BluPhoenix Advisors' BLU Hospitality Fund is specifically designed to invest in attractive hospitality real estate assests located within the Caribbean.
EQUITY OFFERING
MINIMUM INVESTMENT CLASS A
MINIMUM INVESTMENT CLASS B
Monopolizing Your Portfolio
A hotel is an operating business with a real estate component. It derives much of its value from the proven ability to generate and the potential to increase income. In fact, the hotel’s operational nature is one of the primary reasons to invest in hotels.
Tax Benefits
Your portfolio should include direct real estate ownership among your most tax-efficient investments. Hotel investments have a variety of real, personal, and intangible property. Therefore, they benefit from more tax laws that may accelerate the depreciation.
High Risk-Adjusted Return
For experienced and inexperienced real estate investors, high yield is one of the most important reasons to invest in hotels.There is no doubt that hotels trade at higher cap rates than the Big Four CRE asset classes.
Community Impact
Almost half of all hotel operating expenses are related to labor. It takes a lot of hands to operate a hotel. This still has a tremendous impact on jobs within the community. Hotels provide an important service for the community beyond just a place to work.
Many Levers for Adding Value
Hotels derive a big portion of their value from operations. This flexibility is one of the great reasons to invest in hotels. A high-alpha investment manager balances her impact among each of these and recognizes where each hotel needs the most love. Cash flow multiples amplify even the smallest income improvements, so it helps to have multiple areas to increase income.
You Don't Just See Them,
You Experience Your Returns
The financial benefits of owning a hotel are clear, but the ability to experience it is unmatched in any other real estate investment. Investments, like stocks, bonds, and even commodities, have very little tangible value. A hotel, though, is unique in its nature as a public environment for your enjoyment.
FUND INVESTMENT ASSETS
Costa Indigo
This is a fantastic opportunity to purchase a collection of six brand new 3 and 4 bedroom contemporary villas nestled alongside the Cocotal Golf & Country Club in the Bavaro area of Punta Cana – the leading destination in the Dominican Republic. The six villas form Costa Indigo, a boutique family-friendly community offering luxury, comfort, security in tranquil surroundings and easy access to exceptional resort amenities, a fabulous golf course and a magnificent white sand beach. Nestled in landscaped grounds, each of the six 2-level villas feature open concept interiors with light and bright living area, dining room, kitchen, separate laundry room, servant’s quarters, spacious bedrooms with private bathrooms, balcony and a garage
Ciqala Luxury Suites
This modern apartment hotel is 2 km from the Museum of Art of Puerto Rico, and 6 km from the 16th-century Castillo San Felipe del Morro. Polished suites and 1- and 2-bedroom apartments feature living rooms, kitchens and whirlpool tubs. All come with flat-screen TVs, DVD players and Wi-Fi access. Upgraded apartments offer extra space and additional bathrooms. Complimentary amenities include cooked-to-order breakfast, as well as tapas, cocktails and a beach shuttle. A rooftop area features a pool, a hot tub and a bar.
Bellevue Plantation & Polo Club
Dating back to circa 1735, the main house and cottage offer a total of 11 bedrooms (with modern en suite bathrooms) in the main house and cottage. The residence has been recently refurbished and upgraded to a high standard while maintaining the old world features of an early traditional estate house. The interior features a light and airy floor plan with large covered terraces and other function areas, large modern kitchen and generous storage areas.
Beachfront Villas
Situated just 8 minutes from Grace Bay, the property comprises the 3 villas (each of which has a private infinity pool and fire pit) plus a yoga and fitness pavilion and on-site office space with staff accommodation set on a total of 2 acres of landscaped grounds enjoying 180-degree breathtaking beach and turquoise ocean views. Each villa provides 6,000 square feet of living space over 3 levels designed by internationally renowned architects. The interiors exude contemporary luxury and feature expansive living and dining spaces for entertaining, state of the art kitchens, 5 bedrooms and media rooms. Wall-to-wall sliding glass doors provide seamless transition to al fresco dining spaces and a private infinity pool surrounded by a private sun deck with BBQ area and fire pit, and private beachside sundeck. Each residence has a lockout option on the first level which can be converted into an independent 2 bedroom beach level suite with its own private entrance. The villas come fully furnished with interiors curated by a Miami-based design specialist.
Montpelier Plantation
Steeped in history, the property was originally established as a plantation with a sugar mill in 1747 and was the setting for the marriage of Lord Horatio Nelson and Frances “Fanny” Nisbet in 1787. This is a fantastic opportunity to acquire a highly acclaimed, award-winning boutique hotel for sale in Nevis with a unique and colorful history dating back to the 18th Century and an excellent track record. The hotel is set 750 feet above the Caribbean Sea on approximately 48 acres amidst lush tropical hills at the base of the majestic Nevis Peak, making it the ideal place for guests from around the world to unwind and disconnect from the frenetic pace of day to day life. The property was subsequently renovated and reopened as a hotel in 1966, becoming a Relais & Châteaux member in 2004. Over more than half a century it has established itself as one of the best boutique hotels in the Caribbean and has racked up an enviable number of prestigious awards and accolades.
CeBlue Villas & Beach Resort
The property currently includes 8 luxuriously appointed villas nestled into the hillside.
The villas feature 5 spacious bedrooms, elegant bathrooms with contemporary fixtures, as well as indoor and outdoor living spaces boasting breathtaking views of the white sand beach and the turquoise waters of the Caribbean Sea.
Each villa also boasts its own private saltwater swimming pool and an outdoor shower.
BluPhoenix Advisors has a documented history of investing in mixed, discretionary private real estate funds and is recognized as a thought leader and market leader in hotel and resort investments and an early entrant in the space in 2014.
Transforming Countries
BluPhoenix Advisor’s revitalization efforts will recast urban centers. Locals of these long-overlooked communities are expected to enjoy a vivacious new city center, more business and career opportunities, and higher home values.
Creating Jobs
The Launch Pad is the entrepreneurship center where we help start, build, and scale your startup business. Since its inception, Launch Pad has generated thousands of jobs in cities across the Caribbean and hopes to continue this trend.
INVESTOR CONSIDERATIONS
Selected risk factors are stated below. Refer to the PPM for more detailed discussion of risk factors.
Smile Hospitality Fund Team
Managing Partner, & Founder
Senior Vice President of Acquisitions and Development
Senior VP of Investor Relations &
Compliance
Investor Relations
Acquisition Analyst
Acquisition Analyst
Investor Relations
We bring pride and passion to every project that we undertake, with a professional team of project managers & investment advisors
CAPITAL RAISE as a Service
HNW TAX PLANNING
BluPhoenix is headquartered in Las Vegas with offices around the worldd.
3960 Howard Hughes Parkway
Las Vegas, NV 89169
501 E Las Olas Blvd, Fort Lauderdale, FL 33301
Info@BluPhoenixAdvisors.com
BluPhoenix does not make investment recommendations, and no communication through this website or in any other medium should be construed as such. Investment opportunities posted on this website are "private placements" of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by BluPhoenix and may lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment. Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. Any investment information contained herein has been secured from sources that BluPhoenix believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Offers to sell, or the solicitations of offers to buy, any security can only be made through official offering documents that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not
rely on the financial assumptions or estimates displayed on this website, and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity.
Securities offered through Avantax Investment Service, member FINRA, SIPC -3200 Olympus Blvd., Suite 100 Dallas, TX 75019. Please refer to FINRA BrokerCheck
Use of our products and services are governed by our Terms of Service and Privacy Policy. We are not a law firm, or a substitute for an attorney or law firm