BOUTIQUE ASSET-BACKED INVESTMENT
Fixed Annual Returns On Capital
JURISTIC REP FSP 13370
RISK PROFILE CAPITAL PROTECTION
LOW |
LOW MEDIUM |
MEDIUM |
MEDIUM HIGH |
HIGH |
|
Investments are backed by fixed assets within the underlying investment project . Until investors are repaid the assets are their security . |
INVESTMENT TERM
1YR 2YR 3YR 4YR 5YR
Rollover / Reinvestment options at end of term
WHO IS THE INVESTMENT FOR
This suits investors who want access to returns in the real estate sector without the potential problems & management associated with direct property ownership / investment .
INVESTMENT OBJECTIVE
The aim is to provide private investors alternative diversification with access to the financing of residential development projects . The result being fixed per annum returns based on pre-determined , projected time-frames with fixed capital assets employed to protect invested funds .
KEY INVESTMENT INFORMATION
Classification
Real Estate
Invested funds to date R 155 000 000
INVESTMENT SUMMARY
Investors are invited to provide funding for a residential development in the northern suburbs of Cape Town . The Developer has secured the site for the development of sectional title apartments within a secure gated environment .
The initial investment period is projected to be for approximately 12 months after which investors may exercise their option to roll the investment over into subsequent investment cycles to prolong their investment . Investor funds are initially paid into STBB Attorneys Trust account . Upon exit , at the end of the investment cycle , the Attorneys will repay the investor capital plus accrued interest .
Investor retention 80 % Plus
INVESTMENT CORNERSTONES
Underlying investment project Gated Apartment Complex
High Fixed annual returns 5 Year average 18 % p / a
Geographic Location
Investment Returns
Cape Town , Western Cape
15 % - 18 % per annum ( dependent on level of investment AMT )
Consistent performance over sustained periods
Capital protection with fixed assets
Minimum Investment R 100 000
Flexible investment timeframes of 4 - 24 months
Risk Mitigation by operating in high performance areas
RECENT DISTRIBUTIONS
Predictability with pre-determined rates of return and time periods
5 x Investor Exit distributions over 6 year period . All projected fixed return rates successfully achieved
5 YEAR INVESTMENT PERFORMANCE ( AS P / A % RETURNS ) VS CPI
25
Percentage return per annum
20
15
10
5
0 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2015 2015 2016 2016 2016 2016 2017 2017 2017 2017 2018 2018 2018 2018 2019 2019 2019 2019 2020 2020
Period
Q3 2020
CPI
Disclaimer : This is a private placement and not a public offering . Different types of investments involve varying degrees of risk , and there can be no assurance that any specific investment will either be suitable or profitable for a client ’ s or prospective client ’ s investment portfolio . No client or prospective client should assume that any information presented and / or made available by Opportunity Private Capital or its Associates is a substitute for personalized individual advice from an advisor or any other investment professional . No guarantees as to the success of the Investment or the projected return are offered . They have undertaken to present as much factual information as is available and taken every precaution to offer sufficient security for the Investment monies given by Investors .
021 919 9944 / 083 336 7277 | invest @ opportunity . co . za Edward 2 Building , Edward Street , Bellville , 7530 , CT , RSA www . opportunity . co . za | Reg : 2004 / 013672 / 07
Opportunity Private Capital is a juristic representative of Rockfin Wealth Management ( Pty ) Ltd
FSP13370 . Note that this investment product presented by Opportunity Private Capital is not a financial product that falls within the scope of any category or sub-category regulated by the FSCA . The information contained in this document does not constitute a financial service as defined in the Financial Advisory and Intermediary Services Act nor is it intended to solicit investment or promote a financial product in any way . Opportunity Private Capital do not provide investment , tax , legal or accounting advice . This material has been prepared for informational purposes only . You should consult your own investment , tax , legal and accounting advisors before engaging in any transaction .