Quarterly Income Fund
Location: United Kingdom
Property Type: Fully-let Commercial
Completion Date: Anticipated March 2010
Property Status: Open For Investment
Deal Structure: A Limited Partnership
Deal Size: £100m
Key Features Summary
The aim is to provide SIPP, SSAS and Private Equity Investors with an attractive level of income, and prospects for capital growth. The additional aim is to provide easy to understand investment opportunities in tangible real assets.
The unique feature of this investment is that income will be distributed quarterly to investors.
Key Facts Summary
- Target return of 5-6% paid quarterly
- Zero gearing
- Potential for capital growth
- Non-recourse Limited Liability structure
- View to sell acquisitions at the next rent review date
- Non correlated to the stock market
- Available to SIPP / SSAS and Private Equity Investors
- £20,000 minimum investment
- Management incentive arrangements aligned to investor's goals
Investment Strategy
In the face of the crisis in the financial and banking sectors, and against the backdrop of near-zero rates for savers, the current UK commercial property market place provides investors with the potential for income and capital growth, non-correlated to the stock market.
The fund will target prime commercial investments that are currently let on long leases.
The fund will not utilise bank debt, reducing risk factors and the aim will be to distribute income to investors quarterly with a view to selling the investment at the next rent review date.
Property First Asset Management Ltd is launching a series of funds designed exclusively for corporate clients and institutions, to take advantage of current market conditions. The downturn in the UK commercial property market is providing opportunities to negotiate purchases of specific properties that provide good yields in terms of rental income, combined with the potential for capital growth.
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