Invest

Investment process

Your investment process

1

Investor Application

  • Information Memorandum
  • Investment entity
  • Investment mandate
  • Investment preference
Investor Application

2

Investor Acceptance

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

3

Account Activation

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

4

Portfolio Construction

  • Investment opportunities presented
  • Diversified portfolio constructed
  • Ongoing reporting
Portfolio Construction

5

Portfolio Reviews*

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

* 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
Market Due Diligence

2

Credit/risk assessment

We screen for:

  • Quality asset
  • Viable project
  • Strong sponsor
  • Feasible exit strategy
Credit/risk assessment

3

Investment Committee Approval

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

4

Investment Settlement

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

5

Investment Management

  • Dedicated Loan Manager
  • Ongoing monitoring and reporting
  • Regular reviews
Investment Management