Opportunity Name Customer Name KCP Banking Margin Loan KKR KCP RIN Brokerage Deposits MBS Trades Phoenix America Deposits Structured Notes Loan Additional Brokerage Brokerage Account SSW 2007 LLCDeposits ETE Brokerage S2 ETE loan S2 DPM Panda Phoenix America Fixed Income…
GTIS Opportunity Zone Strategy 1[0 Diversified, Commingled Fund Location-based Approach Capital appreciation strategy (10+ yr hold) …
GTIS Opportunity Zone Strategy 1[0 Diversified, Commingled Fund Location-based Approach Capital appreciation strategy (10+ yr hold) …
Near-Term Pipeline Opportunity Within 120 Days Hospital Area Excess RE Equity / Total Location # beds Key Spe…
> 75% Pipeline Opportunity Name Relationship Name Customer Name Close Date (%) Product Name Actual Assets Structure BPS/Flat Fee Actual Revenue Sales Team Member Estimated Mo nth I 2015 Est 2015 Rev Est 2016 Rev Banking ELYSIUM MANAGEMENT RELATIONSHIP Black…
Les Bordes opportunity May 2014 EFTA01469771 Disclaimer In preparing these materials, neither Deutsche Bank nor any of its affiliates has acted or is acting (and does not purport to act in any way) in a fiduciary capacity. Deutsche Bank AG…
RXR Qualified Opportunity Zone Fund Disclaimer & Cautionary Statements THIS PRESENTATION (THIS 'PRESENTATION") IS BEING FURNISHED TO YOU ON A CONFIDENTIAL BASIS TO PROVIDE INFORMATION FOR THE PURPOSE OF EVALUATING A POSSIBLE INVESTMENT IN THE FUND (AS HEREINAFTER DEFINED) AND MAY…
report1391435811898 1 Opportunity Owner Opportunity Name Type Product Family Product Category Prod uct Name Product Description Close Date Fiscal Period Age Created Date Cust omer Name Total Reportable Assets Total Estimated Revenue Office Customer…
CONFIDENTIAL THE OPPORTUNITY Over the last two decades, the principals of Suntex have acquired, managed andior sold more than 40 marinas. The Company's marina experience spans geographic markets and economic cycles. The Company believes that the conditions it is…
CONFIDENTIAL THE OPPORTUNITY Over the last two decades, the principals of Suntex have acquired, managed andior sold more than 40 marinas. The Company's marina experience spans geographic markets and economic cycles. The Company believes that the conditions it is…
Pipeline Summary Opportunity Name Customer Name Close Date (t) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Additional Brokerage Southern Financial LLC 3/31/2015 75 Brokerage (Commissions) 7500 0000 Flat Fee 2000000 2000000…
Why Invest in Opportunity Zones? ■ Tax Deferral of Capital Gains until 2026 - gain can come from almost any investment — stocks, bonds, real estate, art, business sale ■ Tax Reduction - rollover gain reduced by 10% or 15% if investment in…
> 75% Pipeline Opportunity Name Customer Name Close Date (%) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Estimated Month 44 2015 Est 2015 Rev Est 2016 Rev Brokerage WANEK TRUST OF 2000 3/31…
> 75% Pipeline Opportunity Name Relationship Name Customer Name Close Date (%) Product Name Actual Assets Structure BPS/Flat Fee Actual Revenue Sales Team Member Estimated Mo nth 8 2015 Est 2016 Rev Est 2017 Rev Banking ELYSIUM MANAGEMENT RELATIONSHIP Black…
CONFIDENTIAL INVESTMENT OPPORTUNITY INVESTMENT Suntex Ventures LLC (-Suntex" or the "Sponsor) is forming a new company (Suntex NewCo") for the purpose of acquiring and managing institutional quality marinas. The Sponsor intends to create an investment vehicle that will aggregate high…
Q4 High Probability Pipeline Opportunity Name Customer Name Close Date (t) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Additional Brokerage Southern Financial LLC 3/31/2015 75 Brokerage 75000000 Flat Fee - 2000000 Morris…
Subject: RE: Opportunity Zones From: Oliver Rothauser Date: Wed, 19 Jun 2019 1.1 . 1 11 a. To: Andrew King , Stewart Oldfield "Paul Barrett Hi Paul, Please see the attached materials and below for a brief…
Customer Name Opportunity Name Type Dose Date Stage Probability N Fiscal Peden, Age Created Date Opportunity Owner OF Enter/Inset Polimo…
CONFIDENTIAL INVESTMENT OPPORTUNITY INVESTMENT American Medical Properties LLC ("AMP" or the "Company) is being formed for the purpose of acquiring high- quality hospital and related healthcare real estate assets throughout the United States. The proceeds from the Offering will be…
RXR Qualified Opportunity Zone Fund R sks Tax risks when you Invest Eligible gains. To enjoy OZ tax benefits, you must invest eligible capital gains in QOF shares. Eligible capital gains are gains from the sale of a capital asset…