Schedule an Appointment
Aravilla Carrollwood

Aravilla Carrollwood

Marketplace

Please Read Our Disclaimer

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.

Book a Conference Call
Get More Information

Aravilla Carrollwood

Location: Lakewood Ranch, FL

Sector: Investment Fund.

Add to Shortlist
Express Interest

The business purpose is to develop and own Aravilla Carrollwood (Project), a licensed assisted living & memory care community totaling 142 units/155beds.

Preliminarily, the Project will be 113,000 square feet & cost about $29.6 million stabilized and features what Autumn calls “I-Lite” Assisted Living. I-Lite offers the great features of independent living communities, such as large apartments and on-site restaurants, while providing discretely all the assisted living services residents expect from a licensed facility.

The memory community will be purpose-built to serve memory residents with Alzheimer’s, ALS, stroke-related and other types of dementia.

Business Documents

MG cp Summary
Target Fund Size Capital Structure
Development Capital $29,655,735 100.0%
Debt $20,759,014 70.0%
Equity $8,896,720 30.0%
Management Fee’s: 3% of total development costs

6% of Operating Revenue with a $12,000 monthly minimum

15% promote after a 10% preferred return

Target Yield or Return 20% IRR after promote
Noteworthy Terms: Manager earns a 15% promote after a 10% preferred return.

Manager’s investment entity will invest up to 10% of the equity.

Limited Discretion Advisory committee to approve changes to strategy or fund terms
Structure Limited Liability Company

  Autumn focuses on licensed assisted living communities:

  • Memory care for residents with Alzheimer’s and other dementia 50-80 residences.
  • Assisted living communities of 80-120 residences. These communities offer larger residences, more amenities for residents who are interested in maintaining their lifestyle yet have assisted living services available.

These communities may be combined into one campus or built independently. Autumn’s target markets are Tampa Bay south to Naples, Florida’s East Coast and the Orlando area. Other areas would be considered within Florida only opportunistically. Autumn is looking to develop a minimum of eight projects within the next 5 years.

 

Opportunity Highlight

1.Growing Market

Assisted living is the best way to take advantage of the silver tsunami. While there are plenty of opportunities in today’s real estate market, few offer operating cash flow against a solid market. Assisted living does.

 

2.Experience in market

Autumn has decades of experience in the Tampa Bay market and understands the local market.

Jim Soper, CEO

Jim Soper has over 34 years of senior living development and management experience. He has developed and managed 11 senior care communities on the Florida Gulf Coast.

Mr. Soper’s critical success factors for great senior care are:

1.Compassion as the cornerstone of decision-making.

2. Constant attention to details from start to finish.

3. Hire the best and expect the best.

4. Empower the staff to make decisions.

 

Mr. Soper’s first assisted living development was the 92-bed, Carriage Inn, St. Petersburg, Florida. He managed Carriage Inn from 1990 -1995. Following Carriage Inn, Mr. Soper developed the Heron House assisted living communities into a chain of five properties totaling 580 units. Following Heron House Mr. Soper managed the stabilization of the Seasons properties totaling 170 units.

 

He is responsible for the development of Autumn’s state-of-the art memory care. He leads the development of Autumn’s newest Aravilla Assisted Living concept, embodied by Aravilla Sarasota.

 

Kerry Bingaman, Chief Financial Officer

Mr. Bingaman is a Certified Public Accountant and accomplished Financial Operations Executive with significant experience in Strategic Planning, Operations, Information Technology, and Finance with the proven ability to integrate systems solutions in the Assisted Living. Well-versed in all aspects of budget development, tax laws, risk management and regulatory compliance that enable the company to provide the highest level of customer service in the most financially efficient manner.

 

Mr. Bingaman has a Bachelor of Science – Accounting and a Masters of Accountancy from University of South Florida.

 

Robert Ross, Chief Development Officer

Mr. Ross has more than twenty years’ experience in P&L, operations, real estate development, financial analysis, treasury, and accounting oversight. He has extensive experience in US domestic & international real estate and business start-ups. He supervised the development of three of Autumn’s assisted living projects totaling $37 million. Before Autumn, he worked on the adaptive reuse of over 360,000 square feet of properties and managed over $250 million in assets.

 

Mr. Ross holds an M.B.A., Northwestern University Kellogg Graduate School of Management and completed executive programs in private equity and valuation at Harvard Business School.


Port Renfrew Development Trust

Port Renfrew Development Trust

Marketplace

Please Read Our Disclaimer

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.

Book a Conference Call
Get More Information

Port Renfrew Development Trust

Location: Port Renfrew, British Columbia

Sector: Investment Fund

.

Add to Shortlist
Express Interest

Port Renfrew Development Trust (the “Fund”) is a mutual fund trust created to take advantage of a unique real estate and development opportunity in Port Renfrew, British Columbia. The Fund will provide investors with the opportunity to participate in the potential gains from the acquisition, holding and potential development of the properties located in Port Renfrew (the “Properties”).

 

The Fund has been formed for the primary purpose of investing indirectly in the Properties.  It is the objective of the Fund to provide Unit holders with distributions and capital gains upon the eventual disposition of the Properties.

Business Documents

MG cp Summary

Acquisition Value vs Current Appraisal

Our strategic acquisition of these lands from HSBC by way of the previous developer, has created, what we believe to be a significant benefit.  Upon completion of this raise our equity in the project will reach approximately $8 million with a current valuation of $35 million; thereby creating potential security for our unit holders.

We further believe that by reducing some additional development requirements we can increase the current appraisal value.

 

Market Dominance

We control the majority of residentially developable lands within the Port Renfrew Community.  Such lands have been designated as growth lands in both the 2004 Regional Growth Strategy as again in the current Regional Growth Strategy.

There are only certain pockets of growth designated by the Capital Region District and the Fund controls the majority of those lands on the western side of the island.

Further, our lands are exempted from the Foreign buyers and non-resident tax which was recently imposed in British Columbia.

 

Demographics

With the increase in baby boomers seeking smaller more affordable retirement or vacation properties we, as noted by KPMG, believe the Port Renfrew Lands offering a unique potential to capture this demographic change.

Fund Name: Port Renfrew Development Trust

 

Issuer: Port Renfrew Development Trust is a mutual fund trust established under the laws of the Province of Alberta, which will invest indirectly in units of Port Renfrew Management LP (the “Partnership”), which will in turn invest in the Properties.

 

Security: Class C Mutual Fund Trust Units

 

Issue Price: $14.00

 

Target Raise: $2.500,000

 

Minimum Investment: $5000

 

Term: It is anticipated that the General Partner will hold the Properties for six to eight (6 to 8) years from the date of the final closing of the Fund.

 

General Manager of the Partnership: Port Renfrew Management Ltd.

 

Investment Objective:  The purpose of the Fund is to invest in the Partnership. The objective of the Partnership is to acquire, hold, prepare for development and potentially develop the Properties to generate attractive returns, while preserving capital.

 

Investment Eligibility: The Fund is a qualified mutual fund trust and as such, the Units are eligible for deferred and registered plans including, RRSP, TFSA, LRSP, RRIF, LIF. LIRA and RESP etc.

 

Management Fee: Valhalla Capital Group Ltd. (the “Manager”) will receive a monthly fee of $10,000 for the administration and management of the Fund. The Manager will also be entitled to receive a finder’s fee equal to 1.5% of any debt financing amount received by the Partnership, the Fund or the Business.

 

Compensation Paid to Sellers and Finders: The Fund will pay a sales commission to Registered Exempt Market Dealers of up to 10% of the Gross Proceeds. The Fund may further elect to pay a Wholesaler Fee of up to 2% of the Gross Proceeds to related or unrelated parties who assist in the management of the selling agents under the Offering.

 

Use of Proceeds: The Fund will use proceeds to pay offering expenses ($100,000), Sales Commissions ($300,000), Dissolution of debt ($575,000) and utilize the remaining as working capital for the real estate assets ($1,525,000).

 

Redemptions: There is no secondary market through which investors can sell their Trust Units, however the Fund does provide for redemption of Trust Units; in certain circumstances. For full details please refer to the Offering Memorandum as there are certain restrictions, terms and conditions for the redemption of Trust Units.

Jason Brown, Trustee, President of the GP and Manager

Jason Brown acts as a Trustee of the Fund.  He is also a director and officer of each of the General Partner, Valhalla and WealthTerra.  He has over 8 years of experience in the North American Capital Markets.  Prior to 2012, Mr. Brown worked for a major North American land entitlement and development group with over $3.0 billion of assets under management.  During that time, he was responsible for the Canadian operations; where the firm structured transactions and sourced capital in what was previously considered a non-investment grade asset class.

 

During his tenure he assisted, oversaw or was responsible for a broad range of investors and global markets, including the US, Southeast Asia and Europe.  He worked closely with the firm’s land entitlement and development branch, where he was responsible for the approval of expenditures for the entitlement and/or development actives of each land holding.

 

Mr. Brown is currently the Chief Operating Officer and Director for WealthTerra.  Previously, Mr. Brown contracted with Non-Government Organizations where he was responsible for policy development, organizational effectiveness, board governance as well organizational reorganization/redevelopment.

 

Karl Ablack, Trustee and Officer and Director of the GP

Karl Ablack acts as a Trustee of the Fund.  He has been a successful business owner and consultant specializing in business development, sales & marketing development and sales team development.  Mr. Ablack has over 25 years of experience in developing small and medium sized companies in both domestic and international markets.  He has been successful in identifying undervalued assets and bringing them to their highest and best use while creating substantial profits.

 

From 1997- 2006, Mr. Ablack acted as President of Wilden, doing business as ExN’Flex International, the international business arm of Tecogics Scientific.  Mr. Ablack was instrumental in building and constructing the international sales and distribution network for a Canadian based company specializing in the manufacture of therapy equipment for spinal cord injuries and neurological impairments.  From 2007 to 2008, Mr. Ablack was engaged in reviewing and analyzing potential projects.

 

From 2009 to 2011, Mr. Ablack was the Sales Account Manager and Investment Specialist with Walton Capital Management, specializing in syndications for land based real estate investments.


Brantwood Special Situations Fund I, LP.

Brantwood Special Situations Fund I, LP.

Marketplace

Please Read Our Disclaimer

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.

Book a Conference Call
Get More Information

Brantwood Special Situations Fund I, LP.

Location: Houston, TX, USA

Sector: Investment Fund

.

Add to Shortlist
Express Interest

Brantwood is seeking to raise capital for a private debt fund with the investment objective of maximizing returns for qualified limited partners (“Limited Partners”) by targeting private debt investments in various energy and energy infrastructure related securities. Such investments will include, but are not limited to, senior and second lien debt securities with equity participation. The Fund will have a particular focus on select lower middle market oilfield services (“OFS”) and equipment manufacturers located in the United States that have high quality management, niche dominance, and differentiated and proven technologies and intellectual property. To a lesser extent, the Fund will also seek conventional E&P companies with operational and/or geological advantages (collectively, the “Investments”).

Business Documents

MG cp Summary

Significant energy experience – Brantwood understands that success starts with people and we have invested time and capital in building the foundations of a talented and effective team.  Brantwood professionals have deep energy industry experience from diverse backgrounds, including: a) direct profit and loss experience with early-stage, lower, and middle market companies; b) broad operational experience across the energy services sector; c) strong financial and structuring experience; d) experience managing energy credit funds and making related investments. The Brantwood team is based in Houston which provides us access to experts to assist in diligence, portfolio oversight, management, accounting, fund administration, legal and tax matters.

 

Access to top industry personnel and skills –  Brantwood will supplement its team’s deep energy industry knowledge and relationships with a dynamic advisory network through its relationship with The Energists.
The Energists is a management consulting firm operating solely within the energy industry. The firm was established in 1979 and comprises former energy industry executives, technical experts and functional professionals. The direct industry experience of The Energists helps reduce risk and adds value for its clients in three distinct practice areas: search, advisory and professional development. Each of these services helps address its clients’ knowledge and talent needs enabling the achievement of key business goals.

 

Mezzanine, credit, finance and energy investment experience – Each of the Brantwood principals has significant experience in the Energy sector, having spend their entire careers in the industry.  Mr. Hill and Mr. Leonard have spent many years working for oilfield services companies and understand the technology, equipment, geology and oversight required for complicated oil and gas projects.  Mr. Sinders has worked in energy finance for over 30 years in various positions including investment banker, CFO and private equity investing. Mr. Prohl has 20 years of buy-side and sell-side experience in the sector, including mezzanine investing, commercial lending, and investment banking.  The principals combine these skills to identify and select the most attractive opportunities, properly diligence each one, supplement operational/management teams, and provide constructive oversight for each investment.

 

Proprietary deal flow – Brantwood, the Advisor, is based in Houston, the global energy hub.  Brantwood believes that one of its significant competitive advantages is its ability to source and diligence differentiated investment opportunities not typically available to other groups.  As a result, we expect to source the majority of our opportunities from proprietary sources.  Our team consists of experienced professionals with deep industry expertise and relationships across operating companies, energy executives, intermediaries, lenders and private equity.  We will also lever our ongoing relationships with high quality management teams from historical portfolio companies of prior investment firms with which Brantwood principals were associated.

 

Limited competition – Despite improving energy fundamentals, there continues to be a shortage of financing alternatives for lower- and middle-market companies.  Traditional lenders are not as active as they have been in the past due to a combination of regulatory pressures and portfolio risk management.   This void is being filled by private capital providers, most of which are looking for bigger deals ($50M+) and are therefore competing aggressively for a small number of transactions.  Many of the older private funds with legacy energy investments have not fared well through the recent low-price environment, especially those with an OFS focus.

 

Increasing demand for financing alternatives – As of the fourth quarter of 2017, many smaller energy companies are looking towards mergers and acquisitions as a possible solution to their credit related issues; however, valuation expectations remain divergent among buyers and sellers.  Nevertheless, many smaller OFS companies must sell or restructure soon in order to avoid ruining supplier and customer relationships.  Many smaller onshore E&P companies must drill and produce or risk losing land positions.  These dynamics create a temporary dislocation representing a solid opportunity for investors.

 

Streamlined and efficient organization – The Brantwood team is currently comprised of four professionals with a primary focus of executing the Brantwood fund’s investment strategy.All back-office functions (accounting, legal, administration, etc.) will be outsourced to specialists, thereby minimizing the fund’s overhead.  Strait Capital, one of the leading fund administrators, will handle all of the fund’s administrative functions, including an investor portal for quick and easy communication with its limited partners.

Fund Name: Brantwood Special Situations Fund I, LP

 

Target Return*:  15% Gross IRR
(* Targeted performance is not necessarily indicative of future results and there can be no assurance the targeted performance will be achieved or that the Fund will be able to implement its investment strategy or achieve its investment objectives)

 

Target Commitments: Up to $100 million

 

Sponsor Commitment: Up to $1 million from General Partner

 

Investment Period:  3 years (18 month principal recycle provision from time of original investment)

 

Term: 5 years plus 2 additional one-year period extension options

 

Management Fee: 2.0% per annum on committed capital during the Investment Period; thereafter, 2.0% on invested and outstanding capital

 

LP Preferred Return: 8% per year

 

GP Carried Interest: 20% with high water mark protection for LPs

Jon Hill – Partner

27-year energy industry veteran working for and with oilfield services companies globally. Experienced with start-up and turnaround situations in companies of all sizes both private and public as well as new product development. He is the Chairman & CEO of The Energists, Former Non-exec Director of London based E&P company Angus Energy and a Serial investor in private and public upstream energy companies. He has spent 4 years with Schlumberger as a VP Marketing & Technique, 2 years with Smith International (Saudi Arabia) as a General Manager of newly formed Drilling, Evaluation, Completions & Production segment, 11 years with Pathfinder Energy Services as a General Managers and 9 years with Halliburton Drilling Services in various positions.

 

Kurt Prohl – Partner

Kurt’s has 20 years of work experience in energy finance with substantial buy-side, sell-side and lending experience,10 years with Kayne Anderson Capital, a $25 billion energy-focused alternative investment management firm,10 years in energy investment banking with UBS, BMO and PaineWebber- M&A, equity/debt underwriting and commercial lending and 5 years in secured lending with IBM Credit Corporation.

 

Bern Leonard – Operating Partner

Bern is an Independent Consultant to the upstream energy industry. He worked for 10 years at Precision Drilling; gained valuable operating experience as their Integration Manager, and subsequently managed their domestic expansion as US General Manager; initially joined to help Precision gain SOX 404/302 certification. He began finance career at EY (formerly Ernst & Young) in business risk analysis.

 

John Sinders – Operating Partner

Over 30 years in energy finance focusing on business development, M&A investment banking, capital raising, and private equity. He worked 2 years with Calera Capital, a middle market private equity firm where he was responsible for origination, execution and oversight of oilfield services investments . He spent 3 years with Franks International, one of the largest casing and well construction companies in the world, as Executive Vice President and 14 years in energy investment banking with Jefferies & Company, RBC and Howard Weil.  He founded and led the energy groups at Jefferies and Howard Weil.

 


Canfeld Developments

Canfeld Developments

Marketplace

Please Read Our Disclaimer

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.

Book a Conference Call
Get More Information

Canfeld Developments

Location: Prince Albert, SK

Sector: Investment Fund, Real Estate

 

Add to Shortlist
Express Interest

Canfeld Developments Inc. is a property syndication company that looks to build a portfolio of Commercial Real Estate investments across Canada using investment from Limited Partners. With over 60 years of Commercial real estate experience, the management team is well positioned to provide expert leadership, management and placement over the next 30 years.

Business Documents

  • Exclusivity – There are no CRE LPUs of this nature being offered through online EMDs.
  • Returns – The LPU structure promises higher returns than a traditional REIT structure. Allows for specific, targeted investing rather than pooling all properties and investors into one pot.
  • Leadership – The company has principals with over 60 years of combined CRE experience, who have syndicated and managed properties now worth over 300M.

Canfeld Developments Inc. is a property syndication company that looks to build a portfolio of Commercial Real Estate investments across Canada using investment from Limited Partners. With over 60 years of Commercial real estate experience, the management team is well positioned to provide expert leadership, management and placement over the next 30 years.

Jonathan B. Smith, President

Jonathan B. Smith has been working in the Property Management field since 1986, when he worked for Cornerstone Property Management on multifamily units in Victoria, B.C.  From 1991 to 1996 he was employed by Lux Holdings in the management of a 333 unit apartment building in Toronto, Ontario, across from the University of Toronto campus.  In 2004, after moving to Prince Albert, he was employed as a Property Manager with Prince Albert Rental & Leasing Services Ltd., which he subsequently purchased from Kenton McAuley in 2007.  Since 2004 he has been actively involved in the acquisition, construction and redevelopment of commercial and residential properties.  He currently serves as Broker for PA Rental and Leasing Services, which is the largest privately owned licensed Property Management Company in the Prince Albert area, managing over 50 million dollars in assets.

Tom Olszewski, Vice President

Tom Olszewski has been involved in commercial real estate construction, sales and management since 1978. He has been the Vice President, a director, and a minority shareholder of each of Millennium III Properties Corporation, Fortress Properties Inc. From 1995 until 2006 and has been the Director of Avonlea Properties Limited since January 2009. In his role as Commercial Property Manager for Millennium, Fortress Properties and Avonlea Properties he was responsible for the management of 38 commercial properties in Western Canada similar to the Project.