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).
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.
We can act as the property fund investment manager.
We can write the fund investment documents.
We can help the fund raise finance.
Finding the right FCA approved investment manager can be difficult. Our extensive experience can help you.
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.
We have assisted numerous funds with their investor documents, including the FCA disclosures, the risks section and the investor application form.
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.
We can assist the fund raise finance.
Help to make sure the fund is investment ready.
Help the fund find investors.
Help answer investor questions.
Help the fund get launched.
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.
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.
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.
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.
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.
Crossflow Payment Solutions Trading Limited (Elite programme member of London Stock Exchange Group)