Trust Water Investment Lifecycle

 

Investors can enter a new cycle as there is a continuous process of new deal flow. Existing investors has priority for new investments ( Right of First Refusal ). After successfully completing the current cycle by executing the exit strategy, we immediately initiate the next cycle. According to our investors goals we either replicate a similar model / strategy or customize a new one by considering changing economic environment, capital needs and investment time horizon.

PHASE 1

Assessment /

Financial Goal Setting

  • Getting to know the Investor and Risk Tolerance
  • Target Return and Investment period setting
  • Analize your unique financial and immigration situation
  • Finding the best tax & legal structure
  • Financial State and Goal Setting

PHASE 2

Research /

Portfolio Modeling

  • Deal Research
  • Analysis of deals
  • Presentation of deals
  • Return modeling and cash flow analysis

PHASE 3

Investment /

Due Diligence Period

  • Due Dilligence Period
  • Acquisition of the property

PHASE 4

Investment Development

& Management

  • Design the property
  • Getting the plans approved
  • Construction / Renovation Period

PHASE 5

Harvest

/ Liquidation

/ Exit Period

  • Management of Investment

    OR

  • Liquidation of Investment

PHASE 1

Assessment /

Financial Goal Setting

  • Getting to know the Investor and Risk Tolerance
  • Target Return and Investment period setting
  • Analize your unique financial and immigration situation
  • Finding the best tax & legal structure
  • Financial State and Goal Setting

PHASE 2

Research /

Portfolio Modeling

  • Deal Research
  • Analysis of deals
  • Presentation of deals
  • Return modeling and cash flow analysis

PHASE 3

Investment /

Due Diligence Period

  • Due Dilligence Period
  • Acquisition of the property

PHASE 4

Investment Development

& Management

  • Design the property
  • Getting the plans approved
  • Construction / Renovation Period

PHASE 5

Harvest

/ Liquidation

/ Exit Period

  • Management of Investment

    OR

  • Liquidation of Investment

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