Synergy California Green Hospitality Regional Center LLC

EB-5

November 2011

Together we achieve the American Dream ~


PART I

PART II

EB-5

EB-5

EB-5

10

EB-5

11

PART III

12

13

13

14

15

16

16

17

Synergy SoMA Fund

18

18

19

19

20

20

20

21

22

23

PART IV

Piazza Hospitality Group

24

METROVATION

28

29

PART V

30

30
1

SYNERGY CALIFORNIA GREEN HOSPITALITY REGIONAL CENTER LLC

1990

100
10

Synergy California Green Hospitality Regional Center LLCSynergy EB5

2010
USCISEB-5
Regional CenterW09001270

EB5
EB5

San Luis Obispo

Monterey

Santa Cruz

San Mateo

San Francisco

Santa Clara

Merced

Alameda

Contra Costa

Sacramento

Together we achieve the American Dream

Simon Jung

Yuan-Sing Chang

Oxford International Group

Uniglobe Holdings Inc.

2008 LEED

16

2008 LEED

Marin Management 168 BT

LEED Gaia Napa Valley

Genzo S ekine

William Mui

MBA

AEP

Dr.John B. Tsu San Mateo

1974 Jerry Brown

Benny Y. Yee

1982 1995

1984 1988

1986

1994 2007

1999 2001

2003

Caroline Yee 35

30
EB5

690

ATT )

34
3
20,000

,
Edwin M. Lee

2011 8 30

EB5

EB5

SSN

Fragomen, Del Rey, Bernsen & Loewy, LLP

DAVID HIRSON, Esq

18401 Von Karman Avenue 2nd Floor
Irvine, California 92612 USA
www.fragomen.com

+1 949 660 3504

+1 949 261 0209

+1 949 261 2821

EB-5

$1,000,000$500,000

10

21

I-5266-9

NVC I-5262-4

NVC1-3

AOS9

AOSI-48590EAD

AOS

2124I-829

I-8296

10

EB-5

EB-5

EB-5

EB-5

No.

1.1

I-526

1.2

DS-230

400 ,

1.3

I-485

985

1.4

I-829

3,750

1.5

Biometric

85

1.6

I-907

1.7

400 DS-230,

250 , 250USD

I-526()

15,000

I-829()

5,250

1,500

1,225

1,000,000
60,000 30,000

I-526

1x

1,500

1,500

DS-230

3x

400

1,200

I-829

1x

3,750

3,750

Biometric

3x

85

255

3x

250

3000

3,000

4000

4,000

I-526()

1x

15,000

15,000

I-829()

1x

5,250

5,250

1x

1,000,000

1,000,000

1x

60,000

30,000

750

1,094,705

34,705

1,060,000

10

EB-5
No.

A
A-1
A-2
B
B-1
B-2
B-3
B-4
B-5
B-6
B-7
B-8

B-9

Accredit Investor verification Form

Deposit Agreement

Subscription Agreement
Limited Partnership Agreement
Escrow Agreement
USD 60,000

First Right of Refusal

SynergyEB5 Receipt of Management Fee
USD 1,000,000
SynergyEB5 Receipt of Investor Capital

Retainer Agreement

I-526
G-28I-526
Form G-28 & I-526

Accredit Investor Questionnaire

Family Passport Copy

Household Register

Visa Page Copy

Birth Certificate

Marriage Certificate

Highest Degree

16
Police Record

Military Discharge Certificate

D
Source Of Funds Statements
D-1

Income Tax Return 5 Years

Real Estate Appraisal

D-2

D-3

Bank Statement or Security

D-4

Security

D-5

Common Property Declaration Statement

Verification of Employment
D-6

D-7

D-8

E-1

Company Registration Certificate

E-2

Tax Return 5 Years

E-3

Business Name Card

E-4

E-5

C-1
C-2
C-3
C-4
C-5
C-6
C-7
C-8
C-9
C-10

11


EB-5

SOMA

12,0001,115

Moscone

AT&T

Mission Bay
75
5,000465
2015
4,50045

650~690
650 and 690 5th Street, San Francisco, CA

12,000 sq. ft. (1,115 )

74,000 sq. ft. (6,875 )

75
37,624 sq. ft. (3,495 )

8,431 sq. ft. ( 783 )

4,500
Metrovation
David Baker + Partners
Piazza Hospitality Group
400~700 /
2015

100

12

SOMA

LED

CalTrail

SOMA Caf Brasserie & Bar

Healdburg

Walking into SOMA Caf will instantly lift your spirits.

Inside, youll feel like a first-class citizen in a world-leading city.

13

MOMAMOSCONE15
AT&T15

2010

805,235

VISA 30

South Market

46.7

17,243

Mission Bay

740

14

HOTEL
SOMA

HOTEL
SOMA

B
C

IPO

HOTEL
SOMA

Mission Bay

Mission Bay

HOTEL
SOMA

Mission Bay
HOTEL
SOMA

15

San Francisco Convention & Visitors Bureau

201020093%
8320096.2%
Conde Nast Traveler

2010

34,0003,000
PKF
201280%

AT&TMission Bay

130

2
Salesforce.com 200

80~200

PKF
Hotel Griffon, Harbor Court, Hotel, Vitale, Palomar Hotel
Monaco
789

PKF
Very Good
AT&T

16

Metrovation

Metrovation1982Terranomics

198230

302002

Metrovation

LEED

2008Builder Magazine

30Metrovation

Downtwon Read Bank The Grove at

ShrewburyIronwork Dostrict

2009

Crossroads in Bellevue

Hearthstone Builders Humanitarian

Metrovation

Award30

30

Metrovation

Metrovation

30Metrovation
2819

2011
Gold Nugget Award of Merit: Affordable Project

by Pacific Coast Builders Conference

CalGeo 2010 Outstanding Project Award

by California Geotechnical Engineering Association

Piazza Hospitality Group

Growing Smarter Together Award

by Association of Bay Area Governments

ULI Awards for Excellence Finalist

Piazza PHG 2001

by Urban Land Institute

Real Estate Deals of the Year

by San Francisco Business Times

PHG

Real Estate Deals of the Year: Affordable Housing

by San Francisco Business Times

AIA Housing Award

by American Institute of Architects

PHG

2010

PHGSonoma
Hotel HealdsburgPHG
Charlie PalmerDry Creek Kitchen2010PHG Metrovation

2010 Top Projects: Hospitality

by North Bay Business Journal

Grand Award: Green Building

by Multi Family Executive Magazine

Hotel Healdsburgh2Hotelh2Hotel

Gold Nugget James Hardie Design Award

h2HotelSpoon BarPHG

by James Hardie

Mill Valley InnAcquaPiazza

DAngeloTiburon Water EdgePHG

2010 AIA/HUD Design Award

by American Institute of Architects and U.S. HUD

Gold Nugget Award of Merit

by Pacific Coast Builders Conference

PHG425

Acqua Hotel

2,450

h2hotel

Hotel Healdsburg

Mill Valley Inn

Piazza DAngelo Restaurant

National Honor Award for Residential Design

Spoonbar Restaurant

by American Society of Landscape Architects

The Spa at Hotel Healdsburg

Waters Edge Hotel

Green Business Awards

by San Francisco Business Times

Award of Merit in Housing and Development

by NAHRO

PHG

Best Affordable Residential Outside San Francisco

by San Francisco Business Times

1982 134

17

 Synergy SoMA Fund

SCGHRC

3%

1.

2.

Fifth and Townsend60%

Piazza Hospitality Group

Piazza Hospitality Group

Piazza Hospitality Group

70%
70%

18

0.5%~2.0%

1.0%~2.0%*

1.5%3%**

* 200020071.95
28%PKF2017
933K1.561.0%~2.0%
**

4,500

4,500

70%

100%

70%

3%

3%

19

$3,897,120

5.15%

$75,672,000

$90.4
$75.5

$4,672,880

5.15%

$90,425,000

Capitalization Rate Cap Rate

30

136 127
263
PKF 70%
400 770

*
22.00
7.66
4.50

**
11.95
13.18
20.44

263
101
92
456

*
**

13.18

101

456

450
92

Evans, Carroll & Associates, Inc.

4,500
4,500

100

S501a

20

21


30,000
45

45 45

80%

80%

I-526

1,030,000

Synergy

I-526
USCIS

I-526

100%

100%
1,000,000 60,000

30,000

2
2
1

5
A

103
I-526
USCIS

21
I-829
USCIS

SoMA

2011

2012

2013

2014

2015

2016

Synergy SOMA
4,500

SOMA HOTEL

2017

Synergy EB5
!

22

3%

465 2,450

30

Metrovation 28
19

Piazza Hospitality GroupPHG Hotel Healdsburg

PHG

23

Piazza Hospitality Group

Acqua Hotel
Marin
County
Acqua HotelMill
Valley
45
25
Mount
Tamalpais

Acqua Hotel

Acqua Hotel
Acqua HotelAcqua HotelRichardson
BayMount Tamalpais

Acqua Hotel101Acqua Hotel

Wine CountryMarin
CountyMount Tamalpais

Stinson BeachMuir WoodsAcqua Hotel

Acqua Hotel

H2 Hotel
Sonoma
LEED
H2
HotelHealdsburgH2
Hotel

H2 Hotel
H2 HotelHealdsburg
H2 Hotel
H2 Hotel
H2 HotelLEED
H2 Hotel
Corten
patina

H2 Hotel
H2 Hotelwabi-sabi

MetrovationH2 Hotel

24

Piazza Hospitality Group

Healdsburg Hotel

Sonoma
Sonoma
HealdsburgSonoma
Healdsburg
Healdsburg Hotel

Healdsburg HotelMetrovationHealdsburgHealdsburg
HotelHealdsburg
Healdsburg Hotel

Healdsburg HotelCirce, Clutch, 21 Arrondisement

Lime StoneCharlie Palmers Dry Creek KitchenCaf Newsstand
Healdsburg HotelHealdsburg
Hotel
Healdsburg Hotel Metrovation
Healdsburg
HealdsburgHealdsburg Hotel
Healdsburg
Healdsburg HotelArchitectural

DigestHealdsburg HotelInnHealdsburg Hotel

Mill Valley Inn

Mill Valley
ValleyInn22

Mill
21

Mill Valley Inn

Mill Valley Inn

Mill Valley Inn

Mill Valley Inn

Mill Valley Inn

Mill Valley Inn 45
Mill Valley

Inn 25
Mill Valley Inn

25

Piazza Hospitality Group

Water's Edge

Water Edge Hotel

Water Edge Hotel

Water Edge Hotel

Water Edge Hotel

Water Edge Hotel

Water Edge Hotel

Dry Creek
Sonoma
Healdsburg Hotel
Sonoma
Sonoma
Sonoma
Charlie Palmer
AureoleSonoma
MetrocationDry Creek
Dry Creek
Dry Creek Healdsburg HotelHealdsburg

Dry Creek

Dry Creek600Sonoma1985
2007Pinot NoirChardonnayCabernet SauvignonMeritage
Blend
Healdsburg HotleDry Creek

MetrovationCharlie Palmer

26

Piazza Hospitality Group

Piazza D'Angelo

Piazza D'Angelo
301981
Paolo PetroneDomenico

Piazza D'Angelo

Piazza D'Angelo
30Piazza D'Angelo2007fork and spoon
20011995
Piazza D'AngeloPiazza D'Angelo
DomenicoPaolo Petrone2001
Piazza D'Angelo

Piazza
D'Angelo

SpoonBar
SpoonBarH2hotelHealdsburg

LEEDH2hotelH2hotel

SpoonBar
2,000

SpoonBar

SpoonBar
SpoonBar

SpoonBarSpoonBar

SpoonBar
SpoonBarSpoonBar
Moroccan chicken

SpoonBarSpoonBar
Scott BeattieHealdsburg

H2Hotel

SpoonBar

27

METROVATION

The Grove

ShrewsburyThe
GroveThe Grove

The Grove
The Grove
The Grove
The
GroveThe Grove
The GroveThe Grove
The GroveThe GroveThe Grove
35The Grove WestThe Grove

Red Bank

MetrovationRed
Bank922500
6
West Side Lofts
West Side Lofts

Red Bank71960
1893

Navesink River
Red Bank
Red Bank
SmithsonianRed Bank Red Bank
Red BankMetrovation

RED BANK

28

METROVATION

Merritt Merritt 1970 Metrovation

Terranomics
Power Center Colma
Merritt
Gap Gap Banana Republic
1989 Merritt Terranomics
Merritt Sher

20 Terranomics

Merritt Terranomics 2003

Healdsburg
Merritt

Mark MBA Merritt Sher

Terranomics 2002 Metrovation Metrovation
Terranomics Mark Metrovation
The Grove at Shrewsbury Healdsburg
Terranomics Mark

Mark Seiler

1
Mark
MBA

Piazza Hotel Group

Paolo 1967 14~24

Paolo
1981 Domenico
---Piazza DAngelo
Paolo 1993 Mill Valley Inn
Paolo Petrone

1999 Acqua Water Edge

Paolo Metrovation Healdsburg H2
Paolo Piazza Hotel Group

Circe 20
2001 Circe Willie Brown

Circe Ringier AG Piazza Hotel

Group Paolo Circe Piazza Hotel Group

Circe Sher

Healdsburg Piazza Hotel Group

Circe

29

www.SynergyEB.com

Vip.Service@SynergyEB5.com

Eric

+ 86 1501 389 776 or + 886 931 677 687

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Shanghai Office
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333 12 1206 , 200021

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+ 86 21 5116 0555

16 5 , 100020

+ 86 10 5887 1924

5F, China Life Tower, 16 Chaowai St, Beijing 100020, China

+ 86 10 5887 1222

30