Fractionising makes sense for a business on the move. One of the stories I mostly like about the power of fractionalisation was when a major self-storage operator joint-ventured with a property trust many years ago. At the time, I was specialising in the sale of self-storage facilities and acting on…

  When properties have a significant future upside, an “opportunity-cost conundrum” is created for investors or developers whether to sell properties before the surge in value arrives. Property Fractionalisation can offer a solution.   One such conundrum I see is caused by the Olympics coming to Brisbane in 2032. Still…

  When properties have a significant future upside, an “opportunity-cost conundrum” is created for investors or developers whether to sell properties before the surge in value arrives. Property Fractionalisation can offer a solution. One such conundrum I see is caused by the Olympics coming to Brisbane in 2032. Still some…

If you’ve been wondering: what is fractionised co-investment? —you’ve come to the right place. It is a type of investment that has compelling benefits for individual investors. Most investors are accustomed to the idea of buying shares. When you own a share in a company, that means you own a…

Why should you consider co- investing with others? In general, the benefits of co-investment meet many objectives for investors: secure, reliable investments that generate recurring income and enable diversification of holdings. Wholesale Investment Trust, Small REITs & property syndicates  are an ideal way to meet these requirements, and are a…

Not many individual investors can buy an $8 million hotel or a $20 million shopping centre all by themselves. Fractionised co-investment, though, offers the opportunity for individuals to do just that! Often the properties chosen for commercial property investment syndication are of a very high quality: multi-tenanted with excellent tenants,…

The returns from co- investing can surpass those received from bank deposits, share dividends or ordinary freehold property investments, although returns differ with each. Residential property syndicates usually offer lower returns than commercial property syndicates but their potential for capital gain is often higher.

Unit & shareholders who invest usually receive distribution income every three months, although some syndicates distribute monthly. Monthly distributions are particularly attractive to investors who re-invest these distributions into other investments to take advantage of compounding their returns. Income returns also have the advantage of being net amounts: any expenses…

On occasions, investors have made a capital gain or received an extraordinary distribution (in addition to the regular dividends) on the winding up of the investment. Not every investment makes this additional profit upon winding up, though in my experience, it’s not uncommon. As discussed below, capital losses can also…