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Our New Home on The Plaza

in Charlotte NC 28205

A boutique commercial real estate syndication project

1234 Broadway Blvd. New York, NY. 90010

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Executive Summary

WHY NOW

  • Rapid Growth: The Upper Plaza Midwood area is rapidly expanding, creating a prime opportunity in undeveloped commercial space.
  • Unmet Demand: The neighborhood's limited dining and community space options offer a unique chance to fulfill a pressing local need.
  • Booming Market: Redevelopment along The Plaza is surging, aligning perfectly with current real estate trends - approximate 40% RE appreciation in the last 5 years
  • Proven Success: The owner has a 12-year successful history in business with 2 business in the neighborhood surviving Covid. (Pure Pizza & Khali Yoga Center)
  • Favorable Finance: A CAP rate of 7.5% and competitive market rent present attractive returns in the current financial landscape..

Investment Memorandum

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Located on The Plaza in Charlotte's booming Upper Plaza Midwood, this real estate project entails a 1200 sq ft restaurant w: indoor seating and adding a year-round outdoor dining patio, plus a 1000 sq ft of leasable flex space to The Big Love Yoga Barn. Capitalizing on the area's growth and lack of dining options, the project offers a dynamic investment opportunity in a local real estate syndication. With a 7.5% CAP rate, this site proves to be a great asset as the neighborhood continues to experience rapid residential and commercial development. Financial projections reveal strong potential, with an estimated ARV of $1,34MM. This Owner Occupied project is backed by an experienced team with a commitment to fulfilling a much-needed neighborhood service with a proven track record of 12 years in business. This project represents a promising investment opportunity in a thriving community. And through syndication, there is the opportunity to be a fractional owner in a high growth area of Charlotte.

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What is Syndication?

Real estate syndications are among some of the best investment vehicles for busy, hard-working individuals who want to own real estate without having to deal with toilets, tenants, trash & the day-to-day operations that come with owning rental real estate. By investing in a syndicated deal, you get to own a portion of the property and reap the benefits of pass-through income & owner depreciation, and never have to be the property manager - your money make you more money.

  • Real estate syndications offer substantial tax benefits, preservation of capital, steady cash flow, and strong risk-adjusted returns, all in a 100% passive role
  • Real estate syndications operate as a partnership between the general partner (Juli Ghazi) who actively operates the property & the investors who contribute capital to the deal in a completely passive role.
  • Passive investors privately purchase direct shares in the LLC (limited liability company) that owns the real estate asset, which enables them to access all the advantageous tax benefits as opposed to investing in a public REIT, which doesn’t offer this same ability.
  • Through syndication, investors receive a K1 which allow property depreciation to offset personal tax liability

Investment Memorandum

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Investment Summary

Investment Memorandum

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Team Overview

Pure Pizza Juli Cher Founder

Born and raised in Montreal, Craig Isaac nurtured a love for sports and creative construction before relocating to Charlotte, NC, to attend UNCC College of Architecture. Graduating in 1983 with a BA in Architecture, he worked with reputable firms until founding 35th Street Studio in 1990, later evolving it into Craig W. Isaac Architecture in 1992. Craig's practical construction sense and experience with renovations have shaped his commitment to client collaboration and satisfaction. As an original homeowner and Association President in NODA's rejuvenation as a Historic Neighbourhood and Arts District, his work ranges from small to large projects, aiming to create distinctive buildings that offer lifelong contentment.

+1 (704) 358-1365 Craig@CIArchitecture.com

CIArchitecture.com

Craig W. Architecture

Chris Isaacs Chief Architect

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The founder of the project is a seasoned entrepreneur with 12 years of experience in the restaurant business, including two locations. Apart from managing the restaurant, she has demonstrated her business acumen by opening two other brick-and-mortar brands in the city, including a thriving yoga studio sold in 2021 and a community center. With hands-on experience as a General Contractor for four commercial build-outs and property management, she is no stranger to the demands of construction and real estate. Her track record of near-zero turnover with the culinary team speaks volumes about her leadership and ability to foster a cohesive working environment. The founder's extensive experience, dedication to healthy and inclusive dining options, and strong connection to the local community make her uniquely qualified to lead this new venture.

+1 704.301.3482 • info@purepizzaclt.com • purepizzaclt.com

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Project Summary

A dynamic team has been assembled to achieve an on-budget & on-time delivery of the project. Juli Ghazi has experience with commercial up-fit of (4) unique space she’s opened in Charlotte, as large as 4,200 sq ft. She this includes (3) businesses, a neighborhood Farmers Market, and she is a founding board member of the BLYB non-profit, all located in Plaza Midwood & NoDa, so she is intimately connected to the neighborhood. Craig Isaacs is the architect of record who specializes in projects within NoDa & Plaza Midwood. The experienced real estate attorney, McMillan PLLC, is consulting for the project. And the culinary team at Pure has been working together for over a decade to ensure a seamless transition; and The Big Love Yoga Barn is excited about the transition into its new home. This projets represents an opportunity for community to gather together. In a world that is rapidly seduced into augmented reality, Pure & BYLB are spaces where humans can come to eat, breath, move, play & create art - it’s a space where we can remember how to be human with others.

Investment Memorandum

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