Investment Plans are the simplest way to build your property portfolio. Select your investment amount and we will invest the funds in the most suitable properties, according to the Plan's criteria. Return profiles are made up of two elements, dividend yield (rental income) and capital gain.
The return figures shown for each plan are, in our opinion, realistic forecasts of what is achievable. We base our forecast returns and investment decisions on a number of data points including independent chartered surveyor valuations, data from Knight Frank, JLL, CBRE and Savills, to name a few. Our return forecasts are also net of costs and transaction fees associated with using our platform, but before the AUM fee (as this varies by client) and before personal taxation. All clients should read the detail associated with an Investment Plan to ensure it suits their investment needs and goals. Once you have chosen a plan and committed funds, we do the hard work for you and find the properties that best match the Investment Plan's criteria. We aim to deploy your funds as quickly as possible whilst following investment principles that ensure you get the best available price and a diversified portfolio. You can learn more about how your funds will be deployed here.
We recommend that you read the detail associated with each plan to assess which best suits your needs and goals. Once you have chosen a plan and committed funds, we do the hard work for you and find the best deals available on our platform. We aim to deploy your funds as quickly as possible whilst following investment principles that ensure you get a fair price and a diversified portfolio. You can learn more about how your funds will be deployed here.
Once we have deployed your funds you will be able to track the progress of your investments on your Dashboard under “My Portfolio”, alongside any other investments you hold. Dividends are paid monthly (subject to announced suspensions) and you can list your shares for sale at any time on our Resale Market.
A 2% investment fee applies, which will be applied once we have successfully deployed your funds. Investments made on the Resale Market are also subject to 0.5% Stamp Duty Tax.
As with many investments your capital is at risk. You should ensure you have read the Key Risks associated with using Property Partner before investing. If you are unsure about how the platform works you can read more content in our Knowledge Base or get in contact with one of our customer services team.
Learn about each plan: Investment Plans