Investor Proposal

Executive Summary

Casa Om is a retreat brand with successful operations in both the United States and Mexico. This proposal consolidates existing debts into a single $1,385,000 note secured by Casa Om Potomac in Martinsburg, WV. By restructuring, monthly payments are reduced, providing stability and growth capacity, while investors benefit from secure, attractive returns.

Global Asset Pool: Casa Om Portfolio

Casa Om Potomac (Collateral Asset) – 12BR, 14BA retreat center on 25 acres with Potomac River access. Licensed B&B and food establishment.
Casa Om Mexico (Operating Asset) – 12BR, 11.5BA retreat center in Puerto Morelos. Pool, yoga studio, turtle pond, ocean views. Generates ~$600,000 annual revenue and ~$160,000 profit. Not encumberable but provides strong operational stability.
Carlyle Rd Lots (Additional Collateral) – 1 Carlyle Rd (2.37 acres, listed at $159,900) and 2 Carlyle Rd (4.23 acres, listed at $253,800). Development and resale potential.

Proposed Investment Terms

- Loan Amount: $1,385,000
- Collateral: First lien on Casa Om Potomac
- Structure: Interest-only loan
- Interest Rate: 7% annually
- Term: 7 years interest-only, balloon at maturity
- Monthly Payment: $8,079

Investor Benefits

- Strong Security: First lien on Casa Om Potomac
- Steady Cash Flow: Reliable monthly interest payments
- Attractive Yield: 7% secured return
- Additional Asset Strength: Casa Om Mexico profitability + Carlyle lots
- Exit Options: Balloon payoff via refinance, subdivision sales, or Mexico revenues

For Inquiries:

Hargobind

Hargobind@casaom.com

(703) 409 9446