Property Investment Funds and Syndicates
Assetz (through their fund mangement business and regulated investment advice divisions) offer a number of property investment funds and syndicates 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 suitable 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 fund's 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 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 Funds are available in many forms and include EPUTs (Exempt Property Unit Trusts), LPs (Limited Partnerships), OEICs (Open Ended Investment Companies), Unit Trusts, Investment Trusts, REITs (Real Estate Investment Trusts) and Property Joint Ventures.
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 further information on Assetz Fund Management Limited here.
