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The investment opportunities below are not an offer to the general public to purchase any form of securities. Every investment opportunity below should be considered to be a very high risk investment and the investor must be comfortable in accepting and bearing the very high level of risk associated with any of the investment opportunities listed on this site. The information contained in these investment opportunities is proprietary and strictly confidential. It is intended to be reviewed only by accredited investors in order to evaluate the investment opportunities and should not be used for any other reason or made available to any other person or entity without the prior written consent of The OCMX (P2P Financial Inc.). The technology and process used on this website is protected by existing or pending patents owned by The OCMX. Nothing on this site including any related communication is intended to provide specific financial, investment, tax, legal, accounting or other advice to you, and should not be acted or relied upon in that regard without seeking the advice of a professional. In all circumstances, you should seek guidance from your current advisor as your advisor can help to ensure that your own circumstances have been properly considered and any action is taken on the latest available information.
   
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[frm-field-value field_id=418  entry_id=74003]

Location: [frm-field-value field_id=382 entry_id=74003]

Sector: [frm-field-value field_id=381 entry_id=74003]

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Express Interest

Trio is an innovative way of looking at home ownership and residential investments. The Fund provides Canadian investors an opportunity to make pooled investments into income producing US residential real estate. A 40% refusal rate of traditional mortgage applications ($800B annual loss) in the United States allows Trio to provide an alternative for customers who want other options than either buy or rent.

Our carefully vetted clients include first-time home buyers, move-up buyers, self-employed, people going through career changes or job relocation. Our customers must meet our strict underwriting guidelines to be approved for the program. They prove their credit worthiness by performing their obligations under a lease for years before they qualify for or assume a mortgage. The TRIO program has support from America’s real estate leadership including federal, state and local housing agencies in the United States, Fanny Mae and Freddie Mac as well as private financial institutions and banks.

Trio aims to provide a pretax 8% annual distribution to its Canadian Class B Preferred Limited Partnership Unit holders with potential for higher returns. This income is derived from Trio’s OwnOption Lease Agreements, which accompany every property. Initial acquisitions will begin in California and Arizona and expand to other markets as opportunities arise.

Business Documents

MG cp Summary
  • 8% targeted annual distribution rate
  • Monthly income investment secured by residential real estate
  • Capital growth potential
  • Experienced management team
  • Private structure provides buffer from current stock market volatility
  • Tax-efficient investment vehicle
  • Geographic diversification
  • Strong underwriting criteria
  • Mitigate risks through: active management, locking in long term low interest rate mortgages, TRIO lease/option agreements, tenant diversification, new homes purchased at a discount, partnerships with new home developers
  • U.S. Dollar investments

Trio is an innovative way of looking at home ownership and residential investments. The Fund provides Canadian investors an opportunity to make pooled investments into income producing US residential real estate. A 40% refusal rate of traditional mortgage applications ($800B annual loss) in the United States allows Trio to provide an alternative for customers who want other options than either buy or rent.

Our carefully vetted clients include first-time home buyers, move-up buyers, self-employed, people going through career changes or job relocation. Our customers must meet our strict underwriting guidelines to be approved for the program. They prove their credit worthiness by performing their obligations under a lease for years before they qualify for or assume a mortgage. The TRIO program has support from America’s real estate leadership including federal, state and local housing agencies in the United States, Fanny Mae and Freddie Mac as well as private financial institutions and banks.

Trio aims to provide a pretax 8% annual distribution to its Canadian Class B Preferred Limited Partnership Unit holders with potential for higher returns. This income is derived from Trio’s OwnOption Lease Agreements, which accompany every property. Initial acquisitions will begin in California and Arizona and expand to other markets as opportunities arise.

Darryl Lewis, Managing Director, President
Experienced and dedicated entrepreneur possessing an extensive real estate, finance, business management and technology background with a reputation for practical creativity.  Skilled at creating business opportunities and succeeding in complex environments with demonstrated and sustained success.

Patrick Howard, Managing Director, Secretary/ Treasurer
Experienced and dedicated executive possessing an extensive real estate and finance background with a reputation for practical creativity.  Skilled at creating business opportunities and succeeding in complex environments with demonstrated and sustained success.

Charles Rendina, Director
Senior lawyer licensed in British Columbia in 1989 and Washington State in 1999. Strong securities background. Executive experience in public and private companies. Financial industry experience includes series 7 and 66 licenses and time spent as a Broker Dealer representative at A.G. Edwards and Sons in the USA.

Ron Miller
Ron has over 25 years of experience in the corporate finance and public accounting sector.  His experience has ranged from being the Managing Partner of a large national Chartered Accountant firm to the Chief Financial Officer of a multi-national public corporation.  More recently, Ron has been the National Leader for the Mining and Extractive Sectors for the same Chartered Accountant firm.

Dean Lapointe
Dean Lapointe has a broad range of experience during his 35 years in the Real Estate industry in Vancouver, British Columbia. He began his career as a Realtor for a national company, following which he worked as a market research analyst in the United States. He then joined National Trust Realty, becoming the manager for their new investment, commercial and industrial properties division. Dean ran Lapointe and Associates Realty for 15 years; it was during this period of time he earned his designation as an Appraiser. Following a stint as Leasing Director for the Vancouver World Trade Centre, he became the senior Vice President and Nominee of a small I.C and I company – within 4 years this company was the 2nd largest in BC. Dean is currently Managing Broker at Coldwell Banker Prestige Realty, Vancouver, BC.

Karolina Francis
Experienced and passionate entrepreneur, Karolina offers expertise in communications, PR and media relations as well as social responsibility and immigration. Born and educated in Europe, Karolina immigrated to Canada in 1999 and gained experience in various fields such as immigration, law and marketing.

Barbara Liang
Ambitious Executive who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals. Possessing outstanding presentation, communication and cross-cultural team management skills. High energy, results-oriented leader with an entrepreneurial attitude.

Martin Barber
Now residing in Austin, Texas, Mr. Barber is a well-known figure in the International commercial property industry, and is linked with various ventures. He has been involved in commercial property as a developer and investor since 1964.