Return on Investment (ROI) Insights

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While the donation (SISC) route offers no financial return, real estate and private home investment options present opportunities for partial capital recovery, rental income, and long-term diversification. The Public Benefit Option (PBO) also offers indirect returns through impact-linked philanthropy and tax recognition in some jurisdictions.

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Real Estate Investment

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Investing in approved CIP properties offers:

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• Annual ROI of approximately 2–4%, though this varies widely by location, brand, and occupancy.
  
• Capital preservation, assuming careful selection of assets in prime tourist zones.
  
• Possible rental income through participation in managed rental pools (e.g., resort hotel models).
  
  

Investments are subject to a 5–7 year lock-up, depending on the route and ownership type. Early resale is prohibited, and resale can only occur to another CIP-qualified buyer. Liquidity in the secondary market remains limited, and appraised values may fluctuate significantly based on demand cycles.

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Investors should conduct thorough due diligence on:

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• The developer’s track record and financial stability,
  
• Title and escrow arrangements,
  
• Construction timelines and completion guarantees,
  
• Regulatory approvals and environmental compliance.
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Public Benefit and Private Homes

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Investments under the Public Benefit Option (PBO) and Approved Private Homes route are less standardized:

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• The PBO offers no financial return but can provide strategic or reputational value for impact investors.
  
• Private Home investments may yield modest rental income if leased legally, but the resale market is highly localized and illiquid.
  
  

Buyers should assess these routes primarily for lifestyle, succession, or tax strategy purposes—not as yield-generating financial instruments.