The Investment Exchange

Issue 74 - Deal complete in 90 days!!

In partnership with

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.  

Could this be the biggest disruption to Smartphones in the past 15 years? 📲

💥Heads up! There's a new disruptor in smartphones: Mode Mobile. Mode can turn your phone from a cost into an income source — and investors are watching the launch of the company’s pre-IPO offering.1

🤳Mode saw 32,481% revenue growth from 2019 to 2022, ranking them the #1 overall software company on Deloitte’s most recent fastest-growing companies list. Mode’s flagship product EarnPhone, a budget smartphone, has already helped consumers earn & save $325M+.

🫴 Mode’s Pre-IPO offering1 is live at $0.25/share — 20,000+ shareholders already participated in its previous sold-out offering. There’s still time to get in on Mode’s pre-IPO raise and even lock in 100% bonus shares2 … but only until their current raise closes for good.

1 Mode Mobile currently has no formal plans for an IPO.
2 A minimum investment of $1,950 is required to receive bonus shares. 100% bonus shares are offered on investments of $9,950+.
3 Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering.
Past performance is no guarantee of future results. Start-up investments are speculative and involve a high degree of risk. Those investors who cannot afford to lose their entire investment should not invest in start-ups. Companies seeking startup investment tend to be in earlier stages of development and their business model, products and services may not yet be fully developed, operational or tested in the public marketplace. There is no guarantee that the stated valuation and other terms are accurate or in agreement with the market or industry valuations. Further, investors may receive illiquid and/or restricted stock that may be subject to holding period requirements and/or liquidity concerns.
DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck.

Contents

  1. Weekly Update

  2. Current Investment Opportunities -

  3. Property with Paul - The Best Strategy for Passive Property Investment plus Deal of the Week

  4. Expert Corner - Boardroom Blueprint Workshop

  5. Events, Offers, Insights and Announcements - Consulting for Equity

Section 1 - Weekly Update

Another busy week as this week we closed on another deal, this time in partnership with one of my newest mentees. Wayne only joined just over 90 days ago and we have just acquired 50% of a health and nutrition company in Australia with a strong track record and a world class team Watch this space as I’ll be documenting our journey.

If you’d like to JV with me, DM me and lets hop on a zoom

Section 2 - Investment Opportunity: 500 Million Portfolio Company

Its not too late to get involved with this exciting investment. If you have 50k minimum to invest into a high growth Healthcare venture, then send me a DM

Info and pitch deck to follow although the first 7 investors have already signed up without seeing the info :)

Section 3 - Property with Paul: Deal of the Week: Supported Housing Investment

- Investment: ÂŁ15,850

- Monthly Returns: ÂŁ700 for 36 months

- Total Return: ÂŁ25,200

- Total Profit: ÂŁ9,360

- ROI: 58.99%

- Annual ROI: 16.71%

- Contract Length: 36 months

- Limited Units Available

Ends Soon!

The Best Strategy for Passive Property Investment

For many, investing in “bricks and mortar” is appealing because of the tangible nature of real estate. However, being a landlord often comes with the responsibilities of maintenance—cleaning, plumbing, painting, and gardening—to keep properties tenant-ready and maximise income. While active management can build wealth, not everyone has the time or desire for hands-on property care.

Passive real estate investment, on the other hand, allows you to earn income without the daily work of property management. Here are some top strategies:

Top Strategies for Passive Real Estate Investing

1. Real Estate Investment Trusts (REITs) 

Companies that own or finance income-producing real estate.

- Benefits: Liquidity, diversification, and regular dividends

- Drawbacks: Market volatility and limited control over assets

2. Crowdfunding Platforms 

Investing alongside others to fund real estate projects.

- Benefits: Low entry capital and access to high-value projects

- Drawbacks: Limited liquidity and platform dependency

3. Real Estate Syndications 

Pooling capital with other investors for larger investments.

- Benefits: Access to significant projects and expert management

- Drawbacks: Longer investment terms and reduced liquidity

4. Turnkey Rental Properties 

Properties that are renovated and ready for tenants, with professional management.

- Benefits: Immediate rental income and no management hassle

- Drawbacks: Higher initial costs and reliance on property managers

My Experience and Conclusion

Having personally managed properties, I understand the effort needed to maintain them. Yet, the appeal of passive investing is undeniable. With the right strategy, you can build wealth while minimising hands-on involvement.

Choose the investment that fits your financial goals and risk tolerance. Whether it’s REITs, crowdfunding, syndications, or turnkey rentals, staying informed and strategic will help you achieve success in real estate.

Would you like any additional details or adjustments?

Section 4 - Expert Corner: Boardroom Blueprint Workshop

Ross here, reaching out to share an event by my friend Callum Laing from the Veblen Directors Programme that we’re thrilled to be partnering on. This workshop is ideal for anyone eager to fast-track their career.

About the Event

According to Callum, securing a board seat can:

- Multiply your influence and earning potential

- Connect you with top industry leaders

- Provide insights into high-level business strategies

The upcoming Boardroom Blueprint Workshop on November 19, 2024, at 17:00 SGT | 09:00 UK will guide you in positioning your expertise for board roles and teach strategies to make you a sought-after board member.

Key Takeaways

- Insider tactics used to help 300+ professionals secure board seats

- Strategies for attracting board roles across sectors

- Networking tips for board opportunities

- Access to the Boardroom Blueprint Profile Test for a personalized strategy

This intensive 3-hour workshop is designed to propel your career forward, helping you secure your first board seat in 60 days or less.

CLICK HERE TO REGISTER NOW and take the first step toward board leadership.

Kind regards,

Ross

Section 5 - Events, Offers, Insights and Announcements: ATTN: Consultants, Executives, Marketers & Highly Skilled Employees

Learn How to Secure an Equity Stake in a Thriving, Cash-Flowing Business...

...by leveraging the skills, experience, and network you ALREADY possess!

Imagine taking your hard-earned expertise, professional experience, and established connections to gain real ownership in an existing profitable business – without starting from scratch.

Here's how you can:

- Utilize Your Unique Skill Set to add value and earn equity

- Invest Your Network & Resources in exchange for ownership shares

- Accelerate Your Wealth-Building by becoming part of a cash-flowing enterprise

Ready to explore how? Dive into our guide and discover the strategies to make your mark as a co-owner in a successful business, using the assets you already have!

What are you waiting for?

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

You can follow me below

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