Offshore Investments
Offshore Investments
Innovate understands the importance of offshore allocation in an investment portfolio and it is important to diversify assets outside of your country of origin to protect yourself from local downswings. Innovate has sourced various offshore alternative investments that provide investors with strong returns of 10%+, even in tough environments.
Each option has its own risks, time horizon, asset class, tax implications and security. Innovate is extremely selective in what they add to their portfolio, and they have narrowed down their opportunities to ones that can be seen below. Please note that each opportunity outlined can be given in much more detail upon request.
USA Diversified Medical Property Opportunity
A company domiciled in the Seychelles for investment into US Medical Real Estate. Its investment mandate is limited to states or cities that have both strong GDP and population growth and a diversified economy. The Fund is comprised of 30 tenanted medical buildings, with a diversified tenant mix of more than 100 medical professionals including heavy medical installations and has lower exposure to office tenants. The return is 7% per annum in USD and is generated via after tax rentals and a further 3-4% p. on growth on resale. These returns are based on the projected performance of the underlying assets. Returns indicated are after fees and tax. There is great institutional interest in medical real estate in the USA.
Targeted Return P. A | 10-11% (7% quarterly dividends and 3%-4% growth) per annum in USD |
Asset Class | Medical Real Estate |
Time Horizon | 5 Years |
Return Classification | Dividends + Capital Appreciation |
Distribution Frequency | Quarterly |
Security | Investment is diversified across 30 high-quality medical real estate assets. |
Diversification Factor | Funds are deployed and diversified across 30 buildings, across various states and cities. |
UK Property Loan Note
UK Fund is the fundraising and investment arm of a Large UK Property. Development Company. They are offering sophisticated retail investors a Loan
Note which is redeemable after two years. The capital raised via the loan notes will be used by them to develop residential and commercial properties in the United Kingdom, to sell after completion. The reason they need the loan notes is to help secure property opportunities and progress the schemes as per their requirements and at pace. Investment is secured with a loan note and a first legal charge over properties purchased. The risk is diversified property development risk. There are zero fees incurred by the client.
Targeted Return P. A | Fixed 10% – 12% Simple Return in GBP |
Asset Class | Private Debt |
Time Horizon | 2 Years |
Return Classification | Interest |
Distribution Frequency | Bi-Annually or End of Term |
Security | Loan Agreement, first legal charge over properties purchased, and independent security trustee |
Diversification Factor | Used for multiple developments in the UK |
Tech and Trading Fund in UAE
UAE Investment opportunity is based in Dubai, within the Burj Khalifa building. They have an unmatched track record of an above average return per annum since its inception in 2017. Consequently, they have won numerous investment awards and caught the attention of a billionaire, who purchased 51% of the business. They provide you with a fixed return per annum while they trade with your capital, keep the upside but also take on the risk. They diversify through various assets such as mining, gold/silver trading, FOREX trading, BTC/ETH trading, and diversified blockchain investments. As security, they provide a loan note for all payments and capital. To dishonor a debt in Dubai can result in hefty fines or imprisonment.
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Targeted Return P. A |
Fixed 18% – 24% in USD |
|
Asset Class |
Multi-Asset |
|
Time Horizon |
18 – 60 Months |
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Return Classification |
Coupon Payments |
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Distribution Frequency |
Quarterly or End of Term |
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Security |
Loan Note |
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Diversification Factor |
19 different financial institutions, including VC’s in many Tech companies |
