The adviser’s guide to private real estate debt investing
June 17, 2022
June 17, 2022
June 17, 2022
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Private Real Estate Debt has become an increasingly popular investment; we explore how advisers can guide their clients through this asset class.
In a market defined by equity volatility, rising inflation rates, global instability and uncertain returns, an alternative asset class is generating investor interest: private real estate debt, secured by a first mortgage. As a trusted adviser to business owners, SMSF trustees and high net worth investors, Australia’s accountants and financial wealth advisers may be asked to guide decisions on where to place hard-earned capital or excess cash flow. Make sure you can help them weigh up the potential risks and returns with this guide for advisers.
“Investors we speak to want to feel comfortable knowing their investment is backed by ‘bricks and mortar’. The transactions are very easy to understand and explain, and investors like that.” Partner at a leading NSW accounting and wealth management firm.
In a market defined by equity volatility, rising inflation rates, global instability and uncertain returns, an alternative asset class is generating investor interest: private real estate debt, secured by a first mortgage. As a trusted adviser to business owners, SMSF trustees and high net worth investors, Australia’s accountants and financial wealth advisers may be asked to guide decisions on where to place hard-earned capital or excess cash flow. Make sure you can help them weigh up the potential risks and returns with this guide for advisers.
“Investors we speak to want to feel comfortable knowing their investment is backed by ‘bricks and mortar’. The transactions are very easy to understand and explain, and investors like that.” Partner at a leading NSW accounting and wealth management firm.
In a market defined by equity volatility, rising inflation rates, global instability and uncertain returns, an alternative asset class is generating investor interest: private real estate debt, secured by a first mortgage. As a trusted adviser to business owners, SMSF trustees and high net worth investors, Australia’s accountants and financial wealth advisers may be asked to guide decisions on where to place hard-earned capital or excess cash flow. Make sure you can help them weigh up the potential risks and returns with this guide for advisers.
“Investors we speak to want to feel comfortable knowing their investment is backed by ‘bricks and mortar’. The transactions are very easy to understand and explain, and investors like that.” Partner at a leading NSW accounting and wealth management firm.
In a market defined by equity volatility, rising inflation rates, global instability and uncertain returns, an alternative asset class is generating investor interest: private real estate debt, secured by a first mortgage. As a trusted adviser to business owners, SMSF trustees and high net worth investors, Australia’s accountants and financial wealth advisers may be asked to guide decisions on where to place hard-earned capital or excess cash flow. Make sure you can help them weigh up the potential risks and returns with this guide for advisers.
“Investors we speak to want to feel comfortable knowing their investment is backed by ‘bricks and mortar’. The transactions are very easy to understand and explain, and investors like that.” Partner at a leading NSW accounting and wealth management firm.
