Investment Strategy
The wider property investment opportunities presented by diversified property investment funds are of great interest to professional real-estate investors. In addition, now that SIPP and SSAS pension funds can invest in residential property via Berkeley Capital Property Partnership funds, many professional investors will be setting up a SIPP or investing further funds into existing ones to gain exposure to this asset class.
Rather than invest in one or two properties directly, Berkeley Capital believes that a spread of investments via a number of diversified property funds with an entry level from just £25,000 each, provides the investor better risk diversification, an expert management team and the potential to invest a proportion of assets into property as their financial adviser would suggest is prudent.
The key benefits that our funds and syndicates will have over traditional funds available are:
- Investment entry level from just £5,000 for SIPP/ SSAS investors (£25,000 for private equity investors)
- Zero tax in most cases for UK SIPP/ SSAS investors on UK property funds that are not deemed to be trading (subject to change, please seek advice)
- Each fund has a panel of market leading professional advisers chosen for their expertise in property investment and property management, and their legal and financial skills
- Investment by some of the funds in more entrepreneurial property structures and ventures delivering greater potential returns along with the accompanying risk - including developer funding, obtaining planning permission on land and property development funding
- Performance related fees meaning that the funds have unprecedentedly low fee structures unless they perform well - a strong incentive for Berkeley Capital, to buy and manage well
- Diversification of equity over a well balance portfolio of investments
