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Guruji - Presentation Outline

The document presents an ultra-premium investment portfolio focused on prime real estate and luxury charter assets in Ibiza, with a total investment of €20,368,000 and projected annual growth of 12%. It outlines various investment options, including Azteca Apartments and a luxury catamaran, highlighting their strategic advantages and financial projections. The portfolio aims to integrate business and lifestyle components while optimizing tax efficiency through a Spain-Dubai corporate structure.

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Nassim Chakor
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0% found this document useful (0 votes)
45 views7 pages

Guruji - Presentation Outline

The document presents an ultra-premium investment portfolio focused on prime real estate and luxury charter assets in Ibiza, with a total investment of €20,368,000 and projected annual growth of 12%. It outlines various investment options, including Azteca Apartments and a luxury catamaran, highlighting their strategic advantages and financial projections. The portfolio aims to integrate business and lifestyle components while optimizing tax efficiency through a Spain-Dubai corporate structure.

Uploaded by

Nassim Chakor
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

ULTRA-PREMIUM SPANISH INVESTMENT PORTFOLIO

GURUJI - PRESENTATION CONTENT

SLIDE 1: COVER
Title: ULTRA-PREMIUM SPANISH INVESTMENT PORTFOLIO Subtitle: Exclusive Proposal for Guruji Date: 7
May 2025 Prepared by: Elizabeth Bermudez

[DESIGNER NOTE: Use luxury Ibiza imagery - perhaps aerial view of Marina Botafoch and Ibiza Town]

SLIDE 2: EXECUTIVE SUMMARY


ELITE IBIZA INVESTMENT PORTFOLIO

 Prime Ibiza Real Estate + Luxury Charter Assets


 Projected Capital Appreciation: 12% Annual Growth
 Diverse Asset Classes with Strong Yield Potential
 Integrated Business & Lifestyle Components
 Tax-Efficient Structure via Spain-Dubai Corporate Arrangement

[DESIGNER NOTE: Use elegant split-screen image with Marina Botafoch apartments and luxury
catamaran]

SLIDE 3: PORTFOLIO OVERVIEW


TOTAL INVESTMENT: €20,368,000

Asset Investment Primary Benefit Annual Growth


Azteca Apartments €18,170,000 Income + Appreciation 12%
Luxury Catamaran €1,159,500 Charter Income + Enjoyment Moderate
Marina Apartment €1,038,500 HQ + Residence + Appreciation 12%
PORTFOLIO TOTAL €20,368,000 Blended Strategy High

[DESIGNER NOTE: Include simple pie chart showing investment allocation]

SLIDE 4: INVESTMENT #2 - OVERVIEW


"AZTECA APARTMENTS", MARINA BOTAFOCH, IBIZA

 Mixed-Use Residential + Office Complex


 Total Acquisition: €18,170,000 (including VAT & legal fees)
 14 Units: 11 apartments + 2 penthouses + 1 office
 Additional Features: 14 private parking spaces
 Ultra-Prime Location: Marina Botafoch, Ibiza's luxury district

[DESIGNER NOTE: Use exterior and aerial images of Marina Botafoch property]

SLIDE 5: INVESTMENT #2 - LOCATION ADVANTAGE


MARINA BOTAFOCH - PREMIUM POSITIONING

 Elite Neighborhood: Ibiza's most exclusive residential district


 Strategic Location: 5 minutes from Ibiza Town and Talamanca Beach
 Premium Infrastructure: Private marina, designer boutiques, Michelin restaurants
 High-Net-Worth Area: International UHNWI enclave
 Limited Supply: Highly restricted development zone

[DESIGNER NOTE: Include map highlighting location advantages and neighborhood amenities]

SLIDE 6: INVESTMENT #2 - MARKET TRENDS


IBIZA REAL ESTATE MARKET DYNAMICS

 Price Appreciation: 9.5% YoY growth (2023-2024)


 Supply Constraints: Limited new development permits
 Demand Drivers: Growing global UHNWI interest
 Luxury Rental Market: Demand outstripping supply
 Hotel Occupancy: 89% average (Summer 2023)

[DESIGNER NOTE: Include chart showing Ibiza price trends compared to other luxury markets]

SLIDE 7: INVESTMENT #2 - STRATEGIC OPTIONS


AZTECA APARTMENTS - REVENUE STRATEGIES

OPTION 1: LONG-TERM RESIDENTIAL

 Stable tenant base (expatriates, professionals)


 Minimal management requirements
 Steady consistent income

OPTION 2: LUXURY SHORT-TERM

 Premium holiday rentals (€500-1200/night)


 2-3x higher returns than residential
 Active management required

OPTION 3: MIXED-USE STRATEGY

 Year-round office income base


 Flexible residential component
 Optimized for market conditions

[DESIGNER NOTE: Include interior images of apartments showing rental potential]

SLIDE 8: INVESTMENT #2 - FINANCIALS


AZTECA APARTMENTS - FINANCIAL OVERVIEW

Metric Details Value


Acquisition Cost Including VAT & Legal €18,170,000
Renovation Budget Strategic improvements €250,000
Annual Maintenance Outsourced services €25,000
Capital Appreciation Expected annual growth 12%
First Year Appreciation Based on acquisition cost €2,180,400

[DESIGNER NOTE: Include simple bar chart showing growth projection over 5 years]

SLIDE 9: INVESTMENT #5 - OVERVIEW


LUXURY CATAMARAN CHARTER

 Vessel: Lagoon 50 — "Patagonia Free" VIP Edition (2023)


 Total Acquisition: €1,159,500 (including VAT)
 Capacity: 6 double cabins (12 passengers)
 Operational Season: Mallorca/Ibiza (May-Oct) + Caribbean (Dec-Mar)
 Market Position: Premium vessel for VIP clientele

[DESIGNER NOTE: Use high-quality exterior and interior images of luxury catamaran]

SLIDE 10: INVESTMENT #5 - FINANCIALS


LUXURY CATAMARAN - FINANCIAL PROJECTIONS

YEAR 1 (PARTIAL OPERATIONS)

 Base Case Revenue: €201,500 (50% occupancy)


 Operating Costs: €135,000
 Net Profit: €66,500
 ROI: 5.73%

YEAR 2 (FULL OPERATIONS)

 Base Case Revenue: €351,000 (75% occupancy)


 Operating Costs: €125,000
 Net Profit: €226,000
 ROI: 19.5%

[DESIGNER NOTE: Include simple chart showing Year 1 vs Year 2 performance]

SLIDE 11: INVESTMENT #5 - CHARTER DETAILS


LUXURY CATAMARAN - OPERATIONAL HIGHLIGHTS

CHARTER PRICING:

 High Season (Jul-Aug): €19,900/week


 Mid Season (Jun/Sep): €14,900-€17,900/week
 Low Season (Apr/May/Oct): €11,900-€13,900/week

PREMIUM FEATURES:

 Air Conditioning & Watermaker


 High-end sound system & entertainment
 Solar panels & eco-friendly systems
 Multiple refrigerators & luxury amenities
 Professional crew service

[DESIGNER NOTE: Include lifestyle image of luxury charter experience]

SLIDE 12: INVESTMENT #6 - OVERVIEW


COMPANY APARTMENT — MARINA BOTAFOCH, IBIZA

 Prime Residential Unit: Marina Botafoch, Ibiza


 Total Acquisition: €1,038,500 (including VAT & legal fees)
 Dual Purpose: Business headquarters + personal residence
 Strategic Location: 5 minutes from Ibiza Town center
 Premium Positioning: Elite neighborhood with high appreciation potential

[DESIGNER NOTE: Use exterior and interior images of luxury apartment]

SLIDE 13: INVESTMENT #6 - STRATEGIC VALUE


COMPANY APARTMENT - MULTIPLE FUNCTIONS

 Corporate Headquarters: Spanish business operations base


 Client Entertainment: Venue for exclusive meetings and events
 Personal Residence: Mediterranean lifestyle accommodation
 Capital Investment: Strong appreciation in prime Ibiza market
 Tax Efficiency: Business purpose creates favorable treatment

[DESIGNER NOTE: Include elegant interior images showcasing the space]

SLIDE 14: INVESTMENT #6 - FINANCIAL BENEFIT


COMPANY APARTMENT - GROWTH POTENTIAL

Metric Year 0 Year 1 Year 2 Year 3


Property Value €1,038,500 €1,163,120 €1,302,694 €1,459,018
Annual Growth - 12% 12% 12%
Cumulative Gain - €124,620 €264,194 €420,518

[DESIGNER NOTE: Include chart showing property value growth trajectory]

SLIDE 15: STRATEGIC PORTFOLIO SYNERGIES


INTEGRATED IBIZA LUXURY PORTFOLIO

 Geographic Concentration: All assets in premium Ibiza location


 Complementary Functions: Residence, business, income generation
 Brand Development: Potential for integrated luxury offering
 Operational Synergies: Centralized management of all assets
 Capital Appreciation: Positioned in high-growth market segment

[DESIGNER NOTE: Include conceptual diagram showing portfolio integration]

SLIDE 16: TAX & CORPORATE STRUCTURE


OPTIMIZED OWNERSHIP STRUCTURE

 Dubai Holding Company: Primary funding entity


 Spanish SL (Limited Liability): Operational management company
 Intercompany Loan Structure: For capital deployment
 Strategic Repatriation: Income flows back to Dubai entity
 India Tax Treaty Benefits: Optimized for Indian family office

[DESIGNER NOTE: Include simple diagram of corporate structure flow]


SLIDE 17: IMPLEMENTATION TIMELINE
ACQUISITION & LAUNCH SEQUENCE

Phase Timeframe Actions


Phase 1 May-June 2025 - Marina Apartment acquisition, Initial business setup
Phase 2 July-Aug 2025 - Luxury Catamaran purchase & deployment, Summer charter operations
Phase 3 Sept-Oct 2025 - Azteca Apartments due diligence, Renovation planning
Phase 4 Nov-Dec 2025 - Azteca Apartments acquisition, Corporate structure optimization

[DESIGNER NOTE: Include timeline graphic]

SLIDE 18: STRATEGIC SUMMARY


PORTFOLIO STRATEGY HIGHLIGHTS

 Prime Market Position: Ibiza's most exclusive district


 Capital Preservation: Hard assets in supply-constrained market
 Strong Appreciation: 12% annual growth projection
 Diverse Revenue: Real estate + maritime assets
 Tax-Optimized Structure: Spain-Dubai-India advantages
 Lifestyle Integration: Business function with personal enjoyment

[DESIGNER NOTE: Use elegant image of Ibiza luxury lifestyle]

SLIDE 19: NEXT STEPS


RECOMMENDED ACTIONS

1. Site Inspection: Schedule Marina Botafoch properties viewing


2. Yacht Assessment: Technical survey of proposed catamaran
3. Corporate Structure: Engage Spanish-Dubai tax specialists
4. Acquisition Strategy: Determine optimal purchase sequence
5. Management Plan: Develop operational strategy for all assets

[DESIGNER NOTE: Include professional business meeting image]

SLIDE 20: CONTACT & CLOSING


THANK YOU

Elizabeth Bermudez Senior Investment Advisor Mediterranean Luxury Investments


Contact: [Insert contact details]

Confidential & Proprietary © 2025

[DESIGNER NOTE: Include professional headshot and elegant closing imagery]

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