CONFIDENTIAL INVESTMENT MEMORANDUM

Executive Summary

Shepard's Landing Aviation Community Development

Lake Suzy, DeSoto County, Florida • 119.70 Acres • $27.7M Total Project Cost

Investment Highlights

Total Project Value
$27.7M
98 residential lots + 31 hangars (sale/rent) + commercial
Projected IRR
22.4%
4-year development period
Net Profit
$83.1M
Conservative scenario
Land Acquisition
$10.8M
4 parcels, 119.70 acres • $110K/unit vs. $150K-$250K industry avg
Development Capital
$32M
Infrastructure + vertical construction + soft costs

Investment Calculator

Project your returns based on your investment amount. Adjust the slider below to see how your investment grows over the 4-year development period.

$250,000
$25K$5M
Equity Stake
0.9%
of total project
Projected Value (Year 4)
$561,133
at 22.4% IRR
Total Profit
$311,133
over 4 years
Profit Share
$750,000
from $83.1M net

Year-by-Year Projections

Year 1Investment Value
$306,000
+$56,000 gain
Year 2Investment Value
$374,544
+$68,544 gain
Year 3Investment Value
$458,442
+$83,898 gain
Year 4Investment Value
$561,133
+$102,691 gain

Disclaimer: These projections are based on a conservative 22.4% IRR and $83.1M net profit estimate. Actual returns may vary based on market conditions, development timeline, and sales performance. Past performance does not guarantee future results. Please consult with your financial advisor before making investment decisions.

The Opportunity

Shepard's Landing represents a once-in-a-generation convergence of motivated sellers, de-risked execution, and explosive market demand. This is not speculative development—it's a shovel-ready project with 80% design complete, signed LOIs on all parcels, pre-sales validation, and a strategic partnership with Pilatus Aircraft providing access to 1,700+ high-net-worth buyers globally.

The Investment Thesis

Acquire Strategic Aviation Land

119.70-acre property positioned in Florida's fastest-growing aviation corridor. Land acquisition at $10.8M ($90K/acre) represents significant value compared to developed aviation communities trading at $150K-$250K per unit.

Develop Florida's First Pilatus Partnership Community

Create 98 residential lots with 31 aircraft hangars and a 3,800-foot private runway. Strategic partnership with Pilatus Aircraft provides access to 1,700+ high-net-worth PC-12 and PC-24 owners, creating a built-in buyer pipeline.

Capitalize on Aviation Real Estate Boom

Aircraft ownership grew 23% (2019-2024) while only 600 fly-in communities exist nationwide with 5-10 year waitlists. Florida leads with 7,800+ registered aircraft in Southwest region alone, 300+ flyable days annually, and no state income tax attracting high-net-worth relocations.

Leverage Shovel-Ready Infrastructure

80% design complete with signed LOIs on all 4 parcels. 17 hangar homes on the runway are shovel-ready within 6 months of closing. Non-FAA private airstrip saves $1M+ in regulatory costs while maintaining operational flexibility.

Property & Development Details

Land Acquisition Cost$10.8M
Total Project Cost$27.7M
Total Acreage119.70 acres
ZoningResidential / Aviation
Existing Infrastructure3,800' runway (shovel-ready)
Proposed Development98 lots + 31 hangars
Target Price Range/Lot$850K-$1.8M
Gross Revenue Potential$126M-$145M
Nearest Major Airport15 miles to Punta Gorda (PGD)
Highway AccessDirect US-17 access
Development Timeline5-7 years (phased)
Projected IRR22.4%

Market Opportunity at a Glance

500K+
Active private pilots in U.S.
FAA 2024
+23%
Aircraft ownership growth
2019-2024
600
Total fly-in communities (U.S.)
5-10 year waitlists
$42.1B
Private aviation market by 2030
8.1% CAGR

Market Analysis: The Supply Crisis

Florida Aviation Real Estate Boom

Florida leads the nation in general aviation activity with 7,800+ registered aircraft in Southwest Florida alone. The state offers 300+ flyable days annually, no state income tax, and aggressive high-net-worth population growth (+1.9% vs. 0.5% national average).

Spruce Creek (Daytona)$1.2M median
Jumbolair (Ocala)$2M-$15M
Greystone (Punta Gorda)SOLD OUT
COMPETITIVE ADVANTAGE
Zero Competition Within 75 Miles

Shepard's Landing targets the underserved mid-luxury segment ($850K-$1.8M) with no comparable developments in the immediate market.

15-20% annual appreciation in aviation real estate (2020-2024)
Aviation communities outperformed traditional RE by 12% in 2008 recession
85% of aviation homeowners hold 10+ years (vs. 7-year national avg)

Financial Projections & Returns

Revenue Breakdown (Conservative)

Hangar Homes (87 units)$108.1M
Tier 1 (29 @ $850K avg)$24.7M
Tier 2 (35 @ $1.2M avg)$42.0M
Tier 3 (23 @ $1.8M avg)$41.4M
Condominiums (27 units)$12.83M
Commercial (20yr NPV)$5.0M
Total Revenue$125.9M

Investment Returns

Total Investment
$42.8M
Land + development + soft costs
Net Profit (Conservative)
$83.1M
After all costs and contingencies
Projected IRR
22.4%
4-year development period • 2.1x premium to S&P 500
S&P 500 avg return:10.5%
Commercial RE typical:8-12%
Residential dev typical:15-18%
Shepard's Landing:22.4%

Community & Social Impact

720-880
Job-Years Created
Construction phase
45-60
Permanent Jobs
Ongoing operations
$27.58M
Tax Revenue
20-year projection

Economic Multiplier Effect

Every $1 spent in aviation generates $2.80 in regional economic activity (FAA study)

Construction impact:$89.6M
Annual operating impact:$12.6M/year

Social Return on Investment

Total measurable social value created over 20 years

Total social value:$86.62M
SROI Ratio:2.02:1
Every $1 invested generates $2.02 in social value

Veterans Memorial Park

Dedicated 2-acre space honoring military service with monthly fly-in events and partnership with VFW Post 5690 (420 members)

1,800-2,400
Veteran visits annually
11-15
Veteran jobs (25% priority)

Community healing spaces reduce PTSD symptoms by 18-25% (Journal of Environmental Psychology)

Aviation Education Pipeline

Partnership with Charlotte Technical College providing internships, scholarships, and career pathways

400-600
Youth exposed annually
40-60
Aviation careers created

Florida has 12,000 unfilled aviation jobs at $68K median (vs. $41K county median)

Environmental Stewardship & ESG

40%
Land Preserved
47.88 acres natural buffer
120-180
Tons CO₂/Year
Sequestered by wetlands
2.8M
Gallons/Year
Water saved (native plants)
65%
Nitrogen Reduction
vs. conventional development

ESG Investment Appeal

78/100

Top quartile ESG score for real estate developments positions Shepard's Landing for ESG-focused investment funds seeking market-rate returns with measurable social impact.

Environmental
40% preservation, LEED-equivalent design, native landscaping
Social
Veteran support, education partnerships, living wage commitment
Governance
Transparent reporting, community advisory board, ethical acquisition

Land Acquisition Portfolio

Parcel 1 - Shepard House LLC

Parcel ID: 31-39-23-0000-0020-0000

$4,800,000
44.17 acres • $108,700/acre
Primary development parcel • LOI Signed Feb 2026 • Motivated seller (family legacy) • Creative financing available

Parcel 2 - Shepard House LLC

Parcel ID: 31-39-23-0000-0030-0000

$2,100,000
19.43 acres • $108,100/acre
Runway expansion parcel • LOI Signed Feb 2026 • Same seller as Parcel 1 • Bundled transaction

Parcel 3 - Shepard House LLC

Parcel ID: 31-39-23-0000-0040-0000

$2,100,000
19.43 acres • $108,100/acre
Residential expansion parcel • LOI Signed Feb 2026 • Contiguous to Parcels 1 & 2

Parcel 4 - Wingtip Properties

Parcel ID: 31-39-23-0000-0050-0000

$1,800,000
16.67 acres • $108,000/acre
Commercial/amenity parcel • LOI Signed Feb 2026 • Restaurant & FBO site
TOTAL LAND ACQUISITION
5 parcels • All LOIs signed • Seller carry available
$10,800,000
119.70 acres total

Development Timeline

Q1-Q2 2026
6 months

Entitlement & Permitting

Finalize permits • 80% design complete accelerates timeline • Community support ensures smooth approval

Q3 2026-Q2 2027
12 months

Infrastructure Phase 1

Runway completion • Utilities • Roads • First 40 lots prepared • Pre-sales begin

Q3 2027-Q4 2028
18 months

Vertical Construction

Hangar homes Tier 1 & 2 • Clubhouse • Restaurant • FBO • Model homes open

Q1-Q4 2029
12 months

Final Phase & Stabilization

Tier 3 luxury homes • Condominiums • Veterans Memorial Park • Community fully operational

Investment Terms

CAPITAL RAISE
$12M - $15M

Land acquisition + Phase 1 infrastructure • Additional development capital via construction financing

MINIMUM INVESTMENT
$500K

Qualified investors • Preferred equity structure • Quarterly distributions begin Year 2

Next Steps for Interested Investors

  1. 1. Site Visit: Tour property, meet team, review detailed site plans
  2. 2. Due Diligence: Access data room with LOIs, financial models, market studies
  3. 3. Legal Review: Investment structure, operating agreement, governance documents
  4. 4. Commitment: Submit LOI with investment amount and preferred terms
  5. 5. Closing: Fund escrow, finalize documentation, begin execution

Ready to Learn More?

Schedule a confidential discussion to explore this opportunity and receive access to our comprehensive data room.