BLU HOSPITALITY FUND

BluPhoenix Advisors' BLU Hospitality Fund is specifically designed to invest in attractive hospitality real estate assests located within the Caribbean.

$250M

EQUITY OFFERING

$100K

MINIMUM INVESTMENT CLASS A

 $1M

MINIMUM INVESTMENT CLASS B

POTENTIAL INVESTOR BENEFITS

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.

HOW IT WORKS

The fund objective is to provide investors with diversified exposure to real estate and the potential for significant up side returns.


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.

BLUPHOENIX ADVISORS' COMMUNITY IMPACT

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.


  • Investments in BluPhoenix Advisors private placements can lose value, are illiquid and are speculative.
  • Illiquid investment, uncertain time horizon, complex structure; suitable only for sophisticated investors;
  • This investment does not comprise a comprehensive investment strategy;
  • Investment returns are not guaranteed; this is a speculative investment;
  • Unique risks related to real estate investment include interest rate risk, occupancy/extended vacancy issues, the ability to attract tenants, insurance risks, among others;
  • This offering is not contingent on a minimum capital raise and if the Fund cannot raise substantial capital, Fund investments may be less diversified and the Fund may not achieve its investment objectives.

REQUEST ACCESS TO THE EXCLUSIVE OFFERING MEMORANDUM

DOMINICAN

REPUBLIC

PUERTO

RICO

BARBADOS



TURKS &

CAICOS

ANGUILLA



NEVIS



Smile Hospitality Fund Team

Dr. Daniel Ben-Yochannan

Managing Partner, & Founder

Julian Moore

Senior Vice President of Acquisitions and Development

Tyla Flowers

Managing Partner | Caribbean Smile Hospitality VP of Investor Relations

Natoya Wiggins

Senior VP of Investor Relations &

Compliance

Camille Logan

Investor Relations

Nicole Higgins

Acquisition Analyst

Ebony Evans

Acquisition Analyst

Bernelle Diaz

Investor Relations

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