Vision, Mission, and Core Values1

Vision, Mission, and Core Values

Zack SiezmagraffDirector, Sales and Marketing

Everest Group of CompaniesJune 27, 2013

Vision, Mission, and Core Values2

Company History

•Everest has been around in one form or another since 1997•Grown slowly, methodically.•Capitalized on current market econometrics (example: condo conversions during 2006-2007 boom; Windhorse Manor in 2013, Acheson Commercial Corner in 2013-16)•Avoided leveraging and focussed on low debt-to-equity ratios, this is how Everest survived the downturn of 2008-09 when many other developers went under

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Investment History

•Everest began raising capital through private investors in 2006•Initially open only to principals of the company and immediate friends and family•Investor returns were very good – a result of choosing the right project with the right location at the right time•Buoyed by this success, Everest executives felt comfortable taking our real estate investments to the capital market (exempt market)

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Vision, Mission, and Core Values5

What is a Vision Statement?

Vision Statement: outlines what the organization wants to be, or how it wants the world in which it operates to be (an "idealised" view of the world). It is a long-term view and concentrates on the future. It can be emotive and is a source of inspiration.

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Our Vision Statement:

“Building real wealth”

Vision, Mission, and Core Values7

Our Vision Statement:

“Building real wealth”

•reflects our roots in property development•“building” refers to actual wealth creation through value-added developments (as opposed to “creating” wealth or “paper” wealth)• “real” alludes to “real estate”; is tangible, touch-and-feel projects

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What is a Mission Statement?

Mission Statement: Defines the fundamental purpose of an organization or an enterprise, succinctly describing why it exists and what it does to achieve its vision.

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Our Mission Statement:

“To be the Real Estate Investment firm of choice”

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Our Mission Statement:

“To be the Real Estate Investment firm of choice”

•Everest specializes in real estate backed investments•Our mission to be the firm of choice for investors reflects our commitment to putting investors first.

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What are Core Values?

Core Values: Beliefs that are shared among the stakeholders of an organization. Values drive an organization's culture and priorities and provide a framework in which decisions are made.

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Our Core Values:

Investors FirstReal Estate SecuritySuperior ReturnsTrack Record

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Our Core Values:

Investors FirstReal Estate SecuritySuperior ReturnsTrack Record

We put the investor first in everything we do – from how we structure our investments to keeping promotional spending to a minimum.

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Our Core Values:

Investors FirstReal Estate SecuritySuperior ReturnsTrack Record

All of our investment products are secured by real estate – mostly Alberta real estate.

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Our Core Values:

Investors FirstReal Estate SecuritySuperior ReturnsTrack Record

Investors have one objective: make money. Everest selects its projects and structures its investment products in such a way as to deliver superior investor returns.

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Our Core Values:

Investors FirstReal Estate SecuritySuperior ReturnsTrack Record

Track record is everything. Everest has a history of delivering annual returns to investors of 8% - 35%, with no investor losses or missed interest payments.

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The End

Please contact Zack Siezmagraff

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