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Stability
- Focus on stable, recession-resistant sectors (e.g., logistics, healthcare, real estate)
- Risk-mitigation strategies: due diligence, diversification, experienced operators
- Example: “90% occupancy across real estate holdings in 2024”
Cash Flow
- Overview of how assets generate predictable, recurring income
- Monthly/quarterly distributions to investors
- Example of stabilized cash-flowing property or business
- Visual: Chart of projected vs. actual cash flow
Amortization
Amortization
- Explain how debt is paid down over time by tenants or revenue streams
- Benefits of building equity passively
- Example: “Loan on 72-unit multifamily will be 40% paid off in 10 years without capital calls”
Tax Benefits
Tax Benefits
Amortization
- Key tax advantages for investors:
- Depreciation (especially for real estate)
- Interest write-offs
- Pass-through income (if using LLC/LP)
- Mention cost segregation, 1031 exchanges, or carried interest (if applicable)
Leverage
Tax Benefits
Appreciation
- How responsible use of debt amplifies returns
- Explain LTV ratios and why smart leverage matters
- Example: “With 70% LTV, every $1M of equity controls $3.3M in property value”
Appreciation
Tax Benefits
Appreciation
- Natural market appreciation + value-add improvements
- Realized vs. unrealized gains
- Case study: “$2.5M investment appreciated to $4.1M in 4 years through capital improvements and market growth”