Private Equity
Private Equity
Explore our niche Private Equity initiatives, a recognized asset class that is gaining more traction each year due to its advantages which include: Less volatility, more reliant on underlying factors, higher historical growth and less volatile returns. Innovate Solutions, as industry leaders, identifies exclusive prospects, conducts due diligence on behalf of the client and allows direct access into the underlying investment at no extra cost. Private equity promises high profits, strategic impact, and portfolio diversity, all supported by a thorough due diligence procedure. Innovate has invested into sectors such as permanent crop agriculture, recycling, water and technology,
Agriculture - Private Equity Opportunity
We are raising R50 million for Lucerne Agri and ANB Investments between (Sept 24-Dec24), to develop primary agriculture and protect existing crops. The investment covers 60+ farms, 3,400+ hectares, and 14 types of crop for diversified growth.
Lucerne and ANB are sizable farmers, multigenerational, vertically integrated and their primary focus is permanent crops, which are less risky than livestock or seasonal crops. They derive 35% of their profitability from farming operations, 40% from packaging operations, and 25% of their profitability from marketing/sales operations. The fund managers running this investment are one of the most respected and effective fund managers in South Africa, with over R5 billion invested with them and R10 billion AUM at present. The lock-in period is a minimum of 5 years. Payments are distributed in the form of annual dividends.
Targeted Return P. A | 23% IRR (10Y) | 15% IRR (5Y) |
Asset Class | Private Equity |
Time Horizon | 10 years with 5 years early exit option |
Return Classification | Dividends |
Distribution Frequency | Annual |
Security | 20% of investment is Pref Shares. Farmers are sizeable and experienced which reduces risk |
Diversification Factor | 65 Farms, 14 types of crops, and 3400+ hectares of farmland |
U.S Groton
The Groton Connecticut investment offers equity ownership in 141 upgraded townhomes acquired below replacement cost. Tenants are supported by 3,000–5,000 new jobs annually at General Dynamics Electric Boat, with housing demand outpacing supply by over 2,600 units. Structured through a BVI vehicle, investors gain access to U.S. dollar real estate with a 5-year fixed-rate debt facility (interest-only for the first 3 years), quarterly income, and projected IRRs of 15%–19% p.a., all underpinned by federal defense funding and rising rental trends.
Targeted Return p.a. | 15%–19% per annum (net of fees) |
Asset Class | Real Estate |
Time Horizon | 5 Years |
Return Classification | Income & Capital Gain |
Distribution Frequency | Quarterly |
Security | Fixed-rate debt, rising rents, strong defense-driven demand, stable jobs, and federal contract support. |
Diversification Factor | Diversified U.S. real estate exposure in Groton via BVI structure, backed by defense contracts. |
