Commercial Financing... When Your Bank Has to Say No

• $5 Million Minimum Investor Participation.
• $300 Million Maximum (larger projects considered on a case-by-case basis)
• We prefer projects that are based in the USA or in the Caribbean.
• There is minimal cash required by project principal (see note on services fee below).
• The items below are required (MANDATORY) and must be in your Executive Summary (ES) in order to evaluate your project and make a determination if there is further interest:
• Indicate the goals for your project in the ES and include why the design, location, timing and your business team are correct for your project.
• State the total cash amount of the budget that the project owner is providing in US Dollars (if any).
• State the total amount of funding sought from Private Investor (stated in US Dollars).
• Background of the project owner (Bio/Resume, Projects Completed, etc)
• Submit a 2-Page (maximum) Executive Summary (ES) to include a minimum 40% ROI (65% is the norm for most investments at this time). (Click For Sample Executive Summary)  Important that the ES be in the attached format.   Investor reviews many projects on a daily basis. Strict adherence to this format will assure your project is reviewed for interest in a timely manner. Click for the format for the financial information in the Sample Executive Summary.
• If there is interest in the project, a complete business plan and budget will be requested. Anticipate this step and be prepared… this will expedite final review/approval and the funding process.
• Participate in a conference call with investor network representatives.
• Meet face-to-face with Investor if there is interest... the actual Person with the checkbook!

General information: This is a European in-house, Patriot Act Compliant equity investment program. There are no middlemen between you and the investor… unless the project owner's intermediary has brought forward the project. We are partner investors and project principals and conduct business face-to face. There are no credit checks, personal financials, project cash investment requirements, or other criteria ... what counts with us is the project itself and the project principals.

It is that simple. In return, investors will seek up to 50% equity share in the project and up to 50% of the profits. Make sure that the financial section of the Executive Summary reflects the amount sought from investor and the resulting ROI. A client representative (broker/intermediary) would generate compensation directly from the client under a separate agreement, to be paid out of the first tranch of funds.

We look forward to serving your financial needs for your real estate project. The process starts with a 2-page ES like the sample herein. Please adhere to the form and content of the Executive Summary. Most of our real estate projects are currently running at 65%+ ROI which is indicative of the competitive nature that Investors are seeing in the market. Please keep that in mind as you review the sample Financial Section in the sample Executive Summary.

Prompt, Professional, Courteous, Confidential