International Real Estate Investment V2

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By: realestateagent (21 month(s) ago)

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International Real Estate Investment: What Every American Should Know: 

International Real Estate Investment: What Every American Should Know Mike Wray Diane Forsman Maarten Blesgraaf Oct. 2007

International Real Estate Investment: 

International Real Estate Investment The thinking that goes into making safer real estate investments Keys to unlocking international opportunities What to consider in addition to location

International Real Estate Investment: 

International Real Estate Investment 68.9% Americans own homes in the US Prudent person rule 4,073,810 Americans live abroad 25% in Mexico 26.2% in Western Europe Key trends

Places Considered: 

Places Considered Argentina Canada Costa Rica Dubai/UAE Germany Hong Kong Macau Netherlands Poland Thailand Belize China Croatia France Greece Italy Mexico Panama Puerto Rico And many others

International Real Estate: 

International Real Estate Impact of the US market??

Why Europe: 

Why Europe Europe is an attractive, lucrative market with a population of 600 million people Purchasing power places Europe among the world’s largest & richest markets

Why The Netherlands: 

Why The Netherlands Gateway to Europe Infrastructure - efficiency Business climate Global environment rankings, published by the Economist Intelligence Unit (EIU) rated the Netherlands the #1 European country for overall business environment Excellent labor force Tax benefits

Excellent Labor Force: 

Excellent Labor Force 91% of population is bilingual 78% speak English 57% speak German 14% speak French Skilled workforce Dutch workers are known for flexibility, motivation & dependability

Multilinguality: 

Multilinguality Source: Ernst & Young, 2002 Percent of population speaking a foreign language.

Skilled Labor: 

Skilled Labor Source: INO World Competitiveness Yearbook, 2005 Skilled labor is readily available. Executive survey based on index from 0 to 10.

Tax Benefits: 

Tax Benefits Wide Tax Treaty Network Strong bilateral agreement avoids double taxation on income & capital and reduces withholding taxes on dividends – often to 0% Other tax benefits (current & proposed)

Netherlands vs. UK : 

Netherlands vs. UK Many North American multinational companies look to locate EU headquarters in the UK Netherlands offers a similar culture as well as something the UK can not Closer proximity to Customers – critical to pan-European success

Regardless of Size: 

Regardless of Size “Amsterdam and the Netherlands offered clear advantages over the European locations we investigated. One of the most important factors for us was the high educational and skills level of the local workforce. Wages are reasonable… Another factor is language skills…” -Andrew Lockhart, Cisco Systems

Cisco Sys Inc Stock: 

Cisco Sys Inc Stock Source: Etrade 10/09/07

Cisco Sys Inc Stock: 

Cisco Sys Inc Stock Source: Etrade 10/09/07

The Netherlands: 

The Netherlands Distinct advantages for residential real estate investment: Housing shortage Steady rate of appreciation Advantageous tax structure Vacation home opportunities

Holland Welcomes You: 

Holland Welcomes You

Timeless Architecture Through the Centuries: 

Timeless Architecture Through the Centuries

Beautiful Canals: 

Beautiful Canals What once served historically for defense & trade, now has become premium waterfront properties

Facts about Amsterdam: 

Facts about Amsterdam Amsterdam has 800,000 inhabitants; greater Amsterdam 1,200,000 With 177 different nationalities, Amsterdam has highest variety of people in the world (New York has 155)

Amsterdam: 

Amsterdam

Amsterdam: 

Amsterdam 8.2 million tourists in 2005 Top 25 shopping streets in the world Top 15 cities overnight stays Top 10 convention cities in the world Sources: Cushman & Wakefield, Union of International Associations 2005

Amsterdam: 

Amsterdam Top 5 busiest airports in Europe (voted best in the world in 2006) #2 Cargo (via air) shipments in Europe #1 & #11 Shipping ports in Europe Highest rate of internet use in all of Europe Sources: Cushman & Wakefield, Union of International Associations 2005

The Culture: 

The Culture Biggest exporter of flowers in the world Famous for cheese & chocolate Museums & art Shopping

Infrastructure: 

Infrastructure Modern – continually updated Great public transportation -1,472,000 bicycles in Amsterdam alone Great access point for the rest of the EU

Industry Strengths: 

Industry Strengths Banking/financial Shipping/distribution Engineering Travel Efficiency, organization, operations

Amsterdam Real Estate: 

Amsterdam Real Estate Housing prices rose 5.5% in the last quarter Houses averaged just 40 days on market Average price €250,000

Slide29: 

Rental Market in Amsterdam

Rental Market in Amsterdam: 

Rental Market in Amsterdam 55% of total dwellings are social rent Waiting list for social housing is 6 years + Social housing can be rented if income is <€35,000 per year Once in social housing, people hardly move

Rental Market in Amsterdam: 

Rental Market in Amsterdam 24% is privately owned and on the rental market Primarily institutional investors who own apartment complexes Not much change in ownership Some opportunity

Rental Market in Amsterdam: 

Rental Market in Amsterdam 21% is privately owned & owner occupied Represents largest opportunity Housing squeeze

Why Invest in Amsterdam: 

Why Invest in Amsterdam 80,000 expats work in Amsterdam Substainable housing shortage for the next 20 years Advantageous capital gains rate

Why Invest in Holland: 

Why Invest in Holland Euro is expected to get stronger for the next few years Steady political climate Very popular vacation destination Changes in laws may provide additional opportunities

Population Growth Projections: 

Population Growth Projections Source: Government 2006

The Buying Process: 

The Buying Process Identifying opportunities Pricing k.k. v.o.n. Agent relationships Title search, inspections, land lease, etc. The role of the Notary Mortgages Closing

Mortgages in Holland: 

Mortgages in Holland There are two types of mortgages Documented Stated You’ll need to apply for a tax number

Documented Mortgages: 

Documented Mortgages Can get a 100% mortgage of bank’s appraised value (90% of the market value) - fully documenting assets and income in US Can get a loan for up to 20-25% of your annual net income – your current mortgage costs Can get a mortgage with 5% interest for 10 years fixed, based on today’s interest rates

Stated Mortgages: 

Stated Mortgages Can get loan for 90% of bank’s appraised value (80% of the market value) Mortgage is based on a stated income Specially for the self-employed 6% interest for a fixed period of 10 years

Closing Costs: 

Closing Costs When buying, consider all costs: 6% transfer tax € 2,500 for notary/contracts 2% real estate agent fee € 250 for translator (if you don’t speak Dutch) Average annual property tax is € 800

The Closing: 

The Closing Meeting with seller, agents, notary & translator Mortgage documents Keys Meters

Conclusion: 

Conclusion Europe offers many opportunities for international real estate investment Holland in particular, offers distinct advantages for residential & commercial real estate investors as well as for companies looking to expand overseas Low risk Steady appreciation

Latin America & Mexico: 

Latin America & Mexico Panama, Costa Rica, Belize…

International Living Survey: 

International Living Survey Based on IL’s 2007 Global Retirement Index: Mexico is now the #1 retirement destination in the world for Americans

Mexico: 

Mexico The Baja Mexico of today is far different than what is was 10, 5 or even a year ago Only 3% of Americans are aware of the changes that provide opportunities for them Mexico offers a fantastic opportunity for three key markets: Retirees Vacation home purchasers Investors

Mexico: 

Mexico COCOTREN –Coastal Corridor Tijuana Rosarito & Ensenada

3 Biggest Myths: 

3 Biggest Myths Myth #1: Foreigners (Americans) can’t own in Mexico Myth #2: You can’t own land within 50 kilometers of the coast or 100 kilometers of the border Myth #3: Government will take my property away

3 Biggest Myths: 

3 Biggest Myths Myth #1: Foreigners (Americans) can’t own in Mexico Myth #2: You can’t own land within 30 miles of the coast Myth #3: Government will take my property away FALSE FALSE

Changes in Politics & Law: 

Changes in Politics & Law What Really Happened in Punta Bandera Faulty Title

Baja Mexico: 

Baja Mexico COCOTREN Investment Platform Abundant natural resources 1,280 kilometers of shoreline Strategic geographic location Qualified labor force Government support Source: Baja California State Government, 2007

Key Market Drivers: 

Key Market Drivers Increasing Demand = Growing Market A currently undervalued finite resource A greatly improved & improving political climate US title insurance companies Availability of financing Donald Trump Business is growing – the Law of Attraction

Key Market Drivers: 

Key Market Drivers Increasing Demand = Growing Market Retiring Baby Boomers Quality & price Lower cost of living 3% = $30 Billion invested 100% = ?

Social Benefits: 

Social Benefits Foreigners age 60 or older holding a valid residence visa for Mexico can participate The program offers discounts on a wide range of services, including: Health-related services (hospitals, doctors’ visits, lab tests, medical devices, pharmacies, and dental work); Cultural activities and entertainment Transportation and accommodation Discounts range from 5% to 50% off full price

Key Market Drivers: 

Key Market Drivers A currently undervalued finite resource or Location, Location, Location Land Oceanfront Temperate climate Close to large consumer group

Market “Comps”: 

Market “Comps” San Diego Ocean view $695,000 - $6,500,000 Waterfront $1,350,000 - $12,900,000 (average approx. $3,000,000) San Diego ocean view 2bed/2.5ba $995,000 San Diego “waterfront” 3 bd/3 ba $6.5 million

Market “Comps”: 

Market “Comps” Rosarito Ocean view starting at $150,000 Oceanfront $399,000 - $1,895,000 (average $499,000)

Formula: 

Formula Psd * (1- rUS) = market value Pr * (1-r Mexico) = market value San Diego = $3,000,000 * (1-0%) = $3,000,000 Rosarito = $3,000,000 * (1-x%) = $499,000 x = 84% Ex: At 75% the value is $750,000

Key Market Drivers: 

Key Market Drivers A greatly improved & improving political climate Carlos Salinas de Gortari Vincente Fox Phillipe Calderon Local Government increase property tax revenue

Key Market Drivers: 

Key Market Drivers US title insurance companies NAFTA – Removal Investment Restrictions Fideicomiso US Title – Stewart, First American, etc. Ejido Land

Key Market Drivers: 

Key Market Drivers Availability of financing No longer developer carry or all cash Title = Financing Boutique (Bank of Laredo) Larger (GE Capital) Mexican (peso based) financing

Key Market Drivers: 

Key Market Drivers Donald Trump Name synonymous with real estate & quality Trump Baja positioned to take advantage of convention business from San Diego Mexican real estate record – sold $122 million

Key Market Drivers: 

Key Market Drivers Business is growing – the Law of Attraction Trump Costco Home Depot

The Local Culture: 

The Local Culture Lobster, fishing, whale watching Wine country Art, golf, spas New marinas

Baja Mexico: 

Baja Mexico Opportunities for significant ROI Proximity The greatest American land rush in the 21st Century

Top 5 Things to Watch Out For: 

Top 5 Things to Watch Out For Understand local laws, customs & processes Understand social, political, business changes “American” pricing Liquidity & tax implications Currency fluctuations

Tips on Becoming a Successful International RE Investor: 

Tips on Becoming a Successful International RE Investor Identify opportunities Due diligence, estimate ROI Look for local investment Hire local professionals Hedge your bet Focus Buy where you love

Conclusion: 

Conclusion International real estate investment is a great way to diversify your portfolio As with any investment – do your homework, use professional advisors & diversify There are many opportunities world wide

Contact Us : 

Contact Us Mike Wray 949-678-3453 or Mike@Baja4US.com Diane Forsman 949-283-5137 or Diane@Baja4US.com Maarten Blesgraaf 01131-648-7777-52 or MaartenBlesgraaf@Remax.nl