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FRACTIONAL SECTION 12J OWNERSHIP

Fractional ownership of a Mantis luxury hotel

Minimum investment amount R1M

* All prices include VAT and fees

100% TAX deductible | ANNUAL DIVIDENDS | CAPITAL GROWTH | LIFESTYLE BENEFITS

Investor Benefits:

6% guaranteed gross yield derived from hotel operations for first 24 months

100% tax deduction on the total investment amount which means up to 45% of your investment paid for by SARS

Annual dividend earnings from Hotel Rental Pool operated by Mantis

Market related capital appreciation on the asset

A variety of lifestyle benefits for your enjoyment

Targeted Returns:

The targeted Internal Rate of Return ranges from 20% to >35% per annum depending on the funding mechanism chosen.

Funding Options:

This is undoubtedly the only 12J Investment fund offering investors the option to choose any one of four funding mechanisms available and is a further notable differentiator of the Pearl Valley Hotel by Mantis offering by Futureneers Capital – the Section 12J VCC and fund managers.

These options are available to Provisional and PAYE tax-payers’ and include:

1. Cash

  • 100% cash up-front
  • 45% tax break / tax refund effectively discounting your leisure property investment by up to 45%.
  • 20% Pre-Tax targeted IRR

2. Smart Bridge Loan

  • Minimum 55% cash up-front
  • 45% bridge loan over the period until SARS rebate is received, at which time the loan is settled in full
  • 21% Pre-Tax targeted IRR

3. Smart Instalment Loan

  • Minimum 5% cash up-front
  • Up to 95% funded over the 5 year period, at which time the loan is settled in full whilst paying the same monthly instalment as per a 20 year bond.
  • 35% Pre-Tax targeted IRR

4. Global Hedged One

  • 100% cash offshore via Investec or use capital already invested offshore
  • Invest in a Sanlam Private Wealth USD instrument, which serves as security for a local ZAR loan to fund your 12J investment
  • >35% Pre-Tax targeted IRR

Lifestyle Benefits:

6 to 25 room nights flexible usage per year according to your holiday needs

Advanced bookings allowed and not subject to peak time booking restrictions

50% discount off published rates over and above the free room nights allowance

Gift allowance for unused room nights per year

Optional discounted golf membership while in residence

Access to all recreational facilities and clubhouse during your stay

20% discount on published rates for all Mantis managed hotels in Sub-Saharan Africa

Contact us for more information

By submitting my information, I agree to the T&C's and confirm my effective tax rate is greater than 30%