How to Create the Investment Project of Your Dreams with a 20% ROI per Year

My name is Elias, the founder of Geo Estate, a real estate agency that focuses on luxury real estate investments with enhanced profitability. In this case study, I’ll walk you through how we helped one of our clients create a customized investment property in Georgia. This guide will be particularly valuable for investors looking for projects that are tailored to their specific preferences.

Exploring Investment Opportunities in Batumi in Just Two Days

In September 2019, a potential client reached out to us through our website, expressing interest in investing in Georgian real estate. During our meeting, I discovered that the client was from the United States and had already purchased a few luxury apartments from one of Batumi’s major developers. After seeing our Google ad, he decided to learn more about the investment opportunities in the region.

The client was eager to explore various investment options, so we dedicated the next two days to showing him properties. Despite his limited time, we toured completed projects in the Old Town area, visited a balneological resort near the botanical garden, and checked out promising sites near the UEFA soccer stadium. We covered both ongoing projects (with lower prices) and completed properties (that could generate immediate rental returns). The client was impressed by what he saw and planned to make further investments in the future and then he came back to California.

In-Depth Research: Understanding the Client's Preferences and Needs

After the initial meeting, it was essential to dig deeper into the client’s preferences and specific needs. Here’s what I discovered:

High rental income was a priority.
The client desired a specific apartment layout.
He wanted to have complete control over property management.

Additionally, there were more unique desires. The client intended to use his holiday apartments occasionally and preferred traveling via his personal Robinson helicopter. This meant we needed to consider a landing space for the helicopter, which was an unusual yet important request.

Option 1: Ready-Made Residential Complexes

Together with the client, we explored a variety of residential complexes from prominent Batumi developers that featured international luxury hotel brands. However, we found that these properties lacked flexibility and could not be easily tailored to the client's specific needs. It became clear that creating a custom investment project from the ground up would be a more suitable option.

Option 2: A Tailored Project from Scratch to Meet the Client's Vision

Rather than offering conventional investment properties, I proposed a unique solution: a bespoke project that would cater to the client’s precise requirements. To bring this vision to life, I partnered with the German developer Schuchmann Group, renowned for crafting luxury, club-style properties. Together, we developed the concept for an exclusive wellness resort that would include:

A private beach
A fitness center
A helicopter pad
A five-star apartment hotel
Balneological treatments (sulfur baths)
A wine spa, Japanese spa, and infinity pool
A recreation area designed like a botanical garden
A professional German management company
A restaurant offering Georgian cuisine, a lounge bar, and a wine cellar
A clinic built to European standards for treatment, rehabilitation, and cosmetology

Large residential complexes often feature thousands of apartments, which leads to congestion in communal areas such as elevators, swimming pools, fitness centers, and beaches. This can be problematic, especially in a post-pandemic world. Our project, however, is designed to host just 150 apartments, ensuring a more serene and exclusive environment for residents and visitors.

Additionally, large-scale projects often require several years to complete. In contrast, we planned for our project’s construction to be completed in just 18 months, with full infrastructure and a private beach. This would provide a peaceful atmosphere without the need to leave the complex. The inclusion of European-standard medical services, combined with health and wellness facilities, makes it an ideal place for relaxation and rejuvenation.

Given these unique features, we projected an annual ROI of 20%, creating a steady stream of passive income for our investor.

The Takeaway: Tailoring Investment to Personal Preferences

The client’s investment project was designed around his exact wishes, offering him not just a source of income but also a place where he could derive personal pleasure from his investment. The key lessons from this experience are:

Anything is possible — be attentive to the client’s needs and push beyond conventional boundaries.
You can create investments that generate both profit & pleasure.

At Geo Estate, we strive to make your investment dreams come true!