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Posterity Pitch Deck - REAL ESTATE.pptx

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Posterity Pitch Deck - REAL ESTATE.pptx Powered By Docstoc
					REAL	
  ESTATE	
  INVESTMENT	
  STRATEGIES	
  
Dominic	
  Walker	
  –	
  Managing	
  Partner	
  



                                                                                                                    DISCLAIMER	
  
                 This	
   material	
   does	
   not	
   cons:tute	
   an	
   offer	
   to	
   sell	
   or	
   a	
   solicita:on	
   of	
   an	
   offer	
   to	
   buy	
   any	
   security.	
   	
   The	
   offering	
   to	
   which	
   this	
  
                 document	
  relates	
  involves	
  various	
  risk	
  factors,	
  conflicts	
  of	
  interest	
  and	
  compensa:on	
  to	
  management.	
  Neither	
  the	
  Securi:es	
  and	
  
                 Exchange	
  Commission	
  nor	
  any	
  state	
  securi:es	
  administrator,	
  nor	
  any	
  government	
  agency,	
  nor	
  regulatory	
  authority	
  has	
  passed	
  on	
  or	
  
                 endorsed	
  the	
  merits	
  of	
  this	
  document.	
  Any	
  misrepresenta:on	
  to	
  the	
  contrary	
  is	
  unlawful.	
  	
  	
  
                                                                                     Past	
  performance	
  is	
  not	
  indica:ve	
  of	
  future	
  results.	
  	
  
CALIFORNIA	
  REAL	
  ESTATE	
  INVESTMENT	
  STRATEGY	
  
                                                                                                                   POSTERITY	
  ONE,	
  LLC	
  
Introduc<on	
  


  Posterity One is a business development and financial planning firm that prides itself on unparalleled
  service and performance. We are committed to providing unbiased advice and prudent strategies for
  investing. The success of our turn-key investment solutions are based on intensive research, risk
  management, start-to-finish project analysis and innovative strategies. Our 'out of the box' approach allows
  us to serve our clients without compromise or pre-conceived limitations.

  Posterity One has been privileged to serve our very special clients with innovative investment opportunities
  and strategic planning services. They trust us with their assets because we give them the cutting edge
  investment advice, professionalism and the highest level of personalized service they have come to expect.
  Our team of client advisors and portfolio managers are dedicated to providing trusted advice and creative
  solutions to complex financial needs. Their dedication to professionalism and confidentiality has given us a
  reputation for reliability and integrity within the investment community, and the trust of our valued clients.
                                                                                                                                                                                                       INVESTMENT	
  STRATEGIES	
  DEFINED	
  
Investment	
  Strategy	
                                                                            Iden<fying	
  Risk	
  

Posterity	
  One’s	
  financial	
  strategy	
  is	
  based	
  in	
  capital	
                        While	
  there	
  are	
  several	
  risks	
  in	
  the	
  real	
  estate	
  market,	
  there	
  
protec:on	
  and	
  risk-­‐adjusted	
  income.	
  Profit	
  is	
  derived	
  from	
                  are	
  three	
  that	
  an	
  investor	
  must	
  pay	
  special	
  aXen:on	
  to.	
  	
  
transac:ons	
  by	
  nego:a:ng	
  a	
  spread	
  between	
  two	
  private	
                               • The	
  first	
  is	
  investment	
  strategy.	
  	
  
par:es,	
  using	
  leverage	
  to	
  mul:ply	
  buying	
  power	
  and	
  closing	
                       • The	
  second	
  is	
  execu:on	
  which	
  is	
  the	
  risk	
  related	
  to	
  
our	
  posi:on	
  in	
  a	
  riskless	
  principal	
  transac:on	
  sequence	
  that	
                       successfully	
  implemen:ng	
  the	
  investment	
  strategy.	
  	
  
is	
  then	
  repeated.	
  Profits	
  also	
  come	
  from	
  buying	
  and	
  holding	
  
rental	
  income	
  proper:es	
  long	
  term.	
                                                           • The	
  third	
  is	
  to	
  understand	
  the	
  ins:tu:onal	
  level	
  of	
  
                                                                                                             protec:ons	
  that	
  are	
  in	
  place	
  to	
  prevent	
  something	
  from	
  
                  Strict	
  and	
  Transparent	
  Inves0ng	
  Policy	
                                       going	
  wrong.	
  	
  
Our	
  investment	
  policy	
  and	
  methodology	
  only	
  permits	
  the	
                       We	
  have	
  taken	
  numerous	
  steps	
  to	
  substan:ally	
  mi:gate	
  
purchase	
  of	
  investment	
  opportuni:es,	
  which	
  are	
  offered	
  at	
  a	
                these	
  three	
  risk	
  categories.	
  
discount	
  to	
  fair	
  market	
  value,	
  and	
  is	
  further	
  condi:oned	
  on	
  a	
  
near	
  simultaneous	
  forward	
  sale	
  or	
  covered	
  posi:on	
  thereby	
  
                                                                                                    Risk	
  Mi<ga<on	
  
locking	
  in	
  the	
  profit.	
  
                                                                                                    We	
  have	
  established	
  a	
  transparent	
  investment	
  strategy	
  
Business	
  Model	
  &	
  Profit	
  Drivers	
  	
                                                    under	
  which	
  we	
  engage	
  in	
  matched	
  trades	
  (riskless	
  
                                                                                                    arbitrage)	
  or	
  hold	
  short	
  term	
  investments	
  and	
  covered	
  
The	
  Posterity	
  business	
  model	
  is	
  to	
  successfully	
  iden:fy	
  both	
              posi:ons.	
  By	
  restric:ng	
  ourselves	
  to	
  capital	
  protected	
  and	
  or	
  
newly	
  issued	
  and	
  secondary	
  market	
  opportuni:es	
  to	
  buy	
  and	
                 matched	
  trade	
  transac:ons,	
  underlying	
  risks	
  related	
  to	
  
sell	
  real	
  estate.	
                                                                           investments	
  in	
  the	
  real	
  estate	
  market	
  are	
  significantly	
  
                                                                                                    mi:gated	
  as	
  this	
  strategy	
  will	
  not	
  leave	
  us	
  significantly	
  
	
  The	
  profit	
  drivers	
  are:	
  	
                                                           exposed.	
  	
  
       •  Spread	
  –	
  difference	
  between	
  the	
  ini:al	
  buy	
  and	
  the	
  
                                                                                                    Execu<on	
  
            ensuing	
  sell	
  price	
  
                                                                                                    An	
  investor	
  faces	
  the	
  risk	
  that	
  we	
  may	
  not	
  successfully	
  
      •  Leverage	
  –	
  ability	
  to	
  borrow	
  to	
  increase	
  the	
  size	
  of	
  a	
  
                                                                                                    execute	
  the	
  intended	
  investment	
  strategy	
  so	
  that	
  investor	
  
         profitable	
  trade	
  or	
  posi:on.	
  
                                                                                                    earns	
  the	
  targeted	
  returns.	
  For	
  these	
  reasons,	
  we	
  have	
  
      •  Frequency	
  –	
  number	
  of	
  :mes	
  transac:ons	
  can	
  be	
                       done	
  extensive	
  due	
  diligence	
  to	
  inden:fy	
  numerous	
  credit	
  
         executed	
                                                                                 worthy	
  capital	
  partners	
  in	
  order	
  to	
  minimize	
  market	
  risk.	
  
                                                                                                    	
  We	
  have	
  formed	
  strategic	
  alliances	
  with	
  those	
  that	
  have	
  
                                                                                                    the	
  ability	
  to	
  source	
  and	
  execute	
  transac:on	
  consistent	
  
                                                                                                    with	
  our	
  strategy.	
  	
  
                                                                                                                                             INVESTMENT	
  STRATEGIES	
  DEFINED	
  
TRANSACTION	
  FLOW	
  




Campaign	
  Coordinator	
                                                  POSTERITY	
  



                                           PORTFOLIO	
                                                  REALTORS	
  
  Strategic	
  Partners	
                  ACQUISITIONS	
                                               DISTRIBUTION	
  




       Purchases	
             BANK	
  
                              DIRECT	
  
                                                              ESCROW	
                     ESCROW	
  
                                                                                                                           PREAPPROVED	
  
                                                                                                                             LENDERS	
  




                                                                                                           RETAIL	
  
    Match	
  Buy/Sell	
                    WHOLESALE	
  
                                            SELLER	
                                                       BUYERS	
  




   Profit/Cash	
  Flow	
                                                    POSTERITY	
  
                                                                                                EXCLUSIVE	
  MARKET	
  ACCESS	
  
PORTFOLIO	
  ACQUISITIONS	
  



      UPLIFT	
             Juan	
  Carlos	
             CBRE	
              REALTORS	
  

•  Bank	
  Direct	
     •  Probate	
             •  Commercial	
         •  Extensive	
  
   Acquisi:ons	
           Sales	
                  Brokerage	
             network	
  of	
  
•  REO/                 •  Estate	
  Sales	
     •  High	
  End	
           Residen:al	
  
   Foreclosure	
        •  Monthly	
                Real	
  Estate	
        Realtors	
  
   Porbolios	
             Porbolio	
                                    •  20	
  year	
  
•  Weekly	
                Acquisi:ons	
                                    history.	
  
   Porbolio	
                                                            •  Tremendous	
  
   Updates	
                                                                nego:a:ng	
  
                                                                            power	
  
INVESTMENT	
  STRATEGIES	
  DEFINED	
  
Sample	
  Property	
  Analysis	
  
                                                                                          INVESTMENT	
  TERRITORY	
  ANALYSIS	
  
County	
  Map	
  By	
  Popula<on	
  Density	
     California	
  Map	
  By	
  County	
  
                                                                                          NORTHERN	
  CALIFORNIA	
  DISTRIBUTION	
  ASSIGNMENTS	
  
Popula<on	
  Targe<ng	
     Northern	
  California	
  




                            Strategic	
  Distribu<on	
  Partners	
  –	
  Nor	
  Cal	
  
                            •  Coldwell	
  Banker	
  –	
  Northern	
  California	
  
                            •  Century	
  21	
  –	
  Northern	
  California	
  
                            •  RE/MAX	
  -­‐	
  California	
  

                            •  Red	
  Oak	
  Realty	
  –	
  East	
  Bay	
  
                            •  INTERO	
  Real	
  Estate	
  –	
  East	
  Bay	
  
                            •  REO	
  Movers	
  –	
  South	
  Bay	
  
                                                                                          CENTRAL	
  CALIFORNIA	
  DISTRIBUTION	
  ASSIGNMENTS	
  
Popula<on	
  Targe<ng	
     Central	
  Valley	
  California	
  




                            Strategic	
  Distribu<on	
  Partners	
  –	
  Nor	
  Cal	
  
                            •  Coldwell	
  Banker	
  –	
  Northern	
  California	
  
                            •  Century	
  21	
  –	
  Northern	
  California	
  
                            •  RE/MAX	
  -­‐	
  California	
  

                            •  Red	
  Oak	
  Realty	
  –	
  East	
  Bay	
  
                            •  INTERO	
  Real	
  Estate	
  –	
  East	
  Bay	
  
                            •  REO	
  Movers	
  –	
  South	
  Bay	
  
                                                                                         SOUTHERN	
  CALIFORNIA	
  DISTRIBUTION	
  ASSIGNMENTS	
  
Popula<on	
  Targe<ng	
     Southern	
  California	
  




                            Strategic	
  Distribu<on	
  Partners	
  –	
  So	
  Cal	
  
                            •  Coldwell	
  Banker	
  –	
  Southern	
  California	
  
                            •  Century	
  21	
  –	
  Southern	
  California	
  
                            •  RE/MAX	
  Gold	
  -­‐	
  California	
  

                            •  Red	
  Oak	
  Realty	
  –	
  East	
  Bay	
  
                            •  INTERO	
  Real	
  Estate	
  –	
  East	
  Bay	
  
                            •  REO	
  Movers	
  –	
  South	
  Bay	
  
SAMPLE	
  BAKERSFIELD	
  PROPERTIES	
  
                                                                                                                                                    BAKERSFIELD	
  CALIFORNIA	
  SAMPLE	
  PROPERTIES	
  
Sample	
  Property	
  Analysis	
  
                                                                           Cash -                                                 Liquid
                   Address	
  	
        ZIP	
  	
     	
  Listed	
  	
     Uplift     Appraised    Purchase $   Fees   Dwn Pmt    Equity R.O.I.
2015	
  Norwich	
  Wy	
                93311	
        $649,000             $550,000   $1,000,000    $950,000    6%     $190,000   $164,400   86%

4100	
  Brae	
  Burn	
  Dr.	
          93306	
        $333,000             $250,000    $680,000     $650,000    6%     $65,000    $299,900   461%

4110	
  Crescent	
  Rock	
  Lane	
     93312	
        $150,000             $125,000    $300,000     $240,000    6%      $24,000   $78,040    325%

12314	
  Jacksonville	
  Ave	
         93318	
        $240,000             $200,000    $400,000     $320,000    6%      $32,000   $70,720    221%

12005	
  Cedar	
  Bluff	
  Ave	
        93312	
        $159,000             $140,000    $255,000     $204,000    6%      $20,400   $32,584    160%

4502	
  Triple	
  Crown	
  Dr	
        93312	
        $179,000             $155,000    $270,000     $216,000    6%      $21,600   $27,736    128%

8605	
  Hoodsport	
  Ave	
             93312	
        $169,000             $150,000    $250,000     $200,000    6%      $20,000   $19,200    96%

11721	
  Starlight	
  Drive	
          93312	
        $199,999             $180,000    $300,000     $240,000    6%      $24,000   $23,040    96%

12200	
  Jacksonville	
  Ave	
         93320	
        $250,000             $210,000    $350,000     $280,000    6%      $28,000   $26,880    96%

11707	
  Children	
  Street	
          93312	
        $319,000             $270,000    $450,000     $360,000    6%      $36,000   $34,560    96%

8531	
  Spanish	
  Bay	
  Drive	
      93312	
        $185,000             $170,000    $275,000     $220,000    6%      $22,000   $16,120    73%

9007	
  Bridget	
  Leigh	
  Wy	
       93317	
        $325,000             $280,000    $450,000     $360,000    6%      $36,000   $24,560    68%

10417	
  Heather	
  Valley	
  Dr	
     93321	
        $259,000             $215,000    $345,000     $276,000    6%      $27,600   $18,496    67%
                                                                                                                                                      HIGH	
  END	
  REAL	
  ESTATE	
  HOMES	
  
EXAMPLE	
  PROPERTY	
  –	
  Golf	
  Course	
  



             2015Norwich	
  Way,	
                          8344Houghton	
  Rd	
                          11704Harrington	
  St	
  
             Bakersfield	
  	
  93311	
                      Bakersfield	
  	
  93311	
                      Bakersfield	
  	
  93311	
  
                   4	
  Bedrooms	
                              4	
  Bedrooms	
                               4	
  Bedrooms	
  
               3.5	
  Bathrooms	
                             3	
  Bathrooms	
                              2.5	
  Bathrooms	
  
           Home	
  Size	
  	
  4,073	
  Sq	
  feet.	
     Home	
  Size	
  	
  3,454	
  Sq	
  feet	
     Home	
  Size	
  	
  3,250	
  Sq	
  feet	
  


               $550,000.00	
                                  $980,000.00	
                                 $875,000.00	
  
                Subject	
  Property	
                            Comparison	
  1	
                             Comparison	
  2	
  




             2400	
  Dover	
  Hill	
  Dr.	
                 11208	
  Zenaida	
  Wy.	
                     11418	
  Harrington	
  St	
  
             Bakersfield	
  	
  93311	
                      Bakersfield	
  	
  93311	
                      Bakersfield	
  	
  93311	
  
                 4	
  Bedrooms	
                                4	
  Bedrooms	
                               5	
  Bedrooms	
  
              3.5	
  Bathrooms	
                              4.5	
  Bathrooms	
                             3	
  Bathrooms	
  
           Home	
  Size	
  	
  4,788	
  Sq	
  feet	
      Home	
  Size	
  	
  4,703	
  Sq	
  feet	
     Home	
  Size	
  	
  3,598	
  Sq	
  feet	
  


             $1,100,000.00	
                               $1,177,500.00	
                                      $775,000	
  
                   Comparison	
  3	
                             Comparison	
  4	
                             Comparison	
  5	
  
                                                                                                                                                      HIGH	
  END	
  REAL	
  ESTATE	
  HOMES	
  –	
  HIGHER	
  COST	
  
EXAMPLE	
  PROPERTY	
  –	
  Country	
  Club	
  



             4100	
  Brae	
  Burn	
  Dr.	
                  3517	
  Brae	
  Burn	
  Dr.	
                4000	
  Country	
  Club	
  Dr	
  
             Bakersfield	
  	
  93306	
                      Bakersfield	
  	
  93306	
                     Bakersfield	
  	
  93306	
  
                   6	
  Bedrooms	
                              4	
  Bedrooms	
                              5	
  Bedrooms	
  
               3.5	
  Bathrooms	
                             3	
  Bathrooms	
                              5	
  Bathrooms	
  
           Home	
  Size	
  	
  3,155	
  Sq	
  feet.	
     Home	
  Size	
  	
  2,151	
  Sq	
  feet	
     Home	
  Size	
  	
  6,631Sq	
  feet	
  


               $250,000.00	
                                  $670,000.00	
                              $1,798,000.00	
  
                Subject	
  Property	
                            Comparison	
  1	
                             Comparison	
  2	
  




             5306	
  Greystone	
  CT	
                      4100	
  Flintridge	
  Dr.	
                   6111	
  De	
  La	
  Guerra	
  
             Bakersfield	
  	
  93306	
                      Bakersfield	
  	
  93306	
                     Bakersfield	
  	
  93306	
  
                 5	
  Bedrooms	
                                4	
  Bedrooms	
                               7	
  Bedrooms	
  
               3.5	
  Bathrooms	
                            3.5	
  Bathrooms	
                             6	
  Bathrooms	
  
           Home	
  Size	
  	
  3,786	
  Sq	
  feet	
      Home	
  Size	
  	
  3,379	
  Sq	
  feet	
     Home	
  Size	
  	
  6,952	
  Sq	
  feet	
  


               $504,500.00	
                                  $499,000.00	
                                   $1,750,000	
  
                   Comparison	
  3	
                             Comparison	
  4	
                             Comparison	
  5	
  
POSTERITY	
  ONE,	
  LLC	
  –	
  ABOUT	
  US	
  
                                                                                                                                                                        COMPANY	
  BIOS	
  
WWW.POSTERITYONE.COM	
  
Thank	
  you	
  for	
  taking	
  the	
  :me	
  to	
  review	
  our	
  Investment	
  Opportunity.	
  	
  Please	
  consider	
  this	
  as	
  an	
  invita:on	
  to	
  
take	
  a	
  closer	
  look	
  into	
  the	
  strength	
  and	
  posi:oning	
  of	
  our	
  endeavor.	
  	
  	
  
Posterity	
  One	
  is	
  a	
  firm	
  specializing	
  in	
  crea:ng	
  strategic	
  partnerships	
  with	
  seasoned	
  entrepreneurs	
  –	
  each	
  with	
  
strong	
  connec:ons	
  and	
  exper:se	
  in	
  specific	
  arenas	
  that	
  are	
  orchestrated	
  to	
  provide	
  a	
  collabora:ve	
  synergy	
  
manifes:ng	
  in	
  turn-­‐key	
  investment	
  opportuni:es.	
  	
  This	
  team	
  brings	
  strong	
  partnerships	
  in	
  the	
  Entertainment	
  
Industry,	
  Insurance,	
  Securi:es	
  and	
  Real	
  Estate	
  as	
  well	
  as	
  strategic	
  partnerships	
  with	
  financial	
  ins:tu:ons.	
  	
  
Posterity	
  One	
  is	
  a	
  business	
  development	
  and	
  financial	
  planning	
  firm	
  that	
  prides	
  itself	
  on	
  unparalleled	
  service	
  
and	
  performance.	
  We	
  are	
  commiXed	
  to	
  providing	
  unbiased	
  advice	
  and	
  prudent	
  strategies	
  for	
  inves:ng.	
  The	
  
success	
  of	
  our	
  turn-­‐key	
  investment	
  solu:ons	
  are	
  based	
  on	
  intensive	
  research,	
  risk	
  management,	
  start-­‐to-­‐
finish	
  project	
  analysis	
  and	
  innova:ve	
  strategies.	
  Our	
  'out	
  of	
  the	
  box'	
  approach	
  allows	
  us	
  to	
  serve	
  our	
  clients	
  
without	
  compromise	
  or	
  pre-­‐conceived	
  limita:ons.	
  	
  
As	
  such,	
  we	
  are	
  currently	
  posi:oned	
  to	
  conduct	
  a	
  number	
  of	
  highly	
  lucra:ve	
  transac:ons	
  through	
  the	
  
collabora:on	
  of	
  our	
  respec:ve	
  resources	
  in	
  both	
  entertainment	
  and	
  financial	
  services.	
  	
  
However,	
  in	
  order	
  to	
  fully	
  take	
  advantage	
  of	
  our	
  current	
  situa:on,	
  we	
  are	
  seeking	
  addi:onal	
  qualified,	
  
strategic	
  partners	
  who	
  have	
  the	
  financial	
  for:tude	
  and	
  experience	
  associated	
  with	
  the	
  caliber	
  of	
  transac:ons	
  
we	
  are	
  conduc:ng.	
  	
  
Please	
  accept	
  this	
  as	
  a	
  formal	
  invita:on	
  to	
  engage	
  in	
  an	
  investment	
  opportunity	
  with	
  our	
  very	
  qualified	
  team	
  
of	
  seasoned	
  professionals	
  and	
  take	
  full	
  advantage	
  of	
  our	
  network	
  of	
  Strategic	
  Partners.	
  	
  You	
  will	
  find	
  included	
  
the	
  individual	
  Bios	
  of	
  the	
  Managing	
  Partners	
  in	
  Posterity	
  One,	
  LLC.	
  
We	
  look	
  forward	
  to	
  doing	
  business	
  with	
  you.	
  

				
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