EDUCATORS AND INNOVATORS SELF-DIRECTED IRA REAL ESTATE

Transcription

1 EDUCATORS AND INNOVATORS SELF-DIRECTED IRA REAL ESTATE 1

2 We identify the most viable and emerging real estate. With over 25 years combined as real estate investors, property managers and developers, our members' experience is virtually unsurpassed in our industry. At Growth Equity Group, we pride ourselves in our knowledge and expertise but most importantly, we view our success and yours through bottom line results and the relationships we create in doing so. The members of Growth Equity Group were the single largest direct seller of GO Zone real estate in the country and helped develop, sell and lease over 75 million in new construction real estate over the last 5 years. $150 Million in Residential Real Estate Transactions 2

3 About Growth Equity Group Growth Equity Group is a real estate investment company specializing in residential income-producing properties in select U.S. markets for individual investors. Growth Equity Group makes investing in real estate easy by offering inventory, non-recourse financing and management services. Headquartered in Chicago, Illinois Growth Equity Group is backed by more than 25 years of experience and over $150MM in residential real estate transactions. 3 By leveraging expertise, resources and relationships, GEG pushes the traditional market approach to provide superior market analysis, development, financing, asset management, and disposition of residential real estate throughout the U.S. Growth Equity Group structures investments with a high-yield, low-risk approach in a complete solution we call The GEG Solution. This allows us to continue to facilitate all the moving parts on a day to day basis, while providing investors with an attractive income producing real estate alternative to their portfolios. Growth Equity Group is one of the largest buyers and sellers of BULK real estate in the United States. The firm is constantly exploring and analyzing real estate markets throughout the United States, identifying emerging and re-emerging markets that are prime for rapid growth. Taking the quality over quantity approach, and utilizing a strict due diligence process, the investment properties Growth Equity Group offers investors are located in desirable regions with strong local economies poised for significant upside.

4 Model For Success We buy real estate in bulk, bringing inventory to our clients, they would not normally have access to. Your evaluator. We do all the necessary front end diligence on the specific real estate market and individual assets. Your management. We do not sell any real estate without a qualified tenant in-place on an annual lease and the very best local management company in-place. Your partner. Your lender. We source non-recourse financing on all our assets and gain pre-approval from the lender prior to offering the property for investment. We diversify our investors overall portfolio by helping them take advantage of emerging markets with leverage and by utilizing our bulk buying power, they are able to purchase assets below market and even further below replacement costs. 4

5 Your in-house property management resource! GEG Management is an in-house property management company with a state-of-the-art software portal that gives you up-to-date reporting on your investment properties. Our support team is available 24/7 to help with your property management. 5

6 VIDEOS BRETT & PRESTON INTERVIEW GEG TRADESHOW SPOT MONEYSHOW INTERVIEW HOUSE INFOGRAPHIC GEG EXPLAINER TACTICAL VIDEO WEBINAR 6 BENEFITS OF INVESTING IN CONDOS AND TOWNHOMES TIMBERWOODS WALKTHROUGH

7 Property Management Growth Equity Group has an in-house property manager that keeps up to date with the property managers on the ground at the investment properties. Each townhouse complex and condo complex has a property manager as well as a maintenance crew on staff. This two-step process ensures everything runs smoothly from tenants to manager to owner, which ultimately works towards gaining you the most possible cash flow each month. Our managers are responsible for rent collection, calculating overhead cost of maintenance, issuing monthly requirements, and keeping the gears moving from month to month. 95% ABOVE AVERAGE OCCUPANCY 7

8 Education SELF-DIRECTED IRA Weekly New weekly blast every Sunday keeps investors in the loop on new properties, current trends in the IRA space, webinar signups, and investing insights. We place an high importance on investment education at Growth Equity Group. With our self-directed IRA investment blog, educational ebooks, real estate forums, and nationwide expo events we hit all the avenues and keep clients busy and always alert. By having potential investors do their research and become qualified, self-directed account owners it shortens the process of owning real estate in your retirement and gets them on their way towards financial success. DOWNLOAD EBOOKS AT AT GROWTHEQUITYYGROUP.COM 8

9 Our Properties 9

10 Weekly Webinar Our tactical investment webinars inform registrants that by owning real estate in their portfolios they can become passive investors. We partner with top companies and experts in the industry to give our registrants exclusive content that no other company in the industry has. Get your questions answered from an expert in the IRA space and visualize a financial strategy for an example property. The financial breakdown gives you a look 20 years into the future and shows the breakdown of cost vs. gains. MAT SORENSON 10

11 Due Diligence We do our due diligence on each of our properties and by identifying on the rise markets before they spike, so you gain the most on your investment. We pull building permits, absorption rates vs. available properties, cost of living indexes, average occupancy, rent comparables, and average rents. UNDERSTANDING Understanding economics can make the difference between buying at the right time in the correct market. CYCLE MOVEMENT Do you understand that different markets move in different cycles?? UNDERSTANDING! " MARKET CYCLE CYCLE MOVEMENT # LOCALIZED PHENOMENON MARKET CYCLE Do you believe that every market has a cycle? LOCALIZED PHENOMENON There are individuals whom make investment decisions based on sound economic analysis and unfortunately most individuals base their investment decisions based on what everyone else is doing. Analyzing the 10 Year Market Appreciation analysis leads to a great understanding of where the market is headed and the potential behind it. HEADLINES FOR OUR VIRGINIA PROPERTIES 11

12 Non Recourse GROWTH EQUITY GROUP has Non-Recourse financing in place for ALL of its properties Non-recourse financing is a loan that works on the principles of having collateral; in this instance it would by real estate, in which the borrower is not personally liable. This means the loaner is loaning on the property in question. It is the only way to leverage dollars from your retirement account for purchase of real estate. More traditional avenues for financing are unavailable to the self-directed investor because those mortgages are based on individual qualifications and the recourse for those mortgages are to the individual. In this case it isn t the individual purchasing the asset it is their entity either LLC, self-directed account, etc that would be purchasing the asset therefore the mortgage can only be tied to the asset itself with the recourse being solely on that asset. Growth Equity Group is the only company in the country with pre-approved non-recourse financing on every one of its properties. 12

13 PRESS & MEDIA GROWTH EQUITY GROUP Globe St. Growth Equity Group Plans $100M in Virginia Housing - March 2015 MarketWired Growth Equity Group Acquires Charlestowne Townhomes in Portsmouth, Virginia - March 2015 MarketWired Growth Equity Group Acquires Charlestowne Townhomes in Portsmouth, Virginia - March 2015 Reuters Growth Equity Group Releases a Complete Guide to IRS Tax Codes for Self-Directed Retirement Account Investors - January 2014 Yahoo Finance Growth Equity Group Acquires Midlands - January 2015 VA Gazette Williamsburg area town homes bought as i nvestment property - January 2015 Virginia Business Chicago real estate company buys Midlands Townhomes in Williamsburg - January 2015 MarketWired Growth Equity Group Acquires Midlands Townhomes in Williamsburg, Virginia - January 2015 Yahoo Finance Growth Equity Group Releases Exclusive ebook The 4 Greatest Challenges Facing Self-Directed IRA Real Estate Investors - November 2014 BRETT T. IMMEL Community Investor The Case for Self-Directed IRAs - March 2015 Community Investor Brett Podcast Interview - March 2015 BiggerPockets Immel s Insights Shelter Your Retirement From Market Risk With Real Estate - March 2015 BiggerPockets Immel s Insights Diversify Your Approach: Seek Investment in Self-Directed IRAs Epoch Times Interview with Rahul Vaidyanath - Oct 21, 2015 NuWire An Alternative Way To Invest Article - September 19, 2014 Realty 411 The Package Deal by Robb Magley - November 1, 2014 REI Wealth REI Wealth Monthly The GEG Solution Cover Story - December 2, 2014 PRESTON M. DESPENAS Benzinga Protect Investments from the Adverse effects of Global Economic Slowdown - January 2015 Realty Times Invest Smart With Tax-Advantaged and Tax-Deferred Savings - January FlipNerd How To Maximize Your Retirement Account - January 2015 Realty Biz Utilize Leverage To Get The Most Out Of Your Self-Directed IRA - November 5, 2014 REI Wealth REI Wealth Monthly The GEG Solution Cover Story - December 2, 2014 Daily Properties Before You Invest Know This - October 15th, 2014 Realty 411 The Package Deal by Robb Magley - November 1, 2014

14 14 GROWTH EQUITY GROUP IN THE MEDIA