iyo interval yacht ownership

Interval Ownership StoryInterval Ownership Story

Interval Ownership StoryInterval Ownership Story

Advantages of Interval Ownership

Have it all – a Yacht, Peace of Mind and Financial Asset

Have Flexibility to Use for Personal or Business

Maintain Capital, Maximize Use and Get a Return

Simplicity of Yacht OwnershipSimplicity of Yacht Ownership

Cost of Yacht

Shares

Owner Cost

Yearly Operating costs Approx 8%

That’s That’s it!it!

Choice of LocationsChoice of Locations

South

Pacific

West Mediterranean

Florida

New England

Adriatic Sea

Caribbean

Travel the world and have not a care

Fully CrewedFully Crewed

Custom Culinary Experience – First Class

A Full Selection of Toys

For your Personal Use

Beautiful Yachts

Another Yacht To Enjoy

Do you want to Sail

Our Newest Option – Class, Fun and Space

The Basic ConceptThe Basic Concept

Example:  TOTAL YACHT PURCHASE PRICE $5,000,000  YOUR TOTAL 10% PURCHASE PRICE $500,000  TOTAL ANNUAL OPERATING EXPENSES $400,000  YOUR 10% SHARE CONTRIBUTION $40,000

EACH SHARE EQUALS 4 ANNUAL WEEKS ON THE YACHT

Interval vs. CharteringInterval vs. Chartering

$5 million 100’ Yacht 10% IntervalCharter

OWN AS A BUSINESSOWN AS A BUSINESS

SUMMARY of the Cash Outlay and Depreciation

Purchase Price $5,000,000

Your 10% Interest Investment $500.000

Your Cash Down Payment (25%) -$125,000

75% Financing @ 6% interest only $375,000

Your Depreciation Tax Basis $500,000

Tax Return

YOUR TAX STATEMENT COULD LOOK LIKE:

Charter Income (4 weeks @ $40,000) $160,000 Less: Charter Broker Commissions ($32,000)Net: Charter Income $128,000

Expenses Annually (Deductible) 10% Share of Operating Expenses $40,000 6% Loan Interest on $375,000

$22,500 10% Annual Depreciation $50,000Total Expenses

$112,500 Net Taxable Income

$15,500

OWN AS A BUSINESSOWN AS A BUSINESS

CASH FLOW STATEMENT: Net Charter Income $128,000Less: 10% Share of Operating Expenses $40,000 6% Loan Interest $22,500Total Cash Expenses $62,500

Cash Income $65,500$65,500

RETURN ON YOUR INVESTMENT___________ Cash Income $65,500 = 52.4% Return Initial Investment $125,000 on Investment

OWN AS A BUSINESSOWN AS A BUSINESS

ASSUME FUTURE SALE IN YOUR EXAMPLE

Future Sale Price (1/10) $470,000 Payoff Existing Loan - $375,000 Proceeds from Sale $ 95,000 Make sure you consult with your tax attorney or financial

advisor to apply to your specific situation.

Perform what ifs i.e. you do not charter one or two weeks in a year; or you are obligated to pay capital gains on you sale.

Is it in your best interest?

Interval Ownership and You

Ultimate Flexibility Access to larger yacht than your “budget” No hassle, guaranteed quality Use as a business expense Entertain customers, key sales people etc. Investment nature of deal Ability to charter unused time

Time to turn dreams into reality

Next Steps Get your questions answered Get an orientation visit to potential yacht Get a proposal on a specific interval

ownership plan for you – totally customized Get cruising and enjoying