The Basic Course - Deborah Burns

Transcript

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2. • Current capital markets investment policies lead to massive
   private investment capital disintermediation from smaller
   cities and communities through out the US, concentrating
   investment in major cities.
   • Results in lack of investment to meet community needs for
   housing, jobs, medical facilities, etc.
   • The financial crisis and ensuing capital constraints
   dismantled financial intermediaries and qualified workforce in
   smaller cities and communities.
   • Banks and other financial institutions don’t provide the
   standard banking and investment products and services in
   smaller cities and communities that exist in major cities.
   • Economic growth stagnates due to lack of capital investment.
   The Challenge
   For Smaller Communities.
   

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3. The Need. Now 52 million Americans (1 in 6) live
   in economically distressed communities.
   

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4. The Solution
   New Private Capital Conduits
   • Private financing for government projects
   • Municipal financing rates
   • Retain title through lease structures
   • Finance capital improvements
   • Public Private Partnerships
   • Impact Investors
   • Private development of public projects
   • Private improvements of public projects
   • Opportunity Zone Funds
   • Opportunity Zone incentives
   • Equity capital for private projects
   Content edits - DB
   

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5. INITIATIVES
   

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6. Catalyst for Communities
   and Various Stakeholders
   • Outreach – Connecting with community leaders.
   • Education – Providing requirements for private financing
   sources.
   • Connecting - Community development needs with capital
   sources.
   • Assisting - Communities in meeting requirements for private
   funding.
   • Structuring - public private partnerships and private
   financings.
   • Advisory – Community resource to private business and
   developers.
   

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7. Initiatives (1)
   investUS Opportunity Fund, LLC is offering
   $100,000,000 Class A shares of common stock to
   accredited and institutional investors with the following
   characteristics:
   • $100,000,000 Offering
   • Minimum $50,000 investment
   • Each Share has a face value of $1.00
   • Private offering under Regulation D 506 (c) exemption from
   registration with the Securities Exchange Commission.
   

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8. Tax Deferred In. Tax Free Out.
   Investor Tax
   Benefits
   100% DEFERMENT OF
   GAIN TAX TILL 2026
   *
   * The investor’s investment in the investUS Opportunity Fund is “stepped up” to the fair market value of the
   funds’ interests at the 10 year mark, not the investor’s original capital gain. The tax on the investor’s original
   capital gain is due as of 12/31/2026.
   

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9. Initiatives (2)
   investUS, LLC
   is a US Citizenship and Immigration Service (“USCIS”)
   designated EB-5 Regional Center
   www.investUS-EB5.com
   • Provides low cost subordinated debt and/or equity
   financing to New Mexico real estate projects and
   businesses through foreign investment by individuals and
   their families seeking permanent residence in the US.
   • Pursuing strategic partnerships with several sources of
   foreign investors that also have a pipleline of EB-5
   eligible projects.
   • Working with various tribal groups to identify an EB-5
   project eligible for expedited processing program.
   

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10. Initiatives (3)
    investUS, LLC
    Has strategic relationships with various sources of
    private equity and debt funding for municipalities,
    businesses and real estate development projects in
    underserved markets as:
    • Alternatives to bank loans
    • Access to Institutional debt and equity
    • Municipal financing alternatives
    • Federal funding programs
    

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11. Initiatives (4)
    investUS QO Fund Manager, LLC
    • Provides Opportunity Zone investment advisory services
    in under-served markets.
    • Provides custom Opportunity Fund formation and
    documentation to under-served markets.
    • Provides institutional investment expertise as a fund
    manager to custom Opportunity Funds in under-served
    markets.
    • Provides referrals to top Opportunity Zone legislation tax
    advisors and attorneys to support communities,
    businesses and individuals utilize the Opportunity Zone
    tax benefits.
    Content edits - DB
    

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12. The investUS Managers.
    Deborah Burns, Managing Partner.
    Ms. Burns’ financial career spans more than 30 years and includes roles as an institutional investment officer in New York
    City, finance officer at a New Mexico start-up company that became she honed her ability to determine key factors for
    business sustainability, profitability and growth in a wide variety of industries. During her investment career, she analyzed
    more than 3,000 businesses and invested more than $3 billion. During the 1990s, Ms. Burns founded the Project Finance
    Group at TIAA-CREF and she was the lead institutional investor for construction and long-term investments in the US and
    emerging markets.
    Nathan Fellers, CFA, Managing Director.
    Mr. Fellers is a results-oriented investment professional with over 20 years of experience in the areas of
    portfolio management, trading, risk management, financial modeling, and corporate finance. His experience comes from
    various institutional investment management roles including Investment Officer at the Federal Home Loan Bank of Seattle,
    Senior Portfolio Manager and Treasurer at a $50 billion REIT, and most recently, Investment Manager for a $5+ billion
    corporate pension plan. In each of these roles, Mr. Fellers has directly or indirectly managed $5 - $50 billion in investment
    capital deployed across numerous asset classes ranging from real estate to securitized debt to emerging market equites.
    

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13. 609 Broadway Blvd NE, Albuquerque, NM 87102
    Phone: (505) 246-6902 | Email: info@investusfund.com |
    Website: www.InvestUSfund.com
    

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