1. WELCOME TO THE
Sponsored by
IPS & Wealth Migrate
May 2 0 1 5
Richard Branson –
What we learnt from a week on Necker Island?

2. Knowledge & Investment

3. Hilda Lunderstedt

4. Richard Branson & Scott Picken

5. Hilda and I

6. Goals

7. STORY TIME
www.wealthmigrate.com

8. Key highlights
1. First project when I was 13

9. Key highlights
2. First property when 22

10. 3. First London property when 24
Key highlights

11. 4. Thousands of South African Investments
Key highlights

12. 4. Hundreds of London / UK Investments
Key highlights

13. Key highlights
5. Hundreds of Australian Investments

14. 6. Hundreds of American Investments
Key highlights

15. 7. Not just residential, both commercial & industrial
Key highlights

16. Global Wealth Index

17. According to the GWI
South African’s wealth
has experienced a
29.5% decrease
compounded per year
for last 30 years!

18. SALESFORCE GROWTH
www.wealthmigrate.com

19. SALESFORCE GROWTH
www.wealthmigrate.com

20. SALESFORCE GROWTH
www.wealthmigrate.com

21. SALESFORCE GROWTH
www.wealthmigrate.com

22. legacy
www.wealthmigrate.com

23. WEALTH MOVEMENT
www.wealthmigrate.com

24. legacy
www.wealthmigrate.com

25. Hilda and I

26. Residential
Below Replacement
= 20% to 30%
Net Yield = 7% – 8%
Financing = 50% to 75% LTV
3 year leases
Minimum = $10 000
Price Range = $100k to $160k

27. Direct Investment
LTV = 60% - 75%
Rate = 8.9%
Term = 30 years
No prepayment

28. Crowdfunding
With as little as $10 000

29. • Medical Portfolio
• $16,1 million investment
• $5,9 million capital investment
• 7 buildings
• 8,5% CAP (8% to 15% BMV)
• 4.23% financing, 65% LTV and 5 year fix
• Target Investor Annual Investor Return = 15,4% IRR
• 89% occupied (fully leased on closing)
• Blended lease of 5,5 years
• 38% Blue Chip Govt tenants
Medical

30. Brisband

31. Brisband

32. Brisband

33. Buyers Trips
5 reasons you should attend USA Buyers Trip
1. Information
2. Partners
3. Learn and engage with
other sophisticated
investors
4. Take Action
5. Have Fun

34. SAPOA, Breakfasts & RECA

35. What would stop you?

36. Next steps…

37. Next steps…

38. Next steps…

39. • www.ipsinvest.com
• www.wealthmigrate.com
• Text +27 (0) 72 575 8719
Next steps…

40. Let’s light up South Africa

41. Key highlights
1. First project when I was 13

42. Key highlights
2. First property when 22

43. Why now?

44. Procrastination Price

45. 1634%
439%
Freedom Calculator

46. Steve Jacoby - Businessman
• Sept 2007 – Wimbledon
• Bought for £455 000
(5% discount)
• Net rent – cash flow
positive
• 50% + growth
• Rand has devalued
31.91%

47. Daan van Rensburg - Entrepreneur
• Sept 2008 – Greenwich
• Bought for $313k (26%
discount)
• Net rent – cash flow
positive
• 50% + growth
• Rand has devalued
20.86%

48. Ryan Botha - Lawyer
• June 2009 – Brisbane
• Bought for $417k
• 10 year lease
• 10% + growth
• Rand has devalued 46.39%

49. Chad Pope - Businessman
• June 2012 – Brisbane
• Bought for $550k
• Income more than
expected
• 10% + growth
• Rand has devalued
8.96%

50. Gert du Preez - Farmer
• Aug 2012 – Atlanta
• Bought for $135k
• Net Rent = $1033 (9.18%)
• 25% to 30% growth
• Rand has devalued 38.78%

51. • Oct 2012 – Atlanta
• Price = $95 000
• Projected Rent = $1050
• Got = $1150
• Growth = 36%
• Rand = 33.52%
• Feb – bought 2 more
• Immigrated to Aus
Roelien & Ian Powell - Accountant

52. • Feb 2013 – Atlanta
• Bought 4 = $456k
• Growth = 20% - 25%
• Rand = 29.65%
• Net income per month =
$3325
• Refinance bought
another 3, now
refinancing again – aim
is 14 for children, which
is $14k a month net
Michael and Leigh Honneysett –
Entrepreneur

53. 3 major forces – Tsunami of Change!

54. 1. Economic Forces

55. Global Wealth Index

56. According to the GWI
South African’s wealth
has experienced a
29.5% decrease
compounded per year
for last 30 years!

57. Global Wealth Index

58. Rand Devaluation
Rand has devalued by
more than 6% year on year
against the US Dollar
for over 30 years!

59. James Paynter

60. James Paynter

61. 2. Social Forces

62. Load Shedding

63. Malemaproofing?

64. Truth about Wealth Preservation

65. We want…

66. 3. Technology Forces

67. Transformatitive power
of technology

68. Adoption of technology

69. Regulatory Change

70. Big Idea = Crowdfunding

71. Statue of Liberty - 1868

72. Stokvel, Synagogue & Biau-whey

73. Trust

74. Trust – Social Proofing

75. Transparency

76. Interests being aligned

77. Why is this important to you?

78. Wealth Migrate Model
• No Fees
• Only performance fees, after target return is paid!

79. More than a Big idea…

80. Real Estate Crowdfunding

81. Real Estate Crowdfunding

82. Real Estate Crowdfunding

83. How do we do it?

84. Clem Sunter
Endorsed by 40 Global Leaders
and Property Experts!

85. Scenario Planning

86. Global Scenarios
Clem’s scenarios

87. South African Scenarios
Clem’s scenarios

88. Facts

89. 4 Dimensional Model

90. Global Property System (GPS)

91. Facts

92. How we chose our partners?

93. Fact

94. What we do?

95. What makes us different?
• International Real Estate Experience = 227 years
• Number of investments = 10780
• Total value of investments = $1,34 billion
• Invested on 5 continents
• 17 books authored, including International
Best sellers and over 2 million copies sold!
• With full compliance!

96. SEC Certificate

97. What makes us different?
• International Real Estate Experience = 227 years
• Number of investments = 10780
• Total value of investments = $1,34 billion
• Invested on 5 continents
• 17 books authored, including International
Best sellers and over 2 million copies sold!
• With full compliance!
• Your Trusted Global Real Estate Marketplace

98. Where to invest?

99. Where to invest?
1. New York
2. Boston
3. San Diego
4. Las Vegas
5. Phoenix
6. Los Angeles
7. Tampa
8. Orlando
9. Detroit
c
10. North Dakota
11. Atlanta
12. Memphis
13. Miami
14. Oklahoma
15. Charlotte
16. San Francisco
17. New Orleans
18. Chicargo

100. Where to invest?
Why Atlanta?
1. 75% of Fortune 500 companies
2. 4th biggest city in USA
3. Voted number one city in 2013
4. Population growing from 5
million to 6 million by 2023
5. Southeast USA is the 4th largest
economy in the world and
Atlanta is the hub of economic
activity.

101. Residential
Below Replacement
= 20% to 30%
Net Yield = 7% – 8%
Financing = 50% to 75% LTV
3 year leases
Minimum = $10 000
Price Range = $100k to $160k

102. Direct Investment
LTV = 60% - 75%
Rate = 8.9%
Term = 30 years
No prepayment

103. Crowdfunding
With as little as $10 000

104. • Medical Portfolio
• $16,1 million investment
• $5,9 million capital investment
• 7 buildings
• 8,5% CAP (8% to 15% BMV)
• 4.23% financing, 65% LTV and 5 year fix
• Target Investor Annual Investor Return = 15,4% IRR
• 89% occupied (fully leased on closing)
• Blended lease of 5,5 years
• 38% Blue Chip Govt tenants
Medical

105. Buyers Trips
5 reasons you should attend USA Buyers Trip
1. Information
2. Partners
3. Learn and engage with
other sophisticated
investors
4. Take Action
5. Have Fun

106. What would stop you?

107. Next steps…

108. FREE Generator

109. EmPower Yourself TM
Rugby World Cup 2015
Semi’s and Final
Will you be there?

110. What will you get?

113. What will you get?