Caribbean
Investment Property
WHY HARLEQUIN?

•   Up to 50% below market value
•   10% rental guarantee for two years
•   Then net yield IRO 20% - 30%
•   Furniture / Refurbishment included
•   Exchanging contract included
•   30 days free usage*
•   100% Finance available subject to status

                         *Not including SIPP purchases
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World Class Facilities
• Beach club
• Restaurants
• Commercial centre
• Private planes
• Golf (Las Canas, Buccament, Marquis)
• Marina (Las Canas, Buccament, Marquis)
• Sports academy
• Spa island sanctuary
• West End Productions
Spa
                            • Exclusive island sanctuary spa and restaurant
                            • Private Pools & sunken outdoor baths
                            • Beautifully landscaped gardens
                            • Oriental style luxury outdoor rain shower
                            • Indoor & outdoor treatment rooms offering:
                            • Massages, beauty treatments and holistic therapies, yoga,
                            Pilates, Reiki and meditation

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Sport Academies
• Celebrity matches
• Professional clinics
• Sports covered
             Tennis
             Cricket
             Golf
             Football
             Baseball
             Basketball
Track Record

                            Buccament Bay
                                     Launched 2004
                                     Prices up 400% in first 3 years

                            The Merricks
                                     Launched 2006
                                     Prices up 100%
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Hotel Brand
   55 hotels
   Occupancy up to 96%


 Globalia Corporation
 •Oasis
 •Air Europa
 •3 Travel Agencies
     •Incl. Travelplan
Security
• Harlequin Hotels & Resorts are a credible
  developer – Established since 2001
• UK based family owned company
• All funds spent on development
• Contracts – English Law
• No debts on any land worldwide
• £2 Billion in Assets
Why the Caribbean?
Luxury Market




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Demand
             UK Property Buying Searches      Worldwide Rental Searches




Bulgaria             491,000                  39,000

Hungary               19,000                  35,000

Montenegro            20,268                   4,680




CARIBBEAN              18,000              78,000,000
5 Partner Approach
•   Investor Partners
•   Agent Network
•   Harlequin Hotels & Resorts
•   Blue Chip Investment Partners
    – Oasis, Gary Player, Pat Cash...
• Local Government & Community
Buccament Bay
St. Vincent & The
    Grenadines
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St Vincent & The Grenadines Rental Comparables
           Years 3+ 50/50 Net Room Rate Share
Resort                          Price per Night

Raffles – Canouan Island        £250-300           • Buccament Bay Beach
                                                     Resort & Spa
Palm Island Resort              £350-£455          • 1 Bed Apartment
                                                   • £350/night as per comparable
Young Island Resort             £220-380           • £350 x 365 x 70% = £89,425
                                                   • 50/50 room rate share = £44,712.50
Cotton House – Mustique         £340-£1,950        • Original Purchase Price = £230,000

                                                   Net Rental Yield = 19.4% p.a.

  Based on conservative 70% occupancy rate for 4* resorts
  BUT
  Surrounding islands of Barbados and Dominican Republic have 85% & 87% occupancy rates
  respectively AND this is a 5* Resort
The Merricks
                      Beach Resort
                       Barbados
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Barbados Rental Comparables

         Years 3+ 50/50 Net Room Rate Share

Resort                 Price per Night
                                               70% Occupancy Rate
The Crane         4*   £400
                                         • Merricks Beach Resort and Spa
Sandy Lane        5*   £750              • 1 Bed Apartment
                                         • £400/night as per comparable
The Fairmont      4*   £400              • £400 x 365 x 70% = £102,200
                                         • 50/50 room rate share = £51,100
Barbados Hilton   4*   £530              • Original Purchase Price = £265,000

Turtle Beach      4*   £473              Net Rental Yield = 19.3% p.a.

                                         (based on conservative 70% occupancy)
Cost Comparables with The Crane Beach Resort



                                            The Crane              The Merricks

                 Studio                        N/A                   £225,000

                 1 Bed apartment            £408,000                 £272,500

                 2 Bed apartment            £685,000                 £285,000

                 Furniture             US$37,000 FOR 1 bed     Included in purchase
                                       US$47,000 FOR 2 bed

                 Annual land tax        US$700 for 1 bed               N/A
                                        US$1200 for 2 bed

                 Annual Insurance           US$1700           Included in maintenance
   The
   Merricks

                 Monthly cost            US$387 for 1 bed             T.B.A.
                 maintenance fee         US$624 for 2 bed

                 Electricity charges   Charged on length of            N/A
                                            your stay

                 Any other charges      Cleaning charged               N/A
                                        weekly during your
                                               stay
arables with The Crane Beach Resort



                               The Crane             The Merricks

       Studio                    N/A                   £225,000

       1 Bed apartment         £408,000                £272,500

       2 Bed apartment         £685,000                £285,000

       Furniture          US$37,000 FOR 1 bed    Included in purchase
                          US$47,000 FOR 2 bed

       Annual land tax     US$700 for 1 bed              N/A
                           US$1200 for 2 bed

       Annual Insurance        US$1700          Included in maintenance
St Lucia
• Most established market
• Highest rentals in the Caribbean
• Up to 70% below anticipated value at
  completion
• Prelaunch price – up to 25% increase 1st
  August
UK enquiries   Worldwide Rentals




St Lucia   4,236          3,240,000
St Lucia’s first master resort
•   Super yacht Marina
•   Gary Player golf course
•   Pat Cash tennis academy
•   World class equestrian center
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Apartment Comparables
         Landings                         Marquis Estate

1 bed               £330,000              1 bed            £145,000
2 beds              £365,000 – £450,000   2 bed            £170,000
3 beds              £522,000 – £845,000   2 bed VILLA      £330,000

         Bay Walk
2 bed               £308,000 - £450,000
3 bed               £441,000 - £496,000

         Raffles
1 bed               £550,000
2 bed               £807,000
Villa Comparables
         Cap Estate                        Marquis Estate

3 bed                    £847,000          3 bed      £405,000
4 beds                   £1,047,000        4 bed      £430,000

         Margiot Bay
5 bed                    £1,450,000
4 bed                    £1,250,000        4 bed      £430,000

         Villas on the Green (Golf)
2 bed                     £262,000         2 bed      £330,000
3 bed                     £650,000         3 bed      £405,000
Projected Gross Income
Studio apartment
                   Based on £300pn x 85% occupancy = £ 46,537
                                                        Profit after mortgage £39,062*
Two bedroom apartment
                   Based on £450pn x 85% occupancy = £69,806
                                                       Profit after mortgage £58,756*
Three bedroom villa
                   Based on £800pn x 85% occupancy = £ 124,100
                                                       Profit after mortgage £97,775*




                                                * Based upon assumed 100% mortgage at interest rate of 6.5%pa
Break even point
Studio apartment
                          on £115,000 unit           therefore need £7,475 pa                hotel needs to take £40 pn*

Two bedroom apartment
                    on £170,000 unit                 therefore need £11,050 pa               hotel needs to take £60 pn*

Three bedroom villa
                          on £405,000 unit           therefore need £26,325 pa               hotel needs to take £144 pn*




                   •Based upon 100% occupancy excluding monthly mangement fee and assumed 100% mortgage at interest rate of 6.5%pa
                                                                                                                                 •
Investment Options
• Studio                         £135,000
• One bedroom apartment          £145,000
• Two bedroom apartment          £170,000




  Up to 25% PRICE INCREASE 1st AUGUST
Coffee Break
Business Model
Why Harlequin?




• Investment Model Outline
Let’s Run Some Scenarios



      Microsoft Office
  Excel 97-2003 Worksheet
100% Finance*
Ian Cook – Foster Denovo

                   *Subject to status
Questions
   &
Answers
How to Invest
Step 1 – Complete Reservation Form
       - Invest £1000 reservation deposit

Step 2 – Complete finance forms to assist obtaining finance

Step 3 – Complete finance, sign contracts and exchange on your
property

Step 4 – Watch your investment grow, wait for the 2 year rental
guarantee on completion and enjoy the 50/50 net room rate share
income stream from Year 3
Food For Thought
“If you don't act now while it's fresh in your mind, it will probably
join the list of things you were always going to do but never quite
got around to. Chances are you'll also miss some opportunities.”
-Paul Clitheroe


Paul Clitheroe Biography : Financial Commentator
Famous for : publishing several personal finance and investing books, writing money
advice columns for popular newspapers and magazines in Australia, and for hosting the
"Money" television program.
Clitheroe details : Born - Australia / Lives - Australia

Harlequin investor slides[1]

  • 1.
  • 2.
    WHY HARLEQUIN? • Up to 50% below market value • 10% rental guarantee for two years • Then net yield IRO 20% - 30% • Furniture / Refurbishment included • Exchanging contract included • 30 days free usage* • 100% Finance available subject to status *Not including SIPP purchases
  • 3.
  • 4.
  • 5.
    World Class Facilities •Beach club • Restaurants • Commercial centre • Private planes • Golf (Las Canas, Buccament, Marquis) • Marina (Las Canas, Buccament, Marquis) • Sports academy • Spa island sanctuary • West End Productions
  • 6.
    Spa • Exclusive island sanctuary spa and restaurant • Private Pools & sunken outdoor baths • Beautifully landscaped gardens • Oriental style luxury outdoor rain shower • Indoor & outdoor treatment rooms offering: • Massages, beauty treatments and holistic therapies, yoga, Pilates, Reiki and meditation Computer Generated Images
  • 7.
    Sport Academies • Celebritymatches • Professional clinics • Sports covered Tennis Cricket Golf Football Baseball Basketball
  • 8.
    Track Record Buccament Bay Launched 2004 Prices up 400% in first 3 years The Merricks Launched 2006 Prices up 100% Computer Generated Images
  • 9.
    Hotel Brand 55 hotels Occupancy up to 96% Globalia Corporation •Oasis •Air Europa •3 Travel Agencies •Incl. Travelplan
  • 10.
    Security • Harlequin Hotels& Resorts are a credible developer – Established since 2001 • UK based family owned company • All funds spent on development • Contracts – English Law • No debts on any land worldwide • £2 Billion in Assets
  • 11.
  • 12.
  • 13.
    Demand UK Property Buying Searches Worldwide Rental Searches Bulgaria 491,000 39,000 Hungary 19,000 35,000 Montenegro 20,268 4,680 CARIBBEAN 18,000 78,000,000
  • 14.
    5 Partner Approach • Investor Partners • Agent Network • Harlequin Hotels & Resorts • Blue Chip Investment Partners – Oasis, Gary Player, Pat Cash... • Local Government & Community
  • 15.
    Buccament Bay St. Vincent& The Grenadines Computer Generated Image
  • 18.
  • 19.
  • 20.
  • 25.
    St Vincent &The Grenadines Rental Comparables Years 3+ 50/50 Net Room Rate Share Resort Price per Night Raffles – Canouan Island £250-300 • Buccament Bay Beach Resort & Spa Palm Island Resort £350-£455 • 1 Bed Apartment • £350/night as per comparable Young Island Resort £220-380 • £350 x 365 x 70% = £89,425 • 50/50 room rate share = £44,712.50 Cotton House – Mustique £340-£1,950 • Original Purchase Price = £230,000 Net Rental Yield = 19.4% p.a. Based on conservative 70% occupancy rate for 4* resorts BUT Surrounding islands of Barbados and Dominican Republic have 85% & 87% occupancy rates respectively AND this is a 5* Resort
  • 26.
    The Merricks Beach Resort Barbados Computer Generated Image
  • 30.
  • 31.
    Barbados Rental Comparables Years 3+ 50/50 Net Room Rate Share Resort Price per Night 70% Occupancy Rate The Crane 4* £400 • Merricks Beach Resort and Spa Sandy Lane 5* £750 • 1 Bed Apartment • £400/night as per comparable The Fairmont 4* £400 • £400 x 365 x 70% = £102,200 • 50/50 room rate share = £51,100 Barbados Hilton 4* £530 • Original Purchase Price = £265,000 Turtle Beach 4* £473 Net Rental Yield = 19.3% p.a. (based on conservative 70% occupancy)
  • 32.
    Cost Comparables withThe Crane Beach Resort The Crane The Merricks Studio N/A £225,000 1 Bed apartment £408,000 £272,500 2 Bed apartment £685,000 £285,000 Furniture US$37,000 FOR 1 bed Included in purchase US$47,000 FOR 2 bed Annual land tax US$700 for 1 bed N/A US$1200 for 2 bed Annual Insurance US$1700 Included in maintenance The Merricks Monthly cost US$387 for 1 bed T.B.A. maintenance fee US$624 for 2 bed Electricity charges Charged on length of N/A your stay Any other charges Cleaning charged N/A weekly during your stay
  • 33.
    arables with TheCrane Beach Resort The Crane The Merricks Studio N/A £225,000 1 Bed apartment £408,000 £272,500 2 Bed apartment £685,000 £285,000 Furniture US$37,000 FOR 1 bed Included in purchase US$47,000 FOR 2 bed Annual land tax US$700 for 1 bed N/A US$1200 for 2 bed Annual Insurance US$1700 Included in maintenance
  • 34.
  • 35.
    • Most establishedmarket • Highest rentals in the Caribbean • Up to 70% below anticipated value at completion • Prelaunch price – up to 25% increase 1st August
  • 37.
    UK enquiries Worldwide Rentals St Lucia 4,236 3,240,000
  • 39.
    St Lucia’s firstmaster resort • Super yacht Marina • Gary Player golf course • Pat Cash tennis academy • World class equestrian center
  • 45.
  • 46.
  • 47.
    Apartment Comparables Landings Marquis Estate 1 bed £330,000 1 bed £145,000 2 beds £365,000 – £450,000 2 bed £170,000 3 beds £522,000 – £845,000 2 bed VILLA £330,000 Bay Walk 2 bed £308,000 - £450,000 3 bed £441,000 - £496,000 Raffles 1 bed £550,000 2 bed £807,000
  • 48.
    Villa Comparables Cap Estate Marquis Estate 3 bed £847,000 3 bed £405,000 4 beds £1,047,000 4 bed £430,000 Margiot Bay 5 bed £1,450,000 4 bed £1,250,000 4 bed £430,000 Villas on the Green (Golf) 2 bed £262,000 2 bed £330,000 3 bed £650,000 3 bed £405,000
  • 49.
    Projected Gross Income Studioapartment Based on £300pn x 85% occupancy = £ 46,537 Profit after mortgage £39,062* Two bedroom apartment Based on £450pn x 85% occupancy = £69,806 Profit after mortgage £58,756* Three bedroom villa Based on £800pn x 85% occupancy = £ 124,100 Profit after mortgage £97,775* * Based upon assumed 100% mortgage at interest rate of 6.5%pa
  • 50.
    Break even point Studioapartment on £115,000 unit therefore need £7,475 pa hotel needs to take £40 pn* Two bedroom apartment on £170,000 unit therefore need £11,050 pa hotel needs to take £60 pn* Three bedroom villa on £405,000 unit therefore need £26,325 pa hotel needs to take £144 pn* •Based upon 100% occupancy excluding monthly mangement fee and assumed 100% mortgage at interest rate of 6.5%pa •
  • 51.
    Investment Options • Studio £135,000 • One bedroom apartment £145,000 • Two bedroom apartment £170,000 Up to 25% PRICE INCREASE 1st AUGUST
  • 52.
  • 53.
  • 54.
  • 55.
    Let’s Run SomeScenarios Microsoft Office Excel 97-2003 Worksheet
  • 56.
    100% Finance* Ian Cook– Foster Denovo *Subject to status
  • 57.
    Questions & Answers
  • 58.
    How to Invest Step1 – Complete Reservation Form - Invest £1000 reservation deposit Step 2 – Complete finance forms to assist obtaining finance Step 3 – Complete finance, sign contracts and exchange on your property Step 4 – Watch your investment grow, wait for the 2 year rental guarantee on completion and enjoy the 50/50 net room rate share income stream from Year 3
  • 59.
    Food For Thought “Ifyou don't act now while it's fresh in your mind, it will probably join the list of things you were always going to do but never quite got around to. Chances are you'll also miss some opportunities.” -Paul Clitheroe Paul Clitheroe Biography : Financial Commentator Famous for : publishing several personal finance and investing books, writing money advice columns for popular newspapers and magazines in Australia, and for hosting the "Money" television program. Clitheroe details : Born - Australia / Lives - Australia