sobtec holdings
DESCRIPTION
Company PresentationTRANSCRIPT
SOBTEC HOLDINGS, INC. is a strategic Real Estate holding and investment company. We specialize in the
acquisition of undervalued and distressed real estate properties for management and resale.
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INTRODUCTION
SOBTEC HOLDINGS is a strategic Real Estate holding and investment company. We specialize in the
acquisition of undervalued and distressed real estate properties for management or resale.
The central functions of the holdings company comprise access to the equity debt markets as well as
strategic management of the investment Group. The Group entities are thus able to focus completely on
their operations.
We have created a strategic business plan that will provide the resources for individual real estate
investors, investors groups and consortiums to accumulate and manage their residential and
commercial investment properties.
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REAL ESTATE HOLDINGS
Project introduction
Due to the actual national Real Estate Market situation, SOBTEC HOLDINGS has created strategic
partnerships and business practices in order to secure the acquisition of undervalued Real Estate
properties.
Due to our location, most of the acquired properties will be situated in the South Florida area, which has
always represented an incredible investment real estate market
Through this project overview document you will find supporting materials as well as pre-established
income practices for our organization.
We have established our holdings venture to be divided into two different scenarios.
1.-Rental Properties NEW
Properties acquired as investment rental units, are acquired, renovated and rented for monthly income.
These properties will secure the interest income of our investor Time Deposits, and will be sold in the
future at market value. (The real estate market value is expected to increase.)
2.-Resell Properties
These properties are acquired, renovated and sold in the minimum amount of time, generating a
onetime operation income.
Many other business practices are taking in consideration in order to maximize and secure the capital of
our investors.
-Our properties are being offered to the Florida Housing Department for low income families.
-Properties are be renovated by our partner contracting firm insuring the minimum renovations cost
available (SOBTEC Construction/ Innovative interiors).
*please see below for a list of affiliated organizations
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COMPANY INFRASTRUCTURE
In order to profitably build our portfolio of real estate properties, it is important to have the tools to
effectively obtain, maintain and promote our current holdings. SOBTEC HOLDINGS counts with the
support of the proficient departments to carry out the company goals.
1.-Property Analysis and Acquisition
Real Estate Market expertise is required to better find the best properties opportunities available. We at
SOBTEC HOLDINGS we strive to keep up with current location information in order to provide our
holders with the most effective investment strategy.
2.-Property Management
Providing superior property maintenance and offering current tenants adequate property
characteristics, increases our properties demand and value. We count with SOBTEC SERVICES with a
particular goal of meeting these demands.*
3.-Property Renovation
Many of the properties we acquire require some minor or extensive level of renovation to better fit our
investment purpose. These renovations are meticulously analyzed to minimize expenses while
maximizing property values. Renovations services are provided and executed by SOBTEC Construction,
Inc. and INNOVATIVE Interiors, Inc.*
4.-Property Promotion
Understanding the right promotion strategies benefit the final result of any given investment property,
we rely in our in-house Real Estate firm SOBTEC REALTY to promote our properties (For Sale or Rent).
We also rely in the expertise and professional support of local partners; some of our partners include
Title Companies, Mortgage Companies, and Insurance Companies.*
*See all partner details at end of document.
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PROPERTY SOURCE
Due to the actual real estate market situation; there are a great number of reliable and constant real
estate property sources.
FACT: Real estate is currently undervalued, meaning that properties can be bought with a purchase
value under the appraised value. Usually with negotiated price tags of cents on the dollar.
Banks and private mortgage loan institution (foreclosures):
Bank and private mortgage loan institutions may repose a loan defaulted property in order to secure to
value of the loan. Even do these properties usually may not represent a loss to these institutions; it has
current market conditions that the outstanding loan values are higher than the actual property value
This is why banks will usually accept a discounted sale on the property in order to minimize the loss and
maximize the actual value recovered. It is our goal to negotiate the repossessed property unit directly
with banks in order to alleviate their loss and secure low cost opportunity properties.
Private Short Sale Properties:
Short Sale is a sale of real state in which the proceeds from the sale fall short of the balance owed on a
loan secured by the property sold. In the present the banks usually consider this type of sales in order to
minimize management and additional ownership fees and expenses.
Must of our properties are acquires thanks to the great commercial relationship SOBTEC HOLDINGS has
established will local Real Estate Professionals, this relationships are required at time of acquisition, we
invest in a much desired and competitive market, and access to pre-listings and negotiable properties is a
must.
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INVESTMENT OFFERINGS
The company structures each project under a separate limited liability or Corporations with different
banks and investors. We wish to develop a growing network of both banks and equity capital investors.
Due to the historic nature of the properties involved, investors may benefits from significant tax credits,
tax abatements, and accelerated depreciation.
Each project generates significant cash flow and high returns to investors.
Please review the following investment offerings (Defined):
Real Estate Secured Time Deposit (TD)
A time deposit is a money deposit at our Corporation that cannot be withdrawn for a certain "term" or
period of time. Our TERM DEPOSITS are offered in terms of 6 Month to 5 Year*. When the term is over it
can be withdrawn or it can be reinvestment for additional terms.
A deposit of funds in or corporation is made under an agreement stipulating that (a) the funds must be
kept on deposit for a stated period of time, and (b) the institution may require a minimum period 30
days of notification before a withdrawal is made.
It is intended that the Term Deposit be held until maturity, at which time the money may be withdrawn
together with the accrued interest.
*Please Note:
- We are not a financial Institution
- We are not FDIC Insured.
- Our Time Deposits are secured with Real Estate Property thus virtually risk-free.
Review all the details of our Real Estate Secured Time Deposit at the end of this section.
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SOBTEC HOLDINGS Term Deposits Yearly Rates. Term Deposits are considered a low fee investment
fund in Real Estate Properties. The longer the term the better the yield on the money.
6 Month
Minimum Deposit $5,000.00
Annual Percentage Yield 8.0%
12 Month
Minimum Deposit $5,000.00
Annual Percentage Yield 12.0%
The Annual Percentage Yield (APY) is accurate as of 08/28/2010. This promotional APY applies to the initial term of
a new Term Deposit. We may change this promotional APY at any time without prior notice. The minimum balance
required to open a Term Deposit is $5,000.00. We may limit the amount you may invest in one or more Term
Deposits to a total of $100,000.00. Alternative terms not allowed. Additional terms and restrictions apply. Fees
could reduce the earnings on the account. A penalty is imposed for early withdrawal.
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MANAGED INVESTMENT PROPERTIES
As a Real Estate Investor you can trust our expertise to manage your properties. You can rest assured
that your investment will be well kept with us. Higher Investment Fees, also higher returns.
Our expertise covers the areas of:
- Property Investment
- Property Asset Management
- Property Finance and Risk Management
- Retail, Commercial and Industrial Property Development
- Commercial and Industrial Township Development
- Redevelopment of Retail, Commercial and Industrial Property
- Real Estate Joint Ventures
- Project Management and Construction Management
- Property Management and Administration
- Facilities Management
Driven by innovation and powered by expertise and experience, SOBTEC Holdings is currently making a
distinctive mark in the South Florida property market.
We offer all the solutions to accomplish every step in Real Estate Investment from acquisition to
disposition we do it all.
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REAL ESTATE HOLDINGS INVESTORS
A real estate investor is someone who actively or passively invests in real estate with us. As a partner in
our property investment firm you may buy a property, make repairs and/or improvements to the
property, and sell or rent it later for a profit. As part of our business plan this is our main activity.
Typically, investors choose real estate for several reasons: cash flow, appreciation, depreciation, tax
benefits and leverage.
Many investors join our venture, because of the following characteristics:
- Property analysis, we examine every properties in order to maximize its returns and possibilities.
We don’t acquire every property we find; we are very selective in order to be able to guaranty
results.
- Venture returns depend on your capital investment. Example: SOBTEC Holdings purchases a
property for $80,000.00 and requires $20,000.00 for renovations. A capital Investment of
$10,000.00 in this venture will entitle the investor to his capital investment plus a 10% of the
Investment return.
- What fees are considered in the calculation of all expenses involved?
Property Insurance
Utilities
Renovations Fees
Materials
Subcontractors
Services providers
Investment Fees
Approved Expenses and Improvements
Please contact us in order to request more information about our latest investment. Past and current
financial and settlement statements are available for review at our office.
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SOBTEC HOLDINGS CONTACT
For more information in investing with us, please don't hesitate to contact us.
Corporate Office
SOBTEC Holdings, Inc.
8550 W. State Road 84
Davie, Florida, 33324
Customer Service
Office: 954.251.0320
Email: [email protected]
Monday — Friday, 9:00am — 5:00pm EST
Saturday — Sunday, 8:00am — 5:00pm EST
SOBTEC Construction, Inc.
Javier Romero
Office: 954.251.0322
SOBTEC Realty, Inc.
Jessica Romero
Office: 954.251.0324
Satellite Office
SOBTEC Holdings, Inc.
1388 SE 17th Street
Fort Lauderdale, Florida, 33316
Investors/Agent Relations
For more information contact:
Javier Romero
954.251.0320 EXT 202
SOBTEC Services, Inc.
Saverina Vittorino
Office: 954.251.0323
Innovative Interiors, Inc.
Daniel Garcia
Office: 954.251.0324
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Real Estate Secured Time Deposit (TD) Details
APPENDIX
Buying a TD
Term Deposits typically require a minimum deposit of $5,000.00 and may offer higher rates for larger
deposits. In the US, the best rates are generally offered on "Jumbo TDs" with minimum deposits of
$50,000.
The consumer who opens a TD may receive a passbook or paper certificate, but it now is common for a
TD to consist simply of a book entry and an item shown in the consumer's periodic statements; that is,
there is usually no "certificate" as such.
Interest Payout
The Term Deposit purchaser can arrange to have the interest periodically mailed as a check or
transferred into a checking or savings account. This reduces total yield because there is no
compounding. Some institutions allow the customer to select this option only at the time the CD is
opened.
Closing a TD
Withdrawals before maturity are usually subject to a substantial penalty. For a five-year CD, this is often
the loss of six months' interest. These penalties ensure that it is generally not in a holder's best interest
to withdraw the money before maturity—unless the holder has another investment with significantly
higher return or has a serious need for the money.
Commonly, institutions mail a notice to the CD holder shortly before the CD matures requesting
directions. The notice usually offers the choice of withdrawing the principal and accumulated interest or
"rolling it over" (depositing it into a new TD). A “window" of 5 business days allowed after maturity
where the TD holder can cash in the TD without penalty. In the absence of such directions, it is common
for the institution to roll over the TD automatically, once again tying up the money for a period of time
(though the TD holder may be able to specify at the time the TD is opened not to roll over the TD).
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SOBTEC HOLDINGS REAL ESTATE PARTNERS
In order to professionally obtain and maintain the properties for our project we have partnered with the
following leaders in the market, we are committed to combine our strengths with partners:
- Who have complementary skills and / or resources.
- Who have the will to challenge "boundaries" and norms - Who are committed to wealth creation
- Who are able to act decisively.
- Who act with integrity and honesty.
INNOVATIVE INTERIORS, INC.
Is a Division 9 Interior Renovation contractor that has been serving the South Florida and International
clients for the past 20 years. Specializes in commercial and residential as well marine interior
renovations and build outs.
SOBTEC CONSTRUCTION, INC.
Is a General Contracting firm, specialized in commercial and residential build outs, with more than 30
years of combined experience in construction.
SOBTEC REALTY & BANKERS REALTY
These are the two Real Estate firms dedicated to the acquisition and disposition of all the properties we
involve in our ventures.
SOBTEC SERVICES
Is dedicated to the attention of details of all our properties, from the initial clean out of most of our
properties, up to the finals details when being assigned to a new tenant or new homeowner.