Investment Basics
for the
Overseas Filipino
Ghent, Belgium
Philippine Trade & Investment Center - Brussels
Embassy of the Philippines &
Mission to the European Communities
Brussels, Belgium
PHILIPPINE TRADE AND INVESTMENT CENTER -
BRUSSELS
WORKPLAN 2008
Objectives
1.! To inform and introduce basic investment
opportunities
2. To protect hard earned savings
3.! To manage expectations of realistic profit
potentials
4.! To promote sustainable earnings
PHILIPPINE TRADE AND INVESTMENT CENTER -
BRUSSELS
WORKPLAN 2008
Investment Opportunities
•! Investment in Properties for lease
–! Residential Condominium Units/ Commercial
Spaces
•! Franchised Businesses
•! Government Bonds/ Tbills, OFW Bonds
& Unit Investment Trust Funds
•! High Yield Backyard Businesses/ Cottage
Industries
PHILIPPINE TRADE AND INVESTMENT CENTER -
BRUSSELS
WORKPLAN 2008
Investment Opportunities
•! Investment in Properties for lease
–! Residential Condominium Units
–! In strategic locations (Ortigas Center, Makati, Fort Bonifacio, Rockwell, Cubao, etc.)
–! Developed by reputable developers, with years of excellent track record (Ayala Land,
Eastwood, Filinvest Land, Robinson’s Land etc.)
Why we think this is good for you?
•! The value of your investment does not diminish, in fact, the market value of an excellent
condominium unit appreciates over time, location and the name of the developer counts.
•! Rental incomes are higher, demand is high - young urban professionals are growing at a very high
rate, given the current BPO sector boom in employment.
•! Security & Stability - a condominium unit developed by reputable developers is fully secured by a
CCT (condominium certificate of title) which is very much similar to a TCT.
•! Disposability at a Premium - an excellent condominium unit can be sold easily and fast, most often
at a profit.
Examples:
–! A PHP 1.6 Million 45 sq.m. unit, earns you PHP 7,500 a month in rental.
–! A PHP 2.5 Million 75 sq.m.. Unit earns you PHP 15,000- 18,000 a month
»! While your original investment capital is intact in the value of the property!
•! Bottomline: Your money is not diminished in the value of the
condo unit, while you earn monthly income.
PHILIPPINE TRADE AND INVESTMENT CENTER -
BRUSSELS
WORKPLAN 2008
Investment Opportunities
•! Franchising businesses (fast food, key duplication, shoe
repair, restaurants, photography developing centers, etc.)
–! Franchising is an excellent way to be an entrepreneur for those of
us without the expert business acumen. Eliminating risks brought
about by trial and error.
–! The franchised business, when chosen selectively, automatically
provides for the brand image, a captured market, and efficient
operation systems (inventory and supply, human resources mgmt,
etc.)
–! Franchise only with established brands that have sustainability
and steady earnings potentials (fast food and restaurants with
household brand names)
–! A Franchise is also easy to dispose, and more often than not, it is
realized at a profit.
•! Bottomline - A Franchise is a sure way of becoming an
entrepreneur and have an instantly running business
operation.
PHILIPPINE TRADE AND INVESTMENT CENTER -
BRUSSELS
WORKPLAN 2008
Investment Opportunities
•! T-Bills/ Bonds/ low risk UITF’s - Unit investment
trust funds - administered by Commercial Banks
for consumer banking clients. (lower investment
denominations)
–! For example, placing PhP 500,000 in a T-Bill Instrument
Investment yields, PhP 31,000 every six months.
–! Investment Funds, or UITF’s
•! The proliferation of UITFs allows retail investors access to investment choices other
than the conventional bank deposit, and start their own investment portfolio. Prior
to any investment decisions, it is important for an investor to evaluate his risk and
return objectives, understand the underlying investments and portfolio
characteristics of the UITFs, and match them to his risk appetite. Information about
the UITFs can be easily found in the TOAP website (www.uitf.com.ph)
PHILIPPINE TRADE AND INVESTMENT CENTER -
BRUSSELS
WORKPLAN 2008
Investment Opportunities
•! High Yield Backyard Businesses/ Cottage
Industries
–! Consult your local DTI office for available training &
instruction materials of high yielding backyard businesses/
cottage industries.
–! Piggery Business, Candle Making, Basket Weaving,
Dressmaking, etc.
PHILIPPINE TRADE AND INVESTMENT CENTER -
BRUSSELS
WORKPLAN 2008
Thank you!
Philippine Trade & Investment Center – Brussels
E-mail:
[email protected] Embassy of the Philippines &
Mission to the European Communities
PHILIPPINE TRADE AND INVESTMENT CENTER -
BRUSSELS Brussels, Belgium
WORKPLAN 2008
