Legacy Portfolio USA Model and Methodology

Why engage in a Legacy Transaction?

• Managing surplus leasehold real estate can be a daily nightmare for Corporates.

• Surplus property is NOT the main focus of in house facility managers or brokers.

• Engaging the Legacy structure enables a Corporate to get rid of the management hassles and financial obligations under the contracted lease and ensure the mitigation of future risk.

• Over the years, we have experienced a number of cases, which may appear extreme, but demonstrate the common problems Corporates face in managing their surplus real estate. Two examples below:

I received a call one Monday morning to inform me that over the weekend, thieves had removed the fence to a site we manage, pulled

down one of the buildings and stolen the steel frame. I rang our

insurance brokers to enquire as to whether we could make a claim only

to be informed that ‘lost building’ would not be covered!

On taking over a new site, we were informed by the police that our

building looked ‘hot’ when viewed from a helicopter at night with an

infrared camera. We later discovered a cannabis factory had been set up

and we are now in discussion with the landlord over the electricity charge. One month later, we were notified a

‘rave’ was taking place.

Alexander Anton, President, Legacy Portfolio USA Michael Dow, Chairman and CEO, Legacy Portfolio USA

• Legacy has developed a distinct methodology and approach to analyse a surplus lease portfolio, as follows:

- Evaluate pricing of the portfolio

• Analysis of the facts, market conditions and demand

• Pricing methodology in line with current accounting protocols

• Legacy backs its ability to beat the market to earn its remuneration

- Deal protocol

• Legacy interposes itself between the Corporate and each individual landlord, ensuring efficient management and quick decision making

• Employing an established management and financial agreement to take operational control

- Further Risk Transfer

• Legacy can implement a guarantee if and when required

• Cost based on an individual portfolio

• Guarantee acts as a "first loss" against future portfolio default

Analysis and Structure of Each Portfolio

If you require further detail, please contact Michael Dow +1 917 975 7500

How Do We Manage a Portfolio?

• The established ‘Management Agreement’ ensures that:

- the Corporate is comfortable with the future stewardship of the portfolio

- the Legacy Team work solely to mitigate the Corporate’s

- that costs are minimised

- that funds are only used to mitigate the portfolio and the risk to the Corporate

• Legacy are contracted to provide regular progress reports to the Corporate.

• The outlined methodology is tried and tested.

Please read our case studies for more information

Summary

“Legacy Portfolio is now in the USA and ready for business. We believe that our model can make a significant impact on the financials of Corporates with surplus properly liabilities”. Alexander Anton, President, Legacy Portfolio USA.

If you would like further information regarding Legacy Portfolio USA, or you are interested in becoming a partner, please contact Michael:

Michael Dow, Chairman and CEO

Email: jmd@legacyportfoliousa.com

Cell: +1 917 975 7500