THE EB-5 INVESTMENT VISA
THE MOST DESIRED IMMIGRATION INVESTMENT PROGRAM IN THE WORLD
W E S T P O R T M I A M I S Ã O P A U L O M U M B A I
U.S. Residency Through InvestmentThe EB-5 Investor Visa Program provides U.S. green cards and permanent residency to international
investors and their immediate families (children up to age of 21) through a one-time minimum investment of
$500,000 USD into a new U.S. business that creates 10 or more American jobs.
EB-5 Program Overview ....................................................................................................................................4
Regional Center Overview | LCR Capital Partners LLC ...................................................................................16
Brand Overview | Dunkin’ Donuts ...................................................................................................................24
Project Overview | American Opportunity Franchise Fund IV, L.P. .................................................................32
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THE WORLD’S BEST INVESTMENT IMMIGRATION PROGRAM
Country Program Name Minimum Investment
Cyprus Citizenship By Investment $5,500,000
Australia Business Innovation and Investment Visa $4,072,000
Singapore Global Investor Programme (GIP) $2,000,000
United Kingdom Tier 1 Investor Visa $1,521,000
Malta Individual Investment Programme $1,350,000
New Zealand Entrepreneur Work Visa $1,160,000
Portugal Golden Residence Program $589,000
United States EB-5 Immigrant Investor Visa $500,000
St. Kitts & Nevis SIDF $430,000
INCR
EASI
NG
COST
“#1 Best Way For Investors To Immigrate To The U.S.”
– Forbes (July 2014)
The minimum EB-5 investment amount of $500,000 has not changed since 1990. The min. investment amount will likely increase by September 30th, 2016.
EB-5
Pro
gram
Ove
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The fastest, simplest and most reliable way to achieve permanent residency in the United StatesAdministered by the United States Citizenship and Immigration Services
(USCIS), the EB-5 program approves and designates Regional Centers,
such as the LCR Overseas Regional Center, to attract foreign investment
into the U.S.
The EB-5 program enjoys rapid adjudication times and high individual
approval rates.
Since the program’s inception in 1990, thousands of immigrants have
received permanent U.S. residency, creating hundreds of thousands of
American jobs, at no cost to the U.S. taxpayer.
3
EB-5 PROCESS & TIMELINE
1. Complete Investor Questionnaire
2. Reserve slot in LCR’s EB-5 project by signing Ambassador Letter*
3. Engage with U.S. immigration/tax planning specialist
4. Review Confidential Offering Materials
5. Wire EB-5 Investment and Admin Fee into U.S. Escrow Account
6. Submit I-526 petition to USCIS
7. USCIS review of I-526 petition
Criteria Include:
� Does business plan demonstrate likelihood of creating 10+ jobs?
� Was required amount invested in new project?
� Were investment funds lawfully sourced?
8. Approval of Conditional Green Card for investor and immediate family � If I-526 is denied, investor receives full refund of EB-5 investment
9. U.S. Consulate interview or Adjustment of Status
10. Visit the United States within 180 days of approval
11. USCIS review of I-829 petition
12. Submit proof that 10+ jobs were created
13. Approval of Permanent Green Card — 95%+ approval rates in FY2015
* By reserving slot, LCR will provide “one-stop shop” concierge services and exclusive access to experienced U.S. immigration firms
RETURN OF CAPITAL TO INVESTOR (No earlier than year 5)
Application Process
(1-2 months)
Receive Conditional Green Card
(10-15 months)
Receive Permanent Green Card (4-5 years)
KEY EB-5 REQUIREMENTS
There are 5 key requirements for immigrant investors to successfully participate in the EB-5 program:
Minimum Capital
Requirement
New U.S. Jobs Requirement
Background Check
Legally Sourced
Investment
”At Risk” Investment
$500,000 investment in a new business or real estate project
� Over 99% of EB-5 investors invest through Regional Centers at $500,000 level
� $1 million option available for EB-5 direct investments
Create or preserve at least ten full-time jobs for American workers
Proof that investor is not a convicted criminal, no history of financial f raud or has no t previously violated U.S. immigration laws
Can clearly document that the funds required to make the investment come from a lawful source
Acceptable options include: � Salary � Gifts of money from family & friends
� Profits made from sale real estate or other assets
� Loan
Investment must be “At Risk” (i.e. fully invested in the project) for a period of no less than 5 years
Per U.S. law, the EB-5 investor cannot be offered any guaranteed return on or of principal nor possess any redemption rights on capital
1 2 3 4 5
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EB-5 ENJOYS HIGH ACCEPTANCE RATES
I-526 Quarterly Approval Rates
I-829 Quarterly Approval Rates
Q1 2015 Q2 2015 Q3 2015 Q4 2015
93%
88%
92%
85%
100%
Q1 2015 Q2 2015 Q3 2015 Q4 2015
99% 99% 99%2015 average 99%
2015 average 89%
REPRESENTATIVE ECONOMICS FOR EB-5 INVESTOR
Timeline (in months)
USCIS LCR REGIONAL CENTER IMMIGRATION ATTORNEY
0-2I-526 Filing Fee: $1,500 Administration Fee1
EB-5 Investment
$60,000
$500,000
Immigration Attorney Fees 2
$15,000
3-15
15-17I-485 Filing Fee
Biometric fee is $85, where applicable
$985
$85
Immigration Attorney Fees 2
$5,000
35-41I-829 Filing Fee: $3,750 Immigration
Attorney Fees 2$7,500
SUB-TOTALS $6,320 SUB-TOTALS $560,000 SUB-TOTALS $27,500
TOTAL COST $593,820
60-66Return of Principal $500,000
Preferred Return on Capital3 $37,500
TOTAL OUT OF POCKET COST $56,320
1 Admin fee is used to cover upfront expenses such as project underwriting, business plan writers, econometrics jobs report, securities attorney fees, TEA designation and escrow service.2 LCR has negotiated preferred rates with top EB-5 immigration firms. These fees include source of funds analysis.3 LCR AOFF IV investor receives an annual preferred return on capital of 1.50%.
Total Investment Costs/Fees
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OTHER KEY BENEFITS
Hedge Local Currency
Depreciation
Use U.S. dollar-denominated EB-5
investment as depreciation hedge vs. local currency.
Direct Path to U.S. Citizenship
Can apply at the five year anniversary of
receipt of their conditional resident status.
No Expiration Date
The U.S. green card does not expire nor do your children lose when
they turn 21.
Easy to Qualify
No specialized skills required. No travel or age restrictions, and no language skills
requirement.
U.S. GREEN CARD IS VOLUNTARY AND CAN BE RETURNED AT ANY TIME
KEY BENEFITS
One of the most popular EB-5 investment options is for parents to donate the investment amount as a gift to their son or daughter and have them become the EB-5 investor
A U.S. green card provides your children with a significant
edge versus their international peers and improves their
odds of success before applying to college as well during
and after graduation.
PRE-COLLEGE DURING COLLEGE & POST COLLEGE
HIGHER UNIVERSITY ACCEPTANCE RATES
A foreign student, under an EB-5 visa, is treated as a U.S. resident applicant and thus will not be impacted by limitations applied to international students.
� Most U.S. universities limit foreign student populations to 20% or less of the student body.
� At UC-Berkeley, for example, the 2014 California resident acceptance rate was 19.5% compared to an international student acceptance rate of 8.8%.
LOWER TUITION RATES
As a U.S. green card holder, your children may qualify for reduced “in-state” tuition rates as well as merit-based scholarships and awards reserved only for U.S. residents and citizens
� Tuition rates for international students are significantly higher than those paid by U.S. residents.
� Foreign student tuition rates at top U.S. public universities maybe as much as $200,000 higher than “in state” tuition over a four year period.
EXPANDED EMPLOYMENT OPPORTUNITIES
Live and work anywhere in the U.S. and pursue full range of professional and business opportunities in the world’s largest economy
REMOVE UNCERTAINTY FROM YOUR CHILDREN’S EMPLOYMENT POSSIBILITIES
As a foreign university student or new graduate, your children are subject to a highly competitive lottery system in order to obtain the required H1-B employer-sponsored visa
� For example, In April 2015, the USCIS held lottery for 65K H1-B visas from over 233,000 applications
– Example: In 2010, Snapdeal co-founder and CEO, Kunal Bahl, after earning a management and technology degree at Wharton in Philadelphia, was forced to return home prematurely to New Dehli, India because the U.S. refused him a work visa to stay.
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EB-5 INVESTOR MARKETPLACE CURRENTLY DOMINATED BY CHINA
CHINA: 7,616
BRAZIL: 18
MEXICO: 21INDIA:
71
UK: 62
SOUTH AFRICA:
26
Total EB-5 visas issued (investor plus dependents) in FY 20151:
SOUTH KOREA: 89
VIETNAM: 253
RUSSIA:60
UAE :9
NIGERIA: 37
THE U.S. IS THE MOST ATTRACTIVE MARKET IN THE WORLD FOR IMMIGRANTS TO START A NEW BUSINESS
“America, after all, was and
is a country of immigrants” —Google CEO, Sundar Pichai
In Silicon Valley, the percentage of immigrant-founded startups has increased to 52.4%.
1Source: 2013 study by The Partnership for a New American Economy
More than 40 percent of Fortune 500 companies were founded by immigrants
or the children of immigrants
According to Fortune Magazine, 50% of the members of Fortune’s 2015 Forty Under 40 are first-generation U.S. immigrants
U.S. immigrants are more than twice as likely to start a business as the native-
born and U.S. immigrants started 28 percent
of all new U.S. businesses in 2011, despite
accounting for just 12.9 percent of the U.S.
population.1
As of 2011, immigrant-run businesses employed one in 10 American workers.
1Source: U.S. Department of State - Department of Consular Affairs - Report of the Visa Office 2015
Prior to 2009, foreign investors used only a small fraction of the 10,000 visas allocated annually to the
EB-5 program. In recent years, however, EB-5 demand has increased dramatically. In fact, Chinese
applicants reached their per-country limit in 2014 and again in 2015
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REGIONAL CENTER VS. DIRECT EB-5 INVESTMENT
Regional Center Direct Investment
Active Management of Business Not Required Required
Typical EB-5 Investment $500,000 $1,000,000
Job Creation RequirementCan count direct, indirect and induced jobs
towards 10 job requirementOnly direct W-2 full-time jobs count
towards 10 job requirement
Geographic Mobility & FreedomLive, study or work anywhere you choose
in the U.S.Legal requirement to live and work near
the new business
EB-5 Investor Participation Capital investment through a Regional
Center sponsorDirectly invested with US entity
EB-5 Investor Relationship with U.S. Entity/Project
Indirect Direct
IDENTICAL REQUIREMENTS
Applicable Business SectorsAll USCIS-approved businesses
that create required jobs All USCIS-approved businesses
that create required jobs
EB-5 Investor Eligability Must be accredited Must be accredited
Business Plan Required Required
Escrow of Funds (not required by law)
Not Required Not Required
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FIRM OVERVIEW
LCR has transformed a government immigration program into a standardized,
transparent financial product that maximizes job creation, mitigates risk and
protects investors’ principal.
LCR’s primary client base comes from global high net worth investors from
Latin America, China, India and the Middle East.
LCR is headquartered in Westport, CT, has offices in Miami, FL, São Paulo,
Brazil, and Mumbai, India and will be establishing operations in the Middle
East and China in 2016.
Reg
iona
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ter O
verv
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An emerging leader in the EB-5 industryFounded in 2012 by Harvard Business School alumni, LCR Capital Partners
is a partner-owned, private equity investment firm that deploys debt and
equity to experienced operators of top American franchise restaurant
brands - an ideal industry for EB-5 investments as it is one of the most
efficient converters of capital into jobs.
The firm helps its clients and their families secure U.S. green cards and
permanent residency through the EB-5 Immigrant Investor visa program.
As a firm founded by first-generation U.S. immigrants, LCR understands
the challenges of starting a new life in the United States and is committed
to enabling a successful U.S. transition for all of its clients.
“LCR Capital Partners…could be a game changer in the franchise finance world.”
– Franchise Times (September 2014)
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EXPERIENCED REGIONAL CENTER IN THE IDEAL INDUSTRY FOR EB-5: QUICK SERVICE RESTAURANT FRANCHISINGLCR currently operates two Regional Centers:
1. LCR Overseas Regional Center (NY, NJ, CT and PA) was approved in May 2014
2. LCR Atlantic Gulf Regional Center (Florida and Georgia) was approved in December 2015
LCR successfully closed its first EB-5 project, the American Opportunity Franchise Fund I, LP, in September 2015.
LCR EB-5 PROJECTS SIZE TERRITORYPREFERRED
RETURNSTATUS
American Opportunity Franchise Fund I, LP $12 Million NY, CT, PA & NJ 0.25% CLOSED
American Opportunity Franchise Fund II, LP Up to $49 Million FL 0.25% Marketed in China
(primarily)American Opportunity Franchise Fund III, LP Up to $49 Million GA, TN, NC, SC 0.25%
American Opportunity Franchise Fund IV, LP Up to $49 Million TX, AL, LA, MS 1.50%Marketed in
Rest of World
REGION STORES1 PENETRATION
Core 4,049 1:8,900
Established 2,675 1:20,100
Emerging 1,196 1:74,200
West
320 1:406,000
TOTAL 8,240 1:37,500
FUND I
FUND III
FUND II
FUND IV
SENIOR MANAGEMENT TEAM
LCR’s senior management team met at Harvard Business School in the mid 1990’s and built and established
distinguished track records while serving at many of the world’s premier organizations including: McKinsey
& Co., Credit Suisse, UBS, BlackRock, EMP Global, HSBC, Rio Bravo Investimentos, INVESCO, Fox Point
Capital, Frontier Strategy Group, the U.S. Congress, and other leading global institutions.
Background
Suresh Rajan
CEO
� Dunkin’ Donut Multi-Unit Operator � Consultant at McKinsey & Company � U.S. Congressional Aide � Harvard MBA 1997
Rogelio Caceres
Co-Founder & CMO
� Founding Exec and Head of Sales for start-up Professional Services firms � Latin America Private Equity at EMP Global � Investment Banking at Wasserstein Perella � Harvard MBA 1997
Joseph Haggenmiller
COO
� Quantitative Hedge Fund Manager � Equity Derivative Structuring at Credit Suisse and UBS � Investment Banking at RBC Dain Rauscher � Harvard MBA 1997
Scott Schweitzer
CFO
� Head Trader / Chief Operating Officer at Fox Point Capital � Prime Brokerage at Deutsche Bank � United States Air Force � Harvard MBA 2005
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DEEP EXPERTISE IN FRANCHISING AND INVESTMENT MANAGEMENT
LCR combines expertise in lending, franchise strategy, and franchise operations – and applies its expertise
to benefit EB-5 investors.
$300 million Amount of Capital Loaned
35 Franchise Brands Funded
>3,000 Franchise Store Locations (Originated & Funded)
<2% Default Rate
Created over 75,000 Jobs
*Mount Pleasant Capital, owned and operated by Bob Rodi, serves as LCR’s exclusive strategic partner in all of its franchise finance activities.
Operations and development
Strategy Lending and credit risk analysis
Suresh Rajan CEO
Lynette McKee Chief Development Officer
Bob Rodi Exclusive LCR Strategic Partner
LCR’s Exclusive Strategic Partner Track Record*
ECONOMETRIC
SECURITITIES LAW
BROKER-DEALER
EB-5 BUSINESS PLAN
ESCROW & FUND ADMINISTRATION
IMMIGRATION LAW
LCR Capital works with many of the most-respected and experienced EB-5 advisory
firms with successful track records including hundreds of I-526 and I-829 petitions:
LCR’S EXPERIENCED ADVISORY TEAM
Experienced owner/operator of Dunkin’ Donuts stores across
the U.S.
Former Vice President of Franchising for Dunkin’ Donuts and Burger King
Owner of Mount Pleasant Capital, a premier underwriter of franchise loans to over 3,000 restaurant stores over
the last 30 years
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100% FOCUS ON OUR INVESTORS’ NEEDS
LCR Capital Partners works closely with investors throughout the entire immigration and
investment process, providing consistent reporting and ongoing updates about the progress
of the project and the status of their investment.
Newsletters
Quarterly newsletters that detail current project updates and announcements, important industry news, LCR’s charitable efforts in our investors’ home countries and LCR travel and speaking engagements
Site Tours
Bi-annual due diligence visits are conducted by LCR Capital on project sites across the country, allowing us to monitor the progress of construction and operations of each project.
Investor Reports
Investor reports for each active project. These reports include current project timeline and completion status information, notifications about the status of each investor’s funds, and general updates regarding the latest relevant news and milestones.
LCR CLIENTS: FEEDBACK & PROFILES
LCR’s EB-5 investors and their families include accomplished financial executives, doctors, successful
business executives and entrepreneurs, and U.S. college students. They range in age from 1 years old to 56
years old.
LCR’s focus on transparency and investor protection has yielded positive feedback from a diverse network of
EB-5 investors from all over the globe:
“Like everything in life, the project has a risk, but it seems to be a very small risk, and it is done by competent people.”
“Other visas don’t have the same flexibility. If my children keep their student visas, after they graduate, they will need to get a work visa or find a company to sponsor them.”
“It is not in my interest to manage a new business and I don’t have the experience. That is why I did not choose the direct EB-5.”
Senior Finance Executive
Sponsoring: Himself, wife and 2 sons Destination: Washington DC
Fmr. Managing Director at Merrill Lynch
Sponsoring: Herself, husband and 2 children (E-2 Visa expiring) Destination: Boston, MA
Teacher
Sponsoring: Herself and her son Destination: New York City, NY
Agriculture & Farm Owner
Sponsoring: Himself and his wife Destination: Miami, FL
“I chose LCR for the EB-5 program for 2 reasons: the design of their project, which looks very good, and a presence here in Brazil, which makes our contact much closer.”
Client Services Director
Sponsoring: Herself and her husband Destination: Boston, MA
Student
Sponsoring: Investment donated by parents Destination: Carnegie-Mellon in Pittsburgh, PA
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1GE Capital Franchise Finance | 2015 Chain Restaurant Industry Review Source: Dunkin’ Brands 2015 Investor & Analyst Day; October 1st, 2015
60 Years of Brand Heritage and
Track Record
SIGNIFICANT U.S. & GLOBAL GROWTH
OPPORTUNITY
$783 million Revenues (LTM June ‘15)
Publicly-traded company (NASDAQ: DNKN)
$3.6 billion Market Capitalization
(1/29/16)
World’s leading baked goods
and coffee chain
Over 11,000 restaurants in 36 countries around
the world
$7.2 billion System-Wide
Revenue1
Dunkin’ Donuts is a unique brand in the U.S. QSR space
PROVEN, GROWTH-FOCUSED BRANDB
rand
Ove
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LCR Capital Partner is pleased to select Dunkin’ DonutsGiven our intimate familiarity and experience with the Dunkin’ brand, as
operators, lenders and senior company executives, LCR is pleased to help
fuel it’s new store expansion across the United States. As the 7th largest
restaurant chain and one of the fastest growing, Dunkin’ stores have
strong unit economics.
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As a nearly 100% franchised business, Dunkin’ relies on its experienced operators/franchisees for new
store development. Compelling unit store economics drive accelerated growth.
COMPELLING STORE ECONOMICS
Average Initial Capex $450,000
Average Unit Volumes $890,000
Cash-on-cash returns ~25%
Source: Dunkin’ Brands 2015 Investor & Analyst Day; October 1st, 2015
TOP 10 U.S. RESTAURANT CHAINS [BY REVENUES] IN 20151
Rank Chain SegmentSystemwide
Sales (in $ MM)
% ChangeSales per Unit
(in $ MM)Total U.S. Units
Change in Units
1 McDonald’s Sandwich S35,447 -1.1% $2,500 14,350 72
2 Subway Sandwich $12,057 -1.7% $448 26,988 523
3 Starbucks Snack $10,476 9.20% $1,400 7,3032 254
4 Burger King Sandwich $8,603 1.20% $1,256 7,095 -60
5 Wendy’s Sandwich $8,501 5.00% $1,488 5,745 -46
6 Taco Bell Sandwich $8,133 4.40% $1,441 5,526 150
7 Dunkin’ Donuts Snack $7,175 6.40% $888 8,082 405
8 Pizza Hut Pizza $5,585 -1.1% $843 6,356 57
9 Chick-fil-A Chicken $5,477 8.40% $3,406 1,850 75
10 Applebee’s Casual $4,592 1.60% $2,465 1,870 -34
DUNKIN’ IS THE 7th LARGEST RESTAURANT CHAIN IN THE U.S.
1GE Capital Franchise Finance | 2015 Chain Restaurant Industry Review2Source: Statista – Starbucks operates 7,303 company-owned stores and 4,659 licensed stores. 25
TRACK RECORD OF GROWTH IN NEW STORES ACROSS THE U.S.
Dunkin’ has a demonstrated ability to expand through new store development and now has over 11,000
restaurants operating in over 36 countries around the world.
DUNKIN’ DONUTS U.S. NET DEVELOPMENT
2009 2010 20111 2012 2013 2014 2015E
171206
243
291
371405 410-440
3.10% 3.60% 4.10% 5.10% 5.30%
DUNKIN’ DONUTS IS THE #2 U.S. COFFEE CHAIN
1Source: Dunkin’ Brands Q2 2015 Investor Presentation2Source: GE Capital Franchise Finance
In 2015, there were 8,082 Dunkin Donuts stores
operating in the U.S. versus 11,962 Starbucks stores.1
According to the 2015 Chain Restaurant Industry
Review, Starbucks and Dunkin’ control 90% of the
U.S. snack market.2
50.1%39.5%
10.4%
All Others
27
SIGNIFICANT LONG-TERM EXPANSION OPPORTUNITY ACROSS THE U.S.
8,240
~17,000+
Q2 2015 Core1:8,200
Established1:14,600
Emerging1:23,000
West1:25,000
Long-term1:18,300
4,040
2,675
1,196320
~300 ~1,000
~3,000
~5,000 4,350
3,660
3,800
5,100
DD PRO FORMA LONG-TERM PENETRATION1
1Source: Source: Dunkin’ Brands Q2 2015 Investor Presentation
IMPRESSIVE GROWTH SINCE JULY 2011 IPO1
$595.5M USD LTM June 2011
Revenues
$783.2M USD LTM June 2015
Revenues
7.1% Revenue CAGR Since IPO
1Source: Dunkin’ Brands 2015 Investor & Analyst Day; October 1st, 2015 29
AOFF IV INVESTMENT STRUCTURE
EB-5 INVESTORS
LCR AOFF IV, L.P. LCR Overseas Regional
Center LLC Immigration Attorney and
USCIS Filing Fees
$500K$60K ADMIN FEE ~$27,500
LCR Franchise Finance LLC
Loans to partially finance
development of new stores
Land purchases to
generate rental income
INVESTORS ARE REPAID THEIR ORIGINAL INVESTMENT
after a 5 year period
$500,000
Return of Principal
$37,500
Preferred Return on Capital
Proj
ect O
verv
iew
LCR’s American Opportunity Franchise Fund IV, L.P. LCR’s fourth EB-5 project, AOFF IV, extends experienced multi-unit operators
with senior-secured loans to partially finance the construction of up to 72
new Dunkin’ restaurants within the states of Texas, Alabama, Louisiana, and
Mississippi. Each of our borrowers endures a rigorous, underwriting process
before being selected. LCR typically requires each borrower to contribute on
average 25% of new store development cost with their personal equity. LCR
will also invest in construction of Dunkin’ buildings to be leased to same
Dunkin’ operators.
Up to 98 EB-5 INVESTORS
~Up to 72 DUNKIN’ DONUTS STORES
Up to $49 MILLION IN EB-5 CAPITAL
2,432 JOBS
24.8 JOBS / INVESTOR
31
FOCUS ON PRINCIPAL PROTECTION AND RETURN
Diversified Portfolio
� LCR will make multiple loans to experienced multi-unit Dunkin’ operators to build new stores across large territory
� In the (unlikely) event of default of one or more loans, the portfolio structure of AOFF IV’s senior collateralized loans provides superior protection to an EB-5 investor’s principal
� Dunkin’ Loan Recovery Rate = 80%
Senior Secured vs. Mezzanine
� LCR will only make senior-secured loans to the best Dunkin’ operators. This segment of operators typically have a net worth > $15 MM
� Traditional EB-5 real estate projects are mezzanine/subordinated loans in one asset, where default on loan may lead to ZERO recovery
Land/Building Ownership
� AOFF IV may purchase land under its new store locations and thus add portfolio revenue through rental income and land sales at end of holding period
� Traditional EB-5 real estate projects typically have investment risk concentrated in ONE asset
Defined Exit Strategy
� With a projected $70 million in revenue and principal return over 5 years, available cash projected for AOFF IV is expected to be more than enough to cover the $49 million in investor fund
Loan Interest Repayment of Loan Principal
Land Leases Land Sales Total to Repay $49M EB-5 Loan
LCR FINANCE REVENUE (USD Millions)
$18.7
$46.71
$3.60 $1.11
$70.1
STRONGEST JOB CREATION IN THE EB-5 INDUSTRY
JOB-CREATION POWER OF U.S. FRANCHISES
� QSR franchises are one of the highest job-creating industries in the U.S. � The franchise industry accounts for 17.4 million (or 1-in-8) U.S. jobs, and 10% of new U.S. job creation.*
ECONOMIC STUDY
� Former Chief Economist at USCIS, Kim Atteberry, wrote LCR’S AOFF IV econometric jobs study
Jobs Required by USCIS Jobs Created by AOFF IV
248% Cushion
980
2,430
*ADP National Franchise Report 33
INVESTMENT PHASE
1-2 months
CAPITAL DEPLOYMENT
PHASE
Years 1-3
CAPITAL RETURN PHASE
Year 5
LIFECYCLE OF AN LCR EB-5 INVESTMENT
Client’s immigration attorney reviews LCR confidential
investor documents
Client makes EB-5 investment
$500,000 Held in escrow account
at PNC Bank
($500,000) Deployed as senior-secured loans to partially finance construction of new Dunkin’ stores
$500,000 Repayment: 5 year
loans are repaid by Dunkin Donuts
franchisees
$37,500 Preferred Return:
Investor receives a 1.5% per year preferred return
Upon I-829 approval, LCR wires money back to the U.S. bank of the
investor’s choosing
LCR investor has access to customized portal and has full visibility to how capital is being deployed (# of new stores, job creation etc.)
I-8291.5%
Our investors’ capital enjoys multiple layers of oversight including:
� Primary Capital – a U.S. SEC-licensed broker-dealer, reviews documentation and the offering process to ensure compliance with U.S. securities laws
� NES Financial – Provides a confidential investor portal to track LCR’s progress regarding job creation and capital deployment
LCR’S EB-5 PRODUCTS ARE SUPERIOR TO TRADITIONAL EB-5 PROJECTS
CRITERIA LCR STANDARD EB-5
Strong Job Creation 24.8 jobs per investor 12-13 jobs per investor
Experienced Team with Verifiable Track Record 30+ years of experience First time project operators
StructureMutual-fund like structure /senior secured-loans
All investors in single project
Proven Exit Strategy 5 year loanSubordinated debt or preferred equity
Top Quality Brand Global, proven QSR brands onlyBrands/projects with no other source of capital
Minimum # of Investors None Need all investors to start
U.S. SEC-registered Broker Dealer To ensure our investor’s protection Only 5% of RCs use B/Ds
EB-5 Holding Period 5 years 6-10 years
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LETTERS OF REGIONAL CENTER DESIGNATION
Date: May 16, 2014 Suresh Rajan LCR Overseas Regional Center, LLC One Stamford Plaza, Regus Worldwide, 263 Tresser Blvd., 9th Floor Stamford, CT 06901 Application: Form I-924, Application for Regional Center under the Immigrant
Investor Pilot Program Applicant(s): LCR Overseas Regional Center, LLC Re: Initial Regional Center Designation
LCR Overseas Regional Center, LLC RCW1402951663 / ID1402951663
This notice is in reference to the Form I-924, Application for Regional Center under the Immigrant Investor Pilot Program that was filed by the applicant with the U.S. Citizenship and Immigration Services (“USCIS”) on January 29, 2014. The Form I-924 application was filed to request approval of initial regional center designation under the Immigrant Investor Program. The Immigrant Investor Program was established under § 610 of the Department of Commerce, Justice and State, the Judiciary, and Related Agencies Appropriations Act of 1993 (Pub. L. 102-395, Oct. 6, 1992, 106 Stat. 1874). I. Executive Summary of Adjudication
Effective the date of this notice, USCIS approves the Form I-924 request to designate LCR Overseas Regional Center, LLC as a qualifying participant in the Immigrant Investor Program. II. Regional Center Designation USCIS approves the applicant’s request to focus, promote economic growth, and offer capital investment opportunities in the following geographic area and industry categories:
U.S. Citizenship and Immigration Services Immigrant Investor Program Mailstop 2235 Washington, DC 20529
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LETTERS OF SUPPORT FOR LCR
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LETTERS OF SUPPORT FOR LCR
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LETTERS OF SUPPORT FOR LCR
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MESSAGE FROM LCR’S CEO
Dear Investor,
As a firm founded by first generation U.S. immigrants, LCR takes its mission very seriously: to serve as a
trusted and reliable partner to our EB-5 investors as they successfully navigate a transition towards U.S.
residency.
By transforming a government immigration program into a standardized financial product that maximizes
job creation, mitigates risk and protects investors’ principal, our firm’s EB-5 franchise finance funds
continue to be rewarded by strong international investor demand, both from our original investor markets
such as Brazil and China as well as emerging EB-5 markets like India and the Middle East.
We would like to thank our investors for their continued support and confidence in our abilities, our
Board for their leadership, and our employees for their collaboration and deep commitment to our rapidly
emerging firm.
Sincerely,
Suresh Rajan
CEO
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LCR Capital Partners, LLC315 Post Road West | Suite 200 | Westport, CT | 06880
+1 203.883.1940 | [email protected]
www.lcrEB5capital.com
This material does not constitute investment advice, an offer or commitment to sell securities, a solicitation of any offer to purchase securities, or any advice or recommendation to enter into or conclude any EB-5 sponsored transaction. You should consult your legal counsel, accountants, and/or tax
advisors prior to making any decision or taking any action concerning the information provided in this document.