Date post: | 26-Jan-2015 |
Category: |
Economy & Finance |
Upload: | jherpy |
View: | 1,491 times |
Download: | 1 times |
M I L L E N N I A L I N V E S T M E N T
INVESTMENT. PARTNERSHIP. COMMUNITY.
M I L L E N N I A L I N V E S T M E N T
10 Commerce Ave. SW, Grand Rapids, MI 49503 616.284.1251 JDH 616.924.0594 JSG WWW.GARDNERGLOBAL.COM
Dear Investor:
Thank you for considering our invitation to become a Millennial Investor. We have created something entirely unique. A transparent investment option that allows you maximum annual yields and community philanthropic opportunities. You will be among only a select few Millennial Investors that are pioneering the next generation of real estate investment.
GardnerGlobal has over 12 years combined residential and commercial construction experience. This affords us with the knowledge and experience to deliver a high level of professional service. Our core services include:
I. Realty Management (Selling and Acquisition)
II. Construction Management
III. Leasing/Property Management
IV. Portfolio Management
GardnerGlobal takes pride in not making our business any more difficult than it should be. We buy residential and multi-‐family properties, repair and rehab, fill them with long-‐term tenants and manage the properties for you. Each individual investor portfolio is customized and tailored to your expectations. GardnerGlobal manages all aspects of construction and real estate, making us a full-‐service real estate investment company. GardnerGlobal is an open book company dedicated to setting the standard for practicing good business. We at GardnerGlobal look forward to becoming your investment vehicle for the next generation. Regards,
Jaebadiah S. Gardner Jaebadiah S. Gardner, Founder & CEO
Jonathan D. Herpy Jonathan D. Herpy, Chief Managing Partner
YOUR PARTNER FOR SUCCESS.
YOUR PERSONAL FINANCIAL ADVISOR WILL GET TO KNOW YOU AND RECOMMEND INVESTING ALTERNATIVES THAT ARE RIGHT FOR YOU BASED ON YOUR OWN OBJECTIVES.
Our mission is to provide the highest long-‐term yield for financial growth in real estate with the priority of raising the standard in sustainable urban living. We focus on capitalizing on real estate opportunities, creating tangible community results, and performing at the highest professional and ethical standard our industry has ever seen. We believe strengthening our communities through real estate investments and partnerships will contribute to the economic vitality of our global community.
Partnerships and wealth are derived from within the communities that we serve and work. It is our steadfast approach to provide contemporary affordable living, work and social space to those who have been traditionally excluded. With 12 years combined experience, creativity and innovation are key components that drive our ability to maintain a level of class and uniqueness that is second to none. Gardner Global (GG) IS the new standard of real estate investing
PLANTING THE SEEDS FOR A SECURE FUTURE.
CUSTOMIZED, TAILORED AND UNIQUE
Our investment options are not wide and various, neither are they vast or difficult to understand or loaded with stagnant financial rhetoric. As a Millennial Investor you will have personal, tailored and individual service unparalleled in the residential development & investment sector. Our options are select, personal, focused, organized and simple. Millennial Investing is a type of interactive, transparent investing pioneered by Gardner Global that allows you total control of your investment from your computer or phone. Know exactly where, when and how your money is working for you.
Gardner Global Project Design – “Outsourced Capital” Gardner Global, LLC. is outsourcing employment to private contractors (Lauren Richardson, Marketing & Investment Relations; Cameron Ritter, Project Manager/Account Manager; & Everett Goodson, Founder & CEO of ELG Group Contracting). Each Gardner Global team member/outsourced contractor is providing services to GG on a per project basis. Each team member is required to have an active LLC. / sole proprietorship within the state. Gardner Global believes that this requirement will spur entrepreneurial growth within Grand Rapids and will cut down on monthly premiums required for common programs such as health insurance and workers compensation that create only the tip of the iceberg. Far costlier are the cascade of support tasks: shuffling paperwork, selecting vendors, processing claims, staying up to date with federal and state regulations, and answering a steady stream of employee inquiries. Requiring that each GG team member create an LLC in the principal state will also make Gardner Global more attractive to investors, since we would facilitate an influx of capital directly into revenue-producing activities.
OUTSOURCED CAPITAL.
Gardner Global, LLC. - Jaebadiah S. Gardner, CEO & Founder
- Jonathan D. Herpy, Chief Managing Partner
Lauren Richardson Marketing/Investment
Relations
- Management responsibility that integrate finance, communication, marketing to enable the most effective two-way communication between company & financial community
Everette Goodson ELG Group, Founder & CEO
- Responsible for the means and methods to be used in the construction & execution of the project in accordance with the contract documents.
Sub-Contractor - Plumber, Electrician, Demolition Specialist, etc.
Cameron Ritter Project Manager / Account Manager
- Meeting and growing revenue goals for assigned accounts - Planning sales and business development opportunities, including supporting local sales and service teams
- Budgeting for the above functions - Negotiation and maintenance of sales or service contracts
BluHouse Properties (Ryan Ogle)
Gene Zippleman (Remax Real Estate)
HAVING AN INDEPTH UNDERSTANDING OF YOUR NEEDS AND GOALS IS A FUNDAMENTAL PROCESS TO THE WAY WE WORK WITH YOU.
WE TAKE A TEAM APPROACH TO ADVISING CLIENTS ON THE RIGHT INVESTING STRATEGIES AND DEVELOPING A SOUND FINANCIAL PLAN.
WE PROVIDE USEFUL ADVISE AND A UNIQUE, INTEGRATED APPROACH THAT CAN HELP YOU MANAGE YOUR WEALTH AND ACHIEVE YOUR FINANCIAL GOALS.
EXIT MECHANISM AND PLANNING
REPORTING TO INVESTORS
We recommend that investors hold on to their investment for a minimum of 5 years, but at all times the properties are realisable on the open market. The apartments in Grand Rapids, Michigan can be sold through the management companies in either country at any time. At all times, Gardner Global will be available to help with any investor who wants to dispose of their investments in any of our locations.
Investors will receive a quarterly & annual report giving a review of the investment during the previous investment period. This will include audited accounts for the specific Investment. In addition, investors will receive updates of significant progresses during the year.
TAXATION MATTERS
Each investor will be operating as a percentage-based member of a “limited-liability company”.
By setting up each investment option this way, we eliminate the excessive captial gains tax that inevitably out-weights individual return on investment.
Our f irm has attracted a group of advisors who are nationally recognized in specif ic knowledge areas. Each has agreed to assist us in strategy and contacts as needed.
Chip Ragen President, Ragen & Associates, LLC.
Chip Ragen is President of Ragen Associates LLC, a 22-employee high-end garden design/build firm and garden pottery importer/distributor in Seattle, WA. Since 1991 Ragen Associates has operated out of the 24,000 s.f. Autorow Bldg in Seattle's historic Capitol Hill district. Chip Ragen serves on the board of the Capitol Hill Chamber of Commerce and on the Board of Trustees of The Northwest School.
D. Bruce Smith Vice President, Insti tutional Funds Group & American Beacon
In his capacity with American Beacon, Mr. Smith is responsible for developing sales growth in a newly created $76 million sales territory in the Pacific Northwest and Mountain states. Mr. Smith delivers expert advice, planning, and consultation to top producers and consultants in the Bank/Trust, RIA, Wirehouse, Private Wealth Management, Regional B/D and Retirement channels. American Beacon Advisors is a top institutional money management firm with $45 billion in assets under management in 14 mutual funds, an actively managed ETF and Private Equity limited partnerships. Previously, Mr. Smith was the Regional Sales Manager at Oppenheimer Funds from 2000-2007 where he engineered record growth of 5-state sales territory from $111 million to over $380 million in annual sales. Mr. Smith has been employed in the financial services industry over the past 26 years in many capacities including being a financial advisor for 14 years and as a regional Vice President over the past 12 years.
J im Mueller Managing Partner, JC Mueller & Associates
Jim is the managing Partner of JC Mueller LLC. Prior to founding JC Mueller LLC, Jim spent four years as the Senior Director of Development for Vulcan, Inc., a Seattle--based Paul Allen Company. During this time, Jim was responsible for one of the largest recent redevelopment endeavors in a major urban center—the concept, planning and development of Seattle's South Lake Union area. Working closely with teammates, city planners and neighborhood groups, Jim devised a plan to redevelop approximately 30 city blocks, creating much--needed life sciences research, office, residential for sale and rental, retail and complex mixed--use projects. Projects ranged in size from $30 million to approximately $300 million, with an aggregate total build--out that will approach $3 billion.
EXECUTIVE BOARD OF DIRECTORS
Main Points • Gross Return on Investment is targeted at 15 - 20% per property compound per
annum. • Gross Return on Package Investment is targeted at 10 – 20% compounded per
annum. • Excellent property locations giving maximum exposure to capital appreciation. • Privatized property management unlike other investment vehicles. • No hidden costs for the duration of the project, all dealings at cost.
• INITIAL MINIMUM INVESTMENT $50,000
Single Property Portfol io Examples (Min. $50,000)
THE MILLENNIAL© INVESTMENT FUND
Blu House Properties | 1426 Wealthy St SE – Grand Rapids, MI 49506 | Phone: (616) 776-9055 | Fax: (616) 776-9772 | Web: thinkbluhouse.com
1242 Boston Ave SE
Address: 1242 Boston Ave SE – Grand Rapids, MI 49507
Units: 1
List Price: $50.000.00
Annual Rents: $10,800.00
Annual Expenses: $2,664.00 (taxes & insurance / estimated)
Net Income: $8,136.00
Notes: Single family home located on the SE side of Grand Rapids. Tenant pays water.
Address: 1242 Boston Ave. SE
Units: 1
List Price: $50,000.00
Annual Rents: $10,800.00
Annual Expenses: $2,664.00 (taxes & ins.)
Net Income: $8,136.00 (16%)
Address: 1700 Madison St.
Units: 1
List Price: $40,000.00
Annual Rents: $8,400.00
Annual Expenses: $2,472.00 (taxes & ins.)
Net Income: $5,928.00 (15%)
Blu House Properties | 1426 Wealthy St SE – Grand Rapids, MI 49506 | Phone: (616) 776-9055 | Fax: (616) 776-9772 | Web: thinkbluhouse.com
1700 Madison St SE
Address: 1700 Madison St SE – Grand Rapids, MI 49507
Units: 1
List Price: $40.000.00
Annual Rents: $8,400.00
Annual Expenses: $2,472.00 (taxes & insurance / estimated)
Net Income: $5,928.00
Notes: Single family home located on the SE side of Grand Rapids. Tenant pays water.
Mil lennial Package Investments
- Silver Package Investment (Min. $175,000)
- Gold Package Investment (Min. $325,000)
- Platinum Package Investment (Min. $475,000)
Si lver Package (Min. $175,000)
Property(s) Investment Rents Expenses NOI Package Price 1700 Madison 40,000 8400 2,472 5,928 $175,000 1018 Kalamazoo 40,000 12,000 3,038 8,962 922 Franklin 40,000 13,800 2,990 10,810 Cap Rate 431 Howard 50,000 16,800 2,400 14,400 28% 622 Cass 40,000 12,000 2,400 9,600
Gold Package (Min. $325,000)
Property(s) Investment Rents Expenses NOI Package Price 1242 Boston 50,000 10,800 2,664 8,136 $325,000 1726 Giddings 70,000 10,800 2,808 7,992 2345 Francis 60,000 10,800 2,520 8,280 Cap Rate 1158 Temple 50,000 10,800 2,184 8,616 14% 623 Houseman 50,000 8,400 1,800 6,600 35 Southview 55,000 9,000 2,432 6,568
Plat inum Package (Min. $475,000)
Property(s) Investment Rents Expenses NOI Package Price 320 Highland 50,000 12,000 3,420 8,580 $475,000 1019 Cooper 50,000 9,000 3,080 5,920 1935 Lafayette 50,000 10,800 3,080 7,720 Cap Rate 1160 Alexander 50,000 9,000 2,616 6,384 18% 1047 Alto 50,000 9,000 2,280 6,720 1007 Cooper 50,000 9,000 2,280 6,720 1012 Burton 50,000 9,600 2,520 7,080 1413 Lafayette 60,000 15,600 3,200 12,400 922 Dickinson 60,000 13,500 2,340 6,672
THE MILLENNIAL© INVESTMENT FUND
Premier Mil lennial Package Investments
- Legacy Package Investment (Min. $850,000)
- Global Package Investment (Min. $2,000,000)
Legacy Package (Min. $850,000)
Property(s) Investment Rents Expenses NOI Package Price 4641 Byron Cnt. 160,000 24,000 7,000 17,000 $850,000 3700 Kalamazoo 125,000 19,500 5,006 14,494 721 Mariet ta 125,000 25,200 5,064 20,136 Cap Rate 5880 Chris t ie 200,000 25,200 6,800 18,400 10% 5829 Chris t ie 150,000 25,200 7,350 14,850 5897 Chris t ie 150,000 25,200 7,300 14,900
Global Package (Min. $2,000,000) Property(s) Investment(s) Rents Expenses NOI(s) Package Price Si lver Package 175,000 368,400 93,372 275,028 $2,000,000 Gold Package 325,000 Plat inum Package 475,000 Cap Rate Legacy Package 850,000 15%
THE MILLENNIAL© INVESTMENT FUND
Blu House Properties | 1426 Wealthy St SE – Grand Rapids, MI 49506 | Phone: (616) 776-9055 | Fax: (616) 776-9772 | Web: thinkbluhouse.com
1726 Giddings St SE
Address: 1726 Giddings St SE – Grand Rapids, MI 49507
Units: 1
List Price: $70.000.00
Annual Rents: $10,800.00
Annual Expenses: $2,808.00 (taxes & insurance / estimated)
Net Income: $7,992.00
Notes: Single family home located on the SE side of Grand Rapids. Tenant pays water.
Blu House Properties | 1426 Wealthy St SE – Grand Rapids, MI 49506 | Phone: (616) 776-9055 | Fax: (616) 776-9772 | Web: thinkbluhouse.com
922 Franklin St SE
Address: 922 Franklin St SE – Grand Rapids, MI 49507
Units: 2
List Price: $40,000.00
Annual Rents: $13,800.00
Annual Expenses: $2,990.00 (taxes & insurance & water / estimated)
Net Income: $10,810.00
Notes: 2 unit home located on the SE side of Grand Rapids. Owner pays water.
Blu House Properties | 1426 Wealthy St SE – Grand Rapids, MI 49506 | Phone: (616) 776-9055 | Fax: (616) 776-9772 | Web: thinkbluhouse.com
1019 Cooper St SE
Address: 1019 Cooper St SE – Grand Rapids, MI 49507
Units: 1
List Price: $50.000.00
Annual Rents: $9,000.00
Annual Expenses: $3,080.00 (taxes & insurance & water / estimated)
Net Income: $5,920.00
Notes: Single family home located on the SE side of Grand Rapids. Owner pays water.
THE MILLENNIAL© FUND TARGET AREA
The first study area is shown above in red and will be referred to hereafter as “Uptown Tier 1”. Uptown Tier 1 is comprised of the neighborhoods surrounding East Hills, Eastown, Wealthy Street, and East Fulton business districts, as well as the Aquinas College campus. The map below also shows Davenport College (formerly known as Fulton College) as partially within Uptown Tier 1. Income distributions are expected to shift slightly from 2007 to 2012 while the median household income increases from $43,409 to $50,203.1 This trend is roughly equivalent to that of the state but lower than that of the nation as a whole. This means that Uptown is keeping pace with a statewide general inflation-adjusted annual increase in household income. Uptown Tier 1 residents have an annual median disposable household income of approximately $32,797.
THE MILLENNIAL© FUND TARGET AREA
Uptown Tier 1 Market Segmentation: The following summarizes the major “Community Tapestry” market segments present in Uptown Tier 1 College Towns (31.0% of Uptown Tier 1 Study Area): With a median age of 24.5 years, College Towns is the fourth youngest of all the Tapestry segments. Most residents are aged between 18 and 34 years and live in single-person or shared households. Approximately 41 percent of residents are enrolled in college or graduate school, often locally. Other residents are on the teaching and research staffs. College Towns residents are well educated and often have part time jobs in the service industry. There is a mix of housing to match student needs and owners occupy only 31 percent of households. These tech-savvy students own computers and the accessories to match. Metropolitans (20.1% of Uptown Tier 1 Study Area): Metropolitans residents favor city living in older neighborhoods. Approximately half of the households are composed of singles that live alone or with others. However, married- couple families comprise 40 percent of households. The median age is 37.1 years and ethnic diversity is low. Metropolitan residents are educated and half of employed persons hold professional or management positions. The median household income is $57,600 and the median net worth is $134,500. They travel frequently, for business and pleasure. Leisure activities include going to museums and zoos, watching foreign films on video or DVD, and reading epicurean magazines. Preferring to own and use a laptop computer, they use the Internet daily. City Dimensions (16.8% of Uptown Tier 1 Study Area): Most of these residents are young, with a median age of 29.0 years. Households are a mix of types and ethnic diversity is high. The median household income for this market is $26,800. Ten percent of the households receive Supplemental Security Income; 11 percent receive public assistance. Employed residents work full-time or part-time, primarily in the service, manufacturing, and retail trade industry sectors. Unemployment is high and educational levels are low. City Dimensions neighborhoods are a mix of housing types, but more than half of the households live in apartments in multiunit structures. Great Expectations (14.8% of Uptown Tier 1 Study Area): Young singles who live alone and married-couple families dominate the Great Expectations market. The median age is 33 years. This segment has a higher proportion of residents in their 20s and a higher proportion of householders younger than 35 years old. The ethnic diversity and racial composition of this segment are similar to the U.S. levels (see pages 5-6 for statistics on the ethnic composition of the U.S.). The median household income of $36,600 and the median net worth of $66,400 is low compared to the U.S. levels, as are education levels. The manufacturing, retail, and service industry sectors are the primary employers in this market. Approximately half of the households own their homes; the other half rent. Great Expectations homeowners also enjoy a young and active lifestyle, going out to dinner, to the movies, to bars, and to nightclubs. Inner City Tenants (9.7% of Uptown Tier 1 Study Area): Inner City Tenants residents are a microcosm of urban diversity. This multicultural market is younger than average, with a median age of 27.8 years. Composed of a mix of household types, turnover is high in these neighborhoods because many individuals are enrolled in nearby colleges and work part-time. These neighborhoods are also a stepping-stone for recent immigrants. The median household income for this segment is $30,800; the median net worth is $56,100. Because few own their homes, most of their net worth comes from savings. This market has twice the national level of residents who work in the accommodation/ food services industry. Inner City Tenants residents go to the movies and attend professional football and basketball games.
THE MILLENNIAL© FUND TARGET AREA !
!"#$%&'()&((*!+#,-.)#/!0!1#-2$3!42)5#-!6,237/$/!
82%#!9!(:!;<!
=>-(?,!@$#)!A!
!"#$%&'()*+','-*.$/+0"1)23'!@&#! (B#)233! *#C(%)2>&$D! >$D-.)#! (:!=>-(?,! $/! (,#! (:! /-2'$3$-7E! 2/! /&(?,! $,!-&#! -2'3#! 2-! -&#! )$%&-F! @&#! >(>.32-$(,E!,.C'#)!(:!&(./#&(3*/!2,*!>#)D#,-2%#!(:!(?,#)G! B#)/./! )#,-#)G(DD.>$#*! &(./$,%!.,$-/!2)#!B$)-.2337!.,D&2,%#*!/$,D#!HIII!2,*!2)#!>)(J#D-#*! -(! )#C2$,! /(! $,-(! -&#!:.-.)#F! !K(?#B#)E! -&#!,.C'#)!(:!:2C$3$#/!$,! -&#! /-.*7!2)#2! $/! -)#,*$,%! *(?,?2)*!2/! $/! -&#! 2B#)2%#! &(./#&(3*! /$L#E! ?&$3#!C#*$2,!2%#!&2/!$,D)#2/#*!/3$%&-37F!!!!
!"#$%&'()*+','-$"./0#)$&'12'34*
!"!#
$"!#
%!"!#
%$"!#
&!"!#
&$"!#
!'(') '$'('* %!'('%) %$'('%* &!'('&) &$'('+) +$'(')) )$'('$) $$'(',) ,$'('-) -$'('.) .$'/
34*'5+$."6
-*+7*&#
&!!-
&!%&
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
012345 6457489 012345 6457489 012345 6457489:;<94'=>?84 %%@&*+ ,*")# %!@+,! ,)"$# *@*!) ,%"&#A>B7C'=>?84 +@+&% &!")# +@-%) &+"%# +@**& &)"-#=245<7B8'D8E<B8'=>?84 %!. !"-# %!& !",# %!! !",#=F<B8'=>?84 %,+ %"!# &&+ %")# &.! %"-#6B7<G<7'DF>B8E45'=>?84 %* !"%# && !"%# &$ !"&#H?24'I9;45'JB74'=>?84 .&. $"%# %@!+* ,"$# %@&%& -"$#KL?'?5'M?54'JB74F $+$ +"+# ,!+ +".# ,$. )"%#N<FOB8<7'I5<P<8'Q=8R'JB74S %@)$! ."*# %@.%% %%"+# &@%!$ %+"!#
8999 899: 89,8!"#$%&'()*+',';'<07*'0&='>#?&)7)#2
!!@&#! -2'3#!2'(B#! /&(?/! -&#!#-&,$D!')#25*(?,!(:!=>-(?,!@$#)!AE!?&$D&! $/!>)#*(C$,2,-37!S&$-#E! '.-! ?$-&! 2! /3$%&-37! %)(?$,%! >#)D#,-2%#! (:! 6:)$D2,! 6C#)$D2,! 2,*! K$/>2,$D!
8999 899: 89,86?O1>B9<?8 %,@&,- %,@!,& %,@%-!N?1F4;?>EF ,@+,* ,@)&- ,@$%.TB2<><4F &@**) &@.$) &@--)=U45BP4'N?1F4;?>E'H<V4 &"+- &"+& &"+!IL845'I771O<4E'NWF +@%!- +@%$% +@%*&J48945'I771O<4E'NWF +@&,& +@&-, +@+&,M4E<B8'=P4 &."% &.", &*"%
!"#$%&'()*+','@06)7'A*B$4+0"?)7'C&=)70#$+6
!"#$%&'()!*+
!
!"#$%&'()&((*!+#,-.)#/!0!1#-2$3!42)5#-!6,237/$/!
82%#!9!(:!;<!
=>-(?,!@$#)!A!
!"#$%&'()*+','-*.$/+0"1)23'!@&#! (B#)233! *#C(%)2>&$D! >$D-.)#! (:!=>-(?,! $/! (,#! (:! /-2'$3$-7E! 2/! /&(?,! $,!-&#! -2'3#! 2-! -&#! )$%&-F! @&#! >(>.32-$(,E!,.C'#)!(:!&(./#&(3*/!2,*!>#)D#,-2%#!(:!(?,#)G! B#)/./! )#,-#)G(DD.>$#*! &(./$,%!.,$-/!2)#!B$)-.2337!.,D&2,%#*!/$,D#!HIII!2,*!2)#!>)(J#D-#*! -(! )#C2$,! /(! $,-(! -&#!:.-.)#F! !K(?#B#)E! -&#!,.C'#)!(:!:2C$3$#/!$,! -&#! /-.*7!2)#2! $/! -)#,*$,%! *(?,?2)*!2/! $/! -&#! 2B#)2%#! &(./#&(3*! /$L#E! ?&$3#!C#*$2,!2%#!&2/!$,D)#2/#*!/3$%&-37F!!!!
!"#$%&'()*+','-$"./0#)$&'12'34*
!"!#
$"!#
%!"!#
%$"!#
&!"!#
&$"!#
!'(') '$'('* %!'('%) %$'('%* &!'('&) &$'('+) +$'(')) )$'('$) $$'(',) ,$'('-) -$'('.) .$'/
34*'5+$."6
-*+7*&#
&!!-
&!%&
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
012345 6457489 012345 6457489 012345 6457489:;<94'=>?84 %%@&*+ ,*")# %!@+,! ,)"$# *@*!) ,%"&#A>B7C'=>?84 +@+&% &!")# +@-%) &+"%# +@**& &)"-#=245<7B8'D8E<B8'=>?84 %!. !"-# %!& !",# %!! !",#=F<B8'=>?84 %,+ %"!# &&+ %")# &.! %"-#6B7<G<7'DF>B8E45'=>?84 %* !"%# && !"%# &$ !"&#H?24'I9;45'JB74'=>?84 .&. $"%# %@!+* ,"$# %@&%& -"$#KL?'?5'M?54'JB74F $+$ +"+# ,!+ +".# ,$. )"%#N<FOB8<7'I5<P<8'Q=8R'JB74S %@)$! ."*# %@.%% %%"+# &@%!$ %+"!#
8999 899: 89,8!"#$%&'()*+',';'<07*'0&='>#?&)7)#2
!!@&#! -2'3#!2'(B#! /&(?/! -&#!#-&,$D!')#25*(?,!(:!=>-(?,!@$#)!AE!?&$D&! $/!>)#*(C$,2,-37!S&$-#E! '.-! ?$-&! 2! /3$%&-37! %)(?$,%! >#)D#,-2%#! (:! 6:)$D2,! 6C#)$D2,! 2,*! K$/>2,$D!
8999 899: 89,86?O1>B9<?8 %,@&,- %,@!,& %,@%-!N?1F4;?>EF ,@+,* ,@)&- ,@$%.TB2<><4F &@**) &@.$) &@--)=U45BP4'N?1F4;?>E'H<V4 &"+- &"+& &"+!IL845'I771O<4E'NWF +@%!- +@%$% +@%*&J48945'I771O<4E'NWF +@&,& +@&-, +@+&,M4E<B8'=P4 &."% &.", &*"%
!"#$%&'()*+','@06)7'A*B$4+0"?)7'C&=)70#$+6
!"#$%&'()!*+
!
!"#$%&'()&((*!+#,-.)#/!0!1#-2$3!42)5#-!6,237/$/!
82%#!9!(:!;<!
=>-(?,!@$#)!A!
!"#$%&'()*+','-*.$/+0"1)23'!@&#! (B#)233! *#C(%)2>&$D! >$D-.)#! (:!=>-(?,! $/! (,#! (:! /-2'$3$-7E! 2/! /&(?,! $,!-&#! -2'3#! 2-! -&#! )$%&-F! @&#! >(>.32-$(,E!,.C'#)!(:!&(./#&(3*/!2,*!>#)D#,-2%#!(:!(?,#)G! B#)/./! )#,-#)G(DD.>$#*! &(./$,%!.,$-/!2)#!B$)-.2337!.,D&2,%#*!/$,D#!HIII!2,*!2)#!>)(J#D-#*! -(! )#C2$,! /(! $,-(! -&#!:.-.)#F! !K(?#B#)E! -&#!,.C'#)!(:!:2C$3$#/!$,! -&#! /-.*7!2)#2! $/! -)#,*$,%! *(?,?2)*!2/! $/! -&#! 2B#)2%#! &(./#&(3*! /$L#E! ?&$3#!C#*$2,!2%#!&2/!$,D)#2/#*!/3$%&-37F!!!!
!"#$%&'()*+','-$"./0#)$&'12'34*
!"!#
$"!#
%!"!#
%$"!#
&!"!#
&$"!#
!'(') '$'('* %!'('%) %$'('%* &!'('&) &$'('+) +$'(')) )$'('$) $$'(',) ,$'('-) -$'('.) .$'/
34*'5+$."6
-*+7*&#
&!!-
&!%&
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
012345 6457489 012345 6457489 012345 6457489:;<94'=>?84 %%@&*+ ,*")# %!@+,! ,)"$# *@*!) ,%"&#A>B7C'=>?84 +@+&% &!")# +@-%) &+"%# +@**& &)"-#=245<7B8'D8E<B8'=>?84 %!. !"-# %!& !",# %!! !",#=F<B8'=>?84 %,+ %"!# &&+ %")# &.! %"-#6B7<G<7'DF>B8E45'=>?84 %* !"%# && !"%# &$ !"&#H?24'I9;45'JB74'=>?84 .&. $"%# %@!+* ,"$# %@&%& -"$#KL?'?5'M?54'JB74F $+$ +"+# ,!+ +".# ,$. )"%#N<FOB8<7'I5<P<8'Q=8R'JB74S %@)$! ."*# %@.%% %%"+# &@%!$ %+"!#
8999 899: 89,8!"#$%&'()*+',';'<07*'0&='>#?&)7)#2
!!@&#! -2'3#!2'(B#! /&(?/! -&#!#-&,$D!')#25*(?,!(:!=>-(?,!@$#)!AE!?&$D&! $/!>)#*(C$,2,-37!S&$-#E! '.-! ?$-&! 2! /3$%&-37! %)(?$,%! >#)D#,-2%#! (:! 6:)$D2,! 6C#)$D2,! 2,*! K$/>2,$D!
8999 899: 89,86?O1>B9<?8 %,@&,- %,@!,& %,@%-!N?1F4;?>EF ,@+,* ,@)&- ,@$%.TB2<><4F &@**) &@.$) &@--)=U45BP4'N?1F4;?>E'H<V4 &"+- &"+& &"+!IL845'I771O<4E'NWF +@%!- +@%$% +@%*&J48945'I771O<4E'NWF +@&,& +@&-, +@+&,M4E<B8'=P4 &."% &.", &*"%
!"#$%&'()*+','@06)7'A*B$4+0"?)7'C&=)70#$+6
!"#$%&'()!*+
The overall demographic picture of Uptown is one of stability, as shown in the table at the right. The population, number of households and percentage of owner- versus renter-occupied housing units are virtually unchanged since 2000 and are projected to remain so into the future. However, the number of families in the study area is trending downward as is the average household size, while median age has increased slightly.
An unusual demographic trend in age distribution, heavily favoring the 20 – 34 year old categories, may be explained by the presence of numerous college institutions in the City and the possibility that many college students may find the Uptown neighborhoods attractive places to live. A more common trend of increasing proportions of the 55-74 age groups is consistent with national trends of the aging Baby-Boomer generation. As noted above, the decrease in the number of families in Uptown is corroborated by a slight decline in the proportion of children aged 0-19.
The table above shows the ethnic breakdown of Uptown Tier 1, which is predominantly White, but with a slightly growing percentage of African American and Hispanic segments. A small but growing segment of the population is self-categorized as “Some Other Race Alone” or “Two or More Races.”
MILLENNIAL© PROPERTY MANAGEMENT PROVIDED BY: BLUHOUSE© PROPERTY COMPANY
“I recently closed on my condo listed with Ryan in Grand Rapids. Given the
many challenges we were up against, I am very grateful for the team at
BluHouse Properties for everything they were able to accomplish with my
property in what I consider a very reasonable amount of time. From our initial
meeting to our final transaction, I was thoroughly impressed with the
professionalism and upfront demeanor. I highly recommend that anyone
looking to buy, sell, or rent out their property partner up with Blu House.”
Service Category: Real Estate Agent
Year f irs t hired: 2008
Top Quali t ies : Great Results, High Integrity, and Creative
- Chris (Knaut) Marcks, Grand Raids Homeowner & Investor
“As an out of town buyer, I completely rely on Blu
House Realtors to handle all my real estate
investments, whether buying or selling. I completely
trust his judgment when advising me as to what
properties are right for my portfolio. All transactions
are efficiently closed in a timely fashion. I would
recommend his expertise and judgment and his firm
to anyone.” - Diana Emole Douglas, Los Angeles, California Grand Rapids Homeowner & Investor
Ryan Ogle Founder & Owner of BluHouse© “Ryan has been a licensed Realtor since 2000 and has closed over 25 million dollars in sales since his start. Ryan is a member of the Grand Rapids Board of Realtors and the Michigan & National association of realtors. After short stints at local and national real estate companies, Ryan started Blu House Properties in 2008. Ryan’s hard work, dedication to service and value of clients needs has allowed 95% of his business to come from referrals. Ryan was born and raised locally in Grand Rapids and currently lives in Eastown with his wife and two sons. Ryan’s commitment to neighborhood values and community was the key factor in placing Blu Houses office in Eastown on Wealthy Street. Ryan is also the founder and co-owner of Blu House Property Management and Blu House Construction Services. Prior to Ryan’s real estate career he successfully owned and manages J&O Painting and Improvements, Blackbridge Property Mgt., and Ogle Realty Services. Ryan’s local knowledge of Grand Rapids along with his extensive background in home improvements, real estate investments is what allows him to bring an unmatched level of expertise to his clients”
THE NEXT GENERATION
Jaebadiah S. Gardner is the Founder and CEO of Gardner Global, LLC. Prior to founding the company Jaebadiah launched his professional career both as a concrete estimator and later, an engineer for Turner Construction in Seattle, WA. Jaebadiah performed complex concrete estimations for notable Seattle projects ranging from 25 million to 150 million dollars. In his engineering role, Jaebadiah worked to see successful project close out, drafted and executed contracts, and managed multiple subcontractors. In addition, Jaebadiah managed all costs and all risks associated with project budget and schedule. He teamed with owners, architects, and structural engineers to provide cost saving results. Whether it was installing a 200,000sf specialized roofing system or building client relations, Jaebadiah has a proven track record of successful execution. He is a leader that is challenge oriented and is focused on raising the standards of social responsibility and business. Jaebadiah has seen an aggregate total build out that approaches 500 million. Jaebadiah received his B.A. from the University of Washington and sits as the youngest Board member of the Breakfast Group. Past Projects
• Harborview Medical Center – Inpatient Expansion Building, Seattle, WA • Harborview Medical Center - Ninth and Jefferson Building (LEED Gold
Certified 2010) • PRS Mirabella, Seattle, WA • Seattle Aquarium TI Renovation, Seattle, WA
Jonathan D. Herpy is the Chief Managing Partner of Gardner Global, LLC and Executive Director of J. Walter Simpson International Holdings. With 6 years of experience, Jonathan provides valuable insight in property acquisition, wealth & asset management as well as real estate market strategy. Throughout his career, Jonathan, along with his partner, has developed a unique ability to use historically founded investment techniques and strengthen them with a new, young outlook on market research and tactic. In addition to his responsibilities in setting the firm’s strategic direction and managing client relationships, Jonathan supervises portfolio construction and modeling. Jonathan, along with Gardner Global, is committed to enhancing the public image of real estate investment and strengthening the public’s trust in professional services firms. By establishing a commitment to community enhancement, overall integrity and professionalism Jonathan sets a clear and strong tone from the top. Jonathan is a Chicago Chapter member of NAIOP, the National Commercial Real Estate Development Association and is so committed to advancing responsible commercial real estate development. Jonathan has a B.S. in Psychology from Washington & Jefferson College.
To: Gardner Global 10 Commerce Ave. SW Suite# 1105 Grand Rapids, MI 49503
The Minimum Investment is 1 unit at $50,000
APPLICATION
THE MILLENNIAL© INVESTMENT FUND
Number of Propert ies
I hereby apply for __________ unit (s) of $50,000 totaling _________________.
Payment Method
Check/Money Order in the amount of $________ has been enclosed. Checks/MOs should be made payable to Gardner Global, LLC.
I have transferred $___________ directly to Gardner Global, LLC’s client account, on ___________ (date).
Complete & Sign
Name _____________________________________________________________________________________________
Address _____________________________________________________________________________________________
_____________________________________________________________________________________________
Phone ________________________________________ Email __________________________________________
Signature ________________________________________ Date __________________________________________
Please use block capitals and then return completed application forms to the above address.
TRANSFER INFORMATION
200 OTTAWA AVE. GRAND RAPIDS, MI 49503
J. WALTER SIMPSON INTERNATIONAL HOLDINGS NOVEMBER 2010
ON BEHALF OF GARDNER GLOBAL, LLC. WE HAVE BEEN RETAINED TO RECEIVE THE INVESTOR FUNDS AND
AUTHORIZED TO FORWARD THESE TO THE J. WALTER SIMPSON INTERNATIONAL HOLDINGS, LLC. J.P. MORGAN CHASE© ESCROW ACCOUNT.
THE FOLLOWING IS THE ACCOUNT DETAILS FOR THE TRANSFERS: ACCOUNT NAME: J. WALTER SIMPSON INTERNATIONAL HOLDINGS
ACCOUNT NUMBER: 835691502
ACCOUNT TYPE: BUSINESS CLASSIC
ROUTING NUMBER: 072000326
BRANCH: 510 COLLEGE AVE. NE APT.223 GRAND RAPIDS, MI 49503 – 1770
ALTERNATIVELY PLEASE SEND CHECK PAYABLE TO J. WALTER SIMPSON INTERNATIONAL HOLDINGS, LLC. WITH THE DETAILS BELOW FILLED IN.
THE FOLLOWING IS REQUIRED, IN ANY CASE, IN ORIGINAL FORMAT, FOR IDENTIFICATION OF
ALL PAYEES AND TO COMPLY WITH STATUTORY MONEY LAUNDERING REQUIREMENTS.
1. Name of Payee 4. Copy of drivers license, passport 2. Address of Payee or state certified identification card 3. Contact Telephone Number
PLEASE CONTACT JONATHAN D. HERPY OR JAEBADIAH S. GARDNER AT OUR OFFICE TO CLARIFY ANY
DETAILS. DETAILS OF FUNDS RECEIVED AND FUNDS DISPATCHED TO THE J. WALTER SIMPSON
INTERNATIONAL HOLDINGS ACCOUNT WILL BE CONFIRMED TO THE ADDRESS GIVEN ABOVE.
YOURS FAITHFULLY,
Jaebadiah S. Gardner Jonathan D. Herpy JAEBADIAH S. GARDNER JONATHAN D. HERPY [email protected] [email protected]
COMMUNITY INVOLVEMENT
Fourth of July Weekend- A Time, and a Space, for Everyone at the Baxter Neighborhood Gril l Out
Grand Rapids, Mich. “- A local real estate development firm will host its First Annual, FREE, Baxter Neighborhood Grill Out, July 2, 2010 from 11a.m.- 2p.m. , in the lot next to Ernie’s Barber Shop, located at 612 Eastern Ave. NE., Grand Rapids, Mich., 49503, according to the firm owners of Gardner Global, LLC. The announcement was made today by Jaebadiah S. Gardner, Founder and C.E.O. and Jonathan D. Herpy, Chief Managing Partner. When asked why they decided to host this event, Gardner said: “The Grill Out is being held to recognize the hard working individuals of this vibrant community; and to allow them to have a space to gather, celebrate each other and their neighborhoods’ culture during the weekend of
our nations independence.” The event is free and open to all who would like to experience this historic part of Grand Rapids. It will feature free food and drinks, music- played by a live D.J., FREE haircuts- provided by Ernie’s Barber Shop and a raffle. All proceeds from the raffle will go to the local nonprofit organization Grand Rapids Weed and Seed. Weed & Seed is a community-based multi-agency approach to law enforcement, crime prevention, and neighborhood restoration working within the Baxter community. They link federal, state and local social services, private sector plus community efforts, to maximize the impact of existing community programs and resources. The Baxter Neighborhood is considered to be the area that falls north and south between Wealthy St. and Franklin St., and east and west between Eastern Ave. and Fuller Ave. Gardner Global (GG) is a real estate development firm headquartered in Grand Rapids, Michigan. With 12 years combined experience GG is operated by Executive Officers Jaebadiah Gardner and Jonathon Herpy. It is GG’s vision to provide contemporary affordable living, work and social space to those who have been traditionally excluded; and to strengthen communities’ through real estate investments and partnerships that will contribute to the economic vitality of the global community. (For more information about Gardner Global visit: www.GardnerGlobal.com)”
- Grand Rapids Press (July 10’) Baxter Grill-out Press Release
Gardner Global Team Sponsors the Baxter Neighborhood Gril l Out (Featured on 5 o’clock news) - “Medical Mile's backyard, Baxter neighborhood, remains positive despite recent violence. Millennial entrepreneurs Jaebadiah Gardner and Jonathan Herpy, of Gardner Global, a real estate development company, sponsored and organized the “Baxter Grill Out” with the help of Kristine Jaros from Weed and Seed on July 2nd. Check out the video by Abigayle Sloan, Fox 17 News Reporter, on the event that took place in the Baxter neighborhood.”
- Fox News (July 10’)
PARTNERSHIPS & AFFILIATIONS