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Make your dreams a Reality
Minimize individual capital investment /risk  Maximize collective resources, expertise, and interests  Complimentary investment strategy and asset allocation Immediate gratification and long-term stability  Real estate appreciation, accessibility / liquidity Continued growth, appreciation of assets, and lifestyle opportunities Concept
The syndication process – aggregating capital from a group of investors to acquire property – is seeing new popularity as real estate increasingly is viewed as a fourth asset class in addition to stocks, bonds and cash. Real estate investment trusts (REITs) are an attractive way to invest in real estate, but their publicly traded shares are subject to a significant degree of price volatility that many investors seek to avoid. By contrast, shares in a private syndicate, typically real estate limited partnerships (RELPs) or a privately held REITs, are not priced to market on a daily basis and in addition offer the possibility of higher returns than publicly managed real estate. Finally, private syndicates offer some tax savings unavailable when investing in a public company.   There are two primary reasons for considering any group or syndication form of investing: First of all, it offers an investor with limited investment capital the opportunity of getting involved in real estate investing and receiving all the benefits of owning real estate (like cash flow, and asset appreciation), as well as the benefit of tax savings that are not available to other types of income (like interest and dividends). In addition, he/she is able to join forces with others and “pool” resources.The second reason for joining one of the larger groups is to completely free yourself from the task of locating, analyzing, purchasing and managing your real estate investment. The syndicate you join does all of that for you. So, use this as a basic background in investment in a real estate syndication. Syndication
Membership in the Syndicate will provide access to a growing collection of private residences and travel experiences around the world, with a personalized service component that allows you and your family to simply - enjoy.  Equally as important as providing the finest of residences and an unparalleled level of service, we’ve created an equity ownership membership structure to give Members the benefits and protections associated with ownership.  Membership
The Club entity ( The Syndicate Inc.) is owned 100% by the Members The Club owns a diversified portfolio of debt-free properties The Club is governed with the active involvement of it’s Members The Club's Manager is held accountable to the Member-owners through transparent financial reporting, including annually audited financial statements Club Structure Key components of this equity structure include:
Equity Benefits	 Members own the club the club owns the property portfolio Properties are wholly owned by the club with no debt Appreciation in property values are captured by the member owned club Resigning members receive the then current membership value (up too 100 % of original membership capital contribution can be returned)
Acquire high value assets realizing ongoing portfolio appreciation Obtaining access to immediate and ongoing enjoyment of luxury and lifestyle amenities Collection and collaboration of like minded individuals with  common objectives Strategically grow the Syndicate, it’s holdings, and management operations  Goals
Individual investing Stocks / bonds, RRSP, REITS, mutual funds own business, other businesses Investment properties, fixed income assets  Limited individual capital, scope, definitive boundaries (risk tolerance) Limited time, resources, and buying power
Tangible appreciative assets (real estate) Shared costs of depreciative assets (RV’s) Liquidity to accommodate ongoing needs of members Immediate and ongoing gratification of shared luxury and lifestyle amenities Collective acquisitions and additional assets under management (rare coins and collectables, race horses etc.) Syndicate Investing
Up front and operating costs are Lower   Interest Expense on Financing the Purchase is Less  Monthly Budgeted Expenses are Less and More Predictable  The Ratio of Usage to Cost is Significantly Improved  All amenities and assets are Professionally Managed and maintained. The assets Resale Value is Higher When it’s Time to Move Up to Another Asset  Fractional  ownership benefits
Own and use Coach without the large capital outlay.   you can get a larger, more upscale Coach at a fraction of the cost. Savings upwards of 76% Why pay for a coach for 52 weeks a year when you only use it 3 to 6 weeks?    This could mean more than $100,000 in your pocket.  By sharing the coach and sharing the cost, owners get the best of both worlds.  Hassle-Free Ownership  -  Vacation home, private jets, boat, and coach owners understand the hassles and added costs that come with ownership.  (delivery, storage, insurance, cleaning, repairs, maintenance and more are all part of the program) Coach	Purchase
Initial Syndicate Offering Ownership$2,000,000  50 acre Estate property$   400,000 Condo luxury Maple Leaf Square $   300,000 Luxury Motor coach Extended Access Member privilegeACC BoxLeaf Season ticketsdedicated limousine servicehelicopters and private jets Syndicate offer -  $300,000 / Share $2.7 Million Value of shared assets
Confirm personal / corporate financial status  personal / business , lifestyle, investment objectives What added value / expertise / speciality do you bring to the Syndicate personal / corporate, Asset interests Execute legal entry with / into Syndicate complete financial transaction Inclusion in the syndicate (Member / Associate) Next Steps
Where Do you Want to Go ?
Live It’s Not a Dress Rehearsal

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Syndicate Opportunity

  • 1. Make your dreams a Reality
  • 2. Minimize individual capital investment /risk Maximize collective resources, expertise, and interests Complimentary investment strategy and asset allocation Immediate gratification and long-term stability Real estate appreciation, accessibility / liquidity Continued growth, appreciation of assets, and lifestyle opportunities Concept
  • 3. The syndication process – aggregating capital from a group of investors to acquire property – is seeing new popularity as real estate increasingly is viewed as a fourth asset class in addition to stocks, bonds and cash. Real estate investment trusts (REITs) are an attractive way to invest in real estate, but their publicly traded shares are subject to a significant degree of price volatility that many investors seek to avoid. By contrast, shares in a private syndicate, typically real estate limited partnerships (RELPs) or a privately held REITs, are not priced to market on a daily basis and in addition offer the possibility of higher returns than publicly managed real estate. Finally, private syndicates offer some tax savings unavailable when investing in a public company.   There are two primary reasons for considering any group or syndication form of investing: First of all, it offers an investor with limited investment capital the opportunity of getting involved in real estate investing and receiving all the benefits of owning real estate (like cash flow, and asset appreciation), as well as the benefit of tax savings that are not available to other types of income (like interest and dividends). In addition, he/she is able to join forces with others and “pool” resources.The second reason for joining one of the larger groups is to completely free yourself from the task of locating, analyzing, purchasing and managing your real estate investment. The syndicate you join does all of that for you. So, use this as a basic background in investment in a real estate syndication. Syndication
  • 4. Membership in the Syndicate will provide access to a growing collection of private residences and travel experiences around the world, with a personalized service component that allows you and your family to simply - enjoy. Equally as important as providing the finest of residences and an unparalleled level of service, we’ve created an equity ownership membership structure to give Members the benefits and protections associated with ownership. Membership
  • 5. The Club entity ( The Syndicate Inc.) is owned 100% by the Members The Club owns a diversified portfolio of debt-free properties The Club is governed with the active involvement of it’s Members The Club's Manager is held accountable to the Member-owners through transparent financial reporting, including annually audited financial statements Club Structure Key components of this equity structure include:
  • 6. Equity Benefits Members own the club the club owns the property portfolio Properties are wholly owned by the club with no debt Appreciation in property values are captured by the member owned club Resigning members receive the then current membership value (up too 100 % of original membership capital contribution can be returned)
  • 7. Acquire high value assets realizing ongoing portfolio appreciation Obtaining access to immediate and ongoing enjoyment of luxury and lifestyle amenities Collection and collaboration of like minded individuals with common objectives Strategically grow the Syndicate, it’s holdings, and management operations Goals
  • 8. Individual investing Stocks / bonds, RRSP, REITS, mutual funds own business, other businesses Investment properties, fixed income assets Limited individual capital, scope, definitive boundaries (risk tolerance) Limited time, resources, and buying power
  • 9. Tangible appreciative assets (real estate) Shared costs of depreciative assets (RV’s) Liquidity to accommodate ongoing needs of members Immediate and ongoing gratification of shared luxury and lifestyle amenities Collective acquisitions and additional assets under management (rare coins and collectables, race horses etc.) Syndicate Investing
  • 10. Up front and operating costs are Lower Interest Expense on Financing the Purchase is Less Monthly Budgeted Expenses are Less and More Predictable The Ratio of Usage to Cost is Significantly Improved All amenities and assets are Professionally Managed and maintained. The assets Resale Value is Higher When it’s Time to Move Up to Another Asset Fractional ownership benefits
  • 11. Own and use Coach without the large capital outlay. you can get a larger, more upscale Coach at a fraction of the cost. Savings upwards of 76% Why pay for a coach for 52 weeks a year when you only use it 3 to 6 weeks?   This could mean more than $100,000 in your pocket.  By sharing the coach and sharing the cost, owners get the best of both worlds. Hassle-Free Ownership - Vacation home, private jets, boat, and coach owners understand the hassles and added costs that come with ownership.  (delivery, storage, insurance, cleaning, repairs, maintenance and more are all part of the program) Coach Purchase
  • 12. Initial Syndicate Offering Ownership$2,000,000 50 acre Estate property$ 400,000 Condo luxury Maple Leaf Square $ 300,000 Luxury Motor coach Extended Access Member privilegeACC BoxLeaf Season ticketsdedicated limousine servicehelicopters and private jets Syndicate offer - $300,000 / Share $2.7 Million Value of shared assets
  • 13. Confirm personal / corporate financial status personal / business , lifestyle, investment objectives What added value / expertise / speciality do you bring to the Syndicate personal / corporate, Asset interests Execute legal entry with / into Syndicate complete financial transaction Inclusion in the syndicate (Member / Associate) Next Steps
  • 14. Where Do you Want to Go ?
  • 15. Live It’s Not a Dress Rehearsal

Notas del editor

  1. What we currently do individually
  2. With that said, it should still be remembered that buying a luxury asset such as a yacht, airplane or RV is not where your money should be put if you are investing your hard earned money. Luxury asset ownership is a privilege that you reward yourself with after you have wisely invested for you and your family’s future. That doesn’t mean that spending your leisure money frugally with a fractional ownership instead of overspending on solo ownership is a bad thing either.
  3. Discuss status quo, life, investing, delayed gratification, now and future potential