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Clean Up this Holiday Season to increase yield in your portfolio

December 10, 2016
Craig BurrowsAs we approach the holiday season, we’re all asked what we want for Christmas. Of course, we all want peace on earth and goodwill to all! However more importantly, I want to provide people with alternatives to investing in public markets.

This past weekend I was invited to speak with Michael Campbell, who interviewed me on his radio financial segment, “Big Fat Idea”. Based on the overwhelming response we received, including hits to our website and the blitz of emails we received from Michael’s listenership post interview, we’ve decided to provide a gift to MoneyTalk’s listeners and subscribers (Click on the link to listen) http://moneytalks.net/article-and-commentary/michael-campbell/mikes-big-fat-idea.html.

For the past few months we have been giving advice but no recommendations on our “8 Ways to 8%” strategy. A strategy we plan to release at the upcoming World Outlook Financial Conference in the new year. Due to the demand from potential investors to learn more, we have decided to provide a couple of examples on how to invest in yield products, with targeted returns of 8% or better before Christmas (see adjacent to or below this article). Best of all, you can use your registered funds like RRSPs or TFSAs if you’re unhappy with your stock portfolio returns.

During my interview, I shared how the car wash industry in the USA is gaining the attention of investors. What we’ve learned over the past two years in monitoring this sector is that the only thing Americans love more than cars, are clean cars!

Here’s what makes this a great investment opportunity:

  • Low operating costs (less than a buck) makes great margins at $3 – $7 per wash
  • Good for the environment, they use 70% less water than washing your car at home and your salt, soap and dirt entering local storm ponds.
  • $9 billion industry with 100,000 locations across the US and the largest operator has less than 200 locations making the opportunity to consolidate baby boomer business owners without a succession plan is huge!
  • The operator has done over 2 million carwashes this year alone so they know what they’re doing

This investment opportunity is for anyone who is unhappy with current yield in their financial portfolio. The company is targeted to pay investors 10% per year paid quarterly, and since they are buying cash flowing businesses, their margins allow them to start providing yield immediately. This investment is for investors looking for diversity into private or alternative investments, not available through the banks or mutual funds.

Like most private and alternative investments, 3 to 5 years is the targeted exit. The good news is that at the exit the issuer will provide an additional 10% profit participation to investors, along with the payback of your original money.

If you’re looking for an alternative “stocking” stuffer for the end of this year, please visit our website at www.triviewcapital.com for more information.

Craig S Burrows ICD.D

President & CEO, CCO TriView Capital Ltd.

 

triview capital 8 ways 8 percent Money Talks

 

 

 

The Money Talks Interviews


Sept 10, 2016 Craig Burrows speaks with Michael Campbell.

 


Dec 3, 2016 Craig Burrows speaks with Michael Campbell.

8 Ways to 8% Articles

Sept 10, 2016 Investing Strategies for Eight Percent or Better

Oct 15, 2016 Plan for Tomorrow but Live for Today – Exempt Markets and Financial Planning

Nov 15, 2016 Why Donald “Trumps” Clinton Is Good for Western Canada

Dec 10, 2016 Clean Up This Holiday Season to Increase Yield

Jan 15, 2017 Private Equity: The best kept yield secret

Feb 15, 2017 Sweetheart Opportunities do exist in February

Mar 15, 2017 The Ides of March and be wary of the Fourth Estate

 

Five of our 8 Ways to 8%

Petrocapita Income Trust
9 percent returns Canada investment opportunitiesIssuer: Petrocapita Income Trust
Description: Investment in preferred trust units of the Trust (PTUs) targeting 9% yield p.a., paid quarterly, together with “discounted” common shares (Common Shares) of a subsidiary of the Trust which are exchangeable after 18 months (or in certain events) for publicly traded trust units of the Trust (PCE.UN)
Category: Oil & Gas Investment Fund – Acquiring heavy oil production and mid-stream assets in Alberta and Saskatchewan.
Target return: 9% annual return on the PTUs, plus potential additional return attributable to the Common Shares.
Targeted terms: 4 Year duration
PetroCapita 2017 Term Sheet
Clear Sky Income Portfolio Fund – Series II
canada exempt market offersIssuer: Clear Sky Income Portfolio Fund – Series II
Description: The Fund believes that opportunities exist to acquire Car Wash locations at attractive prices with existing operations, and the potential for consistent growth. The Fund will generally focus on acquiring, or otherwise investing in, Express Car Wash locations which were constructed or refurbished in 2000 or later. These Car Washes are located in markets with strong employment growth, established operations and the potential to provide increasing cash flow
Category: Yield
Target return: 10% Annual Investor ROI before other stakeholder participation
Targeted terms: Investors also receive 10% of any distributions of net available cash above the Investor Target Return.
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Rev Royalty
8percentIssuer: Rev Royalty Income and Growth Trust
Description: An income and growth fund strategically allocating capital between credit sectors to improve risk and reward prospects
Category: Multi-sector diversified income
Target return: 8%
Targeted terms: Open-ended fund with annual redemption ability
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AP Capital Mortgage Investment Corporation
8percentIssuer: AP Capital Mortgage Investment Corporation (AP Capital MIC)
Description: AP Capital MIC started in 2007 and is a mortgage lender in Western Canada. The firm advances short term (1 year) mortgages to owners of primarily single detached homes in urban areas of BC and Alberta. Borrowers are home owners who require short term funds (bridge financing) and often may not fit with conventional bank underwriting (e.g. business-for-self individuals). Equity in the borrowers home is what protects the fund’s capital as the target loan to value is 70%; leaving 30% equity to protect AP’s funds. Over 700 mortgages have been advanced since 2007 worth nearly $200M in mortgage principal. 450 of those mortgages have been fully repaid leaving the current portfolio with 250 mortgages valued at approximately $57M in principal. Mortgages are sourced through mortgage brokers at interest rates of 5-15 percent.

Category: Yield. Cash Flow.
Target return: 7% monthly distribution (Cash or DRIP) plus annual top up (post audit). Annual returns have historically been greater than 8% per annum.
Targeted terms: 4 year redemption fee of 5% in year one. 4% in year two, 3% in year three, 2% in year four. 0% redemption fee after 4 years. Redemption fee is on initial investment only. Up to 5% of initial investment can be redeemed annually without fee.
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Equicapita Income Trust
8percentIssuer: AP Equicapita Income Trust
Description: Investment in preferred trust units of the Trust (PTUs) yielding 8% p.a., paid quarterly, together with “free” common equity of the LP (a subsidiary of the Trust)

Category: Private Equity SME Buyout Fund in Western Canada. Targeting business between $5-$30million in enterprise value.
Target return: 8% annual return on the PTUs, plus potential additional return attributable to the common equity of the LP
Targeted terms: 5 year duration
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