img_2790

Syndicated Investment

Syndicated Property Investment

RRG offers private investors the opportunity for investment in UK commercial property through tax efficient property syndication. This opportunity is open to sophisticated and high net worth investors.

It enables like-minded investors to gain entry into a market sector that has shown excellent returns and growth, at a relatively low capital outlay.

The Means:

The simplest and most efficient method of co-participation is through a Syndicate – utilising a nominee company and a Trust structure, which is both tax transparent and tax efficient, and suitable for a variety of investors.

RRG will source suitable properties and Druces LLP will provide the legal expertise in creating the vehicle and handling the acquisition, to provide a complete and professional purchasing package.

Investment Strategy:

Given current market conditions it is intended that initially RRG will source income opportunities, based on prime location, covenant and length of lease, targeting investment returns of between 6 – 10% per annum, excluding capital growth.

All syndicates will be open ended but with an anticipated lifespan of between 2 – 5 years, and properties may be financed to enhance income returns, depending on the specific requirements of each syndicate.

Why Invest in our Syndicates?

There are compelling reasons for investors to pool resources and use the Trust based investment vehicle:

  • They are not regulated by the Financial Conduct Authority (FCA)
  • Quick to set up
  • Low start up costs
  • Low running costs, as not regulated by the FCA
  • No front end deduction fees, annual asset value fees, early exit penalties or profit sharing fees
  • Higher returns because of low costs
  • Tax transparent
  • Suitable for a variety of investors including SIPP’s/SSAS’s
  • Participants taxed according to personal circumstances
  • Non recourse finance available + no personal liability
  • Direct property interest acquired therefore a ‘tangible’ asset
  • Enables smaller investors to actively participate in larger and better properties
  • Enables investors to spread risk over several properties
  • Privacy – information not in the public domain

Why Invest in Property?

  • Disaffection with returns from other asset classes such as shares, unit trusts, deposit accounts, etc
  • Lack of trust in the financial markets and financial advisors
  • Direct property interest acquired therefore a ‘tangible’ asset
  • Property can offer a secure income return, and capital growth
  • Financing purchases enables income returns to be enhanced
  • Low interest rates means cheap finance opportunities

The minimum individual investment is £25,000, with no upper limit, depending on the opportunities available.

What to do Next:

If you are a qualifying High Net Worth Individual and would be interested to participate, please register your interest by contacting us.

Pdf: LINDSMAN PROPERTIES – INVESTMENT SUMMARY SPRING 2017

PROSPECTUS UPDATE SUMMER 2016

 
Previous
Next

Syndicated Investment Contacts

Bill Stephens
Investment, Landlord & Tenant
Simon Gregory
Asset Management, Investment