Investing with Helmsley
What happens when you invest with us, how we choose what to buy, what we charge, and how you get out.
What happens after you arrange a call
The steps between a first call and a first distribution, including why we confirm your investor category before discussing any specific building.
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How we choose a building, and the ones we turn down
The tests a building has to pass before we syndicate it, the two kinds of opportunity we buy, and what we turn down.
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What we check before we buy: due diligence on a commercial property
Survey, title, lease, valuation, planning, environmental, EPC, insurance, service charge, arrears and VAT, and what due diligence still cannot tell you.
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Reading a syndicate marketing document
A section-by-section map of the marketing document we issue for a single building, and the three places to slow down.
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Fees: everything we charge and what it is for
The four kinds of charge on a syndicate, when each is taken, and where to find the figures for a particular building.
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What you receive, and when: statements, reports and the portal
Quarterly distributions, the annual valuation, the Annual General Meeting and what the client portal holds.
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Investing in property loans: how a syndicated loan works
Security, loan to value, quantity surveyor monitoring, staged drawdown, term and what happens on default.
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Investing in developments: what you are funding and when you get paid
The LLP structure, the stages of a scheme, where the money goes, and why returns arise at exit rather than along the way.
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Property, loans or developments: which route, and why people hold more than one
Time horizon, where the return comes from, liquidity, exposure and minimum commitment across the three routes.
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Why no one holds more than 25%, and what a 75% majority means for you
The 25% cap and the 75% majority as protection and as cost, and the trust deed mechanism that stops a minority holder being tied in.
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How a syndicate ends: the decision to sell and what happens next
What prompts a sale, how the vote works, the sale process, costs and the final distribution.
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If Helmsley failed: what happens to your interest
The building is held for the participants rather than owned by the operator. What that protects, and what it does not.
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How decisions get made here: the people, and who does what
Who finds buildings, who runs due diligence, who approves a purchase, and who manages the asset afterwards.
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For professional advisers
A separate section for IFAs, wealth managers, accountants, private client solicitors and SIPP and SSAS administrators: the regulatory position on property syndicates, promotion rules, suitability, professional indemnity and operator due diligence.