors = 18 countries
  • 102. C O N F I D E N T I A L COUNTRIES FOR USERS 70%REPEAT INVESTORS $56m + 3% $2,9m + $64k AVG TRANSACTION SIZE 89 COUNTRIES FOR INVESTORS INVESTED BY CLIENTS EARNED BY CLIENTSPROJECT FEE 890+ TRANSACTIONS : : 18 50+ TEAM Group Performance May 2017
  • 103. C O N F I D E N T I A L • Named as one of the Global Fintech Top 50 2016 companies (KPMG) • 200 years+ of Fintech & Real Estate experience. • 20 years experience creating global partnerships with access to massive pipelines - $3bn pipeline value available in USA, UK, Australia and South Africa. • $100m in assets under management over 3 continents. • Digitally integrated platform
  • 104. C O N F I D E N T I A L • New Developments • Medical • Commercial • Industrial • Apartment Blocks • New Developments • Medical Centre's • Commercial • Multi Family • Commercial • Medical Centre’s • Multi Family MASSIVE, HIGHLY ATTRACTIVE QUALITY PIPELINES Accessible pipelines in key markets: • $3,000,000,000 $1,200,000,000 $1,000,000,000
  • 105. C O N F I D E N T I A L RH Medical 10 – Atlanta, Georgia Ave Cash on Cash: 7-9% Deal Size: $42,700,000 Equity Required: $3,900,000 Soleste 22 Multifamily 5 – Miami, Florida IRR: 21.1% Deal Size: $71,500,000 Equity Available: $17,800,000 RH Medical 9 – Atlanta, Georgia Ave Cash on Cash: 7-9% Deal Size: $23,000,000 Equity Available: $3,500,000 Bay Village Multifamily 6– Palmetto Bay, Florida IRR: 20.2% Deal Size: $58,800,000 Equity Available: $14,700,000 USA PIPELINE
  • 106. C O N F I D E N T I A L AUSTRALIA PIPELINE Some of the further Projects across Australia planned totaling A$1 billion
  • 107. C O N F I D E N T I A L OUR BOARD
  • 108. C O N F I D E N T I A L THE PROBLEM CLIENTS FACE CONFIDENTIAL Investors do not yet have a simple and safe way to invest in global real estate markets 250+ Real Estate Crowdfunding / Fintech Platforms* Disrupting a $13,6 Trillion Global Dollar Market
  • 109. C O N F I D E N T I A L GLOBAL REAL ESTATE INVESTING MADE EASY • Done in minutes. • Easy to create true, global wealth. • Quality Partners • Get the best opportunities • Invest from $1k. No hassles, no management issues, no complex global tax structures needed Just focus on the best returns available in the global market today. www.wealthmigrate.com
  • 110. C O N F I D E N T I A L 4 SIMPLE STEPS REGISTER AND VIEW SELECT AN INVESTMENT TRANSACT ONLINE MANAGE PORTFOLIO GLOBAL PORTFOLIO DASHBOARD V.4
  • 111. C O N F I D E N T I A L OUR BUSINESS MODEL The Wealth Migrate marketplace benefits from network effects that enable them to sustain leading market positions with an attractive financial profile ENGAGING FEATURES TO DEEPEN VALUE TO USERS Listings Investments Supply We currently generate revenue by monetising the demand side, and will expand to monetise the supply side. Continue to scale quality supply and quality demand Continue to enhance and deepen the experience for both demand and supply✔ ✔ ✔ ✔ Access large, high quality and engaged global audience Tools to access, engage and distribute to investors Suppliers build their digital reputation by leveraging the Wealth Migrate brands, tools and audience (social proofing) ✔ ✔ Access to wide range of high quality selection Convenience of accessing deals at any time and from any where Information and tools to empower users and ease the process of finding and securing the perfect Investment – SMART InvestingTM ENGAGING FEATURES TO DEEPEN VALUE TO SUPPLY CURRENT FOCUS: SCALING THE CORE Demand ✔ ✔
  • 112. C O N F I D E N T I A L INVESTMENT PHILOSOPHY AND VISION At Wealth Migrate we have learned from the lessons of history. Too often investment professionals focus exclusively on capital growth at the expense of long-term wealth preservation. By contrast, Wealth Migrate is differentiating by its focus on stable, income-producing assets, investing in our own deals and curating best-of-breed global investment opportunities. Underlying our investment process are our core cultural and moral values. The investment industry has seen too many cases of unscrupulous and unethical behavior over the years. Underlying our investment process are our core cultural and moral values. The investment industry has seen too many cases of unscrupulous and unethical behavior over the years. We consider trustworthiness, transparency and alignment of interests as our cultural cornerstone and utmost priority. We recognize that our investors are people and we focus on their long-term goals and objectives. Our values-based investment philosophy has led us to the development of ten core standards to achieve investor success.
  • 113. C O N F I D E N T I A L INVESTMENT PHILOSOPHY AND VISION
  • 114. C O N F I D E N T I A L REGULAR INVESTMENT UPDATES EXECUTIVE SUMMARY CAP RATES FORECAST 2015 PORTFOLIO PERFORMANCE COMPARED CAPITAL GROWTH FORECAST ON $100,000 INVESTOR RETURN ON $100,000 Wealth Migrate provides detailed reports (20-30 pages on) on each project. This is distributed to our investors on a quarterly basis.
  • 115. C O N F I D E N T I A L HOW DO WE EARN? • 3% to 5% transaction fee upfront • Existing relationships with key partners in UK, Australia, USA and South Africa • USD $4m (20%) in deferred earnings to be received by Wealth Migrate over next 3 years. 3% to 5% NOW FUTURE EARNINGS
  • 116. C O N F I D E N T I A L WEALTH MIGRATE SOLUTION GLOBAL INVESTORS Lowered Setup costs Tax Efficient FACTA Process Seamless Audit Trails in place Teams on the ground Fiduciary Compliance Digital Marketing Digital Platform to Commercial Real Estate Secondary Market Created FSB, FSA, SEC KYC, AML In Progress QDII License(China) ±6 months Banking License ±6 months REAL ESTATE Analysis of global trend independent Investment Committee Real Estate Due Diligence Partner Due Diligence Step-in Rights Underwriting Fund Approved by Investment Committee Proven Track Records Pipeline of Deals Sponsor Co-Invest in Deals $100m Million Assets Under Management Consistent Medium to High Returns Out performing Competitors MARKETPLACE Investing on the Trop-x Exchange Globally Accessible Part of ISAA Transparent/Trust Reporting On Digital Platform Investing Anytime, Anywhere Socially proven Concept Testing Invest with the swipe of a finger Mobile Apps E-Commerce Payments Automated Payments Trading Functionality
  • 117. LIVE DEMONSTRATION C O N F I D E N T I A L
  • 118. C O N F I D E N T I A L CAPITAL FLOWS, FEE AND PROFIT DISTRIBUTION International Capital: 1. Individual User 2. Institution Investor 3. Distribution Partner Investment Property Project: 1. Residential 2. Commercial 3. Industrial 4. Medical WM Marketplace Developers/ Strategic Partners Escrow Investment Carry Profit (Net of Fee) Operation + Investment Management Fee + Profit Unsuccessful Raise Investment Due Diligence & Monitoring
  • 119. C O N F I D E N T I A L OPPORTUNITIES
  • 120. C O N F I D E N T I A L OPPORTUNITIES Most real estate projects that we source are in USA, UK and AUS in areas where the projects are more predictable with lower risk exposures. We offer investment opportunities in the following types of real estate projects: • Residential • Commercial • Industrial • Medical We have secured a project pipeline for 2017 and beyond, to the value of $3bn with recognised global real-estate partners to bring investment opportunities of the highest quality.
  • 121. C O N F I D E N T I A L DO IT ON YOUR OWN OR WORK TOGETHER? • Birds that fly in flocks, saves 20% energy • Flocks fly 5km/hr faster than alone • Flocks of 25 birds can fly 70% further than on their own
  • 122. C O N F I D E N T I A L JOIN OUR PARTNER PROGRAM!
  • 123. C O N F I D E N T I A L
  • 124. C O N F I D E N T I A L JOIN OUR WEALTH PARTNER GLOBAL COMMUNITY!
  • 125. C O N F I D E N T I A L
  • 126. C O N F I D E N T I A L
  • 127. C O N F I D E N T I A L OUR VISION
  • 128. C O N F I D E N T I A L GLOBAL PROBLEM * Property Going Global, Scott Picken, 2014 Currently only 12,9% of population globally have access to direct real estate investing.
  • 129. Help the 99% invest like the top 1% and create more financial freedom in their lives. Put the power of SMART InvestingTM in everyone’s pocket.
  • 130. It’s our vision to make global real estate investing as simple as a swipe of a finger from $1
  • 131. C O N F I D E N T I A L VISION BUT, it does change habits, and good habits change lives $1 doesn’t change lives… From as little as $1
  • 132. “Money won’t create success; The freedom to make it will.” Nelson Mandela
  • 133. C O N F I D E N T I A L HOW Our clients started off investing at $100 000, as we’ve expanded so has our technology so that people can invest at $10 000, $1000 and NOW $100
  • 134. 134 We understand the needs, necessities, changing environment and chaos of emerging marketsWe feel passionately that this solution can only be birthed in places like Africa.
  • 135. OUR VISIONOUR VISION It’s our vision to make global real estate investing as simple as a swipe of a finger from $1
  • 136. We Are Positioned For Growth The pillars to our business are in place to support continued growth PEOPLE✔ PLATFORM✔ SUPPLY ✔ SUSTAINABILITY Market leading team and local execution talent Strong technology and well positioned with mobile Leading position in each of our markets supported by strong supply relationships We are already monetising and balance this with the growth of our core supported by marketing spend focused on quality growth CORE FOCUS DEMAND Leading position in each of our markets supported by strong brands and user engagement ✔ 2. Continue to grow mobile 1. Continue to scale core 3. Increase features to supply and demand ✔ CONFIDENTIAL 136
  • 137. We Are Positioned For Growth The pillars to our business are in place to support continued growth PEOPLE✔ PLATFORM✔ SUPPLY ✔ SUSTAINABILITY Market leading team and local execution talent Strong technology and well positioned with mobile Leading position in each of our markets supported by strong supply relationships We are already monetising and balance this with the growth of our core supported by marketing spend focused on quality growth CORE FOCUS DEMAND Leading position in each of our markets supported by strong brands and user engagement ✔ 2. Continue to grow mobile 1. Continue to scale core 3. Increase features to supply and demand ✔ CONFIDENTIAL 137
  • 138. 138
  • 139. • Register online. It is free! • Get access to the 3 White Papers • Get copy of my ebook – Property Going Global • Get videos from Dr Dolf de Roos • Come to our events - webinars & live • Invest your $100 in USA, Aus & the UK • Residential & Commercial • From $1k • Sophisticated with $10k can invest now • Speak to an Asset Manager • Start your journey investing globally! Next Steps PUTTING SMART InvestingTM IN EVERYONE’S POCKET!
  • 140. C O N F I D E N T I A L • Fill in Investment Strategy Sheet • Speak to an Asset Manager • Go online – www.wealthmigrate.com • Sign up to get $100 • Start your journey investing globally! • Join us this afternoon… NEXT STEPS
  • 141. C O N F I D E N T I A L VALUE
  • 142. C O N F I D E N T I A L COMPETITION
  • 143. C O N F I D E N T I A L • Fill in Investment Strategy Sheet • Speak to an Asset Manager • Go online – www.wealthmigrate.com • Sign up to get $100 • Start your journey investing globally! • Join us this afternoon… QUESTIONS
  • 144. THANK YOU Q U E S T I O N S & A N S W E R S w w w. w e a l t h m i g r a t e . c o m C O N F I D E N T I A L

Editor's Notes

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  6. I dont like this slide and doesn't say what the previous one did.
  7. Put in the pictures from Business Day and Linked In article
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  12. Greek Poet – Archindle Japan in 1988 My beach analogy
  13. You showed the Aus one earlier in the presenation.
  14. Sean: What visual will work here?
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  16. Sean: What visual will work here?
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  18. Sean: What visual will work here?
  19. Sean: What visual will work here?
  20. Sean: What visual will work here?
  21. Also just the old vs the new world. Should we incorporate this into that graphic Jana?
  22. Also just the old vs the new world. Should we incorporate this into that graphic Jana?
  23. Also just the old vs the new world. Should we incorporate this into that graphic Jana?
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  34. Still need to do graphic / slide Sean: Scott will give a live demo here. Perhaps change the visual.
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  42. Our VISION to make global real estate investing as simple as a swipe of a finger with as little as $1 .  Title is VISION
  43. WHY is this so important to creating a better and more sustainable planet for all ? Let me share Who here played monopoly ? As a young boy growing up in South Africa I learnt to love the game and also loved technology. It has been a lifelong dream to combine the two. Secondly as I grew older I became more and more aware of the greatest challenge on the planet – The Wealth Gap! Poverty is in our face every single day and I decided it was my purpose to solve the problem .  WHY IS THIS IMPORTANT  Slide of South Africa property  Picture of people living in shacks near mansions
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