A well-balanced investment portfolio can include property investments
Investing in property can offer potential benefits and advantages, depending on your financial goals and circumstances.
INVESTING IN PROPERTY?
There are various routes to property investment, from bricks and mortar to property shares
WHICH OPTION?
How to include property in your portfolio depends on your goals. We can help you decide
Real Estate Investment Trusts (REITs)
REITs allow you to invest in property without owning physical assets. They provide exposure to real estate markets and offer dividends from rental income and capital gains.
Buy-to-let investment properties
This involves purchasing a property with the intention of renting it out to tenants. Rental income can provide a steady cash flow, and property values may appreciate over time.
HOW WE HELP
Speak to one of our property investment or credit specialists
We can help you tailor your investment strategy to align with your financial goals and provide expert advice before you commit to any property investment.
Before you make decisions on how to bring property into your portfolio, you should review your overall financial goals, with a bespoke wealth plan.
Investment advice
Ask your private banker to bring one of our investment specialists into your next meeting. They can talk to you about property exposure in your portfolio.
Credit advice
Our credit specialists can give you information about ‘bricks and mortar’ property markets and lending products available to suit your needs.
Start with a plan
The foundation of reaching your financial goals is a wealth plan. Speak to your private banker if you don’t have one.
PROPERTY INVESTING
Potential for attractive returns
Property investing offers many potential opportunities for generating attractive returns. These include the potential for capital appreciation and rental income, diversification in our portfolio, tangible assets, gearing opportunities, inflation protection, passive income, and long-term wealth building. However, it involves risks like market volatility and property management. Careful research and expert advice are vital.
