The Investment Exchange

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Welcome to the latest edition of "The Investment Exchange," your premier source for mergers & acquisitions, investment and personal growth 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.  

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Contents

1. Weekly Update - Our team is growing

2. Current Investment Opportunities - Investment Round – Muhdo Health Ltd

3. Property Section - Building Wealth While Making a Positive Impact – Ethical Property Investing

4. Expert Corner - Unlock Your Full Potential with Mark Terrell

5. Events, Offers, Insights and Announcements - Unlock Your Path to a Board Seat – Join Our Free Masterclass with Callum Laing!

Section 1 - Weekly Update: Balmoral Partners – New Beginnings in 2025

As we kick off 2025, we are thrilled to announce some exciting updates at Balmoral Partners. This year, we’ve made key strategic additions to our team to help us continue our growth and drive even greater success.

We are proud to welcome Joshua Naude as our new Growth Manager. Joshua, based in South Africa, brings a wealth of experience in capital raising and tech platforms. His expertise will be instrumental as we look to expand our portfolio and implement new strategies moving forward.

Additionally, we are excited to introduce James Oates, who officially started as our Partner and CFO on January 1st. With his extensive financial expertise and strategic vision, James will play a crucial role in shaping our financial trajectory and ensuring we remain on track with our ambitious goals.

Together with our team, we’re poised for an exciting year ahead, and we look forward to sharing more updates as we continue to grow and evolve.

Stay tuned for more in our next section!

Section 2 - Investment Opportunity: Investment Round – Muhdo Health Ltd

We’re excited to announce that Muhdo Health Ltd is currently closing a round of investment through the issuance of new shares. This funding will be used to develop additional genetic and epigenetic algorithms, specifically aimed at advancing the clinical and longevity markets.

If you're interested in investing in the explosive health and longevity sector or would like to learn more about our business and the capital raise, please don't hesitate to get in touch.

Brief Overview of Muhdo Health Ltd:

• Incorporated in 2017, Muhdo Health Ltd is a pioneering genetics and epigenetics company.

• We’ve achieved over £8m in cumulative revenue since our inception.

• We work with over 400 partners globally across the clinical, longevity, health, labs, hospitals, supplements, fitness, and corporate sectors.

• We have developed 100 white-label partner applications, platforms, and API integrations, available in 9 different languages.

• We’ve conducted research studies in partnership with prestigious institutions such as King’s College London and National University of Singapore.

• Muhdo is also part of a €21m European research study, PREDICTOM, focused on early onset Alzheimer’s and dementia.

If you want to be part of this exciting journey or have any questions about the investment opportunity, please feel free to reach out.

Thanks,
Wez

Section 3 - Property Section: Building Wealth While Making a Positive Impact – Ethical Property Investing

As we step into the new year, many of you may be reflecting on your portfolio and setting new resolutions. One resolution that has always been a cornerstone of my investment strategy for over 20 years is ethical property investing—specifically in social housing. The idea of building wealth while making a positive social impact has always made sense to me, and now, more than ever, it’s gaining traction.

The rise of ethical property investing is something we are seeing more of, but this approach has always had its merits. Social housing, in particular, offers investors a unique opportunity to generate returns while providing affordable housing to those in need. However, local authorities have not always kept up with inflation in terms of local rent rates, causing some landlords to shy away from social housing.

But things are changing, and now is a great time to explore two key approaches: direct investment and company-managed portfolios.

Building Your Own Ethical Property Portfolio

In my own journey, I have focused on building a portfolio of energy-efficient homes in underserved communities. By charging fair rents (around 15% below market value) while maintaining high property standards, I’ve been able to achieve consistent annual returns of 10%+.

Key elements of successful ethical property investment include:

• Energy efficiency upgrades (solar panels, insulation)

• Fair tenancy practices and transparent terms

• Active community engagement

• Regular maintenance and tenant support

The Alternative: Invest Through Ethical Property Companies

For those seeking a more hands-off approach, ethical property investment companies are a great alternative. One example is the Social Housing REIT, which delivers an average return of 6.3% while housing over 5,000 individuals in need.

These company-managed investments typically offer:

• Returns: 5-15% annually

• Minimum investment: £5,000-£25,000

• Professional management

• Focus on social housing and sustainable development

Choosing Your Path

Direct Portfolio Management:

• Higher returns (6-15%+ appreciation)

• Greater control

• Requires more time investment

Company Investment:

• Moderate returns (5-15%)

• Lower minimum investment

• Hands-off approach

• Professional management

Ultimately, success in ethical property investing comes down to balancing your financial returns with the social impact you want to make. Whether you start with company-managed investments or decide to build your own portfolio, the goal remains the same: achieving both financial success and social good.

If you're interested in exploring great opportunities in this space, feel free to get in touch! Let's work together to make a positive impact while building your wealth.

Section 4 - Expert Corner: Business Coaching Corner: Unlock Your Full Potential with Mark Terrell

We are excited to introduce you to Mark Terrell, a business coach with a passion for helping leaders stay motivated and energised in their work. Mark offers practical tools and insights to help you thrive in your career and overcome challenges with confidence.

Mark delivered a great presentation to our private Mastermind on Friday and is offering a complimentary Motivational Map and Action Plan Session. This is a great opportunity to gain clarity on your personal drivers and make a tailored plan to boost your productivity and well-being.

If you’re looking for further support, check out Mark’s resources to keep your energy high and your motivation strong:

• Buy a copy of Mark's book for the special price of £10 here.

• How to Stay Energised at Work – includes a Motivational Map and a personalised Action Plan Session with Mark here.

• Visit the Homepage for more on Mark’s coaching services and resources here.

Want to connect with Mark on LinkedIn? You can find him here.

Unlock your potential today and let Mark guide you to sustained success and energy at work!

Section 5 - Events, Offers, Insights and Announcements: Unlock Your Path to a Board Seat – Join Our Free Masterclass with Callum Laing!

If you’re tired of being passed over for promotions, want to maximise your earning potential, or are looking to fast-track your career or business growth, this free Boardroom Accelerator Online Masterclass is for you!

Join my friend and mentor, Callum Laing, on 14th January at 10:30 AM UK time, for a live session where you'll discover:

• How your lack of experience could actually increase your chances of securing a board seat.

• Why you might be exactly what international boards are desperately searching for.

• The quickest way to kickstart the process of securing your first board seat in just 30 minutes.

• How to make yourself attractive to boards with some insider knowledge not shared anywhere else.

• The little-known secrets for leveraging board positions to accelerate both your career and business.

• A proven step-by-step guide to going from where you are today to securing a board seat in 12 months or less.

Callum has been an invaluable mentor to me, and I’m excited to see how his expert insights can help you reach new heights in your career or business. Don’t miss this incredible opportunity – sign up today and start your journey to a board seat!

Thanks for checking in

Kind healthy regards

Ross

What are you waiting for?

Here are 3 ways we can work together

1. Apply to join our small group accountability program. With a full 12 months to work together, 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

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Happy investing!

Ross and The Investment Exchange Team

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