Property Managment & Investing
Property and real estate portfolio offered by Jetglobal Group Trade is designed for investors who want to gain exposure to the real estate market through a diversified range of assets. The portfolio includes a mix of commercial, industrial and residential properties, such as office buildings, warehouses, apartments, and single-family homes.
The portfolio is managed by a team of experienced real estate professionals who use a combination of quantitative and fundamental analysis to select investments. The portfolio is diversified across different property types, sectors, and geographies to minimize risk and maximize returns.
Real estate investment can provide a steady stream of income through rental properties, as well as potential for long-term capital appreciation. Additionally, real estate can act as a hedge against inflation and provide diversification benefits in a traditional portfolio.
The portfolio is regularly monitored and rebalanced to ensure that it remains in line with the investment objectives and risk tolerance of our clients.
Our property and real estate portfolio offers our clients the opportunity to invest in a tangible asset class, with the potential for long-term growth and income, while also providing diversification benefits to a traditional portfolio. However, it's important to note that real estate investment comes with its own set of risks, such as property market fluctuations and interest rate changes, so it's important to consult with a financial professional before making any investment decisions.
Our Approach
A good estate plan may also include one or more of the following:
Gift
Making gifts during your lifetime can help to reduce the value of your estate, as well as providing an immediate benefit to your family. Some gifts will drop out of your estate immediately, while others will factor into your IHT calculation for seven years. We can help you make decisions around how much to give away, how often, and where the money should be taken from.
Tax-Efficient Investing
Business owners can claim business relief providing an IHT exemption of up to 100% on business assets after two years. But did you know that private investors can also benefit from business relief, although such investment strategies are high risk, and not suitable for everyone, but we can offer advice on whether such investments should form part of your estate plan.
Trusts
Trusts can also allow you to reduce the value of your estate, as well as keeping some control of your money and protecting your legacy for your beneficiaries. There are several different types of trust, with varying degrees of flexibility and tax efficiency. We can advise you on choosing the right trust and managing the trust fund effectively.
