In a market defined by equity volatility, rising inflation rates, global instability and uncertain returns, an alternative asset class is generating investor interest: private real estate debt, secured by a first mortgage. As a trusted adviser to business owners, SMSF trustees and high net worth investors, Australia’s accountants and financial wealth advisers may be asked to guide decisions on where to place hard-earned capital or excess cash flow. Make sure you can help them weigh up the potential risks and returns with this guide for advisers.
“Investors we speak to want to feel comfortable knowing their investment is backed by ‘bricks and mortar’. The transactions are very easy to understand and explain, and investors like that.”
Partner at a leading NSW accounting and wealth management firm
Download the guide to discover:
- Why investors describe private real estate debt as their ‘sleep well at night’ allocation
- Which client scenarios suit this diversification strategy – including business owner exit strategies and SMSFs seeking property exposure
- Tools and checklists to help you have the right conversations with your clients.
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