Planetary Regenerative Trust — Your Capital Journey

R

D

C

Sleeve Allocation

›A-sleeve: infrastructure & real assets

›DSCR-governed operating spine

›PE-style value creation (develop → stabilize → revalue)

›Optional B-sleeve credit participation

How Capital Compounds

Classic PE value creation: acquire undervalued/distressed assets → regenerative development → stabilize operations → revalue at market cap rates. Operating cash compounds into NAV. DSCR improvement from <1× (development) to >2× (stabilized) drives revaluation. Appraisal NAV reflects income approach + comparable sales + DSCR-based lender sizing.

Return Profile

12–20% gross IRR

NAV Appreciation (PE-style)

Development margin (acquire at discount, develop regeneratively, revalue). Operating surplus after DSCR clearance. Asset appreciation from regenerative improvements. Illustrative: acquire at 8-9 cap → develop → stabilize at 6-7 cap = 25-40% value uplift.

Liquidity Path click →

12-month lock-up. Semi-annual windows. Institutional investors may prefer 3-5 year commitment periods aligned with fund vintage. Secondary market development expected as AUM grows. Trust conversion events provide mark-to-market liquidity.

Risk & Protections

DSCR ≥ 1.2× iron rule (without credit revenue). Asset-backed, non-recourse. Government guarantees on qualifying debt (USDA B&I: 80% guarantee → credit spread compression). Readiness gates prevent premature capital deployment. Stress-tested: DSCR ≥ 1.0 even in 10% revenue downside scenario.

Project Archetypes Enabled

Illustrative Example

$25M deployed → acquire $35M assets (leveraged) → Year 3 stabilized NOI: $4.2M → Revaluation: $56M → Year 5 NAV: $42M (1.68×) → Year 10: $75M (3.0×)

Illustrative only — not a guarantee. See PPM Risk Factors.