INVESTING FOR SUSTAINABLE INCOME AND GROWTH

CURRENTLY AVAILABLE INVESTMENT OPPORTUNITIES

INVESTMENT   TYPE

PROJECTS AVAILABLE

INVESTMENT DURATION

EXPECTED  TOTAL RETURN

MINIMUM INVESTMENT

SECURITY    TYPE

MONTHLY INCOME FUND

ONGOING

12 MONTHS 18 MONTHS 24 MONTHS

5% - 12%

$500,000

BALANCE SHEET BACKED

NEW CONSTRUCTION & SALE

9

18 – 22 MONTHS

20% - 38%

$500,000

JOINT VENTURE

LAND DEVELOPMENT AND ENTITLEMENT

13

6 – 12           MONTHS

10% - 15%

$250,000

PRIVATE EQUITY

RENOVATION & FLIPS

8

6 – 12 MONTHS

15% - 25%

$500,000

PRIVATE EQUITY

  • THESE RATES AND TERMS ARE INDICATIONS ONLY. ACTUAL RATES AND TERMS OFFERED ONLY THROUGH PRIVATE PLACEMENT MEMORANDUM AND FORMAL SUBSCRIPTION AGREEMENT
  • RATES AND TERMS ARE SUBJECT TO CHANGE BASED ON MARKET CONDITIONS, INVESTMENT AMOUNT, PROPERTY TYPE, AND TIMING.
  • CUSTOMIZED RATES & INVESTMENT TERMS POSSIBLE.  PLEASE CALL FOR A CONSULTATION.

OUR RELIANCE ON TANGIBLE AND INCOME PRODUCING INVESTMENTS

We provide our clients an innovative approach to managing their investment capital with a focus on income producing and tangible assets.  In combination with traditional liquid securities based portfolios and asset allocation models, we help our clients to strategically add active and passive real estate income into their overall wealth management plan.  We firmly believe that consistent focus on income generation from dividends & interest, rents & royalties, and active real estate capital gains can create a formidable moat around our clients’ overall investment portfolio which can then withstand the turbulence and uncertainty of the financial markets while meeting its objectives.

 

Whether you are a first time or seasoned investor, you will find tremendous value in our common sense based investment philosophy, access to investments that you can see and touch, and our partnership based investment management services.

 

Please give us a call for a discussion.

TO RECEIVE INFORMATION ON NEW REAL ESTATE INVESTMENT OPPORTUNITIES PLEASE SUBSCRIBE BY REGISTERING YOUR EMAIL.