A syndicated property investment, also known as a commercial property syndicate, is a flexible and potentially tax efficient channel of property investment.
This blog will detail the basics of syndicated property investment with Helmsley Group, the benefits of this kind of investment and how Helmsley Group can support qualifying investors in getting started.
What is syndicated property investment?
Helmsley Group has devised an FCA regulated structure whereby a group of investors collectively fund the purchase of commercial property.
Often too costly to invest in singlehandedly, it’s effectively a team effort which results in the ownership of anything from a shopping centre to an office building or even an industrial park.
What are the benefits of syndicate property investment?
- Access to high-value properties:
By teaming up with other investors, you can afford to invest in high-value commercial properties which might be out of reach individually. This opens the door to more lucrative investment opportunities and gives you the freedom to choose a property syndicate that best suits your needs, whether that’s prioritising yield, covenant strength, location or lease length.
- Diversification:
Investing in different types of commercial properties helps to create a diverse portfolio with reduced risk. If one property doesn’t perform well for a period of time, others might still bring in good returns, providing a more balanced investment portfolio.
- Tax efficiency:
These investments are usually tax efficient. Our syndicated property opportunities are SIPP and SSAS pension fund compliant and tax transparent so that those investing are only taxed, if at all, on their share of income and gains.
- Debt-free investments:
The investments are made entirely from pooled cash funds, so there’s no need to worry about loans or debt, simplifying the investment process and reducing financial risk.
- Flexibility to sell:
If you need to, you can sell your individual syndicate holding whenever you want, giving you flexibility and control over your investments.
Why choose Helmsley Group for your syndicate property investment?
With over 40 years of experience, Helmsley Group’s portfolio consists of over 83 properties worth more than £200 million, providing our investors with reliable investment opportunities and solid returns with potential yields of 6%+.
For qualifying investors, syndicated commercial property investments offer flexibility, tax efficiency, solid returns, and access to financially strong tenants. By partnering with an experienced firm like Helmsley Group to guide you through syndicated commercial property investments, you can navigate these investments confidently and potentially achieve better financial outcomes.
If you’re interested in making an investment or would like more details on syndicated property investment and wealth management, get in touch with the Helmsley team here.