SETON WILLOW HOUSTON, TEXAS A TAX ADVANTAGED REAL ESTATE INVESTMENT

Size: px
Start display at page:

Download "SETON WILLOW HOUSTON, TEXAS A TAX ADVANTAGED REAL ESTATE INVESTMENT"

Transcription

1 SETON WILLOW L I M I T E D P A R T N E R S H I P HOUSTON, TEXAS A TAX ADVANTAGED REAL ESTATE INVESTMENT This does not constitute an offer to sell, nor a solicitation of an offer to buy any security. The offer can only be made by the Offering Memorandum. The use of this material is authorized only when accompanied by an Offering Memorandum. This material is no way a complete description of the proposed investment and is in all respects subject to the provisions of the Offering Memorandum and the Limited Partnership Agreement.

2 THE JAYMOR GROUP S MISSION Our mission is to acquire undervalued, well positioned quality assets, and apply our proven strategies so as to maximize returns and capital appreciation. THE COMPANY The Jaymor Group is a Canadian company with real estate holdings in excess of $500 million. Since its inception in 1989, Jaymor has developed into one of Canada s premier real estate investment companies, having built a proven track record of successfully syndicated multi-family residential investment properties in North Carolina, Florida and Texas. Expertise in these markets, combined with relationships with fi nancial institutions, property managers, brokers and developers, has allowed Jaymor to remain informed of prevailing market conditions and trends. In addition, the company has taken its development division to new heights. Jaymor Developments has established itself as a noteworthy builder of large scale apartments, luxury condominiums and townhomes in both Canada and the United States. $160,000 $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 Stoney Brook 2006 Ashton 2005 LHP 2003 Atrium 2001 Palm Bay Club 2000 Paradise Cay 1998 Riverlake 1997 Spring Valley 1996 Golf Terrace 1995 Actual Projected *Amounts include tax savings, cash flow/refinancing distributions and sale proceeds where applicable. All values are unaudited and subject to revision. Any investment returns or performance data (past, hypothetical or otherwise) are not necessarily indicative of future returns or performance. PROVEN TRACK RECORD The Jaymor Group s offerings have continued to provide investors with superior real estate investments that have: Substantially outperformed fi nancial projections Successfully refi nanced and distributed surplus funds to investors Continued building equity while providing tax relief This illustration highlights previous real estate syndications, comparing their projected returns versus the actual returns*. As you can clearly see, Jaymor has built a stellar track record of providing investments that have consistently exceeded projections. WHY INVEST WITH THE JAYMOR GROUP? The Jaymor Group is taking advantage of this exciting market by actively buying properties with an eye to adding value. Jaymor s success is based on our ability to acquire and develop properties at the optimum price; to maximize returns through aggressive professional property management; and to implement successful exit strategies, which are carefully planned from the time of acquisition. Most importantly, The Jaymor Group has stood the test of time. Since 1989, we have proven our capacity for outstanding performance in every economic climate. We have the reputation, the diversity, and the integrity needed in a real estate investment fi rm. Our strict criteria for investments and our high ethical standards are your best assurance of maximum return on your money. At The Jaymor Group, we are confi dent that you will benefi t from our solid foundation of success and our strategic approach to investments for the future.

3 HOUSTON TEXAS THE OPPORTUNITY The Seton Willow Limited Partnership represents The Jaymor Group s seventeenth real estate limited partnership syndication. This opportunity allows the investor to participate in a professionally managed portfolio of multi-family apartment communities in the vibrant and front-running Houston, Texas market. The issuer has purchased Seton Chase and Willowbrook Point Apartments, two undervalued assets with signifi cant rental and equity upside potential. Seton Willow Limited Partnership provides investors with a tax-advantaged real estate investment which mirrors the armchair investment style that has served Jaymor s investors well for over 19 years. This diversifi ed investment will assist those seeking to maximize their pre-tax dollars through tax deferral and building equity. Should you wish to learn more, please do not hesitate to contact our offi ce. THE OFFERING Utilize market downturn by investing in U.S real estate Robust Texas economy: one of the top in U.S. no state corp. or personal income tax. Rental market being driven upwards by Sub-prime mortgage fallout Diversifi cation from volatile stock market Strongest Canadian dollar in decades OFFERING USE OF PROCEEDS OBJECTIVE RETURN $6,000,000 U.S. (6000 Limited Partnership Units) - Purchase multi-family apartment buildings in Houston, Texas - Enhance acquired investment properties - Operating Capital 1. Flow-through of substantial tax deductions to investors 2. Positive net cash fl ow from rental income 3. Property appreciation over time The return on investment is delivered via: - fl ow-through to investors of approximately $31,000US in tax deductions - cash fl ow and/or mortgage refi nancing distributions - participation in proceeds from disposition of property AVAILABILITY Summer % FINANCING Financing (interest-only at prime) available through major Canadian bank O.A.C. MINIMUM INVESTMENT $50,000US (may differ outside Ontario) Apartment industry is best positioned to weather recession - Grubb & Ellis Chief Economist Source: Multi-Housing News, April 09, 2008

4 HOUSTON TEXAS FAST FACTS Alive with energy and rich in diversity, Houston is a dynamic mix of imagination, talent and firstclass attractions that make it a world-class city. As one of the fastest growing metropolitan areas in the nation, along with a successfully diversifying economy, as well as continued growth in the areas of population, employment and infrastructure, Houston is home to a stable economy, beautiful surroundings and a population full of optimism. Is the largest city in Texas, fourth most populous city in the nation and the largest in the southern U.S. Headquarters the nation s 3rd most number of companies; with over 5000 energy related fi rms, considered the Energy Capital of the World. Houston and Texas dominate Fortune 100 list of fastest growing companies with 32 entries; headquarters for 22 companies on Fortune 500 list (2nd only to New York) Houston is one of the top 10 growing cities among the country s most-populated metropolitan areas, according to a study by the Milken Institute. Port of Houston is 8th largest in the world: ranks 1st in U.S. for foreign tonnage and 2nd for total tonnage Home to the Texas Medical Center, the largest in the world, employing 52,000, with a local economic impact of $10 billion. Diverse labor force of 2.6 million in the metro area meets a wide range of business needs; Is one of the least expensive major U.S. cities in which to conduct business, with no state or city income taxes and no state property tax. Numerous entertainment options range from 11,000 restaurants, pro sports teams, and the nation s most visited science and art venues. Major universities in the area include Rice University, University of Houston and Houston Baptist University. Attractive climate and proximity to numerous amenities make Houston an attractive location for residential, business and recreation.

5 INVESTMENT HIGHLIGHTS EXCELLENT INVESTMENT TIMING: Seton Willow provides an opportunity to acquire U.S. real estate at an excellent price. With the U.S. experiencing a housing slump and record numbers of foreclosures, as well as a tightening in lending, it s expected that the apartment market will benefi t greatly from the return of individuals to the rental lifestyle. Houston is seeing strong employment and population growth, which is expected to continue in the foreseeable future. The Seton Willow Limited Partnership provides investors an opportunity to participate in two large-scale real estate projects in a robust and desirable region. DIVERSIFICATION OF INVESTMENT: It is widely regarded that the blending of asset classes, including real estate, reduces exposure to risk within a portfolio. As an alternative to a direct property purchase, individuals can participate in the real estate market through this limited partnership offering. Furthermore, the Seton Willow LP offers additional diversifi cation with its two property format. TAX ADVANTAGES: The limited partnership structure permits substantial tax deduction to fl ow to investor, resulting in a large portion of their original equity being recovered through personal income tax savings. CAPITAL APPRECIATION: With the increasing strength of the Houston market and an investment in a well positioned project like Seton Chase and Willowbrook, investors have a tremendous opportunity for signifi cant appreciation of their investment. SUPERIOR TRACK RECORD: Over 19 years experience in real estate investment, development and asset management. Many past projects have exceeded original fi nancial projections, delivering superior returns to investors. REFINANCING OPPORTUNITY: Upward fi nancing may result in distributable proceeds to investors within the fi rs 36 months. SOLID INVESTMENT: Seton Willow limited partnership provides investors the opportunity to participate in a large-scale real estate project in a growing and desirable region. Furthermore, both properties existing 383-suite apartment community is offered at well below replacement value, further enhancing future growth potential. 100% FINANCING: Pre-arranged, 100% fi nancing is available from a major Canadian fi nancial institution for qualifi ed investors. Borrowing for investment purposes allows for the deduction of interest payments. NON-RECOURSE FINANCING: Investors enjoy the benefi ts of ownership without the risk of personally guaranteeing the mortgage on the property, further reducing the investors exposure to risk. PROFESSIONAL MANAGEMENT: The Jaymor Group, utilizing its expertise and experience, serves as asset manager, providing guidance and supervision to experienced on-site management. SPECIALISTS IN INCOME PROPERTIES. EARN A BETTER RETURN ON YOUR INVESTMENT. BUY RIGHT.

6 SETON CHASE 7703 SETON LAKE DRIVE HOUSTON, TX UNITS, 7.79 ACRES seton chase number of units 232 acres 7.79 buildings 15 willowbrook point number of units 151 acres 5.76 buildings 12 property summaries gated properties clubhouses with entertainment and common areas fireplaces heated luxury pools european cabinetry professionally landscaped and maintained WILLOWBROOK POINT TOMBALL PARKWAY HOUSTON, TX UNITS, 5.76 ACRES

7 THE PROPERTIES The Seton Chase and Willowbrook Point Apartment properties are quaint, garden-style apartment communities located in Houston, Texas. Seton Chase has 232 units within 15 buildings spread over 7.79 acres. Willowbrook Point has 151 units within 12 buildings over 5.76 acres. The properties, originally developed in 1983 and 1982 respectively, occupy attractive sites featuring mature trees and extensive landscaping. Both properties are ideally positioned in quiet, yet growing neighborhoods, within minutes of business parks, retail developments and signifi cant job centers, such as the George Bush International Airport. Headquartered nearby are some of the nation s top companies, many of which can be found on Fortune 100 and Fortune 500 lists. Residents are a short drive from the Theatre District, which is home to numerous performing arts centres and restaurants. Metro Park-and-Ride and bus services are also readily available for residents in this area. Parents will also appreciate the advantages of being zoned in a district which includes several highly regarded schools in the area, including some of the nation s top universities and major health facilities. It is expected that the quality of life and the steadily growing economic base of Houston will continue to attract new residents to the area.

8 SETON CHASE f l o o r p l a n s WILLOWBROOK POINT f l o o r p l a n s 1 Bedroom 1 Bath 625 Square Feet 2 Bedroom 1 Bath 825 Square Feet 2 Bedroom 2 Bath 873 Square Feet 1 Bedroom 1 Bath 699 Square Feet 2 Bedroom 2 Bath 980 Square Feet 2 Bedroom 2 Bath 1044 Square Feet Distributed By: 105 WEST BEAVER CREEK ROAD, UNITS 9 & 10 RICHMOND HILL, ONTARIO, L4B 1C6 T: TOLL FREE: INFO@JAYMORGROUP.COM

Portland Private Income Fund

Portland Private Income Fund Portland Private Income Fund The Portland Investment Counsel Difference Long history of wealth creation: Portland Holdings Inc. is rooted in AIC Limited, acquired by Michael Lee-Chin in 1987. For over

More information

NEWS RELEASE NASDAQ Symbol: STRS Stratus Properties Inc. 98 San Jacinto Blvd. Suite 220 William H. Armstrong III Austin, Texas 78701 (512) 478-5788

NEWS RELEASE NASDAQ Symbol: STRS Stratus Properties Inc. 98 San Jacinto Blvd. Suite 220 William H. Armstrong III Austin, Texas 78701 (512) 478-5788 NEWS RELEASE NASDAQ Symbol: STRS Stratus Properties Inc. 98 San Jacinto Blvd. Suite 220 William H. Armstrong III Austin, Texas 78701 (512) 478-5788 Financial and Media Contact: STRATUS PROPERTIES INC.

More information

ATEL Growth Capital Fund 8, LLC. Financing Tomorrow s Technologies... Today

ATEL Growth Capital Fund 8, LLC. Financing Tomorrow s Technologies... Today ATEL Growth Capital Fund 8, LLC Financing Tomorrow s Technologies... Today RISK FACTORS Investors are encouraged to carefully read the Prospectus for ATEL Growth Capital Fund 8, LLC which has been provided

More information

49.4 % 7 % 4.3 % 94.8 % NEWSLETTER MAY 2015 ANNUAL RENT GROWTH FROM ACQUISITION. AFFO PAYOUT RATIO (as at Q1/15) DISTRIBUTION YIELD

49.4 % 7 % 4.3 % 94.8 % NEWSLETTER MAY 2015 ANNUAL RENT GROWTH FROM ACQUISITION. AFFO PAYOUT RATIO (as at Q1/15) DISTRIBUTION YIELD NEWSLETTER Starlight U.S. Multi-Family (No. 2) Core Fund (the Fund ) is listed on the TSX Venture Exchange. The Fund is sponsored and asset managed by Starlight Investments Ltd. (the Manager ). The Fund

More information

Atlanta discount investment opportunities with net yields approaching 15%

Atlanta discount investment opportunities with net yields approaching 15% Atlanta discount investment opportunities with net yields approaching 15% Why Atlanta? The capital city of the state of Georgia, Atlanta is the travel and business hub of the Southeast U.S.A. Home to the

More information

INVESTMENT OPPORTUNITY

INVESTMENT OPPORTUNITY INVESTMENT OPPORTUNITY DESIRABLE Housing The ideal university living experience A UNIQUE INVESTMENT OPPORTUNITY U-One is a 66-suite condominium community adjacent to the Okanagan Campus of UBC in Kelowna,

More information

ATLANTA The premier growth city in south- east United States. By Aman Goyal. www.pineheron.com Tel: 404-996- 0545 Email: aman@pineheron.

ATLANTA The premier growth city in south- east United States. By Aman Goyal. www.pineheron.com Tel: 404-996- 0545 Email: aman@pineheron. ATLANTA The premier growth city in south- east United States By Aman Goyal www.pineheron.com Tel: 404-996- 0545 Email: aman@pineheron.com Atlanta, Georgia, USA Atlanta is the capital and most populous

More information

EXPERIENCE INVESTMENT MANAGEMENT & REAL ESTATE SERVICES

EXPERIENCE INVESTMENT MANAGEMENT & REAL ESTATE SERVICES INVESTMENT & REAL ESTATE SERVICES Who We Are A trusted advisor. A consistent presence. A valued resource. Forest City Investment Management & Real Estate Services is the investment management and third-party

More information

Campo Felice. Riverfront Senior Living. Fort Myers, Florida

Campo Felice. Riverfront Senior Living. Fort Myers, Florida Campo Felice Riverfront Senior Living Fort Myers, Florida INVESTMENT OVERVIEW PROJECT: LOCATION: LENDER: BORROWER: DEVELOPER: EB-5 CAPITAL: INVESTMENT STRUCTURE: EXIT STRATEGY: INVESTMENT AMOUNT: JOB CREATION:

More information

AUSTRALIAN UNITY INVESTMENTS Strong foundations. Innovative approach.

AUSTRALIAN UNITY INVESTMENTS Strong foundations. Innovative approach. Australian Unity Investments 13 29 39 www.australianunity.com.au Victoria Level 4 114 Albert Rd South Melbourne, VIC 3205 New South Wales Level 15 60 Margaret St Sydney, NSW 2000 Queensland Level 4, Suite

More information

Welcome home to Tuscan Hills.

Welcome home to Tuscan Hills. Located in south Denton, Texas, Tuscan Hills is situated on gentle rolling hills overlooking picturesque Unicorn Lake. Close to everything, but far enough away for peace and privacy, Tuscan Hills is the

More information

OFFERING MEMORANDUM. ALPINE APARTMENTS AND MINI STORAGE 45414 SE North Bend Way North Bend, WA

OFFERING MEMORANDUM. ALPINE APARTMENTS AND MINI STORAGE 45414 SE North Bend Way North Bend, WA OFFERING MEMORANDUM ALPINE APARTMENTS AND MINI STORAGE 45414 SE North Bend Way North Bend, WA OFFERING SUMMARY Name: Address: Alpine Apartments and Mini Storage 45414 SE North Bend Way North Bend WA 98045

More information

FOR IMMEDIATE RELEASE

FOR IMMEDIATE RELEASE FOR IMMEDIATE RELEASE January 21, 2014 Toll Brothers Frederick N. Cooper, IR/Financial Media fcooper@tollbrothersinc.com (215) 938-8312 Christine Sciarrotta, General Media csciarrotta@tollbrothersinc.com

More information

Cash Investments MORE: Multiple Owner Real Estate

Cash Investments MORE: Multiple Owner Real Estate Private Capital Corporation Inland Private Capital Corporation Cash Investments MORE: Multiple Owner Real Estate www.inland-investments.com Inland Private Capital Corporation 415 properties in 44 states

More information

INVEST IN PRINCE GEORGE REAL ESTATE OPPORTUNITIES COMMERCIAL PROPERTIES

INVEST IN PRINCE GEORGE REAL ESTATE OPPORTUNITIES COMMERCIAL PROPERTIES INVEST IN PRINCE GEORGE REAL ESTATE OPPORTUNITIES COMMERCIAL PROPERTIES REAL ESTATE INVESTMENT OPPORTUNITIES* 5 6 Downtown Prince George Properties 1. 6 th Avenue & Quebec Street 2. 2 nd Avenue & Victoria

More information

How To Run An International Financial Company

How To Run An International Financial Company FINANCING SOLUTIONS FOR THE NEXT CENTURY We re committed to you Since our founding in 1977, ATEL Capital Group committed itself to fulfilling the mission we set decades ago; care for our investors and

More information

THE ART OF COMMERCIAL REAL ESTATE

THE ART OF COMMERCIAL REAL ESTATE THE ART OF COMMERCIAL REAL ESTATE SM art (art) 1. The use of skill and imagination in the creation of aesthetic objects, environments, or experiences that can be shared with others. A Leader in Commercial

More information

Sprott Global REIT & Property Equity Fund

Sprott Global REIT & Property Equity Fund Sprott Global REIT & Property Equity Fund Sprott Global REIT & Property Equity Fund Investment Objective The investment objective of the Fund is to provide stable monthly cash distribution and long-term

More information

1. Executive Summary. The Haitian housing market is still underdeveloped and extremely

1. Executive Summary. The Haitian housing market is still underdeveloped and extremely 1. Executive Summary 1.1 The market The Haitian housing market is still underdeveloped and extremely fragmented; yearly demand for modern houses is increasing steadily but cannot be satisfied by the local

More information

Real Estate Investment Newsletter March 2004

Real Estate Investment Newsletter March 2004 Investing in Single Family Homes Current market conditions in several fast growing states are very favorable for investing in single family homes. Investors can jump into the market with relatively little

More information

A LETTER FROM THE CEO

A LETTER FROM THE CEO 2014 A LETTER FROM THE CEO Kushner Companies is a diversified real estate organization headquartered in New York City. Our Company is responsible for the ownership, management, development and redevelopment

More information

Living Here Life Style: Balancing Big-City Convenience and Small-Town Comfort

Living Here Life Style: Balancing Big-City Convenience and Small-Town Comfort Living Here Life Style: Balancing Big-City Convenience and Small-Town Comfort The provides an exceptional number of residential options. For example, the city of Madison, AL, just west of Cummings Research

More information

monitor money > Increase confidence to invest IN THIS ISSUE > Reduce your risks with the right investments > Money Monitor notes

monitor money > Increase confidence to invest IN THIS ISSUE > Reduce your risks with the right investments > Money Monitor notes Newsletter for Canada Life s segregated fund investors Summer 2010 monitor money Increase confidence to invest If you re hesitant to get back into the market, you re not alone. Some investors still feel

More information

ExcEllEncE at a HigHEr level

ExcEllEncE at a HigHEr level Excellence at a Higher Level Echelon Property Group is a private real estate firm providing multifamily owners a comprehensive range of real estate services, including property and asset management, renovation,

More information

The SouthWood Community Plan

The SouthWood Community Plan The SouthWood Community Plan Lush green parks and a bustling Town Center. Quiet walks and vibrant cultural activities. Neighborhood schools and fun, educational events. Welcome to SouthWood, a charming

More information

Guide to Building Your Wealth. 1. What affects the value of money?

Guide to Building Your Wealth. 1. What affects the value of money? Guide to Building Your Wealth 1. What affects the value of money? Money has a tendency to lose its value over time because the price of goods and services usually goes up. This is called inflation. Here

More information

Securitisation and Private Equity. slaughter and may. October 2004

Securitisation and Private Equity. slaughter and may. October 2004 Securitisation and Private Equity slaughter and may October 2004 contents Securitisation and Private Equity 1 1. Refi nancing an Acquisition 2 2. Providing Debt Financing for an Acquisition 4 3. Realising

More information

Apartment Housing in Hampton Roads

Apartment Housing in Hampton Roads Apartment Housing in Hampton Roads APARTMENT HOUSING IN HAMPTON ROADS Do you live in an apartment? If not, chances are that you know people who do. Approximately 35 percent of Hampton Roads residents do

More information

NorthStar Asset Management Group Inc. New York Office. Harness the Benefits of Real Estate Lending

NorthStar Asset Management Group Inc. New York Office. Harness the Benefits of Real Estate Lending NorthStar Asset Management Group Inc. New York Office Harness the Benefits of Real Estate Lending Forward Looking Statements This sales material includes forward-looking statements that can be identified

More information

SafeGuard Capital partners. Managed Real Estate Investment Program

SafeGuard Capital partners. Managed Real Estate Investment Program SafeGuard Capital partners Managed Real Estate Investment Program Managed Real Estate Investment Program Over the years, many of our clients (both experts and novices) asked us to assist in identifying

More information

Why Managed Funds Are One of Your Best Investment Options

Why Managed Funds Are One of Your Best Investment Options Why Managed Funds Are One of Your Best Investment Options What Is A Managed Investment Fund and What are its Advantages? Managed funds are collective investments where a number of investors pool their

More information

Sprott Gold Miners ETF Portfolio Insights

Sprott Gold Miners ETF Portfolio Insights When the price of gold was higher, many gold companies pursued growth and acquisition strategies that are no longer realistic in the current gold price environment. In Sprott s experience, many investors

More information

Acquisition of Roofing Supply Group. Strategic combination of two leading roofing distributors

Acquisition of Roofing Supply Group. Strategic combination of two leading roofing distributors Acquisition of Roofing Supply Group Strategic combination of two leading roofing distributors July 27, 2015 Disclaimer Before we begin, I would like to remind you that during the course of this conference

More information

Aim Higher. Aim Higher. Investor Information. www.ascendmic.com. www.ascendmic.com

Aim Higher. Aim Higher. Investor Information. www.ascendmic.com. www.ascendmic.com Aim Higher Investor Information 1 What We Do ASCEND MIC is a mortgage investment corporation (MIC) a unique Canadian financial entity that offers investors traditionally high rates of return with relatively

More information

Morgan Stanley Reports Full-Year and Fourth Quarter 2010:

Morgan Stanley Reports Full-Year and Fourth Quarter 2010: Media Relations: Jeanmarie McFadden 212-761-2433 Investor Relations: Celeste Mellet Brown 212-761-3896 Morgan Stanley Reports Full-Year and Fourth Quarter 2010: Full-Year Net Revenues of $31.6 Billion

More information

Cliffside Apartments FOR SALE $2,250,000. Property Highlights. 720 North Wall Street l Salt Lake City l Utah l 84103

Cliffside Apartments FOR SALE $2,250,000. Property Highlights. 720 North Wall Street l Salt Lake City l Utah l 84103 FOR SALE $2,250,000 Property Highlights Located in the heart of Salt Lake City s Historic Marmalade District 27 Units 1 Bedroom and 2 Bedroom Townhome Floorplans Most Units Have Been Renovated Off-Street

More information

PHILADELPHIA: SMART CITY. SMART CHOICE.

PHILADELPHIA: SMART CITY. SMART CHOICE. PHILADELPHIA: SMART CITY. SMART CHOICE. City of Philadelphia LIFE L IBERTY AND YOU TM WELCOME to the city and region that is the smart choice for investment and growth in the fast changing, global market

More information

A Monthly Newsletter for Real Estate Investors September 2007. by Susan Lassiter-Lyons Author of Mortgage Secrets for Real Estate Investors

A Monthly Newsletter for Real Estate Investors September 2007. by Susan Lassiter-Lyons Author of Mortgage Secrets for Real Estate Investors A Monthly Newsletter for Real Estate Investors September 2007 by Susan Lassiter-Lyons Author of Mortgage Secrets for Real Estate Investors All Rights Reserved. 2007 Lassiter Omnimedia, LLC No part of this

More information

Brookfield Asset Management Inc. BROOKFIELD PROPERTY PARTNERS SEPTEMBER 2012

Brookfield Asset Management Inc. BROOKFIELD PROPERTY PARTNERS SEPTEMBER 2012 Brookfield Asset Management Inc. A GLOBAL ASSET MANAGEMENT COMPANY Focused on Property, Renewable Power and Infrastructure Assets BROOKFIELD PROPERTY PARTNERS SEPTEMBER 2012 Summary Brookfield Asset Management

More information

Tuxedo Atrium 7.4% Cap Rate Buckhead/Atlanta Location

Tuxedo Atrium 7.4% Cap Rate Buckhead/Atlanta Location 7.4% Cap Rate Buckhead/Atlanta Location P of 14 Table of Contents For more information, please contact: Andy Lundsberg Partner (404) 876-1640 x 107 ALundsberg@BullRealty.com Bull Realty, Inc. 50 Glenlake

More information

Commercial Development Property Management Real Estate Investments

Commercial Development Property Management Real Estate Investments Commercial Development Property Management Real Estate Investments MISSION STATEMENT The mission of Cornwell Corporation is to identify, acquire, develop and manage key commercial real estate investments

More information

A GUIDE TO ASSET CLASSES. We understand that everyone has different goals when it comes to their savings. When building your investment portfolio it

A GUIDE TO ASSET CLASSES. We understand that everyone has different goals when it comes to their savings. When building your investment portfolio it Investor Portfolio Service (IPS) A GUIDE TO ASSET CLASSES. We understand that everyone has different goals when it comes to their savings. When building your investment portfolio it s important to understand

More information

Commercial Development Property Management Real Estate Investments

Commercial Development Property Management Real Estate Investments Commercial Development Property Management Real Estate Investments MISSION STATEMENT The mission of Cornwell Corporation is to identify, acquire, develop and manage key commercial real estate investments

More information

Investments. To meet your financial goals you will need a plan. Part of this plan is to create a portfolio.

Investments. To meet your financial goals you will need a plan. Part of this plan is to create a portfolio. Investments To meet your financial goals you will need a plan. Part of this plan is to create a portfolio. This portfolio reflects what type of risk you are willing to accept. Within this portfolio, you

More information

Real Estate Investment Newsletter July 2004

Real Estate Investment Newsletter July 2004 The Case for Selling Real Estate in California This month I am writing the newsletter for those investors who currently own rental properties 1 in California. In any type of investing, be it real estate,

More information

Consumer Loan Receivables. Greg Nelson President Aileron Capital Inc. October 27, 2013

Consumer Loan Receivables. Greg Nelson President Aileron Capital Inc. October 27, 2013 Consumer Loan Receivables are an Ideal Asset Greg Nelson President Aileron Capital Inc. October 27, 2013 Disclaimer The material contained herein is for information purposes only and does not constitute

More information

Who We Are. Pejman PJ Jamea Principal. Shahin Sean Jamea President. COLLABORATION In addition to forwardthinking

Who We Are. Pejman PJ Jamea Principal. Shahin Sean Jamea President. COLLABORATION In addition to forwardthinking Who We Are COLLABORATION In addition to forwardthinking lenders and investors who are equally committed to Houston s future, we have created exceptional in-house leadership and partner with leading professionals.

More information

Land Advisory Group Specialized Real Estate Services

Land Advisory Group Specialized Real Estate Services COLLIERS INTERNATIONAL Land Advisory Group Specialized Real Estate Services Accelerating success. Colliers International Land Advisory Group P. 1 This document has been prepared by Colliers International

More information

The Gateway Temple City

The Gateway Temple City The Gateway Temple City California Pacific Group Regional Center (CPG-RC) has been designated as Regional Center by the United States Citizenship and Immigration Services. (See exhibit A ) We assist foreign

More information

About Hedge Funds. What is a Hedge Fund?

About Hedge Funds. What is a Hedge Fund? About Hedge Funds What is a Hedge Fund? A hedge fund is a fund that can take both long and short positions, use arbitrage, buy and sell undervalued securities, trade options or bonds, and invest in almost

More information

Five strategies for dealing with difficult markets

Five strategies for dealing with difficult markets When markets are volatile, it s natural to be worried about the impact on your portfolio. And when you re worried, you want to take action. Five strategies for dealing with difficult markets However, it

More information

FTIF Templeton Global Bond Fund

FTIF Templeton Global Bond Fund FTIF Templeton Global Bond Fund The STRATEGY Investment Goal FTIF Templeton Global Bond Fund seeks to maximize total return, with a combination of interest income, capital appreciation and currency gains

More information

The Knowledge Resource. First-Time Home Buyers FOR. Your Agent Is the Best Guide Save Time, Money, and Frustration

The Knowledge Resource. First-Time Home Buyers FOR. Your Agent Is the Best Guide Save Time, Money, and Frustration K N O W L E D G E I S P O W E R The Knowledge Resource FOR First-Time Home Buyers Your Agent Is the Best Guide Save Time, Money, and Frustration The Keys to Homeownership Unlock the American Dream Is Buying

More information

The 3 Rules for Property Investment Selection Part 2: Locations

The 3 Rules for Property Investment Selection Part 2: Locations The 3 Rules for Property Investment Selection Part 2: Locations My Three Rules for property selection have been assisting my clients to put logical choices behind their investment decisions for the past

More information

CHARLES WAYNE PROPERTIES, INC.

CHARLES WAYNE PROPERTIES, INC. CHARLES WAYNE PROPERTIES, INC. Office Retail Industrial Hotel Land SUMMARY Investment Sales Site Selection & Tenant Representation Leasing Advisory Services INVESTMENT SALES Charles Wayne Properties investment

More information

Overview. Growing a Real Estate Portfolio. Risks of Real Estate Investing

Overview. Growing a Real Estate Portfolio. Risks of Real Estate Investing Overview Over the past decade, Strongbrook has established a reputation as an industry leader in assisting clients with placing and managing real estate within their investment and retirement portfolios.

More information

Fiduciary Asset Management. A Discretionary Investment Management Solution

Fiduciary Asset Management. A Discretionary Investment Management Solution Fiduciary Asset Management A Discretionary Investment Management Solution 01 / MORGAN STANLEY The Fiduciary Asset Management program is designed to provide a customized, discretionary solution to help

More information

*EXXON MOBIL *SCHLUMBERGER *SHELL OIL COMPANY * BP AMERICA *CHEVRON

*EXXON MOBIL *SCHLUMBERGER *SHELL OIL COMPANY * BP AMERICA *CHEVRON WHY INVEST IN HOUSTON with arête real Estate & Development Co President & Developer Joe Fogarty since 1966, 44 Years of experience in community development around Houston Texas major sub cities Master

More information

Why Mortgages: An Investment Comparison

Why Mortgages: An Investment Comparison Why Mortgages: An Investment Comparison Why Mortgages: An Investment Comparison Page 2 of 11 An historical analysis of leading Canadian commercial mortgage funds versus various fixed income indices concludes

More information

The Trusted Name, WeCanLend.com

The Trusted Name, WeCanLend.com Table of Contents THE OPPORTUNITY... 1 NEW REGULATIONS AND OPPORTUNE MARKET CONDITIONS... 1 WHAT YOU CAN EXPECT... 1 OUR EXECUTIVE TEAM... 2 KEY FEATURES OFFERING LOWER RISK & HIGHER RETURNS... 3 LENDING

More information

A homebuilder you can count on.

A homebuilder you can count on. A homebuilder you can count on. Central Florida Better Built Homes is one of the Central Florida s leading homebuilders. Our roots in Central Florida date back to 1995. That gives us over a decade of quality

More information

Investment Management Services. Botswana

Investment Management Services. Botswana Investment Management Services Botswana 01 STANLIB Investment Management Services 02 STANLIB Botswana Money Market Fund 03 STANLIB Botswana Managed Prudential Fund 04 STANLIB Botswana Equity Fund 05 General

More information

T HE PROPERTY ABOUT 55 WEST WACKER

T HE PROPERTY ABOUT 55 WEST WACKER T HE PROPERTY ABOUT 55 WEST WACKER Purchased in 2006 by an affiliate of Cape Horn Group, 55 West Wacker offers individually owned offices a subtle distinction that works to the buyer s advantage. Like

More information

A Quick Guide to Real Estate IRAs. American IRA, LLC

A Quick Guide to Real Estate IRAs. American IRA, LLC A Quick Guide to Real Estate IRAs American IRA, LLC Declare independence from Wall Street! Self-directed IRAs and other retirement accounts let you take personal control of your assets. YES! You CAN Own

More information

asset classes Understanding Equities Property Bonds Cash

asset classes Understanding Equities Property Bonds Cash NEWSLETTER Understanding asset classes High return Property FIND OUT MORE Equities FIND OUT MORE Bonds FIND OUT MORE Cash FIND OUT MORE Low risk High risk Asset classes are building blocks of any investment.

More information

SOUTHERN CALIFORNIA 505 Lomas Santa Fe Suite 130 Solana Beach, CA 92075. CA DEPT of RE BROKERS LIC #: 01870147

SOUTHERN CALIFORNIA 505 Lomas Santa Fe Suite 130 Solana Beach, CA 92075. CA DEPT of RE BROKERS LIC #: 01870147 NORTHERN CALIFORNIA 111 N Market St Suite 300 San Jose, CA 95113 SOUTHERN CALIFORNIA 505 Lomas Santa Fe Suite 130 Solana Beach, CA 92075 www.hamiltonridge.com contact: Brian Cooke office: 408-332-5816

More information

FRBNY Small Business Borrowers Poll Regional and Community Outreach

FRBNY Small Business Borrowers Poll Regional and Community Outreach FEDERAL RESERVE BANK of NEW YORK FRBNY Small Business Borrowers Poll Regional and Community Outreach August 14, 2012 ABOUT THE MAY 2012 POLL The Small Business Borrowers Poll asks small businesses in New

More information

The SouthWood Community Plan

The SouthWood Community Plan The SouthWood Community Plan SM Lush green parks and a bustling Town Center. Quiet walks and vibrant cultural activities. Neighborhood schools and fun, educational events. Welcome to SouthWood, a charming

More information

MaYBe no need to Be afraid of new IDeas. Bank austria real estate.

MaYBe no need to Be afraid of new IDeas. Bank austria real estate. MaYBe no need to Be afraid of new IDeas. Bank austria real estate. 2 You Have Plans We Have the Master Plan. A full range of services associated with real estate. Benefit from our networked expertise in

More information

Buying Duplexes & Other Income Type Properties in London and South West Ontario

Buying Duplexes & Other Income Type Properties in London and South West Ontario Buying Duplexes & Other Income Type Properties in London and South West Ontario I have spent a lot of time studying and working with wealthy real estate investors and I am not talking about the flashy

More information

Property Owner Property Management Services Presentation

Property Owner Property Management Services Presentation Property Owner Property Management Services Presentation York Real Estate A Division of Signature Associates Real Estate 1213 Culbreth Drive Suite 357 Wilmington, NC 28405 910-665-9795 www.yorkbrokers.com

More information

Business Model, Operations, & Opportunity. Visit www.summitandcrowne.com to learn more. Page 1 of 8. 2014-15 Summit & Crowne Partners, LLC

Business Model, Operations, & Opportunity. Visit www.summitandcrowne.com to learn more. Page 1 of 8. 2014-15 Summit & Crowne Partners, LLC Business Model, Operations, & Opportunity Visit www.summitandcrowne.com to learn more. Page 1 of 8 Who We Are Summit & Crowne Partners (S&CP) is a full service real estate solutions firm that buys and

More information

Houston Real Estate Guide for Out of Town Investors. Table of Contents

Houston Real Estate Guide for Out of Town Investors. Table of Contents Houston Real Estate Guide for Out of Town Investors Table of Contents Introduction Page 3 Chapter 1 Good Reasons for Investing Page 5 Chapter 2 The Benefits of Investing in Houston Page 8 Chapter 3 Succeeding

More information

AN INTRODUCTION TO REAL ESTATE INVESTMENT ANALYSIS: A TOOL KIT REFERENCE FOR PRIVATE INVESTORS

AN INTRODUCTION TO REAL ESTATE INVESTMENT ANALYSIS: A TOOL KIT REFERENCE FOR PRIVATE INVESTORS AN INTRODUCTION TO REAL ESTATE INVESTMENT ANALYSIS: A TOOL KIT REFERENCE FOR PRIVATE INVESTORS Phil Thompson Business Lawyer, Corporate Counsel www.thompsonlaw.ca Rules of thumb and financial analysis

More information

Noble Royalties, Inc.

Noble Royalties, Inc. Noble Royalties, Inc. { America s Leader for Private Royalty Ownership Welcome } For over a century, sophisticated investors have understood the benefits of More Diversification Means Reduced Portfolio

More information

Underwriting Commercial Loans

Underwriting Commercial Loans Underwriting Commercial Loans T he objective of this study is to understand the basic principles of underwriting for multifamily housing and commercial real estate loans. As a mortgage broker, real estate

More information

Commercial Real Estate, Commercial Finance, Oil & Gas, Communication System Procurement

Commercial Real Estate, Commercial Finance, Oil & Gas, Communication System Procurement MICHAEL A. MORELL Phone: 210-829-8895 Fax: 210-826-7411 E-mail: michael.morell@morell-law.net PRINCIPAL PRACTICE AREAS Commercial Real Estate, Commercial Finance, Oil & Gas, Communication System Procurement

More information

WEALTH MANAGEMENT SOLUTIONS

WEALTH MANAGEMENT SOLUTIONS WEALTH MANAGEMENT SOLUTIONS Manage your assets Protect your wealth Build your legacy Wealth Management Solutions from Raymond James managing your assets protecting your wealth building your legacy Wealth

More information

Call to improve your financial situation TODAY! What is your financial situation going to look like in 5 years... Our Mission

Call to improve your financial situation TODAY! What is your financial situation going to look like in 5 years... Our Mission OCG Properties, LLC Phone: 424. 757.4680 Fax: 310.347.4415 Email: invest@owenscg.com 1500 Rosecrans Avenue, Suite 500-406 Manhattan Beach, CA 90266 Web: www.ocgproperties.com What is your financial situation

More information

Dec. 18. Real Estate AUCTION. Glengarry Golf Links. The Phoenix at Buffalo Valley PITTSBURGH AREA GOLF COURSES

Dec. 18. Real Estate AUCTION. Glengarry Golf Links. The Phoenix at Buffalo Valley PITTSBURGH AREA GOLF COURSES Real Estate AUCTION Dec. 18 PITTSBURGH AREA GOLF COURSES Latrobe & Freeport, PA Glengarry Golf Links Scottish Links-Style 18-hole Golf Course & Eight Remaining Homesites The Phoenix at Buffalo Valley Redesigned

More information

Understanding investment concepts Version 5.0

Understanding investment concepts Version 5.0 Understanding investment concepts Version 5.0 This document provides some additional information about the investment concepts discussed in the SOA so that you can understand the benefits of the strategies

More information

INVESTING IN COMMUNITIES. Q1 2016 SUPPLEMENTARY CONFERENCE CALL PRESENTATION May 12, 2016

INVESTING IN COMMUNITIES. Q1 2016 SUPPLEMENTARY CONFERENCE CALL PRESENTATION May 12, 2016 INVESTING IN COMMUNITIES Q1 2016 SUPPLEMENTARY CONFERENCE CALL PRESENTATION May 12, 2016 Disclaimer GENERAL You are advised to read this disclaimer carefully before reading, accessing or making any other

More information

Client Needs Analysis

Client Needs Analysis Date: YOUR DETAILS: Client Needs Analysis Full name (Client 1): Full name (Client 2): If Company and/or Trust: Company/Trust name: ABN/ACN: Registered address: Business address (if different from above):

More information

C O M P R E H E N S I V E H O U S I N G M A R K E T A N A L Y S I S. Dallas, Texas. Summary. Economy. Sales Market

C O M P R E H E N S I V E H O U S I N G M A R K E T A N A L Y S I S. Dallas, Texas. Summary. Economy. Sales Market C O M P R E H E N S I V E H O U S I N G M A R K E T A N A L Y S I S Dallas, Texas U.S. Department of Housing and Urban Development Office of Policy Development and Research As of April 1, 26 Summary Housing

More information

Tenure by Household Size - 2009

Tenure by Household Size - 2009 NEIGHBORHOOD APARTMENT MARKET ANALYSIS CITY OF CHICAGO Market Composition & Distribution The neighborhood apartment market consists of a range of properties developed from the early 1900s to more modern,

More information

A LEADING LIQUIDITY PROVIDER TO REAL ESTATE INVESTORS WORLDWIDE COMPANY PROFILE

A LEADING LIQUIDITY PROVIDER TO REAL ESTATE INVESTORS WORLDWIDE COMPANY PROFILE A LEADING LIQUIDITY PROVIDER TO REAL ESTATE INVESTORS WORLDWIDE COMPANY PROFILE NYC Core Retail Portfolio Atlantic Center Adjacent to the Barclays Center Arena Brooklyn, NY WHO WE ARE Madison International

More information

Master Limited. canterburyconsulting.com. CanterburyConsulting Notes from the Investment Office 1

Master Limited. canterburyconsulting.com. CanterburyConsulting Notes from the Investment Office 1 canterburyconsulting.com 2015 Master Limited The answer to this topic which has been the source of much debate, dialogue, and division lies in proper education and personal choice. Partnerships Master

More information

Research fundamentals

Research fundamentals Research fundamentals 1401 H Street, NW, Suite 1200 Washington, DC 20005 202/326-5800 www.ici.org April 2010 Vol. 19, No. 2 Trends in the Fees and Expenses of Mutual Funds, 2009 Key Findings On average,

More information

LVIP Dimensional Non-U.S. Equity RPM Fund. Summary Prospectus April 30, 2013

LVIP Dimensional Non-U.S. Equity RPM Fund. Summary Prospectus April 30, 2013 LVIP Dimensional Non-U.S. Equity RPM Fund (formerly LVIP Dimensional Non-U.S. Equity Fund) (Standard and Service Class) Summary Prospectus April 30, 2013 Before you invest, you may want to review the Fund

More information

INTERIM REPORT TO SHAREHOLDERS JUNE 30, 2002

INTERIM REPORT TO SHAREHOLDERS JUNE 30, 2002 Q2.qxd 8/20/2002 4:22 PM Page 1 INTERIM REPORT TO SHAREHOLDERS JUNE 30, 2002 FINANCIAL HIGHLIGHTS Three months ended June 30 Six months ended June 30 (Millions, except per share amounts) 2002 2001 2002

More information

Advantages and disadvantages of investing in the Stock Market

Advantages and disadvantages of investing in the Stock Market Advantages and disadvantages of investing in the Stock Market There are many benefits to investing in shares and we will explore how this common form of investment can be an effective way to make money.

More information

Real Estate Program Review

Real Estate Program Review Real Estate Program Review I-4 Prepared for: Committee on Investments Presented by: Gloria Gil Managing Director, Real Assets September 11, 2007 The Role of Real Estate Enhances the diversification of

More information

Non Profit Social Financing. What do you need to know?

Non Profit Social Financing. What do you need to know? Non Profit Social Financing What do you need to know? What is CAIC? A social finance fund providing mortgages, construction financing & loans to groups, organizations & cooperatives with a project of social

More information

Documeent title on one or two lines in Gustan Book 24pt Commercial mortgages are HOT!

Documeent title on one or two lines in Gustan Book 24pt Commercial mortgages are HOT! TIAA-CREF Asset Management Documeent title on one or two lines in Gustan Book pt Commercial mortgages are HOT! Martha Peyton, Ph.D., Managing Director TIAA-CREF Global Real Estate, Strategy & Research

More information

Registered Investment Advisor. 595 E. Colorado Blvd., Suite 518 Pasadena, CA 91101 (626) 535-0630 www.dorseywrightmm.com

Registered Investment Advisor. 595 E. Colorado Blvd., Suite 518 Pasadena, CA 91101 (626) 535-0630 www.dorseywrightmm.com Registered Investment Advisor 595 E. Colorado Blvd., Suite 518 Pasadena, CA 91101 (626) 535-0630 www.dorseywrightmm.com Process We use Relative Strength to identify Fast stocks and Slow stocks Like building

More information

Atrium Mortgage Investment Corporation (TSX: AI) Record Year / Shares at Attractive Entry Levels. Sector/Industry: Mortgage Investment Corporation

Atrium Mortgage Investment Corporation (TSX: AI) Record Year / Shares at Attractive Entry Levels. Sector/Industry: Mortgage Investment Corporation Siddharth Rajeev, B.Tech, MBA, CFA Analyst February 17, 2016 Atrium Mortgage Investment Corporation (TSX: AI) Record Year / Shares at Attractive Entry Levels Sector/Industry: Mortgage Investment Corporation

More information

June 2013 Multifamily Market Rent Study PREPARED BY:

June 2013 Multifamily Market Rent Study PREPARED BY: Altamonte Springs, FL Multifamily Market Study June 2013 Multifamily Market Rent Study PREPARED BY: George Pjevach, Director, Multifamily Services +1 407 362 6135 george.pjevach@colliers.com Greg Wilson,

More information

FORM 7 MONTHLY PROGRESS REPORT. Name of Listed Issuer: Aydon Income Properties Inc. (the Issuer ).

FORM 7 MONTHLY PROGRESS REPORT. Name of Listed Issuer: Aydon Income Properties Inc. (the Issuer ). FORM 7 MONTHLY PROGRESS REPORT Name of Listed Issuer: Aydon Income Properties Inc. (the Issuer ). Trading Symbol: AYD Number of Outstanding Listed Securities: 24,083,080 Date: Month of September 2015 This

More information

NASDAQ: RICK 2Q15 Earnings Call May 11, 2015 www.rcihospitality.com

NASDAQ: RICK 2Q15 Earnings Call May 11, 2015 www.rcihospitality.com 2015 20 th Anniversary of RCI s IPO Two decades of innovation in the adult club segment of the hospitality industry NASDAQ: RICK 2Q15 Earnings Call May 11, 2015 www.rcihospitality.com Forward Looking Statements

More information

what s inside Who we are 2 How discretionary investment management can work for you 3 Your customized investment portfolio 4 Regular client contact 5

what s inside Who we are 2 How discretionary investment management can work for you 3 Your customized investment portfolio 4 Regular client contact 5 Vancity Investment Management provides you with direct access to an experienced, dedicated Portfolio Manager who will actively monitor and professionally manage your account. Thank you for taking the time

More information