BOUTIQUE ASSET-BACKED INVESTMENTS
Fixed Annual Returns On Capital
FSP 13370 INTRODUCTORY DOCUMENT
RISK PROFILE
LOW |
LOW MEDIUM |
MEDIUM |
MEDIUM HIGH |
HIGH |
INTRODUCTION |
INVESTMENT TERM ( PROJECTED )
1YR 2YR 3YR 4YR 5YR
The length of the investment is an approximation – based on project timelines . Rollover / Reinvestment options at end of term
KEY INVESTMENT INFORMATION
Classification
Real Estate Invested funds to date R 179 689 114
Opportunity Private Capital was founded in January 2006 and is a boutique investment company located in , Cape Town , South Africa . Structured , secure investment opportunities are provided whereby private investors fund residential developments . The developments are funded solely by private investors therefore enabling the investors to hold all the security until their investments mature . Funding has been provided for development projects with a market value over R 400 Million . The secure investments offer fixed returns and pave the way for all levels of investors to participate in opportunities typically reserved for institutional or very select investment clientele . In addition to the high returns on offer , the foundation of the investments is the security given to investors for protection of their capital .
Investor retention Geographic Allocation
80 % Plus Western Cape
INVESTMENT OBJECTIVE
Min Investment Requirement R 100 000
RECENT DISTRIBUTIONS
6 x Investor Exit distributions over 5 year period . All projected fixed return rates successfully achieved
INVESTMENT STRATEGY
To pursue small to medium size projects in high-demand , middleincome areas of the greater Cape Town region .
To achieve attractive fixed annual returns for capital investors using real estate development projects as the underlying investment vehicle . Suitable opportunities are sourced which undergo stringent risk analysis before being considered . Asset-backed investments are then structured for private investors to participate in the funding of residential property developments . Investors earn fixed interest rates calculated on a per annum basis . The rates of return and estimated time periods of investment are pre-determined so that Investors have a degree of predictability about how their investment will perform .
5 YEAR INVESTMENT PERFORMANCE ( AS P / A % RETURNS ) VS CPI
Percentage return per annum
25
20
15
10
5
0 Q3 2015
Q4 2015
Source : FX Empire
Q1 2016
Q2 2016
Q3 2016
Q4 2016
Q1 2017
Q2 2017
Q3 2017
Q4 2017
Q1 2018
Period Ave Returns p / a (%)
Q2 2018
Q3 2018
CPI
Q4 2018
Q1 2019
Q2 2019
Q3 2019
Q4 2019
Q1 2020
Q2 2020
CPI
Q3 2020
CAPITAL PROTECTION WHO IS THE INVESTMENT FOR
Investments are backed by fixed assets within the underlying investment project . Until investors are repaid the assets are their security .
This suits investors who want access to returns in the real estate sector without the potential problems & management associated with direct property ownership / investment .