investor real estate workshops | wealth migrate | may 2017

C O N F I D E N T I A L

REAL ESTATE INVESTOR WORKSHOP

DURBAN - 30 MAY 2017

WifiUser: TsogoSunPassword: Ts0g0sun1enter your email and click complementary accessQuestions can be asked via Slido.com#invest


LET’S START WITH A STORY…


TOP REASONS PEOPLE

ATTEND OUR WORKSHOPS


WHY PEOPLE ATTEND OUR WORKSHOPS

• To get information on different investments options.

• To learn how to make your money work harder & smarter resulting in better returns.

• To learn how to hedge against the Rand.

• To learn how to preserve assets and wealth.

• To learn how to have peace of mind, knowing that you have a Plan B for your family.

• To learn why diversification is important in your overall investment strategy.

• To learn about the different options if the Rand devalues and the economy becomes

unstable.

• To learn about immigration options i.e. how to get citizenship in another country.

• To learn about the best investment sectors.

• To learn how to do institutional grade due diligence.

• To learn how political instability affects your investment decisions and what to do about it.

• To learn how the economical climate affect your investments, where to invest, in what and

why.

• To learn how Wealth Migrate charges no fees.

• To learn how you can afford international education for your kids.

• To meet like-minded people and join a global community.

• To learn how to become a global citizen and have the freedom to do what you want.


4 SECRETS TO WEALTH


4 MOST IMPORTANT COMPONENTS TO FINANCIAL SUCCESS

1. Don’t loose money

2. Asymmetric risk / reward

3. Tax Efficiency

4. Diversification

• Diversify across asset classes

• Diversify within asset classes

• Diversify across markets and currencies

• Diversify across time

Ray Dalio, “Need 15 uncorrelated bets, an array of attractive assets

that don’t move in tandem, reduce risk by 80% and risk / return ratio

increases by a factor of 5!”


INVESTMENT

TYPES


DIFFERENT INVESTMENT TYPES

• Bank Products

• Financial Products

• Bonds

• Stocks

• REITS / FUNDS / Syndication

• Real Estate – Residential

• Real Estate - Commercial


BARRIERS PEOPLE FACE

“It’s too expensive”

“Too complicated”

“Too much compliance”

“I don’t know how”

“Access to dealsand partners”

“Difficult to invest inoffshore real estate”

“Time and effort”“Ongoing

management issues”

“Need the right structures”

“It sounds too goodto be true”

“Local real estate isso much hassle”

“I don’t have the time”

“How do I protect myself?”

“There are toomany scams”


THE PRINCIPLES

OF INVESTING


THE PRINCIPLES OF INVESTING

• Understanding the macro and micro economic factors of a country.

• Location of the property – where it is situated.

• What due diligence has been done.

• Risks – are there any risks and secondly, how do I manage risks?

• Choosing your partners.

• Tax, compliance, bank accounts and structures

• Managing your asset (know as “Sweat the Asset”).

• Understanding the exit.


THE REAL ESTATE

VALUE CHAIN


THE OLD SYSTEM IS BROKEN

I N V E S T O R I N V E S T O RB R O K E R

P E N S I O NF U N D

P R I V A T EF U N D

R E A L E S T A T EB R O K E R S

DON’T TRUST THE SYSTEM

People are tired of being poor,

with 76% of people in USA being

concerned about their future and

only ¼ believing in the financial system.

LITTLE TO NO

TRANSPARENCY

Your money is put in structures

which are very complex and you

have no idea what property you

have invested in, have no control

and most importantly don’t have

access to the actual numbers.

HIGHER FEES, LOWER

RETURNS, NO ALIGNMENT

The returns are low, due to the

excessive fees of middlemen, who

dilute the return and result in less

than 1% of people in the western

world being able to retire wealthy.

There are too many people

between you and the property,

with interests not aligned.

1 – 2% FEE 1% FEE 2 – 20% FEE 1 – 3% FEE


THE REAL ESTATE VALUE CHAIN

L A N D Z O N I N G D E V E L O P E R I N V E S T O R F U N D / R E I T Y O U



The first step is land rezoning, and generally land

developers aim to make 30%+ return on their

money.

The developer then buys the zoned land and

creates something of value, aiming for 25% return

on their money.

The investor (often the same person as the

developer) then buys the asset and increases the

value by tenanting the property - this is called

‘seasoning the rents.’ They aim for at least 20%

return on their money.



Once they have seasoned the rent, their payday

comes by selling the asset to a fund or REIT that is

incentivized by the amount of money they have

under management.

They are basically trying to spend their money and

buy cashflow so that they can pay the monthly

contributions. They aim to buy buildings with a

cashflow of 5 - 8%.

The last person in the value chain is you, the

person who invests in the fund or REIT. You want

to get wealthy, invest in a financial product (which

you think is real estate) and most people are happy

to just beat inflation.


https://www.linkedin.com/pulse/how-wealth-created-real-estate-what-do-

billionaires-you-picken-%E9%BE%99%E8%88%B8



L A N D Z O N I N G D E V E L O P E R I N V E S T O R F U N D / R E I T Y O U

Income

Growth


THE DIFFERENCE

BETWEEN INCOME &

GROWTH OPPORTUNITIES


INCOME VS GROWTH OPPORTUNITIES

INCOME OPPORTUNITIES:

• This type of investment is focused on delivering an income

to the investor during the investment period. Typically,

these opportunities pay quarterly distributions to investors

and the gain at the end of the investment period.

• Returns are projected and calculated on the assumption

that the asset will be retained for a period of 3 - 5 years.

• The real value of the income opportunities lies therein that

an existing stabilized real estate asset is acquired at below

market value, which has a profitable monthly revenue

stream.



GROWTH OPPORTUNITIES:

• This type of investment delivers a higher return at the

end of the investment period.

• Typically, this is an investment opportunity in real

estate development assets.

• At the end of the predetermined holding period, the

asset will be sold to realise a development profit.


LOCAL VS OFFSHORE

STRATEGY


LOCAL OFFSHORE

RETURNS Higher Lower

PROPERTY IS TOUGH Easier Tougher

PEACE OF MIND No Yes

FINANCIAL FAMILY PLANNING Maybe Yes

RAND HEDGE No Yes

DIVERSIFICATION No Yes


FINANCIAL ADVANTAGES OF INVESTING IN

INTERNATIONAL PROPERTY

• Wealth preservation

• Rand hedge

• First world income and assets

• Tax

• Credit rating

• Diversification

• Peace of mind

• Plan B / Insurance policy

• Possible immigration option

• Comparable returns in first world economy

AUSTRALIAN YIELDS VS SOUTH AFRICAN YIELDS –

PASSIVE INCOME - 1978 TO 2010


WHY INVESTING OVERSEAS MAKES SENSE NOW

• Low asset values

• Strong Rand

• Strategic investment approach, rather than crisis

management

• Control variables

• Great opportunities – capital need to unlock potential

• FDI and personal allowance to externalise wealth

Ra

nd

P

urch

asin

g P

ow

er

Cost of investment


PITFALLS IN INVESTING OFFSHORE

• Wrong information / Wrong areas

• Purchase process – people loose deposits

• Wrong valuations / pricing misinterpretations

• Wrong tenants / No tenants

• Cash flow problems

• Maintenance problems

• Wrong property for market

• Can’t sell

• No customer service


TYPICAL RISKS

ASSOCIATED WITH

REAL ESTATE INVESTING


RISKS ASSOCIATED WITH REAL ESTATE INVESTING

Development Projects

• There is no income, only potential capital growth, usually.

• Project could take longer than expected.

• Construction costs could increase and interest rates.

• Unforeseen costs, due to unexpected events.

• Sales expectations might not be able to be met or lease up can take longer.

• Due to development periods of up to a number of years, the economy and

political environment can change.


RISKS ASSOCIATED WITH REAL ESTATE INVESTING CONT.

Acquisitions

• Capital Call Risk

• Tenant Risk

• Interest Rate Risk

• Valuation Risk

• Political Risk

• Economic conditions that can change


HOW DO YOU MANAGE

RISK & PROTECT

YOURSELF?


THERE ARE ONLY 2 IMPORTANT THINGS:

• RIGHT Information

• RIGHT Partners


WEALTH PROTECTION VS OPEN MARKETPLACE


MISTAKES PEOPLE MAKE


MORE THAN 80% OF PEOPLE INVESTING

OVERSEAS LOSE MONEY

• They make crisis investments – both with currency and assets, shares or

products.

• Don’t get the right information.

• Wrong partners.

• Don’t understand cash flows / management.

• Work with companies without local and international offices.

• Underestimate after sales and costs.

• Buy off-plan with long lead times and can’t get financing.


UNDERESTIMATE TECHNOLOGY….


PORTFOLIO

STRATEGY


WHAT IS A PORTFOLIO STRATEGY?

A portfolio strategy is a strategy used to diversify investment risk, by investing into

different types of opportunities over a predetermined time period.

EXAMPLE:

Ben wants to save monthly $1 000 for the next 16 years to have enough money for

his son who is 2 now. He is risk adverse and want to ensure that he gets a regular

return that can compound over the 16 years.

With Wealth Migrate’s current offerings, he can invest in a new opportunities on a

monthly basis, that provides quarterly dividends that he will be able to reinvest in

time with his monthly $1,000 investment, therefore ensuring with the current

offerings in 4 years (Multifamily) or 5 years (Medical) from now, he will receive

capital gains of around 20% after receiving on average 8% that he compounded

already in 48 (Multifamily) or 60 (Medical) other opportunities during this time.


RETURNS FROM INVESTING $1,000 PM

WHAT WILL IT TAKE FOR JONTY TO GO TO UNIVERSITY?


LOCAL & GLOBAL

SCENARIOS


CLEM SUNTER


GLOBAL SCENARIOS


SOUTH AFRICAN SCENARIOS


WHERE & WHAT DO

YOU INVEST IN?

United States of America

www.ipsinvest.com

United Kingdom

www.ipsinvest.com

Australia

www.ipsinvest.com

South Africa

www.ipsinvest.com


GIDDS 1.0


GLOBAL WEALTH INDEX


FACTS


PROBABILITY CALCULATOR

ALGORITHMS

10 MULTI LAYERED MODELLING

REAP – REAL ESATE ASSET MANAGEMENT

MASTER DUE DILIGENCE CHECKLIST

TRACK RECORD – LAST 15 YEARS

3 Major forces

R0,00

R1 000 000,00

R2 000 000,00

R3 000 000,00

R4 000 000,00

R5 000 000,00

R6 000 000,00

01-Jan-1978

01-Jan-1979

01-Jan-1980

01-Jan-1981

01-Jan-1982

01-Jan-1983

01-Jan-1984

01-Jan-1985

01-Jan-1986

01-Jan-1987

01-Jan-1988

01-Jan-1989

01-Jan-1990

01-Jan-1991

01-Jan-1992

01-Jan-1993

01-Jan-1994

01-Jan-1995

01-Jan-1996

01-Jan-1997

01-Jan-1998

01-Jan-1999

01-Jan-2000

01-Jan-2001

01-Jan-2002

01-Jan-2003

01-Jan-2004

01-Jan-2005

01-Jan-2006

01-Jan-2007

01-Jan-2008

01-Jan-2009

01-Jan-2010

01-Jan-2011

01-Jan-2012

01-Jan-2013

01-Jan-2014

01-Jan-2015

01-Jan-2016

Value

USA

SouthAfricanHousePrice

USAHousePrice

424%

3 Major forces

-R1 000 000,00

R0,00

R1 000 000,00

R2 000 000,00

R3 000 000,00

R4 000 000,00

R5 000 000,00

R6 000 000,00

R7 000 000,00

01-Jan-1978

01-Sep-1978

01-M

ay-1979

01-Jan-1980

01-Sep-1980

01-M

ay-1981

01-Jan-1982

01-Sep-1982

01-M

ay-1983

01-Jan-1984

01-Sep-1984

01-M

ay-1985

01-Jan-1986

01-Sep-1986

01-M

ay-1987

01-Jan-1988

01-Sep-1988

01-M

ay-1989

01-Jan-1990

01-Sep-1990

01-M

ay-1991

01-Jan-1992

01-Sep-1992

01-M

ay-1993

01-Jan-1994

01-Sep-1994

01-M

ay-1995

01-Jan-1996

01-Sep-1996

01-M

ay-1997

01-Jan-1998

01-Sep-1998

01-M

ay-1999

01-Jan-2000

01-Sep-2000

01-M

ay-2001

01-Jan-2002

01-Sep-2002

01-M

ay-2003

01-Jan-2004

01-Sep-2004

01-M

ay-2005

01-Jan-2006

01-Sep-2006

01-M

ay-2007

01-Jan-2008

01-Sep-2008

01-M

ay-2009

01-Jan-2010

01-Sep-2010

01-M

ay-2011

01-Jan-2012

01-Sep-2012

01-M

ay-2013

01-Jan-2014

01-Sep-2014

01-M

ay-2015

01-Jan-2016

Value

Australia


AustralianHousePrice

499%

3 Major forces

-R500 000,00

R0,00

R500 000,00

R1 000 000,00

R1 500 000,00

R2 000 000,00

R2 500 000,00

R3 000 000,00

R3 500 000,00

R4 000 000,00

R4 500 000,00

R5 000 000,00

01-Jan-1978

01-Sep-1978

01-M

ay-1979

01-Jan-1980

01-Sep-1980

01-M

ay-1981

01-Jan-1982

01-Sep-1982

01-M

ay-1983

01-Jan-1984

01-Sep-1984

01-M

ay-1985

01-Jan-1986

01-Sep-1986

01-M

ay-1987

01-Jan-1988

01-Sep-1988

01-M

ay-1989

01-Jan-1990

01-Sep-1990

01-M

ay-1991

01-Jan-1992

01-Sep-1992

01-M

ay-1993

01-Jan-1994

01-Sep-1994

01-M

ay-1995

01-Jan-1996

01-Sep-1996

01-M

ay-1997

01-Jan-1998

01-Sep-1998

01-M

ay-1999

01-Jan-2000

01-Sep-2000

01-M

ay-2001

01-Jan-2002

01-Sep-2002

01-M

ay-2003

01-Jan-2004

01-Sep-2004

01-M

ay-2005

01-Jan-2006

01-Sep-2006

01-M

ay-2007

01-Jan-2008

01-Sep-2008

01-M

ay-2009

01-Jan-2010

01-Sep-2010

01-M

ay-2011

01-Jan-2012

01-Sep-2012

01-M

ay-2013

01-Jan-2014

01-Sep-2014

01-M

ay-2015

01-Jan-2016

Value

UK


UKHousePrice

332%

3 Major forces

-R1 000 000,00

R0,00

R1 000 000,00

R2 000 000,00

R3 000 000,00

R4 000 000,00

R5 000 000,00

R6 000 000,00

R7 000 000,00

01-Jan-1978

01-Sep-1978

01-May-1979

01-Jan-1980

01-Sep-1980

01-May-1981

01-Jan-1982

01-Sep-1982

01-May-1983

01-Jan-1984

01-Sep-1984

01-May-1985

01-Jan-1986

01-Sep-1986

01-May-1987

01-Jan-1988

01-Sep-1988

01-May-1989

01-Jan-1990

01-Sep-1990

01-May-1991

01-Jan-1992

01-Sep-1992

01-May-1993

01-Jan-1994

01-Sep-1994

01-May-1995

01-Jan-1996

01-Sep-1996

01-May-1997

01-Jan-1998

01-Sep-1998

01-May-1999

01-Jan-2000

01-Sep-2000

01-May-2001

01-Jan-2002

01-Sep-2002

01-May-2003

01-Jan-2004

01-Sep-2004

01-May-2005

01-Jan-2006

01-Sep-2006

01-May-2007

01-Jan-2008

01-Sep-2008

01-May-2009

01-Jan-2010

01-Sep-2010

01-May-2011

01-Jan-2012

01-Sep-2012

01-May-2013

01-Jan-2014

01-Sep-2014

01-May-2015

01-Jan-2016

Value

USA,AusandtheUKvsSouthAfrica


USA

Australian

UK


THE IMPORTANCE

OF DUE DILIGENCE


THE IMPORTANCE OF DUE DILIGENCE

• Validate the stability and expected income from tenant leases.

• Review market reports for specific area to confirm how current lease agreements

compare.

• Review whether rent received will be able to keep with inflation expectation.

• Review whether there is room for adding value by raising rates closer to market

conditions.

• Review term of leases and quality of tenants.


THE IMPORTANCE OF DUE DILIGENCE CONT.

Study 3rd party reports indicating:

• Valuation report ensure that the purchase price is in line with area and market

expectation.

• Property Condition Assessment report, for potential maintenance risk that

needs to be provided for.

• Environmental Assessment report, for potential risks when renovating, that

could add additional costs.

• Zoning Report, ensuring the property is conforming to zoning requirements and

there is no outstanding code violations.

• Reviewing service contracts.


GIDDS 2.0

1

2

3

4

5

6

7

8

9

10

GLOBAL INVESTMENT DUE DILIGENCE SYSTEM

What is new?

• We have incorporated more research on Macro & Micro Analysis

• Reis, CBRE, Colliers, Corelogic, Marcus & Millichap, IRR, Knight

Frank, Cushman Wakefield, Co-Star

• We upgraded our Evaluation Tool with more matrix focusing on better

understanding the asset performance and streamlining the output

process to increase turn around time.

• Improved the Financial structure optimization system

• Improved the country development partner trust assurance system

What is planned?

• With these new upgrades we are working towards adding additional

weights to our Risk Matrix to enable quicker evaluation of different

opportunities through AI.

• Enabling partners to plug in there potential deals into the system and

know if it could succeed our Standards and Criteria.

GIDDS™


PERFORMANCE


SG PROPERTIES – MEDICAL 1

Total Deal Size: $16,345,918

Total Equity Raised: $5,732,906

Projected Returns: 8.3% p.a.(Quarterly Distributions)

Project Investor Return:15.65% + (Internal Rate of Return)

Investment Period: 5 years

• 7 x Medical Office Buildings

• On or near medical campus

• 1 Building expanded within 1st

year

• Expanded further during the 2nd

year of investment

Property Type: Medical Office

Class: B

Total Rental Space: 65846 SF / 6117 m2

Location: Atlanta, Georgia, USA

Q1 2017: 10,00% p.a.





Projected return: 11,0% p.a.(Quarterly Distributions)

Project Investor Return:15.35% + (Internal Rate of Return)


• 4 x Medical Office Buildings

• On or near medical campus

• 96% Occupancy from day one


Class: B

Total Rental Space: 52 464SF / 4874M2


Q1 2017: 11.22% p.a.





Projected Return: 8.3% p.a. (Quarterly Distributions)

Project Investor Return: 16% + (Internal Rate of Return)


• 1 x Plastic Surgeon Centre

• 1 x Child Care Practice

(Oldest Practice in Atlanta)

• Located in Affluent Northern Atlanta


Class: B

Total Rental Space: 55 664SF / 5171 m2


Q1 2017: 8.49% p.a.



Total Purchase Price : $8,385,987


Projected Return: 8% p.a. (Quarterly Distributions)

Project Investor Return: 12% + (Internal Rate of Return)


• 1 x Plastic Surgeon Centre

• 1 x Child Care Practice

(Oldest Practice in Atlanta)

• Located in Affluent Northern Atlanta


Class: B

Total Rental Space: $44 537SF / 4140 m2

Location: Douglasville, Georgia,

USA

Q1 2017: 8.29%


THE BEST REAL

ESTATE SECTORS

TO INVEST IN


THE BEST REAL ESTATE SECTORS TO INVEST IN

MEDICAL SECTOR

Doctors are generally good tenants

with long term leases due to:

• High tenant installation cost.

• Very advanced, sensitive or

difficult to move technology.

• Patient geographic (client

retention).

Sector is shifting to a more patient-

centric care delivery model, off-

campus demand.

On-campus medical office space

continues to rise, due to expansion

programs.

Vacancy is currently at a 9-Year Low

in 2016, because of continued

demand.

MULTIFAMILY SECTOR

Volatility is low producing relatively

stable-long-term cash flows.

Recessions tend to make renters out

of owners.

Housing starts is still 30% below its

historical levels between 1970-2007.

Millennials continue to substantially

influence the rental market.

SELF STORAGE SECTOR

Broad appeal, 1 out of 10

households rent self-storage space.

Diverse demographics.

Recession tend to improve rents as

households downsize temporary.

Low maintenance.


HOW CAN I GET

GLOBAL CITIZENSHIP?


GLOBAL CITIZENSHIP

We have partner with Gold Coast Regional Center in Florida,

which offers a Employment Based-5 program (EB-5).

Currently investing $500,000 + $60,000 structuring cost, this

investment is use to create 10 new full time jobs for US

citizens, by building a Mixed Use Development currently in

Hollywood, Florida.

There current projects consist of Residential units, Hotel and

Retail areas.


GLOBAL CITIZENSHIP CONT.

BENEFITS OF THE EB-5 VISA:

• Visa application includes principal applicant, his/her spouse

and all unmarried children under 21 years of age.

• Freedom to live, work, study and travel anywhere within the

United States.

• One of the most expedient pathways to gain permanent

residency in the United States.

• Potential for U.S. Citizenship after a minimum of 5 years of

permanent residency in the U.S.

• With state residency, green card holders may have access to

public schools, colleges and universities at U.S. resident tuition

fees.

• No visa sponsorship needed.

• No minimum education, skills or business experience

requirements.


HOW FEES IMPACTYOUR INVESTMENT


GET THE FACTS

• 1% Fees = 10 years of retirement income

• 96% of Fund Managers don’t beat the 15 year

market average


DIFFERENCE BETWEEN A REIT / FUND & FINTECH


ABOUT


IMAGE PLACEHOLDER SLIDE


WHO WE ARE


Users = 90 countriesInvestors = 22 countries


COUNTRIES FOR USERS

70%REPEAT

INVESTORS

$56m + 3% $2,9m +

$63kAVG TRANSACTION

SIZE

90

COUNTRIES FOR INVESTORS

INVESTED BY CLIENTS EARNED BY CLIENTSPROJECT FEE

900+TRANSACTIONS

: :

21

50+TEAM

Group Performance May 2017


• Named as one of the Global Fintech Top 50

2016 companies (KPMG)

• 200 years+ of Fintech & Real Estate

experience.

• 20 years experience creating global

partnerships with access to massive pipelines

- $3bn pipeline value available in USA, UK,

Australia and South Africa.

• $100m in assets under management over 3

continents.

• Digitally integrated platform


• New Developments

• Medical

• Commercial

• Industrial

• Apartment Blocks

• New Developments

• Medical Centre's

• Commercial

• Multi Family

• Commercial

• Medical Centre’s

• Multi Family

MASSIVE, HIGHLY ATTRACTIVE QUALITY

PIPELINES

Accessible pipelines in key markets:

• $3,000,000,000 $1,200,000,000 $1,000,000,000


OUR BOARD


THE PROBLEM CLIENTS FACE

CONFIDENTIAL

Investors do not yet have a simple and safe way to invest in global real estate markets

250+ Real Estate Crowdfunding / Fintech Platforms* Disrupting a $13,6 Trillion Global Dollar Market


GLOBAL REAL ESTATE INVESTING MADE EASY

• Done in minutes.

• Easy to create true, global wealth.

• Quality Partners

• Get the best opportunities

• Invest from $1k.

No hassles, no management issues, no

complex global tax structures needed

Just focus on the best returns available in the

global market today.

www.wealthmigrate.com

LIVE DEMONSTRATION



4 SIMPLE STEPS

REGISTER AND VIEW

SELECT AN INVESTMENT

TRANSACT ONLINE

MANAGE PORTFOLIO

GLOBAL PORTFOLIO DASHBOARD V.4


OUR BUSINESS MODEL

ENGAGING FEATURES

TO DEEPEN VALUE TO USERS

Listings

Investments

Supply

We currently generate revenue by monetising the demand side, and will expand to

monetise the supply side.

ENGAGING FEATURES TO

DEEPEN VALUE TO SUPPLY

CURRENT FOCUS: SCALING THE CORE

Demand


INVESTMENT PHILOSOPHY AND VISION

At Wealth Migrate we have learned from the lessons of history. Too often investment professionals

focus exclusively on capital growth at the expense of long-term wealth preservation. By contrast,

Wealth Migrate is differentiating by its focus on stable, income-producing assets, investing in our

own deals and curating best-of-breed global investment opportunities.

Underlying our investment process are our core cultural

and moral values. The investment industry has seen

too many cases of unscrupulous and unethical behavior

over the years. Underlying our investment process

are our core cultural and moral values. The

investment industry has seen too many cases of

unscrupulous and unethical behavior over the years.

We consider trustworthiness, transparency and

alignment of interests as our cultural cornerstone and

utmost priority. We recognize that our investors are

people and we focus on their long-term goals and

objectives.

Our values-based investment philosophy has led us to

the development of ten core standards to achieve

investor success.


INVESTMENT PHILOSOPHY AND VISION


HOW DO WE EARN?

• 3% to 5% transaction fee

upfront

• Existing relationships with key

partners in UK, Australia,

USA and South Africa

• USD $4m (20%) in deferred

earnings to be received by

Wealth Migrate over next 3

years.

3% to 5%

NOW

FUTURE

EARNINGS


WEALTH MIGRATE SOLUTION

GLOBAL INVESTORS

Lowered Setup costsTax EfficientFACTA Process SeamlessAudit Trails in placeTeams on the ground

Fiduciary ComplianceDigital MarketingDigital Platform to Commercial Real EstateSecondary Market Created

FSB, FSA, SECKYC, AML

In ProgressQDII License(China) ±6 monthsBanking License ±6 months

REAL ESTATE

Analysis of global trendindependent Investment CommitteeReal Estate Due DiligencePartner Due DiligenceStep-in RightsUnderwriting Fund

Approved by Investment CommitteeProven Track RecordsPipeline of DealsSponsor Co-Invest in Deals

$100m Million Assets Under ManagementConsistent Medium to High ReturnsOut performing Competitors

MARKETPLACE

Investing on the Trop-x ExchangeGlobally AccessiblePart of ISAATransparent/TrustReporting

On Digital PlatformInvesting Anytime, AnywhereSocially provenConcept Testing

Invest with the swipe of a fingerMobile AppsE-Commerce PaymentsAutomated PaymentsTrading Functionality


CAPITAL FLOWS, FEE AND PROFIT

DISTRIBUTION

International

Capital:

1. Individual

User

2. Institution

Investor

3. Distribution

Partner

Investment

Property Project:

1. Residential

2. Commercial

3. Industrial

4. Medical

WM

Marketplace

Developers/

Strategic

Partners

EscrowInvestment

Carry

Profit (Net of Fee)

Operation + Investment

Management Fee + Profit

Unsuccessful Raise

Investment

Due Diligence & Monitoring


OPPORTUNITIES


OPPORTUNITIES

Most real estate projects that

we source are in USA, UK and

AUS in areas where the

projects are more predictable

with lower risk exposures.

We offer investment

opportunities in the following

types of real estate projects:

• Residential

• Commercial

• Industrial

• Medical

We have secured a project

pipeline for 2017 and beyond,

to the value of $3bn with

recognised global real-estate

partners to bring investment

opportunities of the highest

quality.

INVESTMENT

OPPORTUNITIES


INVESTMENT OPPORTUNITIES



RH Medical 10 – Atlanta, Georgia Ave Cash on Cash: 7-9% Deal Size: $42,700,000 Equity Required: $3,900,000

Soleste 22 Multifamily 5 – Miami, Florida IRR: 21.1%Deal Size: $71,500,000 Equity Available: $17,800,000

RH Medical 9 – Atlanta, Georgia Ave Cash on Cash: 7-9% Deal Size: $23,000,000 Equity Available: $3,500,000

Bay Village Multifamily 6– Palmetto Bay, Florida IRR: 20.2% Deal Size: $58,800,000 Equity Available: $14,700,000

USA PIPELINE


AUSTRALIA PIPELINE

Some of the further Projects across Australia planned totaling A$1 billion


DO IT ON YOUR OWN OR WORK TOGETHER?

• Birds that fly in flocks, saves 20% energy

• Flocks fly 5km/hr faster than alone

• Flocks of 25 birds can fly 70% further than on their own


JOIN OUR PARTNER

PROGRAM!


JOIN OUR WEALTH

PARTNER GLOBAL

COMMUNITY!


OUR VISION


GLOBAL PROBLEM

* Property Going Global, Scott Picken, 2014

Currently only 12,9% of

population globally have access

to direct real estate investing.

Help the 99% invest like the top 1% and

create more financial freedom in their

lives.

Put the power of SMART InvestingTM in

everyone’s pocket.

It’s our vision to make global real estate investing as

simple as a swipe of a finger from $1


VISION

BUT, it does change habits, and good habits change

lives

$1 doesn’t change lives…

From as little as $1

“Money won’t create success;

The freedom to make it will.”

Nelson Mandela


HOW

Our clients started off investing at $100 000, as we’ve expanded so has our technology so that people can invest at $10 000, $1000 and NOW $100

128

We understand the needs, necessities, changing environment and chaos of emerging marketsWe feel passionately that

this solution can only be

birthed in places like Africa.

OUR VISIONOUR VISION

It’s our vision to make global real estate investing as simple as a swipe of a finger from $1

We Are Positioned For Growth

The pillars to our business are in place to support continued growth

PEOPLE✔

PLATFORM✔

SUPPLY

✔

SUSTAINABILITY

Market leading team and local execution talent

Strong technology and well positioned with mobile

Leading position in each of our markets supported by strong supply relationships

We are already monetising and balance this with the growth of our core supported by marketing spend focused on quality growth

CORE FOCUS

DEMAND Leading position in each of our markets supported by strong brands and user engagement

✔

2. Continue to grow mobile

1. Continue toscale core

3. Increase features to supply and demand

✔

CONFIDENTIAL 130

We Are Positioned For Growth

The pillars to our business are in place to support continued growth

PEOPLE✔

PLATFORM✔

SUPPLY

✔

SUSTAINABILITY

Market leading team and local execution talent

Strong technology and well positioned with mobile

Leading position in each of our markets supported by strong supply relationships

We are already monetising and balance this with the growth of our core supported by marketing spend focused on quality growth

CORE FOCUS

DEMAND Leading position in each of our markets supported by strong brands and user engagement

✔

2. Continue to grow mobile

1. Continue toscale core

3. Increase features to supply and demand

✔

CONFIDENTIAL 131

• Register online. It is free!

• Get access to the 3 White Papers

• Get copy of my ebook – Property Going Global

• Get videos from Dr Dolf de Roos

• Come to our events - webinars & live

• Invest your $100 in USA, Aus & the UK

• Residential & Commercial

• From $1k

• Sophisticated with $10k can invest now• Speak to an Asset Manager

• Start your journey investing globally!

Next Steps

PUTTING

SMART InvestingTM

IN EVERYONE’S POCKET!


• Fill in Investment Strategy Sheet

• Speak to an Asset Manager

• Go online – www.wealthmigrate.com

• Testimonials


• Join us this afternoon…

NEXT STEPS


VALUE


COMPETITION


4 MOST IMPORTANT COMPONENTS TO FINANCIAL SUCCESS

1. Don’t loose money

2. Asymmetric risk / reward

3. Tax Efficiency

4. Diversification

• Diversify across asset classes

• Diversify within asset classes

• Diversify across markets and currencies

• Diversify across time

Ray Dalio, “Need 15 uncorrelated bets, an array of attractive assets

that don’t move in tandem, reduce risk by 80% and risk / return ratio

increases by a factor of 5!”


• Fill in Investment Strategy Sheet

• Speak to an Asset Manager

• Go online – www.wealthmigrate.com

• Testimonials


• Join us this afternoon…

QUESTIONS

THANK YOUQ U E S T I O N S & A N S W E R S

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APPENDIX

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CONCERNS

• “I want to go to USA to choose the right investment?”

• “I am worried about the management and maintenance of my

investment property. It is so far away, what can I do if there are

problems?”

• “What happens if the tenants don’t pay my rent, how can I afford my

mortgage?”

• “What happens if the tenants don’t pay my rent, how can I afford my

mortgage?”

• Register online. It is free!

• Get access to the 3 White Papers

• Get copy of my ebook – Property Going Global

• Get videos from Dr Dolf de Roos

• Come to our events - webinars & live

• Invest your $100 in USA, Aus & the UK

• Residential & Commercial

• From $1k

• Sophisticated with $10k can invest now• Speak to an Asset Manager


Next Steps

• “If it is so good in USA, why is it being sold in South Africa?

• “Why should I do it now?”

• “Surely it’s cheaper if I deal directly with the USA, or even if I buy in the

USA from someone directly?”

• “There are lots of companies – how do I choose?”

• “Why should I look globally? Aren’t there better returns at home??