Page 4 - Raymond Dale Asset Protection Advisors Brochure
P. 4
Reduced Risk Investing in the Fund provides participation in multiple loans and properties.
The Fund will raise $100,000,000 with no single investment of greater value
than 10 million dollars. This allows for an ownership interest secured by 10, 20
or more investments. The result is dramatically reduced risk due to diversifica-
tion, as well as stability, since the Fund will invest in loans and properties at
deep discounts.
Preferred Return Investor’s received a preferred cumulative return of 8% APR before manage-
ment participates in the profits.
Performance Fee and Besides a small management fee, the managers will receive a performanc
Profit Share fee of 25% of the profits after the investors receive their 8% APR cumulative
preferred return, and 75% of the profits go to the investors.
Monthly Cash Distribution The investor may choose to have monthly distributions. That will provide for an
Option ongoing cash flow to help plan future retirement or college funding for children
and grandchildren.
Compounding Returns Income can be reinvested back into the Fund to achieve the benefit of com-
pounding returns.
Simplified Investing Azimuth’s management team will continually make investments in the Fund’s
name. This removes the burden of having to review each offering, which can
often result in missed opportunities if out of town or lacking liquidity at the time
of the offering.
Increasing Revenue Since the Fund will invest primarily in short term loans, a rise in interest rates
will directly benefit the investors.
No Volatility Unlike Real Estate Investment Trusts (REITS), that trade on the stock exchang-
es, this is a private fund, so stock and bond market volatility will not affect the
principal of the investments.
May Reduce estate Taxes Since this investment is in a pooled account, the investment may qualify for a
discount for estate planning purposes much like a Family Limited Partnership
does. We strongly advise contacting an attorney about this feature.
No Formation Costs to Unlike many mutual funds, or other investment partnerships, there are no
Investors formation costs ascribed to the Fund. All legal, accounting and registrations
fees have been paid by Azimuth’s Managers. That means more invested dollars
go directly into loans and properties.
Azimuth Realty Opportunity Fund
132 N. El Camino Real, #358
Encinitas, California 92024
(858) 455-0500 | AzimuthFund.com