Opportunity to Invest in a High-Growth Boutique Hospitality Asset

All capital participation is facilitated through our lead entity, which controls the buyer position and execution rights. We welcome aligned investors into this structure — no outside offers or repositioning can occur without our control.

Presented by:
Charl Hattingh (Sponsor)

a room with a bar and stools
a room with a bar and stools

Transforming a R60M Coastal Hospitality Asset into a 10X Revenue

Transaction Summary

Purchase Price: R56 million (includes property + operations + assets)


Funding Structure:

  • Bank Finance (70%) = R39.2 M

  • Investor Down Payment (30%) = R16.8 M — your participation required

  • Post-finance Funds Reserved for Upgrades & Escrow

black and brown wooden table near blue padded chair

Investor Opportunity

(Down Payment Equity)

You provide: R16.8 M — equivalent to 30% down payment
Return Mechanics:

  • Prevents you from tying capital in low-yield deposits

  • Enables asset appreciation through NOI growth

  • You remain passive post-finance, while value accrues

Why should I put down the entire 30%? Why don’t I just buy the property myself outright?

Fair question — but the value in this deal isn't just the property besides, I’ve already contributed significant effort and capital upfront. You're coming into a pre-negotiated, off-market acquisition with all groundwork done: due diligence, seller relationship, financing path, local legal structure, and growth plan. I’ve de-risked the process and lined up a clear refinance-based exit.
This is not a generic listing anyone can scoop up — it’s the result of months of relationship-building and groundwork that positions us for accelerated growth and value uplift.

You’re not paying to buy a property — you’re securing a position in a value-added acquisition that’s been structured for upside from day one.

You’re also not funding the entire deal — you’re bridging a portion of the down payment required for bank finance. Your capital unlocks a R60M acquisition with immediate operational cash flow and a clear strategy to refinance and repay you — while still holding long-term equity upside.

You're investing alongside someone who's done the groundwork, reduced the friction, and structured an opportunity that would’ve otherwise taken millions more to access.

black and brown wooden table near blue padded chair
black and brown wooden table near blue padded chair

As-Is Asset Snapshot

  • Current Rooms: 15

  • ADR: R1,800 | Occupancy: 60%-65%

  • Current NOI: ± R8.6M

  • Management in place

  • Operational guesthouse + events venue

  • Potential for immediate stabilization

  • Property in good condition, prime location

  • Fully licensed venue, restaurant/bar, tour contracts = stable revenue base

black and brown wooden table near blue padded chair
a room with a bar and stools
a room with a bar and stools

Exit / Refinance Strategy

  • Bank Finances Property — clean title transfer

  • We implement upgrades, boost ADR & occupancy

  • After 24 months, refinance property at +NOI value:

    • Assuming a 10% cap, new valuation is R79.6 M

    • Refinanced at 70% LTV = R55.7 M

  • Investor receives full R16.8 M back (down payment)

  • You continue to hold equity upside in the asset had you selected Investment Option C

black and brown wooden table near blue padded chair

Risk Mitigation & Security

  • Your capital is secured behind senior debt

  • Detailed operational plan to enhance revenue

  • Investor participation capped to down payment only

  • Clear refinance timeline to return capital

  • Post-refinance, you remain as passive equity holder had you selvected Investors Option C

black and brown wooden table near blue padded chair
a room with a bar and stools
a room with a bar and stools

Why This Works

  • This is not speculative development — it’s an existing income-producing asset

  • The 30% ask is tied to a solid value-generation plan, not improvements

  • Upside is clear, risk is mitigated, ROI is asset-backed

  • You’re effectively buying secure equity in a growing hospitality business

black and brown wooden table near blue padded chair

Call to Action

Let’s align on a term sheet, commit to funding the R16.8 M down payment, and position the property for a clean bank-close within 60 days.


This is a rare “buy & improve — refinance & return” structure with both immediate security and long-term reward.

black and brown wooden table near blue padded chair

Investor Options – Comparison

Which investor profile do you identify with most? Income-focused, Return-defined or Upside-aligned?

Option A: Fixed Return Note

  • 12% Interest-Only (Monthly)

  • 36-Month Term

  • Repaid via refinance

  • Capital secured via junior lien + personal guarantee

  • No Equity

Ideal For: Investors looking for predictable monthly income with a clear exit and security.
Great for retirees, income-seekers, and risk-averse capital.

Option B: Revenue Share

Investor earns 10% of gross income until total repayment of capital + 30%. No equity.

  • Simpler

  • Defined return and capped exit (R21.84M)

  • Paid from top-line revenue — not reliant on profits

  • Passive and secured

  • No Equity

  • Returns are typically paid within 24–36 months based on current gross income forecasts

Ideal For: Conservative investors looking for stable, defined, passive return over 2–3 years.

Option C: Strategic Partner + Equity Upside

Investor injects down payment. No revenue share early on, interest kicks in later. Repayment at refinance +7% and Equity Share

  • Deferred interest (0% for first 18 months, 6.5% thereafter)

  • Repayment via refinance + 7%

  • 7% Equity Post-Payback (after the investor has received back their full original capital)

  • Passive income continues from equity

  • Higher return, higher upside

  • In the event that gross revenue exceeds expectation during the deferred interest period, a pro-rata interest ‘catch-up’ will be applied to enhance the investor’s return, recognizing the strong early performance of the asset

Ideal For: Growth-minded investors open to delayed returns but wanting long-term equity participation.

3-Step Investor Roadmap

What Happens Next

Step 1:

Commit & Sign Investor Agreement

  • Finalize term sheet or convertible note

  • Outline capital injection, rights, and repayment terms

  • Investor wire funds into escrow (not to individual)

Step 2:

Secure Property & Bank Finance

  • Use investor funds for down payment

  • Bank issues 70% senior loan

  • Close on the property (30% in place, including your capital and investor)

Step 3:

Monthly Returns & Refinance Exit

  • Investor earns 12% interest annually, interest-only for 36 months

  • Hotel operates, NOI improves (increased ADR & occupancy)

  • Refinance within 36 months → Investor repaid + retains equity

Capital Stack Summary

How Your Capital Sits Securely in the Deal

Position

Party

Amount

Security

Notes

1st Position

Commercial Bank

R42M

Senior Mortgage over property

Senior Prime-linked, 15-year amortization, 24 months interest-only.over property

2nd Position

Investor

R18M (or portion)

Investor Note secured by junior lien + personal guarantee

repaid via refinance or equity sale.

You’re secured directly against the real estate
Monthly income via interest payments
Structured exit with equity upside (without seller carry risk)

Component

Rand (ZAR)

NZD

AUD

USD

Purchase Price

R56,000,000 ZAR

~$5,090,900 NZD

~$4,666,667 AUD

~$3,111,111 USD

Bank Senior Loan

R39,200,000 ZAR (70%)

~$3,563,636 NZD

~$3,266,667 AUD

~$2,177,778 USD

Investor Note

R16,800,000 ZAR (30%)

~$1,527,273 NZD

~$1,400,000 AUD

~$933,333 USD

a conference room with a large table and chairs

Phase 2 – Boutique Hotel Expansion & Value Uplift

Your initial capital opens the door. The next phase unlocks explosive value.

📍What Happens After Refinance:

Once NOI improves and we stabilize cash flow, we trigger a cash-out refinance

This allows us to:

  • Repay your initial R16.8 M investment

  • Potentially roll part of that capital into the next phase (optional)

  • Fund expansion to 30 boutique hotel rooms without raising new capital

  • Avoid dilution, preserving your equity share!

a conference room with a large table and chairs
a room with a bar and stools
a room with a bar and stools

Two Strategic Options (Post-Refi)

Option 1 – Exit with Interest + Equity Retained For Strategic Partner

  • Receive full return of capital + 7% annual interest (paid quarterly)

  • Keep your equity stake for passive upside

  • No additional capital required from you

Option 2 – Recommit Capital to Phase 2

  • Recycle part of your payout into the R6M–R8M boutique hotel upgrade

  • No need to raise outside capital = no dilution

  • Receive a Bonus Payout (R3M) upon successful expansion

  • Extended interest payments for another 24–36 months

📈 NOI + CAP Rate improves = valuation uplift of R20M–R25M+

black and brown wooden table near blue padded chair

How This Benefits You:

  • You’re first in and first out — paid before additional capital is raised

  • Get the option to stay in, participate in the upside without dilution

  • Potential to double your money within 3–5 years

black and brown wooden table near blue padded chair
a room with a bar and stools
a room with a bar and stools

How 10 Extra Rooms Unlock R23M in Value

Overview: We are NOT pitching a speculative development.

This is a direct asset acquisition with proven operations and substantial room for NOI-based growth.

Purchase Offer: Total Price: R56,000,000
(Includes property, business, all operational assets, and goodwill.

Revenue Uplift from Room Conversion:

Upgrade Plan:

Convert 10 existing underutilized rooms to full boutique hotel spec

Activate as 25-room boutique hotel vs. current 15-room guesthouse

Metric

Value

Rooms Added

10

Average Daily Rate (ADR)

1,800

Occupancy rate

60%

annual revenue

R3,942,000

operating expenses (40%)

R1,576,800

annual net Noi

R2,365,200

Valuation Impact (Using 10% Cap Rate): R2,365,200 / 0.10 = R23,652,000 in value creation

a room with a bar and stools
a room with a bar and stools

Why Not Raise Capital Now?

Raising new capital now would dilute equity and complicate negotiations.


By using refinance proceeds, we:

  • Retain control

  • Move faster

  • Maximize returns for early backers (like you)

photo of dining table and chairs inside room

Charl Hattingh

Born and raised in SA, combines international structuring

with deep local insight - hospitality & real estate investor in

New Zealand, Australia and in U.S. - with active SA expansion.

Founder, Investor Liaison & Strategy Lead

photo of dining table and chairs inside room

Meet Your Team

We’ve identified the following key roles critical to the success of this conversion and repositioning. These will be filled by a combination of direct hires and strategic partnerships upon closing:

  • Founder & Principal: Charl Hattingh, driving vision and execution

  • Hospitality Lead: To be appointed — candidates with boutique hotel experience engaged

  • Financial Oversight: Shortlisting 3 reputable SA-based accounting partners

  • Construction PM: Industry-vetted local operator pending terms

  • Compliance & Legal: Consultation secured with hospitality-focused firm

  • Brand & Revenue Lead: In-house or agency role depending on phase

To ensure a seamless transition and sustained performance, we will retain select key staff from the current Villa Castollini team.

These team members bring valuable on-the-ground experience, supplier relationships, and hospitality know-how — providing immediate operational continuity.

Oversight and strategic direction will be led by Charl Hattingh and our leadership team, who are responsible for executing the repositioning, capital upgrades, and financial optimization.

Let’s Talk

Join Us In This Ground-Floor Growth Opportunity

Let’s schedule a 15-minute call to walk through the structure and alignment.
Only a small number of investors will participate in this phase.

FAQs

Your Questions Answered: Quick, Clear Commercial Real Estate Guidance.

What if something goes wrong? How do I know my money is safe and not misused?

All funds are held in a secure third-party escrow trust account — not personal or operational accounts. Capital is only released upon the satisfaction of pre-agreed milestones (such as closing, construction permits, or transfer).

Additionally, investor funds are protected through a legal agreement, including a lien on the property (if debt), shareholder agreement (if equity), and personal guarantee if required. We are aligned — you don’t get diluted, and your capital is never used loosely.

What’s the worst-case scenario for my money?

Your capital goes toward the secured down payment for a bank-financed acquisition — not speculative development. The property is already cash-flowing. In the worst case (for example, delays in execution or refinance), your capital is still backed by the real estate itself, and you’re registered as an equity holder, so you don’t lose claim to your investment.

If the refinance takes longer, the cash flow can still support operations and buy time. We also build in contingency buffers and provide reporting throughout.

What if South Africa's political climate changes or expropriation without compensation happens? Isn’t the government unstable? What if they take private property?

South Africa has strong constitutional protection for private property ownership and foreign investment, especially for income-producing commercial assets.

The expropriation law is targeted at unused or fallow agricultural land, not private hospitality assets that generate employment, taxes, and community value.

We are also structuring the deal through a South African private entity, and property rights are further reinforced by being secured through the Land Registry and regulated title deed transfer system — backed by lawyers, notaries, and title insurance.

Lastly, this asset is in a premium tourism location, not rural farmland, and has existing business licenses and infrastructure.

What’s your skin in the game? Why should I trust you as the operator? Are you just brokering this, or are you really in with me?

I’m not just finding deals — I’m leading this venture from end to end.

I’ve already spent personal capital on due diligence, legal, and team-building.

My team and I will operate and manage the asset day-to-day.

I’ve structured this deal so that I only win if the investor wins.

On equity, I take a founder share only after your capital is returned. On debt, I offer personal guarantees and transparency via escrow controls. I’ve also aligned myself with seasoned partners in hospitality, construction, and finance locally.

What happens if construction or conversion goes over budget or takes longer? You said R6M. What if it becomes R9M and delays the exit?

We’ve budgeted with a built-in contingency reserve, and our quote is backed by experienced builders and project managers with a proven record in boutique hotel upgrades.

Timeline projections are based on current permit status and municipal alignment. The deal also includes a phase-based release of capital, so we don’t move to the next stage unless milestones are hit.

And remember: even in a delay scenario, the base business (guesthouse + venue + bar) is already cash-flowing and can support debt servicing, giving breathing room while we complete the value-add.

How and when do I get my money back?

Your capital acts as the bridge to acquisition. Within 24 months, once we’ve increased NOI through added rooms and operational efficiencies, we refinance.
The new valuation (based on increased NOI) allows us to extract equity and repay you in full, while you still retain ongoing equity ownership in a cash-generating hotel asset.

We’ll also outline repayment milestones and progress updates at each phase (acquisition, stabilization, refinance).

Who’s managing the property? Can I trust the operator?

The property is already a proven operational business, with on-site staff, a bookings engine, and a track record of service excellence.
Upon closing, we’ll enhance it with professional hospitality management and boutique hotel standards — but the foundation is solid.

We’re not starting from scratch. We’re buying a functioning business and unlocking upside with targeted improvements — with you along for the ride, but not burdened with the day-to-day.

To ensure a seamless transition and sustained performance, we will retain select key staff from the current Villa Castollini team.

These team members bring valuable on-the-ground experience, supplier relationships, and hospitality know-how — providing immediate operational continuity.

Oversight and strategic direction will be led by Charl Hattingh and our leadership team, who are responsible for executing the repositioning, capital upgrades, and financial optimization.

Why should I put down the entire 30%? Why don’t I just buy the property myself outright?

Fair question — but the value in this deal isn't just the property besides, I’ve already contributed significant effort and capital upfront. You're coming into a pre-negotiated, off-market acquisition with all groundwork done: due diligence, seller relationship, financing path, local legal structure, and growth plan. I’ve de-risked the process and lined up a clear refinance-based exit.
This is not a generic listing anyone can scoop up — it’s the result of months of relationship-building and groundwork that positions us for accelerated growth and value uplift.

You’re not paying to buy a property — you’re securing a position in a value-added acquisition that’s been structured for upside from day one.

You’re also not funding the entire deal — you’re bridging a portion of the down payment required for bank finance. Your capital unlocks a R60M acquisition with immediate operational cash flow and a clear strategy to refinance and repay you — while still holding long-term equity upside.

You're investing alongside someone who's done the groundwork, reduced the friction, and structured an opportunity that would’ve otherwise taken millions more to access.

📌 This presentation is confidential and intended solely for evaluation by aligned investment partners.
No portion may be shared, reproduced, or acted upon independently without written permission from our Sponsor (Charl Hattingh).

Non-Circumvention & Deal Integrity

This opportunity has been sourced, structured, and negotiated by Charl Hattingh. By reviewing this deck, the recipient agrees not to circumvent, contact, or negotiate directly with the seller or related parties without express written permission. This ensures deal integrity, protects aligned interests, and maintains a secure acquisition pathway for all stakeholders.