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Merrill Zurich, Inc. structure gives an enhanced investment benefit of the Management Firms real estate investment fund to REIT IPO.

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Presentation on theme: "Merrill Zurich, Inc. structure gives an enhanced investment benefit of the Management Firms real estate investment fund to REIT IPO."— Presentation transcript:

1 Merrill Zurich, Inc. structure gives an enhanced investment benefit of the Management Firms real estate investment fund to REIT IPO

2 Why Merrill Zurich, Inc. Now? The financial system imploding makes it the right time to capitalize Merrill Zurich, Inc. as a Fund Management Firm The financial system imploding makes it the right time to capitalize Merrill Zurich, Inc. as a Fund Management Firm There is a uniquely timed opportunity to create its first fund, a Real Estate Investment Trust (REIT), known for dependability and quality of its income using Marcus & Millichaps Major Account Service (MAS) and MNET access.. There is a uniquely timed opportunity to create its first fund, a Real Estate Investment Trust (REIT), known for dependability and quality of its income using Marcus & Millichaps Major Account Service (MAS) and MNET access..

3 Stability Merrill Zurich, Inc. will set up and seed capitalize the Management Firm Merrill Zurich, Inc. will set up and seed capitalize the Management Firm Then incubate the real estate fund to become a REIT for future IPO. Then incubate the real estate fund to become a REIT for future IPO. It will create the bankable private real estate investment fund (fund) using the most stable REIT category of triple net lease (NNN) properties with at least 10 years of lease remaining. It will create the bankable private real estate investment fund (fund) using the most stable REIT category of triple net lease (NNN) properties with at least 10 years of lease remaining.

4 REITs are Proven Performers

5 Invest in Convertible Bridge Notes

6 $370,000 Convertible Bridge Notes – 16% Coupon Maturity 2009 creating NNN Revenue from 3 property types

7 Walgreen Type Example

8 Restaurant Type Example

9 Other Type Example

10 Sustainable Competitive Advantage Starts As A Major Account Service The Management Firms Major Account Services (MAS) The Management Firms Major Account Services (MAS) MAS is a Marcus and Millichap team of highly experienced financial analysts and research professionals providing financial modeling, analysis and valuation, portfolio analysis, exclusive offering memorandums, specialized marketing material and a future generation of full-scale diligence complete packages of properties. MAS is a Marcus and Millichap team of highly experienced financial analysts and research professionals providing financial modeling, analysis and valuation, portfolio analysis, exclusive offering memorandums, specialized marketing material and a future generation of full-scale diligence complete packages of properties.

11 The Competitive Advantage Continues with MNET MNET, Marcus and Millichaps national inventory system meets the buying criteria demand and volume through the nations largest investment commercial real estate brokerage and consulting firms 1400 agents. MNET gives the Management Firm a competitive property availability advantage through state-of-the-art technology. MNET is fast reliable desktop access to the internal inventory system. MNET, Marcus and Millichaps national inventory system meets the buying criteria demand and volume through the nations largest investment commercial real estate brokerage and consulting firms 1400 agents. MNET gives the Management Firm a competitive property availability advantage through state-of-the-art technology. MNET is fast reliable desktop access to the internal inventory system.

12 OPPORTUNNITY TO BUY PARTICIPATING & CONVERTIBLE PREFERRED SHARES

13 PARTICIPATING & CONVERTIBLE PREFERRED SHARES 7% Stated Cumulative Dividend * 41% Participation of Net Income Convertible 1 for 2 into 20% Common Equity Callable: 12/31/2013 at 165% of Par $7,500,000 Series A

14 Future Access to Capital Merrill Zurich, Inc. will grow rapidly becoming a powerful source of REVENUE for shareholders Merrill Zurich, Inc. will grow rapidly becoming a powerful source of REVENUE for shareholders Describing the market now, Warren Buffett referred to the greatest hockey player ever, he wrote:In waiting for the comfort of good news, they are ignoring Wayne Gretzkys advice: I skate to where the puck is going to be, not to where it has been. msnbc.com news services updated 2:18 p.m. ET, Fri., Oct. 17, 2008 Describing the market now, Warren Buffett referred to the greatest hockey player ever, he wrote:In waiting for the comfort of good news, they are ignoring Wayne Gretzkys advice: I skate to where the puck is going to be, not to where it has been. msnbc.com news services updated 2:18 p.m. ET, Fri., Oct. 17, 2008


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