INVESTMENT OPPORTUNITY
BOHEMIA MANOR FARM
Acquiring Bohemia Vineyard, a historic, generational estate in pristine condition and prime for a massive business combining the vineyard, farm, estate house, restaurant, and wedding venues together.
8%
YES
16%+
STRUCTURE OF LIMITED PARTNERSHIP
$5M
Capital Raise
8%
Preferred Return
80/20% (LP/GP) Profit Distribution
Prioritizing limited partners in all distributions until recapilization Expected returns begin year 3
Once IRR > 16%
AND initial investment returned, Limited Partners equity = 20%
EXPECTED OVERALL IRR 16%+
Target limited partner is 16% plus Infinite Returns with Perpetual Equity
BUSINESS PLAN TO MAKE USE OF THE VAST BUSINESS POTENTIAL OF THE PROPERTY
Ramp sales of weddings from 1 venue to 2 venues and from 30 yearly weddings to 100+ to meet pent-up demand and drive massive commerce at property using Accountable Equity's previous track record of success
Allow the 17 rooms to be booked as a short-term rental for wedding parties, events, company retreats, etc
Increase wine production to fulfill the larger demand for wine in relation to weddings and restaurant
Open up full-scale restaurants to make use of demand from weddings.
Open access to the waterfront for enjoyable waterfront food/beverage
Lean into farmland education and farm-to-table to create synergy between the farm and the rest of the property
BUSINESS PLAN TO MAKE USE OF THE VAST BUSINESS POTENTIAL OF THE PROPERTY
Ramp sales of weddings from 1 venue to 2 venues and from 30 yearly weddings to 100+ to meet pent-up demand and drive massive commerce at property using Accountable Equity's previous track record of success
Allow the 17 rooms to be booked as a short-term rental for wedding parties, events, company retreats, etc
Increase wine production to fulfill the larger demand for wine in relation to weddings and restaurant
Open up full-scale restaurants to make use of demand from weddings.
Open access to the waterfront for enjoyable waterfront food/beverage
Lean into farmland education and farm-to-table to create synergy between the farm and the rest of the property
RECORD OF EXCEEDING PROJECT PERFORMANCE OF ACCOUNTABLE EQUITY
ICONA Diamond Beach, NJ (2012)
$8.0 MM
Initial
Value
$7.9 MM
Renovation Budget
$37 MM
Appraised Value 2018
ICONA Avalon, NJ (2015)
$24 MM
Initial
Value
$18 MM
Renovation Budget
$54 MM
Appraised Value 2018
ICONA Cape May, NJ (2016)
$3.5 MM
Initial
Value
$7.0 MM
Renovation Budget
$12.5 MM
Appraised Value 2018
Renault Winery Resort, NJ (2018)
$8.0 MM
Initial
Value
$7.9 MM
Renovation Budget
$37 MM
Appraised Value 2018
Kent Island Resort, MD (2020)
$24 MM
Initial
Value
$18 MM
Renovation Budget
$54 MM
Appraised Value 2018
LBI National Golf & Resort NJ (2022)
$3.5 MM
Initial
Value
$7.0 MM
Renovation Budget
$12.5 MM
Appraised Value 2018
WHY INVEST WITH JOSH MCCALLEN & ACCOUNTABLE EQUITY
- 25-year Career in European and U.S. Business Leadership
- Last decade accomplished six huge hospitality turnaround projects
- Track Record of Consistently exceeding initial pro forma projections
- Annual growth rates up to 54% YoY
- Innovative growth strategies reflecting each resort’s unique character and market
INVEST LIKE A PARTNER
Previous experience with turning around 5 amazing estates within a 90 minute drive of Bohemia Manor
- Maximize Diversification & Equity Appreciation
- Multiple Revenue Streams Business Model
- Weddings and Premium Event
- Philadelphia - Drive to Market
- New York - Drive to Market
- Washington D.C. Metro Area - Drive to Market
PRIME LOCATIONS Near major population centers such as Philadelphia, New York City, Washington DC and Baltimore plus major tourist destinations including Annapolis, the Eastern Shore, and DE/MD Beaches
UNMATCHED ACCESS to Route 213 and Bohemia River – the main transport arteries linking cars and boats on the Eastern Shore
LOCATION OVERVIEW
A stunning plot of land that sits on Route 213 Highway and the Bohemia River, both of which are high traffic corridors in the area.
60K vines across 8 acres of meticulous attention to detail including soil testing to match the proper grapes and wines per location.
Wine production facility with over $3M invested to generate 10K cases yearly
Wine tasting and restaurant with over 30K visitors each year and $500K of wine sold
Current event space for 125+ guests in a newly constructed elegant space next to wine production facility
Recently renovated Manor House and Guest House with over 13K total sq ft and 17 bedrooms overlooking the Bohemia River
