Invest
Investment process
Your investment process
1
Investor Application
- Information Memorandum
- Investment entity
- Investment mandate
- Investment preference

2
Investor Acceptance
- Verification of identity
- Confirmation of wholesale/ sophisticated status
- Compliance review

3
Account Activation
- Funds deposited and units issued
- Relationship Manager assigned
- Risk profile assigned

4
Portfolio Construction
- Investment opportunities presented
- Diversified portfolio constructed
- Ongoing reporting

5
Portfolio Reviews*
- Continuing investment opportunities
- Regular reviews and rebalancing
- Forward allocation of returning investments

* Portfolio reviews are intended to be general advice only, as we do not take into consideration any individual circumstances. Investors should seek professional advice prior to making any investment decisions.
Our investment process
1
Market Due Diligence
- Macro-economic assessment
- Property valuation
- Application process

2
Credit/risk assessment
We screen for:
- Quality asset
- Viable project
- Strong sponsor
- Feasible exit strategy

3
Investment Committee Approval
- Consideration of strengths and weaknesses, risks and mitigants
- Compliance with Credit Policy
- Imposition of conditions

4
Investment Settlement
- Satisfaction of conditions precedent
- Security documentation
- Legal sign-off

5
Investment Management
- Dedicated Loan Manager
- Ongoing monitoring and reporting
- Regular reviews
