2. The Pitch Build healthy green communities that generate
income for the Non-Prot, the Donor and Simcoe Green Homes.
3. The Players The Non-Prot (NP). The Donor. The Developer -
Simcoe Green Homes.
4. The Non-Prot Challenge Fundraising is crucial to stay in
business. Fundraising is time and labor intensive. Average funds
raised (under $100) require many donors and staff hours to
generate. Little ability to forecast future nancials within this
model. Time spent fundraising is time spent away from core
mission.
5. The Donor Problem Donations and gifts only satisfy one
requirement of donors, the Do good, feel good requirement. Donors
typically view donations as coming out of their Charitable Giving
bucket only which is usually a xed amount per year. Donors are
asked for money constantly. The more non-prots they support, the
less money given to each non-prot.
6. Typical Financial Buckets of a Donor 10% 30% Savings
Investment Charitable Giving 60%
7. Current Opportunity 10% Savings Investment Charitable
Giving
9. Change the Game Have Donors invest rather than donate. Tap
into their 60% investment pool. Separate NP from every other
non-prot looking for money.
10. The Partnership Donor invests with NP in real estate
through SGH. Donor provides the capital, SGH develops and sells the
project. Prot splits (NP, Donor, SGH) are pre-determined prior to
the deal.
11. Prot Projections 8-12% annually at a minimum. That
typically beats: Bank rates CD rates. Bonds.
12. Donor Benets Gain higher returns while supporting a cause
they already believe in. Portfolio diversication (unlikely they
already invest in green real estate). Take advantage of the
emerging trend in healthy green homes market.
13. Structure Donor NP New LLC SGH
14. Process Flow Donor invests capital into new LLC (jointly
owned by NP, Donor and SGH). SGH uses capital on a specic
development project. LLC receives prot from development sales and
disburses prots between Donor, NP and SGH. Rinse and repeat.
15. Financials Donor receives: Capital return + Percentage of
Prots. Non-Prot receives: Percentage of Prots. SGH receives:
Percentage of Prots.
16. Benets NP - Larger donations. - Bigger pool of donors. -
Less time spent chasing smaller donor amounts. - Consistent revenue
stream. - Grow faster, quicker. Donor - Safer investment. - Risk
diversication. - Greater returns. - Supporting a cause SGH -
Increased prots. - Greater support to the NP. - Blueprint for other
NPs.
17. About SGH and the Investment
18. Business Overview We are a smart green home developer
serving young family home buyers in California. Our mission: Build
healthy green homes that contribute to healthier, happier
living.
19. Management Team Jim Simcoe - Founder & CEO Kevin Gaynor
- COO Annette Di Bello Kelly - CFO Katie Teare - Operations
Manager
20. Market Demographics* Average age of home buyer = 38. 63% of
buyers are married households. 63% of buyers earn over $100,000.
61% have a college degree. 64% of buyers are repeat buyers.
*according to CAR 2013 Home Buyer Survey
21. Product & Services Smart green home developments
consisting of healthy green homes. Homes to be net-zero energy and
LEED Platinum rated. Homes will be built in a factory
off-site.
22. How we make money Develop entitled land into smart green
home developments.
23. Development example Project: Build two 1700 square foot
healthy green homes. Timeline (land purchase to sale) - 12 months.
9 months development & construction, 3 months to sell.
Financials: Land development and Construction costs - $1,636,670
Construction loan - $1145,669 (70%) Total Projected Sales -
$2,300,000 Net prot - $548,330. Prot Margin - 23.84%
24. Traditional Stick-Built Home Expensive, time consuming
design process sh ni Fi on te Si Ex ittin ca g v Fo atio un n da
tio n rm Pe D De esi ci gn sio ns C Ar on ch tac ite t ct s Ex ca v
Fo atio un n da tio n rm itt in g C Fa om ct pl or et Fi y e in ni
sh on Si te Pe D De esi ci gn sio ns Our Timeline - 9-12 months
Traditional builders - 24-36 months Weather-dependant construction
on site
25. Our target customers Couples with young children still in
the home. Ages: 30 - 55. College educated. Earn over $100k
annually. Repeat home buyers.
26. Our competition Traditional builders - who are largely
unqualied to build and offer what our customers desire. Niche
builders - who position themselves as green builders to gain market
share even though they have little- to-no green building
experience.
27. Why were different We understand our market because we ARE
our market. Utilize: city green development perks, leverage
incentives/rebates. Our green building experience covers 20+ years,
multiple markets, multiple housing types and a variety of economic
conditions across the US.
28. Track Record: 18% ROI for our investors in 2012. Extensive
background in over 200 + green real estate projects (residential,
commercial, etc.) throughout North America.
