H i g h l y C o n f i d e n t i a l
BambooBoss
Bamboo Plantations
J u n e 2 0 2 3
Alliance RE Partners
1990 Main Street
Sarasota, Florida 34236
941 208-2000
alliancerepartners.com
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H i g h l y C o n f i d e n t i a l
Back to the future.
“Fully capitalizing on all the opportunities means turning back to the asset class that fueled the first great American fortunes: land. Real property — and the physical resources that spring from its soil— has pushed its way once again into the consciousness of socially responsible institutional, corporate and affluent investors”.
Enter Bamboo.
- High yield and fast growth
- Sustainable and renewable resource
- Versatility and multiple applications
- Strength and durability
- Carbon sequestration and oxygen production
- Biodegradability
- Minimal environmental impact
- Socially Responsible
- Eco-friendly
Table of
Contents
01
introduction to bamboo
Rapid Growth, Increasing Market Demand, Versatile, Environmental Benefits
02
Executive Summary
Leadership, Focus, Strategy, and Partnership
03
Market Opportunity & Strategy
Market, Disruption, Specialization, and Trusted Partners
04
Value Creation
Acquisition, Transformation, Management and Disposition
05
ESG
Investment Process, Diversity, Inclusion, Environment & Societal
06
Summary
Preliminary Key Terms
07
Team Biographies
Team and Operating Partner Bios
04 H i g h l y C o n f i d e n t i a l
Introduction to the Extraordinary World of Bamboo
(1) Rapid Growth: Bamboo holds the impressive title of being the fastest-growing plant on Earth. Some bamboo species can grow up to three feet per day. This remarkable growth rate makes it a highly renewable and sustainable resource.
(2) Incredible Strength: Bamboo has a higher tensile strength than steel, making it an excellent choice for construction materials. It's strength-to-weight ratio surpasses that of many traditional building materials, allowing it to withstand heavy loads and extreme weather conditions.
(3) Versatile Uses: Bamboo's versatility knows no bounds. It is used in various industries, including construction, furniture, flooring, paper production, textiles, and even culinary arts. From bamboo flooring and furniture to bamboo clothing and kitchen utensils, this remarkable plant offers a wide range of applications.
(4) Environmental Benefits: Bamboo is an eco-friendly alternative to many conventional materials. It helps in reducing deforestation as it can be harvested without killing the plant. Additionally, bamboo has a remarkable ability to absorb carbon dioxide and release oxygen into the atmosphere.
(5) Natural Beauty: Beyond its practical uses, bamboo possesses a natural elegance and beauty. The distinctive segmented stalks, lush green leaves, and delicate swaying in the wind create a visually appealing landscape. Bamboo groves have an aesthetic charm that adds tranquility to gardens and natural surroundings.
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H i g h l y C o n f i d e n t i a l
THE MANY USES OF BAMBOO
As one of the fastest growing and renewable plants in the world, Bamboo is noted for its strength, usability and economical benefits in construction, textile, paper, food, medical, furniture, landscaping and many other industries. Bamboo has a higher rate of compressive strength than brick, wood or concrete. From being hailed as a superfood in the nutrition world and as a substantial building material, to being used in municipal and aesthetic purposes, bamboo provides a practical result for almost all purposes.
Bamboo has many uses such as flooring, structural (lumber), roofing, furniture, food, biofuel, fabrics, cloth, paper, pulp, charcoal, ornamental garden planting, and environmental characteristics, such as a large carbon sink and phytoremediation options, improving soil structure and soil erosion.
“Bamboo: A remarkable resource that bends and shapes itself to fulfill diverse needs— building homes, crafting furniture, fueling imagination, and nurturing a sustainable future.”
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H i g h l y C o n f i d e n t i a l
BAMBOO: THE POLES
Bamboo poles are widely used in construction due to their strength, flexibility, and sustainability. They serve multiple purposes including structural elements such as columns and beams, roofing frameworks, wall systems, flooring, scaffolding, and decorative elements. Bamboo’s lightweight nature, combined with its durability and aesthetic appeal, makes it a valuable resource in construction. Its versatility and eco-friendly properties make it a viable alternative to traditional construction materials.
With their remarkable versatility and inherent strength, bamboo poles serve as a reliable building material, providing structural support for homes, bridges, and other infrastructure projects. Their flexibility allows for innovative architectural designs, while their lightweight nature simplifies transportation and installation.
“Bamboo poles serve as a multifunctional resource in home construction, providing structural integrity, insulation, and an eco-friendly alternative to traditional building materials.”
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H i g h l y C o n f i d e n t i a l
BAMBOO: TEXTILE AND PAPER FIBER
Bamboo fiber is naturally hypoallergenic and anti-fungal and contains bamboo-kun, a very strong antibacterial agent. Thanks to its smooth and round structure, bamboo fiber remains fresh and delicate, and possesses a natural shine both visually and to the touch, also protecting against UV rays. It is mainly used for undergarments, neonatal attire, swimsuits, bathrobes, towels and sanitary materials.
The antimicrobial bio-agent makes bamboo products naturally resistant to mold, odors and bacteria.
Bamboo can be used to produce a variety of paper products, including printing and writing paper, packaging materials, tissue paper and hygiene products, stationery and notebooks, specialty and artistic papers, labels and tags, and even wallpaper and wall coverings. Its versatility as a raw material enables the creation of sustainable and eco-friendly alternatives.
“Embracing bamboo fiber in textiles and paper products promotes a greener, more sustainable future.”
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H i g h l y C o n f i d e n t i a l
BAMBOO: THE LEAVES
Bamboo leaves have diverse uses. They are utilized as animal feed, play a role in traditional medicine, and are used to make bamboo leaf tea. In crafts, they are employed to create decorative items. Bamboo leaves also find application in composting, mulching, and as bedding material for animals. Their versatility contributes to their value in different aspects of human life, ranging from agriculture to cultural practices and environmental applications.
As the bamboo leaves fall to the ground, they decompose and release essential nutrients back into the soil, contributing to the fertility and sustainability of the bamboo ecosystem. Therefore, bamboo leaves not only support the overall health of the plant but also contribute to the surrounding environment by recycling nutrients and promoting soil health..
“Bamboo leaves: a vibrant source of energy, nurturing the plant and enriching the soil, a testament to nature’s sustainable design.”
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BAMBOO:THE SHOOTS
Bamboo shoots are a common vegetable in Asian culture and cuisine. They are delicious, nutritious and have antioxidant properties, and can be frozen and cold stored similar to vegetables like zucchini and asparagus. Shoots can aid in weight loss, reduce risks of cancer, and strengthen the immune system. They are rich in anti-inflammatory properties which helps with heart health, respiratory disease, stomach ailments. Bamboo shoots are also known to lower cholesterol levels.
Bamboo Shoots are becoming increasingly popular and are in high demand. However, the availability of fresh edible bamboo shoots is very limited for much of the year and in many places of the world lasts for only a few months. The demand for shoots in the USA exceeds over 80,000 tons annually and is steadily increasing as our health conscious society discovers them.
“Bamboo shoots: nature’s hidden delicacy, sprouting with flavor and potential, a culinary delight awaiting discovery.”
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Executive
Summary
Leadership • Focus • Strategy • Partnership
Alliance RE Partners
1990 Main Street
Sarasota, Florida 34236
941 208-2000
alliancerepartners.com
11
H i g h l y C o n f i d e n t i a l
Leadership Team
- The General Partner, Alliance RE Partners, was established in 2017 by Steven Zoernack, who worked at Bear Stearns’ New York headquarters.
- BambooBoss Bamboo Plantations formed in 2023 and forward (the “Founders”)
- Steven Zoernack is a dedicated and passionate entrepreneur with over 30 years experience originating, underwriting, valuing and closing agricultural properties as large as 14,000 acre farms throughout the United States from the lending side. He served as Global Sector Head, Fund Head and on Management and Investment Committees from April 2008 to 2015 tenures at EquityStar and also at The Bullion Fund
- Proactive long standing relationships with global operating partners and a 350+ executive network of high and ultra high net worth individuals
Sector Focus
- Bamboo is one of the most promising and versatile sustainable crops of the future. With its rapid growth, minimal water and pesticide requirements, and a wide range of potential uses, bamboo has the potential to revolutionize the agricultural industry and contribute to a more sustainable future.
- Alliance RE Partners, through its BambooBoss division, will be turning underperforming and undervalued citrus groves and other fertile land in Florida into eco-friendly and sustainable bamboo plantations.
- Focus is specifically on acquiring agricultural real estate, growing, managing, harvesting, marketing and selling bamboo. Large tract Florida land value appreciation is a secondary focus.
Strategy
- Attractive and Disruptive opportunity to acquire, convert and modernize underperforming and undervalued citrus properties to profitable bamboo plantations.
- Potential of 4 times or more property value appreciation over 4-7 years as Citrus generates $2,000 per acre on average, whereas Bamboo Plantations can earn $10,000 per acre and more.
- Proprietary ecosystem of long-standing agricultural property valuation experience with operating executives provides privileged access to off-market opportunities and proprietary sector insights
- Apply sophisticated value creation resources and practices to the agricultural Market
Partnership
- Founder and team committed to run all operations at the highest level
- Targeting fund size of $20MM
- Pursuing a consistent strategy refined over 30 years
- Targeting underperforming citrus groves with infrastructure such as irrigation, wells, drainage in place
- Closed TBD MM investments, representing $TBD MM of total equity commitments
- Expected to have significant co-investment opportunities throughout the life of the Partnership
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H i g h l y C o n f i d e n t i a l
Team Overview
Long-tenured and cohesive team members sharing profitability goals
Our Culture
- Transparent, low-ego operating style that seeks to promote active engagement and decision-making
- Flat-structured, entrepreneurial team of high-performing professionals adhering to our core principles of due diligence and value creation
- Firm-wide commitment to equity, inclusion, and community service
Steven Zoernack
Founding Partner
George Jones
Agronomist
George Jones
Harvesting Manager
George Jones
Administrator
George Jones
Acquisitions
George Jones
Financial
George Jones
Farm Manager
George Jones
Botanist
George Jones
Environmental
George Jones
Legal
George Jones
Marketing and Sales
George Jones
Financial
- Founder with over 40 years of combined experience in commercial and agricultural real estate valuation and financing, fund management, and >50 distinct investments
- Operating Team has complementary and relevant experience managing target markets
- Team-first, collaborative approach with a history of agriculture valuation, management and financing
- Proven investment approach and value creation playbook
- Partners to management – team-oriented mindset
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Strong Ecosystem Across The Entire Investment Cycle
(1) Origination strategy
- Thesis formation
- Assist with sector mapping and networking
- Proactive sourcing, referrals and longer-term tracking
(2) Screening and triage
- Enables quicker decision making
- Minimize opportunity costs pursuing bad deals
- Prioritize attractive areas of investment focus
(3) Due diligence approach
- Evaluate property, location, infrastructure, and soil
- Identify paths to value creation
- Ability to bring in industry expertise from the first stages
(4) Value creation
- Execute 1, 3 and 5 year value creation plan with benchmarking
- Establish buy-in and alignment with key stakeholders
(5) Exit strategy
- Identify and develop relationships with potential future buyers
- Consistent testing, tracking and monitoring of exit thesis
Model Home Constructed from Bamboo
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Market
Opportunity
& Strategy
A Multi-Billion Dollar Market • Experiencing Historic Disruption Specialization Is Critical • Our Market Values • Trusted Partners
Alliance RE Partners
1990 Main Street
Sarasota, Florida 34236
941 208-2000
alliancerepartners.com
15
H i g h l y C o n f i d e n t i a l
Target Market
A Multi-Billion Dollar Market
- Booming Demand: Bamboo market valued at $68.5B in 2020, projected to reach $98.3B by 2025 (CAGR 7.5%).
- Versatile Applications: Bamboo widely used in construction, textiles, paper, handicrafts, and energy production.
- Sustainable Choice: Rapid growth, eco-friendly properties, and carbon absorption make bamboo a sustainable alternative.
Experiencing Historic Disruption
- Sustainable: Bamboo’s eco-friendly nature is just now beginning to disrupt farming with its minimal resources and high yields.
- Florida’s citrus groves can be currently purchased at a discount and converted to bamboo using same infrastructure.
- Economic Opportunity: Versatile applications create profitable ventures for investors, owners and farmers.
- Environmental Benefits: Carbon absorption and soil erosion prevention make bamboo a sustainable choice in agriculture.
Specialization Is Critical
- Comprehensive knowledge and expertise in bamboo cultivation techniques to maximize productivity and quality.
- Implementing eco-friendly practices ensures the long-term viability
- Capable of responding to various challenges that may arise such as pest infestations, diseases, extreme weather conditions, and market fluctuations.
Our Market Values
Trusted Partners
- Long-term Vision and Patience with a strategic perspective and understanding of the growth trajectory of the bamboo industry and its potential impact on sectors such as construction, textiles, paper, food, medicine and energy.
- Conducting thorough market research to identify trends, demand patterns, and growth potential for bamboo products in various industries. Analyzing market data, consumer preferences, and competitive landscape helps in making informed investment decisions.
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Investing at the Nexus of Bamboo and Change
Investing in bamboo offers a unique blend of sustainable practices, market potential, economic viability, higher potential profits, manageable risk, social and environmental impact, and opportunities for innovation. It presents a compelling investment option for those seeking financial returns while aligning with sustainable and responsible investment principles.
Innovation and Research: The bamboo industry is constantly evolving, with ongoing research and innovation focusing on improving cultivation techniques, expanding product applications, and developing value-added bamboo-based products. Investing in bamboo allows investors to be part of this innovative sector and contribute to its development.
Employees at a bamboo warehouse
Economic Viability: Bamboo farming offers economic benefits through multiple revenue streams. Bamboo can be harvested for various purposes, including timber, housing construction, furniture, flooring, textiles, renewable energy, and paper production. Additionally, bamboo shoots have culinary and medicinal value. The versatility of bamboo creates opportunities for investors to generate profits through different market channels.
Manageable Risk and Higher Returns: Bamboo’s fast growth rate and resilience make it a lower-risk investment option. Once established, bamboo farms require minimal maintenance and can provide steady returns over an extended period. Moreover, bamboo’s ability to regenerate after harvest reduces the need for replanting, contributing to cost savings.
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Property Types to be Converted to Bamboo Plantations
Existing Citrus groves can be acquired below market value and are ideal with infrastructure already in place
