Confidential investor link
Watch the Mini Split Rex investor film.
A concise, cinematic walkthrough of our U.S. private-label mini split brand, the RVP model, and how we plan to build a national footprint with a premium yet accessible product line.
Full investor film – 8 minutes
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Fast version – 4½ minutes
Short investor briefing — for investors on the go.
A condensed 4½-minute overview of Mini Split Rex, focused on the core opportunity, the RVP model, and why this is the right moment to build a national brand.
Prefer a deeper dive? After the short film, we can walk you through the full financial model and territory options live over Zoom.
Market Landscape
HVAC Is Undergoing Replacement-Level Change
- Ductless share rising from ~30% today to 40–45% by 2030.
- Traditional ducted HVAC declining from ~70% toward 55–60%.
- Aging U.S. housing stock intensifies retrofit demand.
- Electrification policies are reshaping purchasing behavior.
Financial Drivers
Ductless Delivers Higher Revenue & Margin
- Higher installed system prices vs. central A/C and furnaces.
- Manufacturer margins often 28–35% vs. 18–22% for ducted.
- Service revenue 2–3× higher across the product lifetime.
- Premium buyers drive better-than-average gross margins.
Competition
Fragmented Market Creates Entry Opportunity
- Ducted HVAC dominated by 5 brands; ductless is more open.
- Mitsubishi, Daikin, LG lead, but no dominant mid-tier brand.
- Low brand loyalty in the value segment opens room for Rex.
- Generic imports lack clear positioning or U.S.-based story.
Timing
Why This Is the Window to Enter
- $2,000 federal tax credit plus state/local incentives.
- Up to ~$8,000 in low-income electrification rebates.
- 55% of U.S. homes built before 1980—ductwork often inadequate.
- Multifamily boom favors ductless zoning and peak-load reduction.
Revenue Analysis
Financial Upside by Business Model
- Contractors shifting from 10%→40% ductless can see 25–40% revenue lift.
- Distributors benefit from volume rebates and exclusive territories.
- Private-label manufacturing achieves 28–35% gross margins.
- Smart controls & IoT further increase perceived value and margin.
Risk Profile
Risks & Strategic Mitigation Paths
- Tech shortage addressed via manufacturer-certified training.
- Inventory risk reduced with financing and phased purchase plans.
- Model complexity solved with a curated Mini Split Rex lineup.
- Consumer education gap closed through targeted digital campaigns.
2030 Outlook
The Largest HVAC Profit Engine of the Decade
- Ductless growing roughly 3× faster than ducted systems.
- Highest margin category across the HVAC value chain.
- Demand spanning residential, multifamily, and commercial.
- Early-mover window closes as consolidation accelerates before 2030.