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Confidential
Investment
Memorandum
Limited Partnership Offering - RRSP Eligible
Pacific Calgary Opportunity Trust II, an income trust created and managed by
Pacific Investments and Development Ltd. will be issuing mutual fund trust units
in the “East Balzac Commercial Lands Project”.
The issuance of these units will finance the purchase, planning and development
of a parcel of land totalling ~146 acres. The subject property borders the City of
Calgary, and is within the East Balzac commercial and industrial growth corridor.
Pacific Calgary
Calgary
Pacific
Opportunity Trust
Trust IIII
Opportunity
Property Location
ROCKY VIEW
COUNTY
CAMPUS
HORIZON
WAGON WHEEL
MALL
CROSSROADS BUSINESS PARK
CROSS IRON
COMMERCIAL
MILLS
ROSEMONT
PARK
SHOPPING
BUSINESS
UFA
CENTRE
PARK
CROSSPOINTE
CENTURY
INDUSTRIAL
HIGH PLAINS
DOWNS
PARK
BUSINESS PARK
CASINO
& RACE
FUTURE
TRACK
INDUSTRIAL
NOSE CREEK
NDUSTRIAL PARK
LELLAN
DWIGHT MC TRAIL
QEII HIGHWAY / DEERFOOT TRAIL
POINTS NORTH
BUSINESS PARK
CT
SUBJE
RTY
PROPE
NEXEN
STONEY TRAIL
Location
The subject ~146 acre property is located within the County of Rocky View, on the
border of the City of Calgary, within the East Balzac Area Structure Plan. The property is located along the Dwight McLellan Trail Freeway, with excellent access and
The subject 146+ acre property is located on the border of the City of Calgary in the East
connectivity to the Stoney Trail Ring Road, the QE II Highway, Highway 556, and is
Balzac
Area Structure
Plan.the
Property
is located
on Dwight
McLellan Trail Freeway, with excelonly
minutes
away from
Calgary
International
Airport.
lent access and connectivity to the Stoney Trail ring road, QE II Highway, Highway 556 and
The immediate, neighbouring amenities and major
only minutes away from the Calgary International Airport.
industrial developments include:
OurCross
immediate,
neighbouring
amenities
and major
industrial
developments
include:
Iron Mills
Mega Mall
• Costco
• Lowes
• Horizon
Asian Mall
• Century
Downs Casino and Race Track
• Wagon
Wheel Businesss Park
• Rosemont
#ROSS)RON-ILLS-EGA-ALLs#OSTCO
s ,OWESs
(ORIZON!SIAN-ALL
#ENTURY$OWNS#ASINO
Business
Park •7AGON7HEEL"USINESS0ARKs2OSEMONT"USINESS0ARKs(IGH0LAINS
High Plains Industrial Park • Cross Point Industrial Park • Nose
AND2ACE4RACKs
Creek Business Park • Prism Industrial Lands • Target Distribution Center •
INDUSTRIAL0ARKs#ROSS0OINT)NDUSTRIAL0ARKs.OSE#REEK"USINESS0ARKs0RISM)NDUSTRIAL
Walmart Distribution Center
,ANDSs4ARGET$ISTRIBUTION#ENTERs7ALMART$ISTRIBUTION#ENTER
Pacific Calgary
Opportunity Trust II
Property
Details
Total Size: ~146 acres
Land Use/ DC-99 (Cell C)
Zoning:
113 acres
Roads:
18 acres
Public Utility Lot:15 acres
Draft Outline Plan
ZONING:
The subject property is currently zoned DC-99 (Cell C).
The mixed use zoning features permitted uses relating to
industrial and light retail. Rocky View County is focused
on developing commercial and light industrial uses to
complement existing development in the area.
THE ROCKY VIEW COUNTY ADVANTAGE:
Businesses will enjoy lower property taxes than properties within Calgary City limits. There are also NO business
taxes for businesses located in the County. This is a significant savings for users to operate with reduced annual
tax costs.
Pacific Calgary
Opportunity Trust II
Offering Summary
Project size:
~146 acres
Proposed Offering:
$16,150,000.00 is the Maximum Offering ($6,000,000 Minimum)
Offering 1615 unit blocks @ $10,000.00 per unit block.
$10,000.00 (minimum investment). $1,000 increments available
after minimum investment is met.
Payment Terms:
The full Subscription price will be due on completion of the
“Subscription Agreement”.
Closing Dates:
The initial closing will take place on or about February 27, 2015
(or one or more such earlier or later dates as may be
approved by the general partner). All subscription funds will
be returned to the subscribers without interest or deduction if the
closing of the minimum offering does not occur by July 31, 2015.
Purchase Options:
Cash units, Self-directed RRSP, or TFSA units through
Canadian Western Trust or Olympia Trust. Certified cheques
made payable to Miller Thompson LLP in trust.
Anticipated Holding Period:
3-5 years, may be longer. Please review Offering
Memorandum.
Participation
Interested Investors will be sent a complete Offering Memorandum and subscription agreement for their review. For further information, or if you have
questions regarding this offering, please contact Pacific Investments and Development Ltd. at (403) 246-7250 or your Exempt Market Advisor. There
are a limited number of units available in this offering. Units will be allocated on a “first paid” basis. Units in this trust are expected to be RRSP and
TFSA eligible.
This summary does not constitute an offering of securities. Investment decision should be based on the Confidential Offering Memorandum of the
Pacific Calgary Opportunity Trust II. Please review the Offering Memorandum thoroughly before making any investment decision.
Actual results will depend upon market conditions and other factors beyond the control of the Partnership and its affiliates. Neither the Partnership
nor their affiliates make any representation as to the realization of any project results stated or implied herein; Projected results may or may not be
achieved. Examples of historical returns to investors in past land projects syndicated and administered by the Pacific Investments & Development
Ltd. (as may be provided herein or orally) are not indicative of future performance of other projects or securities offered by Pacific Investments &
Development Ltd., and should not be relied upon as forecast of projects of the anticipated returns, if any, on an investment in these securities and
should not act as the sole basis of your investment.
Pacific Calgary
Opportunity Trust II
Dennis J. Doherty
Founder and President
Mr. Doherty has been a
real estate professional for
more than 30 years, and
has led Pacific Investments
and Development Ltd. to an
outstanding track record over
the past 20 years. Mr. Doherty
guides the Pacific Group
of Companies with both integrity and substantial
market experience. Since inception, Pacific has
assembled and syndicated over $250 Million in
residential and commercial real estate.
Prior to starting Pacific, Mr. Doherty spent four
years in Asia with a major Canadian land acquisition and development corporation, marketing
residential, commercial and industrial property in
Canada and the United States.
Dennis is a major contributor and member of the
board of directors of the “Our Lady of Peace”
Ranch for Underprivileged Children, a charitable
foundation founded by the Doherty family.
Robert Honsberger
Director of Development
Mr. Honsberger has over 20 years business leadership experience in real estate development operations, strategy and marketing.
Robert has amassed a wealth of experience in land
development projects. Robert has served in leadership roles with Carma and Tamani. the land development division of Jayman MasterBuilt.
Robert has his MBA from the University of Saskatchewan, a diploma in Urban Land Economics
from the University of British Columbia and his
bachelor in Urban and Regional Planning (Honours) from the University of Waterloo. Currently,
Robert sits on the Calgary Planning Commission
as appointed by City Council.
Project Team
Jeff Petrick
Investor Relations & Communications
Mr. Petrick has over 20 years
experience in marketing
communications and investor
relations. Jeff has been the
Director of Investor Relations
and Communications at Pacific for the past 5 years.
Jeff is involved in all aspects
of the project, and will manage communications
between all Stakeholders: Investors, management,
project consultants, County planning and engineering departments, regional business & community
leaders, as well as neighbouring development
projects and landowners.
Jeff also manages Investor Relations & Communications for Pacific’s four active projects in Calgary
and Fort McMurray.
Asaad Al-Eryani
Finance Director
Asaad Al-Eryani was appointed Finance Director of Pacific
in 2013. In this role, he is responsible for overall financial
strategic direction, including
all aspects of financial reporting and planning, controller’s
operations, taxation, and internal audit.
Before joining Pacific, Asaad was a Senior Accountant with a major mortgage & investment
corporation in Calgary.
Prior to moving to Canada in 2007, Asaad had the
benefit of an international business education, having lived and studied in Amman, Jordan; London,
England; and Budapest, Hungary.
Pacific Calgary
Opportunity Trust II
Legal
Greg Walter
Project Team
senting both issuers and exempt market dealers with regards to all security, regulatory and
legal issues.
Board Member & Legal Counsel
Greg Walter is a corporate and commercial lawyer and associate with the
Calgary office of Miller
Thomson LLP. On behalf
of Investors, Greg will review all financial and legal
transactions of the Trust.
Greg has broad experience in structuring secured financing, acquisitions and dispositions of
business, real estate, real estate development
and corporate governance. Greg’s primary practice focuses on banking and financial services
as well as real estate and commercial transactions.
Greg currently advises Pacific Investments on
all legal matters regarding the planning and
development of Pacific’s projects.
Currently, Greg is a member of the Canadian
Bar Association, the Calgary Bar Association
and the Law Society of Alberta.
Darren Smits
Securities Counsel
Darren Smits is a Business Law lawyer and partner in the Calgary office
of Miller Thomson LLP.
Darren specializes in
corporate/commercial law, financial services
including commercial lending, and real estate.
His practice is predominately focused on repre-
Darren is also a founding director of the National Exempt Market Association.
Engineering
Ron G. Kellam
Project Lead - Engineering
Mr. Kellam has been directly involved in the
urban development and servicing of land for the
past forty plus years in and around The City of
Calgary.
Responsibilities have included, planning, engineering design, project management and
coordination, Development Agreement negotiations, contract administration and inspection
of construction.
Mr. Kellam’s background in construction, water
resources and planning has enabled the firm to
be a leader in innovative and environmentally
sensitive solutions for storm water and land
development.
Such innovations include a storm water solution that provided slope stabilization of the Bow
River escarpment in the Douglasdale community, which was installed with minimum disturbance in the Environmental Reserve. Further
innovation was provided for the Storm Water
Ponds servicing Deerfoot Meadows Shopping
Centre and the Storm Water Ponds in Crosslron Mills, which includes a siphon under Nose
Creek between the forebay and main pond.
These shopping Centre solutions provided
for the efficient use of land while providing
the necessary storm water quality and aesthetic
enhancement.
(con’t next page)
Pacific Calgary
Opportunity Trust II
Mr. Kellam has extensive experience with the
East Balzac development area, having provided land planning and land use procurement
for over 1,000 acres of industrial development in the Great Plain/ Starfield, Airport and
East Balzac Industrial areas.
Shelley McClughan
Manager - Engineering
Ms. McClughan started her career with
Stanley Consulting Group Ltd. in Regina
prior to moving to Calgary in 1998 to work
with Stantec and Focus Corporation until
2007, when she joined Kellam Berg Engineering and Surveys Ltd.
Since joining Kellam Berg, Shelley has been
directly involved in the engineering design
of the underground utilities and the finished
road elevations for industrial developments.
Her experience also includes Development
and Site Servicing (DSSP’s) for condominium,
retail and industrial developments.
Prior to her involvement with Kellam Berg Engineering and Surveys Ltd., Ms. McClughan
received her Bachelor of Science degree in
Environmental Systems Engineering from
the University of Regina in 1997.
Project Team
Planning
Katherine Beatson
Manager - Planning
Ms. Beatson has been directly involved in
assisting clients with development applications, as a planner with Rocky View
County, where her responsibilities included:
coordinating planning and development
approvals, advising applicants, other departments and Council regarding land use
and development.. She also managed teams
responsible for developing Area Structure
Plans and land use bylaws.
Ms. Beatson’s background in engineering
drafting, policy development, community
design and public consultation, has enabled
her to lead innovative projects.
Ms. Beatson’s experience at Rocky View
County included a diversity of projects
from commercial, industrial and residential
land use resignations and subdivisions,
to managing the development of an Area
Structure Plan for 360 acres, surrounding
Cochrane Lake. The Area Structure Plan
included innovations such as
Low Impact Development,
environmental protection
policies, mixed-use areas,
transitional land use districts,
compact development, and
sustainable community design
principles.
KELLAM BERG
D
Pacific Calgary
Opportunity Trust II
Pacific Calgary
Opportunity Trust II
Company Profile &
Track Record
Offering Summary
ra
ft
Since 1994, Pacific Investments and Development Ltd. has demonstrated the
consistent ability to discover and develop properties in markets with exceptional
growth potential, in both the domestic and international arenas. Pacific’s tenacioussize:
management
style
Project
Approximately
146and
acresprofessional integrity has also contributed greatly to a successful exit
on 17 projects to date, averaging a 28.8% return
Proposed
Offering:
$16,150,000.00
(Maximum
per year
for investors
over the
past 20Offering)
years.
Offering 1615 unit blocks @ $10,000.00 per unit block. $10,000.00 (minimum investment).
Payment
Terms:
Subscription
of $10,000.00 will be due on completion of the
EXPERIENCE
THE KEY
TOThe
SUCCESS
IS price
“Subscription Agreement”.
PROJECT
YEARS
Closing AVERAGE
Dates: The initial
closing will 5.6
take place
on or about April 01, 2015.
DURATION:
(or one or more such earlier or later dates as may be approved by the general partner),
AVERAGE PROJECT
all subscription
funds will be returned147.9%
to the subscribers without interest or deduction if
RETURN:
the closing of the offering not occur by July 31, 2015. For comprehensive details of Pacific’s 17
AVERAGE PROJECT
RETURN, PER YEAR:
28.8%
exits and 4 active projects, please visit:
Purchase Options: Cash units, Self-directed RRSP, or TFSA units through Canadian Western
www.pacdev.com/performance
(NON-COMPOUNDED/
NET OF FEES)
Trust or Olympia Trust. Certified cheques made payable to Miller Thompson LLP in trust.
Pacific Investments & Development Ltd. has an excellent track record on past investments. Investors should be aware that past perforAnticipated mance
Holdingis not
Period:
3-5 ofyears,
may performance
be longer.ofPlease
a guarantee
the financial
present review
and futureOffering
investmentMemorandum.
opportunities.
Corporate Office: 223 17th Avenue SE
Calgary, AB T2G 1H5
Telephone (403) 246-7250
To view a complete history of our projects, please visit