|
Property Investment Funds, EPUTs (Exempt Property Unit Trusts),
REITs (Real Estate Investment Trusts) and Property Joint Ventures
Assetz offers a number of more sophisticated property investment
opportunities for investors who do not want to invest in and manage property
directly but would rather fund a joint-venture or contribute to a specialist
property fund and see the potential for significant gains without the input
of time.
These property investment funds are suitable for SIPP and SSAS
pension funds to invest in, as well as private UK and overseas investors, however
many of them are unregulated collective investment schemes and you may need
to be certified as being a sophisticated investor, or have an IFA sign you
off as the fund being suitabe for your investment needs.
For a small investment of as little as £5,000
and upwards you may invest in a fund or joint venture that will pool your
investment with
other
investors, add gearing with bank funding and then invest the proceeds
in the target property investment.
Some Property Funds and Joint Ventures are available
now. The funds require you to seek advice regarding their suitability for your
investment objectives by an IFA or Wealth Manager and the Joint Ventures are
designed only for high
net worth or sophisticated investors. In both cases the Funds and Joint
Ventures offer passive investors
a number
of
potential benefits :
- A way to get involved in property without being directly involved
in the buying, letting or selling
- A way to diversify across many more properties and property
types than you would otherwise be able to do
- A way to get involved in property-trading profits without all
the time involved
- No tenants to find - managed by the funds if applicable
- No voids to worry about directly - managed by the funds and
their property advisers if applicable
- Buy at significant discounts through the funds buying power
- No need to keep up with property hot-spots - managed by the
funds and
their property advisers
- A way to invest overseas without actually visiting the
countries - managed by the
funds and
their property advisers
Private investors will find that our Funds and Joint Ventures
should offer them with
a route through which they can put their money into UK and Overseas residential
and commercial property without actually directly owning a single house, office
or flat, the option chosen
at present
by most people active in the buy-to-let market.
Rather than investors putting all their eggs in one basket (or
property), our funds will make it possible for individuals to spread their
investments across a number
of property types and investments by investing in multiple funds. Some of our
funds are designed for SIPP and SSAS investors and can
be purchased through the framework
of a pension.
 Property
Funds - for SIPPs and Private Investors
Assetz Fund Management Limited is the property adviser to
a series of property investment funds covering such property investment
types
as off-plan
UK residential,
UK
and
overseas
commercial property and overseas residential. These funds are designed for
both SIPP and SSAS investors (and offer zero taxation to such investors in
most cases) and are highly tax efficient UK funds but these funds are also
available to UK and overseas private
investors
to
invest
in directly rather than using their pensions.
For further information for investing via a pension see our SIPP/
SSAS fund investment page and for private equity investors seeking to invest
directly please see our High
Net Worth or Sophisticated Investor page.
Property
Investment Joint Ventures
Joint Ventures are property investments where investors enter
a business relationship over a specific property project and share the returns
from that project. Joint ventures may include developer funding on a specific
project with for example 40-80% return on capital over the life of the project
or as another example it could be overseas land trading and developer funding
targeting 30-60% return on capital per annum.
Joint ventures are available to join at all times so please register
your interest and suitability using the form available on
this page. See some
examples of joint
ventures available here.
As Joint Ventures become
available we will make members aware of them but for legal reasons you can
only be notified
if you
have signed a self-certify
high net worth or sophisticated investor statement. Registration for information
on new property funds can also be carried out below but advice on their suitability
for your investment needs must
be carried out by an IFA or your Wealth Manager.
 Property
Syndicates or Consortiums
Assetz™ for Investors delivers the opportunity
to invest in property investment syndicates that share the purchase of individual
buildings
for investment purposes..
Syndicates are available to join at all times so please register
your interest by visiting the property
investment syndicates page.
REITs,
Real Estate Investment Trusts
For information on the proposed new UK REITs please visit our REIT
page.
Investor demand for property funds and joint ventures
is proving substantial as the responsibility for the investor
to make all the decisions
and
to manage the portfolio is moved to professional managers. However it is important
that you read our risk warnings at the foot of this page and on any other
documentation.
See all of our other property
investment articles here.
See information on Assetz
Fund Management Limited here - joint venture opportunities and
property fund management.
|
