Strata Fund
• A real estate backed business that started trading in April 2007 with a net asset value at December 2007 of circa £10.1m.
• A tax transparent property asset backed fund for private investors
• Offering Business Property Relief (ie inheritance tax planning). Also suitable for SIPPs.
• Anticipated member's return of 13% p.a. IRR
• Distribution forecast: 5% p.a. end of YEAR 2 (7% p.a. from YEAR 4)
• 7.25 years from April 2007 (opportunities to terminate and extend)
• A spread of risk (both developers and projects);
• Available to both SIPPs and non pension monies;
• Tax planning opportunities;
• Protection ‘buffer’ – the Fund’s equity will only be diminished if the value of properties being developed fall by more than circa 20%.
For further information please contact evolve or visit www.thestratafund.co.uk
Strata trading statements can be downloaded here.
© Copyright evolve Fund Services Limited. 2008