17 Feb 2012
The alternative presentation. [The serious one is on the web as well]
Intermediaries - helping clients maximise returns?
As an independent financial adviser (IFA), banker or accountant you'll want to ensure that your clients maximise the returns on their investments. As part of a varied investment portfolio you may wish to consider syndicated property and syndicated loans from Helmsley, where investments start at £25,000.
Established in 1980, Helmsley is a privately owned property investment company with a track record of success. We provide our client base of high net worth individuals, owner managers and pension funds with a range of direct investment opportunities that are always secured against land or property and provide excellent returns.
Our role is to identify opportunities, conduct due diligence and assess risk, return and suitability. Working closely with professional advisers we act as facilitators and co-ordinators – allowing you and your clients to remain in control of their investment portfolio.
Commercial property syndication
The syndication of commercial property is one of our key services, which enables investors to become a beneficial owner of part of one or more commercial property and subsequently receive a proportionate share of the rental income plus any future capital growth. This is ideal for individuals who are looking for secure income from a long-term investment. Click here for more information.
Syndicated loans
If your clients are looking for a short-term investment opportunity secured against property and delivering returns of around 10 to 12%p.a, then consider syndicated loans. Our commercial lending service provides the finances to enable individuals and property developers to purchase a property or a piece of land. The loans are always secured against the subject property by way of a first charge. Your clients can participate in the loans, either in whole or in part, by syndication with other like-minded investors . They then become beneficially entitled to a proportion of the security, the interest and the capital of the loan.
Yields
In order to achieve a balanced portfolio your clients may wish to invest in both syndicated property and syndicated loans. In doing so they are spreading their risk across properties and products, whilst participating in long and short-term investment strategies, all secured against property. This will result in a ‘blended' yield. For example, Client A has £100,000 to invest. They place £50,000 in a syndicated property delivering 6%p.a. and they place £50,000 in a syndicated loan with 12%p.a. returns. From their total £100,000 investment they will achieve a ‘blended' yield of 9%p.a.
The benefits of participating in a Helmsley syndicated loan and/or syndicated property are:
- Commissions paid to intermediaries and introducers
- Minimum investment level is £25,000
- All investments are direct so investors remain in control of their portfolio
- Clients can choose which property and which loan they participate in and we actively encourage investors to spread their funds
- Returns are between 5.75% and 12%p.a.
- Helmsley is a property development and investment specialist with 30 years' experience
