Welcome To Intentional Capitalist

Case Studies

Case Studies

Historical data of Selected Cases are for Informational and Educational Reference ONLY

2.7x Multiple On 32 Month Hold

Real Estate – Class A Multifamily

  • Qualified as PFC (Public Facilities Corp) – enabling ZERO Property taxes
  • Experienced Developer with track record of success
  • Lease up to 96% occupancy ahead of schedule
  • Appraised at 2.9X original investment. Cash out refinance returned initial capital to investors at 32 months
  • Property continues to cash flow to original investors at 17-22% annually

3.4x, Monthly Royalties, 100% Tax Write Off

Oil and Natural Gas

  • Upgraded extraction equipment on already producing field
  • Monthly Royalties started day 1 (based on market price of oil)
  • 85% of investment written off against Adjusted Gross Income
  • Annual revenue also discounted due to IDCs (Intangiable Drilling Costs)

1400% ROI

Venture Capital

  • Various Corporation Acquisitions, Optimization, Mergers
  • Seasoned team of Corporate Officers on day to day operations
  • Various firms acquired (tech, finance, medical, electronics)
  • IPO stock performance Smaller firms sold to large corporations
  • Government incentives for no capital gains taxes (held for 5+ years)

20% CASH ON CASH

Private Debt/Credit Fund

  • Provided working capital to quality projects to help with short term financing and interest rate lock
  • Purchased AR from solid vendors at $0.09 per $1.00
  • Instant liquidity for return of capital

4x Equity Multiple

National Homebuilder Acquired VC

  • Proprietary technology and patented process with no wasted lumber
  • Accelerated house construction Proven model of success
  • Manufacturing process bought out by major home builder