real estate strategies
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REAL ESTATE INVESTMENT STRATEGIES Dominic Walker – Managing Partner
DISCLAIMER
This material does not cons:tute an offer to sell or a solicita:on of an offer to buy any security. The offering to which this document relates involves various risk factors, conflicts of interest and compensa:on to management. Neither the Securi:es and Exchange Commission nor any state securi:es administrator, nor any government agency, nor regulatory authority has passed on or endorsed the merits of this document. Any misrepresenta:on to the contrary is unlawful.
Past performance is not indica:ve of future results.
CALIFORNIA REAL ESTATE INVESTMENT STRATEGY
POSTERITY O
NE, LLC
Introduc<on
Posterity One is a business development and financial planning firm that prides itself on unparalleled
service and performance. We are committed to providing unbiased advice and prudent strategies for
investing. The success of our turn-key investment solutions are based on intensive research, risk
management, start-to-finish project analysis and innovative strategies. Our 'out of the box' approach allows
us to serve our clients without compromise or pre-conceived limitations.
Posterity One has been privileged to serve our very special clients with innovative investment opportunities
and strategic planning services. They trust us with their assets because we give them the cutting edge
investment advice, professionalism and the highest level of personalized service they have come to expect.
Our team of client advisors and portfolio managers are dedicated to providing trusted advice and creative
solutions to complex financial needs. Their dedication to professionalism and confidentiality has given us a
reputation for reliability and integrity within the investment community, and the trust of our valued clients.
INVESTM
ENT STRATEG
IES DEFIN
ED Investment Strategy
Posterity One’s financial strategy is based in capital protec:on and risk-‐adjusted income. Profit is derived from transac:ons by nego:a:ng a spread between two private par:es, using leverage to mul:ply buying power and closing our posi:on in a riskless principal transac:on sequence that is then repeated. Profits also come from buying and holding rental income proper:es long term.
Strict and Transparent Inves0ng Policy Our investment policy and methodology only permits the purchase of investment opportuni:es, which are offered at a discount to fair market value, and is further condi:oned on a near simultaneous forward sale or covered posi:on thereby locking in the profit.
Business Model & Profit Drivers
The Posterity business model is to successfully iden:fy both newly issued and secondary market opportuni:es to buy and sell real estate.
The profit drivers are: • Spread – difference between the ini:al buy and the ensuing sell price
• Leverage – ability to borrow to increase the size of a profitable trade or posi:on.
• Frequency – number of :mes transac:ons can be executed
Iden<fying Risk
While there are several risks in the real estate market, there are three that an investor must pay special aXen:on to.
• The first is investment strategy. • The second is execu:on which is the risk related to successfully implemen:ng the investment strategy.
• The third is to understand the ins:tu:onal level of protec:ons that are in place to prevent something from going wrong.
We have taken numerous steps to substan:ally mi:gate these three risk categories.
Risk Mi<ga<on
We have established a transparent investment strategy under which we engage in matched trades (riskless arbitrage) or hold short term investments and covered posi:ons. By restric:ng ourselves to capital protected and or matched trade transac:ons, underlying risks related to investments in the real estate market are significantly mi:gated as this strategy will not leave us significantly exposed.
Execu<on
An investor faces the risk that we may not successfully execute the intended investment strategy so that investor earns the targeted returns. For these reasons, we have done extensive due diligence to inden:fy numerous credit worthy capital partners in order to minimize market risk.
We have formed strategic alliances with those that have the ability to source and execute transac:on consistent with our strategy.
INVESTM
ENT STRATEG
IES DEFIN
ED TRANSACTION FLOW
Profit/Cash Flow
Match Buy/Sell
Purchases
Strategic Partners
Campaign Coordinator POSTERITY
PORTFOLIO ACQUISITIONS
BANK DIRECT
WHOLESALE SELLER
ESCROW
POSTERITY
REALTORS DISTRIBUTION
ESCROW
RETAIL BUYERS
PREAPPROVED LENDERS
EXCLUSIVE M
ARKET ACCESS
PORTFOLIO ACQUISITIONS
UPLIFT
• Bank Direct Acquisi:ons
• REO/Foreclosure Porbolios
• Weekly Porbolio Updates
Juan Carlos
• Probate Sales
• Estate Sales • Monthly Porbolio Acquisi:ons
CBRE
• Commercial Brokerage
• High End Real Estate
REALTORS
• Extensive network of Residen:al Realtors
• 20 year history.
• Tremendous nego:a:ng power
INVESTM
ENT STRATEG
IES DEFIN
ED Sample Property Analysis
INVESTM
ENT T
ERRITORY A
NALYSIS
County Map By Popula<on Density California Map By County
NORTH
ERN CALIFO
RNIA D
ISTRIBUTIO
N ASSIG
NMEN
TS Popula<on Targe<ng Northern California
Strategic Distribu<on Partners – Nor Cal
• Coldwell Banker – Northern California • Century 21 – Northern California • RE/MAX -‐ California
• Red Oak Realty – East Bay • INTERO Real Estate – East Bay • REO Movers – South Bay
CEN
TRAL C
ALIFO
RNIA D
ISTRIBUTIO
N ASSIG
NMEN
TS Popula<on Targe<ng Central Valley California
Strategic Distribu<on Partners – Nor Cal
• Coldwell Banker – Northern California • Century 21 – Northern California • RE/MAX -‐ California
• Red Oak Realty – East Bay • INTERO Real Estate – East Bay • REO Movers – South Bay
SOUTH
ERN CALIFO
RNIA D
ISTRIBUTIO
N ASSIG
NMEN
TS Popula<on Targe<ng Southern California
Strategic Distribu<on Partners – So Cal
• Coldwell Banker – Southern California • Century 21 – Southern California • RE/MAX Gold -‐ California
• Red Oak Realty – East Bay • INTERO Real Estate – East Bay • REO Movers – South Bay
SAMPLE BAKERSFIELD PROPERTIES
BAKERSFIELD C
ALIFO
RNIA S
AMPLE P
ROPERTIES
Sample Property Analysis
Address ZIP Listed Cash - Uplift Appraised Purchase $ Fees Dwn Pmt
Liquid Equity R.O.I.
2015 Norwich Wy 93311 $649,000 $550,000 $1,000,000 $950,000 6% $190,000 $164,400 86%
4100 Brae Burn Dr. 93306 $333,000 $250,000 $680,000 $650,000 6% $65,000 $299,900 461%
4110 Crescent Rock Lane 93312 $150,000 $125,000 $300,000 $240,000 6% $24,000 $78,040 325%
12314 Jacksonville Ave 93318 $240,000 $200,000 $400,000 $320,000 6% $32,000 $70,720 221%
12005 Cedar Bluff Ave 93312 $159,000 $140,000 $255,000 $204,000 6% $20,400 $32,584 160%
4502 Triple Crown Dr 93312 $179,000 $155,000 $270,000 $216,000 6% $21,600 $27,736 128%
8605 Hoodsport Ave 93312 $169,000 $150,000 $250,000 $200,000 6% $20,000 $19,200 96%
11721 Starlight Drive 93312 $199,999 $180,000 $300,000 $240,000 6% $24,000 $23,040 96%
12200 Jacksonville Ave 93320 $250,000 $210,000 $350,000 $280,000 6% $28,000 $26,880 96%
11707 Children Street 93312 $319,000 $270,000 $450,000 $360,000 6% $36,000 $34,560 96%
8531 Spanish Bay Drive 93312 $185,000 $170,000 $275,000 $220,000 6% $22,000 $16,120 73%
9007 Bridget Leigh Wy 93317 $325,000 $280,000 $450,000 $360,000 6% $36,000 $24,560 68%
10417 Heather Valley Dr 93321 $259,000 $215,000 $345,000 $276,000 6% $27,600 $18,496 67%
HIGH E
ND R
EAL E
STATE HOMES
$550,000.00
$1,100,000.00
$980,000.00
$1,177,500.00
$875,000.00
$775,000
Subject Property
Comparison 3
Comparison 1
Comparison 4
Comparison 2
Comparison 5
2015Norwich Way, Bakersfield 93311
4 Bedrooms 3.5 Bathrooms
Home Size 4,073 Sq feet.
2400 Dover Hill Dr. Bakersfield 93311
4 Bedrooms 3.5 Bathrooms
Home Size 4,788 Sq feet
8344Houghton Rd Bakersfield 93311
4 Bedrooms 3 Bathrooms
Home Size 3,454 Sq feet
11208 Zenaida Wy. Bakersfield 93311
4 Bedrooms 4.5 Bathrooms
Home Size 4,703 Sq feet
11704Harrington St Bakersfield 93311
4 Bedrooms 2.5 Bathrooms
Home Size 3,250 Sq feet
11418 Harrington St Bakersfield 93311
5 Bedrooms 3 Bathrooms
Home Size 3,598 Sq feet
EXAMPLE PROPERTY – Golf Course
HIGH E
ND R
EAL E
STATE HOMES – H
IGHER C
OST
$250,000.00
$504,500.00
$670,000.00
$499,000.00
$1,798,000.00
$1,750,000
Subject Property
Comparison 3
Comparison 1
Comparison 4
Comparison 2
Comparison 5
4100 Brae Burn Dr. Bakersfield 93306
6 Bedrooms 3.5 Bathrooms
Home Size 3,155 Sq feet.
5306 Greystone CT Bakersfield 93306
5 Bedrooms 3.5 Bathrooms
Home Size 3,786 Sq feet
3517 Brae Burn Dr. Bakersfield 93306
4 Bedrooms 3 Bathrooms
Home Size 2,151 Sq feet
4100 Flintridge Dr. Bakersfield 93306
4 Bedrooms 3.5 Bathrooms
Home Size 3,379 Sq feet
4000 Country Club Dr Bakersfield 93306
5 Bedrooms 5 Bathrooms
Home Size 6,631Sq feet
6111 De La Guerra Bakersfield 93306
7 Bedrooms 6 Bathrooms
Home Size 6,952 Sq feet
EXAMPLE PROPERTY – Country Club
POSTERITY ONE, LLC – ABOUT US
COMPA
NY B
IOS
WWW.POSTERITYONE.COM
Thank you for taking the :me to review our Investment Opportunity. Please consider this as an invita:on to take a closer look into the strength and posi:oning of our endeavor.
Posterity One is a firm specializing in crea:ng strategic partnerships with seasoned entrepreneurs – each with strong connec:ons and exper:se in specific arenas that are orchestrated to provide a collabora:ve synergy manifes:ng in turn-‐key investment opportuni:es. This team brings strong partnerships in the Entertainment Industry, Insurance, Securi:es and Real Estate as well as strategic partnerships with financial ins:tu:ons.
Posterity One is a business development and financial planning firm that prides itself on unparalleled service and performance. We are commiXed to providing unbiased advice and prudent strategies for inves:ng. The success of our turn-‐key investment solu:ons are based on intensive research, risk management, start-‐to-‐finish project analysis and innova:ve strategies. Our 'out of the box' approach allows us to serve our clients without compromise or pre-‐conceived limita:ons.
As such, we are currently posi:oned to conduct a number of highly lucra:ve transac:ons through the collabora:on of our respec:ve resources in both entertainment and financial services.
However, in order to fully take advantage of our current situa:on, we are seeking addi:onal qualified, strategic partners who have the financial for:tude and experience associated with the caliber of transac:ons we are conduc:ng.
Please accept this as a formal invita:on to engage in an investment opportunity with our very qualified team of seasoned professionals and take full advantage of our network of Strategic Partners. You will find included the individual Bios of the Managing Partners in Posterity One, LLC.
We look forward to doing business with you.