The Investment Exchange

Monday Round Up, Issue 51

Welcome to the latest edition of "The Investment Exchange," your premier source for mergers & acquisitions and investment insights. In this issue, we bring you the latest deals and opportunities plus introduce some of the podcasters, influencers and content creators that are shaping the investment landscape.  

Contents

  1. Weekly Update

  2. Current Investment Opportunities - Invest in Exit: The Future of Watersport Accessories

  3. Current Property Deals with Paul Langshaw - Investing with Impact: Supported Housing

  4. Investment Opportunity 2 - Exciting Investment Opportunity: Transforming Stanfre House into Luxury Living

  5. Expert Corner - Codie Sanchez & WhatsApp group for ETA

  6. Events, Offers and Announcements - 'How to Build Your Business with Clarity, Control & Action'

Section 1 - Weekly Update

In todays newsletter we have a chance to join our FREE WhatsApp group for daily insights into our world of business growth and acquisitions plus two opportunities presented by the extended network and the usual inputs from Paul Langshaw.

Remember if you have a project you would like featured dont hesitate to get in touch.

We are also keen to grow the newsletter as the bigger we get the more founders, entrepreneurs and investors we can help so please share this link far and wide

Section 2 - Investment Opportunity 1: Invest in Exit: The Future of Watersport Accessories

Exit was founded by Kieran Sammon four years ago to create high-quality watersport accessories using recycled and repurposed materials. Our products reflect our core values of Quality, Design, Functionality, and Purpose.

Exit has grown organically, establishing itself as a quality brand despite challenging conditions. Our dedicated team is ready to scale further.

The Next Chapter: Accelerated Growth

We aim to accelerate growth by:

- Participating in European trade shows.

- Expanding into new markets with more agents.

- Securing presence on key online marketplaces.

- Implementing a robust digital marketing plan.

- Hiring key personnel in marketing, design, and IT.

- Increasing inventory to support sales.

- Investing in our eShop/web platform.

- Launching on Amazon.com to enter the US market, potentially tripling our turnover.

Investment Opportunity

We seek €100,000 through a convertible loan or new equity capital for 10% of the business. This investment qualifies for an EIS 40% Tax Refund (subject to individual tax advice). Funds will support sales and marketing, product development, key hires, and working capital. LEO match funding is expected.

For more details, please contact: Kieran Sammon, CEO / Director, [email protected] 

Join us in driving the future of Watersport accessories with Exit!

Section 3 - Property with Paul Langshaw: Investing with Impact: Supported Housing

In the quest for meaningful investments, supported housing emerges as a sector that promises not only financial returns but also significant social impact. It's an investment that goes beyond profit, directly contributing to the stability and support of individuals in need.

For investors, supported housing is a rare opportunity to engage in a venture that addresses a critical shortage while fulfilling a social mission. The demand for quality supported housing is on the rise, yet the supply remains scarce, creating a prime market for impactful investment.

This investment transcends mere financial gain; it's a pledge towards societal betterment. By providing a solid foundation for the less fortunate, investors play a crucial role in enhancing lives and strengthening communities.

The UK's emphasis on social responsibility within investment strategies is intensifying. Private investment in affordable homes is encouraged by the government, offering a lucrative avenue for investors to make a difference.

With government-backed contracts and income, the complexities of property investment are greatly diminished. Housing associations take on tenant welfare and offer long-term leases, ensuring a reliable revenue stream.

The future of supported housing is promising, marked by growth and potential. It's an investment in stability and community betterment. This is your call to be part of a larger purpose, to invest in a future where everyone has access to a home.

I have a great opportunity offering a fantastic return. 

Highlights include:

Apartments are £182,000 - Cash Purchase

Fully managed, hands-off investment

A starting NET yield of 10% - £18,200 profit - £1,516 Profit per month

Annual Rent Review with upward-only adjustments (CPI + 1% Linked)

No ground rent

No service charge

25-year FRI (fully repairing and insured) Lease - No maintenance or repairs costs

No maintenance costs

No Management fees

No void periods

Quick turnaround, exchange by the 25th of the month, 1st rental payment is on the 1st of the following month - then paid monthly on the 1st of each month

If you would like brochure please contact me

Section 4 - Investment Opportunity 2: 🌟 Exciting Investment Opportunity: Transforming Stanfre House into Luxury Living 🌟

🏢 Project Overview

Property: 265 London Road, Leicester, LE2 3BE (TN = LT2784)

Current Status: Formerly a 13-bed hotel

Location: Prime spot between Leicester’s highly sought-after areas, Clarendon Park and Stoneygate

Vision: Convert the hotel into an 11-bed luxury accommodation with 9 one-bed studios and 1 two-bed apartment.

💰 Financial Highlights

- Purchase Price: £480,000

- 1st Charge Debt: £336,000

- Gross Development Value (GDV): £1,100,000 - £1,300,000 (Zoopla info available on request)

🔧 Renovation Progress

- Invested to Date: £105,000 (Deltech/Ashley Johnson)

- Additional Required: £205,000

 💸 Investment Proposal

- Funding Needed: £250,000

- Term: 6-9 months

- Security: Second Charge on the property and a Personal Guarantee from Ashley Johnson (Asset & Liability Statement available on request)

- Interest Rate: 1.20% per month, minimum hold of 3 months

🚀 Compelling Exit Strategy

1. Option 1: Refinance the completed luxury conversion.

2. Option 2: Sale of one of Ashley’s investment properties (currently listed with three offers).

- Sale Price: £600,000

- Mortgage: £270,000

- Net Capital: £330,000

🌟 Why Invest?

- Prime Location: Situated in one of Leicester’s most desirable areas.

- High Potential Returns: Projected GDV of £1.1M - £1.3M.

- Secure Investment: Second charge on the property and personal guarantee.

- Proven Track Record: £105,000 already invested in renovations by experienced developers.

- Short-Term Commitment: 6-9 month investment with a solid exit plan.

 📞 Don’t miss this chance to be part of an exciting transformation project. For more information or to express your interest, please contact:

Ashley Johnson 

📧 Email: [email protected] 

📱 Mobile: 07714254985

Join us in transforming Stanfre House into Leicester’s premier luxury living destination! 🌟

Section 5 - Expert Corner: Advise from Codie Sanchez

I recently read this post on Linkedin from Codie Sanchez and it really resonated

“Underrated way to compound your wins... Do this:

1. Learn acquisitions.

2. Define your deal box.

3. Buy a business that adds value to what you already have.

Have a podcast? Buy a production company.

Own a gym? Buy a fitness clothing brand.

Work for an accounting firm? Buy your own.

You're the top 1% in a certain skillset? Buy a biz you can grow with that skillset.

Want a lifestyle biz? Buy one that cashflows & has an existing operator.”

Is acquisition as easy from to grow?

In my opinion ….. no!

But it can be super effective to change your life

If you are looking for a new supportive group to help propel you business acquisition journey forward join our WhatsApp group for daily insights on

Section 6 - Events, Offers and Announcements: 'How to Build Your Business with Clarity, Control & Action'

David Wood is hosting an exclusive LinkedIn audio event on 'How to Build Your Business with Clarity, Control & Action'

If that sounds like its exactly what you need, here's the link.

Happy investing!

Ross and The Investment Exchange Team

P.S Whenever you’re ready, here are 3 ways we can work together

  1. Apply to join our small group accountability program. With 3 and 12 month options this could just be what you need to supercharge your business growth, raise investment or get started on the business acquisition ladder.

  2. Submit a pitch deck or investment proposal to share in an upcoming newsletter

  3. Reach out about investing in one of our SEIS or EIS projects

We hope you find this edition of "The Investment Exchange" informative and valuable. Your feedback and suggestions are important to us, so please feel free to reach out to us with any comments or ideas for future editions.

Note: This content is intended for informational purposes only and does not constitute financial advice. Please consult with a professional advisor before making any investment de