THE RICHER RETIREMENT SPECIALISTS

URBAN REGENERATION IN CHICAGO

a Minimum 10,000 (GBP, USD or EUR)a Fixed returns 12% p.a. a Exceptional returns without the hassle

of direct ownershipa Secure asset backed investmenta SIPP, SSAS approveda Restricted investment subject to status

PROPERTY

RENOVATION

WHY WE LIKE IT

“The company’s ethos is making money while

doing good, with an excellent track record”

This is an opportunity to benefit from low property prices in the world’s largest economy which will provide 12% net returns per annum. This is achieved through the acquisition of distressed multi-dwelling and single family homes in Chicago. These are comprehensively refurbished and either let or sold for profit. Funds are being raised via a limited number of bonds which enables you to benefit from an exceptional return without the hassles of direct ownership. Your investment is secured against the properties within the portfolio and funds are kept in a solicitor’s escrow account until the bond is issued. Investors have a first ranking charge at Companies House. The investment is made in GBP, so there are no currency fluctuations to concern you. The annual returns are 12%, paid bi-annually in arrears for a three year term with a minimum investment of £10,000. Alternatively there is a compound option which will return 40.49%. This is available to cash investors and is approved for selected Regulated Pension Vehicles.

F FIXED INCOME: Yes.

12% net p.a.

R REGULAR HIGH INCOME: Yes.

Income paid six monthly in arrears.

E EXIT STRATEGY: Yes.

S SECURITY: Yes.

Property portfolio worth $14,000,000

H HANDS OFF MANAGEMENT: Yes.

No involvement needed.

F.R.E.S.H. INVESTMENT

SECURED FIXED RATE BONDS

“HOME OWNERSHIP HAS FALLEN BY 6 MILLION SINCE 2007”

The investment strategy for the company is focused on multi-unit dwellings which consist of between two – four apartments. All properties are purchased from U.S. Banks or via foreclosure sales and a refurbished to a high standard, which includes new kitchens, bathrooms, windows and wooden floors.

The company can acquire a two unit property for as little as $30,000 and refurbish it for approximately $50,000. The yields achieved deliver the interest payment to the bond investors, while allowing the company to purchase more properties.

Throughout the fixed three year term, each property is professionally managed to maximise the returns and protect the investment. This includes a mixed strategy of buy & hold and buy & sell at the most appropriate times.

The table below shows the Housing & Urban Development’s agreed rent payable in Chicago for 2015.

KEY FEATURESMINIMUM £10,000

ANNUAL RETURNS (NET BEFORE TAX) 12% p.a.

CAPITAL GROWTH POTENTIAL No

OPTION TO ‘ROLL UP’ INTEREST? Yes

LOCATION USA

INVESTMENT TERM 3 years.

INVESTMENT TYPEIndirect participation - Corporate Bond.

CURRENCY GBP

SPECIAL FEATURES Compound option which will return 40.49%.

AVAILABLE TO CASH INVESTORS? Yes

AVAILABLE TO PENSION INVESTORS? Yes (subject to IFA approval)

INVESTMENT RISK - Occupancy rates lower than expected - Recovery in US housing market stalls - Bond issuer defaults

“HOME OWNERSHIP HAS FALLEN BY 6 MILLION SINCE 2007”

One-Bedroom Two-Bedroom$922 $1,093Three-Bedroom Four-Bedroom$1,395 $1,624

THE COMPANY

Avantis Wealth is an investment broker, specialising in high income, property investments. We help clients achieve market leading returns from their savings, capital and pensions, leading to greater financial security and a better quality of life.

We target annual returns in the range of 7%-15% net p.a. with investments that meet our F.R.E.S.H. investment strategy. We have a portfolio of 20–25 investments that meet these criteria and can make a significant difference to your income now and value of capital in the future.

THE TEAM

Work with Avantis Wealth and benefit from our strength of experience and understanding of property and asset backed investments. The senior management team offers over 75 years of combined experience in property and investment and are highly focused in achieving the very best from your investments.

Our MD, Rod Thomas FCA has 33 years of investment experience and is the author of “The Pension Disaster And How To Plan For A Secure Retirement”.

The relationship with you is the most important asset we have. Therefore we work hard to earn and keep your trust. These four values underpin the decisions we make and the way in which our company operates:

OUR VALUES

DISCLAIMER

Avantis Wealth Ltd is not authorised or regulated by the Financial Conduct Authority (FCA). This is not a financial promotion or an invitation to invest.

Avantis Wealth Ltd does not provide any financial or investment advice. We provide a referral to a regulated advisor who will offer appropriate advice, or to the company offering an investment who will determine your suitability for the investment prior to any offer being made. We strongly recommend that you seek appropriate professional advice before entering into any contract. The value of any investments can go down as well as up and you might not get back what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances it might be difficult to sell at any price.

Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the FCA or covered by the Financial Services Compensation Scheme and you will not have access to the financial ombudsman service.

This page does not constitute an offer to invest but is for information only. Persons expressing an interest in the bond will receive an invitation document, which they should read and ensure they fully understand prior to making any decision to subscribe. Persons in any doubt regarding the risks associated with investments of this nature should consult a suitable qualified and authorised advisor.

PLEASE CALL US DURING UK OFFICE HOURS

ABOUT AVANTIS WEALTH

VERSION: IFS-B-1.2 31/10/14

FIND OUT MORE

FREEPHONE: 0800 612 0880 LANDLINE: 01273 447 299

INVEST@AVANTISWEALTH.COM WWW.AVANTISWEALTH.COM

INTEGRITY – HONESTY – RESPECT – RESPONSIBILITY