The BG Real Estate Growth Fund
The BGWG Real Estate Growth Fund is a collection of high-potential properties in growing areas of the United States and Canada where BG Wealth Group has previously established a multitude of successful property investments, providing an average of 18-24% annual ROI to our investors.
Objectives
The objective of the BG Wealth Real Estate Growth Fund is to use equity capital to buy undervalued existing real estate assets which provides the opportunity to generate attractive returns by increasing value over time. Dividends will be distributed on a quarterly basis to investors.
When properties are deemed to have realized their overall return objectives, they will be sold, and the proceeds reinvested into other development opportunities. Any resulting capital gains will be distributed to investors.
BG Wealth Group Growth Fund Q&A
A Business Model Is Born - our Proof of Concept
BG Wealth Group CEO + Co-Founder Craig Dunkerley kick-started the company’s portfolio in the US in 2013 by purchasing a selection of homes in the city of Detroit, which had undergone a mass foreclosure in the largest municipal bankruptcy filing in U.S. history by debt, estimated at $18-$20 billion.
This purchase was the first of many where BGWG implemented its signature investment strategy which focuses on gentrifying rural areas and successfully rehabilitating properties, resulting in strong ROI for its investors.
Increasing Building Values
Scaling A Proven Formula
ESTABLISHED TRACK RECORD
Strategic focus on gentrifying rural downcore core’s & successfully rehabilitating properties.
PROVEN THESIS
Every acquisition is driven with a ‘value' investing mentality.
PROPERTY IMPROVEMENT
Efficient renovations to maximize value and increase rents. The appreciation in market value results in increases in rents where in turn reappreciate the property value
TENANT & PROPERTY MANAGEMENT
Tenants & businesses are carefully selected to match an increase in building standards while also driving economic growth; in-house management enables the capacity to respond quickly and reduce operating cost. Solid relationships with local and regional government officials expedite rezoning and permit applications.
How we fitInto your Portfolio
The BG Wealth Group Real Estate Growth Fund is a turnkey real estate investment solution intuitively designed to diversify and compliment the portfolios of our clients.
- Strong, proven investment system which yields superior ROI.
- Tax favorable structure – fund itself is not a taxable entity.Taxes are only payable on the investor level not on the fund level. This avoids double taxation, which is inherent in corporate investment vehicles.
- Diversification mitigates overall market risk to an aggregate managed portfolio.
- Additional gain via currency exchange for US investors – US investors can gain more than 30% of
additional investing power through currency exchange. - Operating in stable climates – The BG Wealth Group Real Estate Growth Fund capitalizes on the Canadian political and economic stability while embarking on expanding operations in the world’s largest real estate market: the United States.
- US Tax Treaty – The BG Wealth Group Real Estate Growth Fund qualifies for tax credits within the US Canada Tax Treaty.
- A proven formula for the future –The BG Wealth Group Real Estate Growth Fund is expanding its scope to development projects within Canada and the US.
- Full service – The BG Wealth Group Real Estate Growth Fund is well-positioned to provide overall wealth-management investment options among its ever-expanding scope of products, such as upcoming US alternative investment Funds and strategic relationships with US broker dealers.
Acquisitions & Development
Based on superior returns in our real estate holdings, the BG Wealth Group Real Estate Growth Fund will continue its expansion through Canada, as well as drive a focused strategy into the US market.
First with the offering of the Fund, followed by an ever-growing series of opportunities designed for investors seeking superior returns within high-growth regions of North America.
Re-entry into the U.S real estate market will expand the scope of opportunities tenfold. Furthermore, government incentive programs and grants minimize the cost base of the investments resulting in leveraged returns. Areas of opportunity will have a mix of the following characteristics:
- BG Wealth Group Real Estate Growth Fund targets markets that are potentially undervalued and where there is an opportunity to realize above-market returns.
- Where regional sales tax and where state income tax is low or zero.
- In business-friendly markets in conjunction with pro-growth state and local governments.
- Properties are strategically located in areas trending with growth and development.
- Where economic development and business investment results in substantial job growth and migration flows.
- BG Wealth Group Real Estate Growth Fund will partner with local and regional governments to spur related investment projects benefitting the community as a whole.
2023 Vision
Leadership Team
CRAIG DUNKERLEY
CEO & Co-Founder
Craig is the CEO and Founding Partner of BG Wealth Group. His passion is to help others achieve financial freedom, personal and business growth, and overall success. Craig is an expert investor, author and sought-after financial specialist and speaker – which he shares with his clients, in his books, and on international stages.
CLAUDIA HARVEY
President & Co-Founder
Claudia is the President and Founding Partner of BG Wealth Group and Dig it Apparel®. She provides cutting-edge business strategies, innovative financial wealth opportunities, and the essential elements necessary for personal and business growth.
