What is a Property Fund?

A property fund can take many forms, including collective investment schemes such as Limited Partnerships (LPs), Exempt Property Unit Trusts (EPUTs) and Real Estate Investment Trusts (REITs).

Property Fund
The typical structure of a property fund:
  • Limited Partnerships ("LP"). A LP consists of two types of partner: limited partners and at least one general partner. The general partner manages the LP and is responsible for the debts and liabilities of the LP;

  • Exempt Property Unit Trust ("EPUT"). An EPUT is an unregulated collective investment scheme, is entirely UK based and benefits from exemption of UK gains tax on the basis that all unit holders are tax exempt; and

  • Real Estate Investment Trust ("REIT"). A REIT is a quoted company that owns and manages income-producing property, either commercial or residential. REITs provide a way for investors to access property assets without having to buy property directly.

Find Out More About EPUTS

How can Sapphire help you?

Property Funds

We can act as the property fund investment manager.

Property Funds

We can write the fund investment documents.

Property Funds

We can help the fund raise finance.

Sapphire can act as the property fund investment manager.

Finding the right FCA approved investment manager can be difficult.  Our extensive experience can help you.

Property Fund Investment Manager
Our services include the following:
  • Set up the property fund.

  • Provision of a UK registered office.

  • Can provide offshore fund services (such as the Channel Islands, Cayman Islands etc.).

  • Write all the fund investor documents.

  • Carry out a Section 21 review.

  • Help to launch the fund & raise investment.

  • Act as the ongoing investment manager.

Sapphire will write the investment fund documents.

We have assisted numerous funds with their investor documents, including the FCA disclosures, the risks section and the investor application form. 

Property Fund Investment Documents
Our services include the following:
  • Help with the fund structuring.

  • Help with the fund branding.

  • Provision of fund directors or trustees.

  • Draft the FCA disclosures.

  • Work with the fund advisers.

  • Draft the Information Memorandum.

Sapphire can help raise money for the property fund.

We can assist the fund raise finance. 

Property Funds Services
Our services include the following:
  • Help to make sure the fund is investment ready.

  • Help the fund find investors.

  • Help answer investor questions.

  • Help the fund get launched.

Sapphire can help raise money for the property fund.


 

Sapphire SEIS and EIS Fund Services

Download our FREE eBook guide to REITs.

Our FREE eBook guide will help you understand EIS for Construction.

  • Which companies qualify for EIS.
  • Explanation of the tax benefits.
  • How to get HMRC advance assurance.
Our eBook will save you valuable time and expense, to get your construction company approved by HMRC and ready to raise the finance.
Fill in the form to request the eBook.
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100+ client testimonials

I was delighted with the service that I received from Boyd and his team at Sapphire. I was anxious to get our EIS Advance Approval as soon as possible so I wanted to make sure the documentation was perfect. Boyd supplied me with all the templates I needed, including a cash-flow forecast template, which was extremely helpful and he was very responsive to all my questions. I felt in very safe hands and this was confirmed when the HMRC approval came through within four weeks of my application.

Sara Madderson

Madderson London

We had been looking into applying for EIS advance assurance and the whole process seemed very daunting. Johnathan from Sapphire Capital explained the whole process to us and took us through it step by step in a very efficient manner. It was extremely seamless and we were delighted to have found them to help.

Ross McDowell

Harty Nutrition Limited

Bondford was time-pressured to secure SEIS/EIS advanced assurance for its prospective investors. Boyd and Johnathan managed to secure that assurance within just 2-weeks and at a cost that was 50% less than our auditors. I would recommend their services.

Henry Vaughan

Bondford

The team at Sapphire really knows their stuff. They helped us through the entire process and the HMRC EIS application was approved with ease. I couldn’t hope for a more competent advisor in terms of SEIS and EIS applications.

Kiattipong Arttachariya

Paragon Partners

Johnathan of Sapphire was excellent in guiding us through the entire process. Although our holding company is based in the Republic of Ireland (in Cork), Johnathan made what is a complex process of applying for EIS advance assurance for a non-UK based company straightforward. I genuinely, could not recommend him enough.

Tony Duggan

Crossflow Payment Solutions Trading Limited (Elite programme member of London Stock Exchange Group)

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