Lonsec launches unlisted property research
Lonsdale Securities (Lonsec) has launched a specialist unlisted property trust research service targeted exclusively at financial advisers and dealer groups.
The new service will see Lonsec produce a list of investment grade property syndicates for dealer groups and then advise clients on how to combine the property trust in this ‘approved list’ into a well rounded property portfolio.
Lonsec’s general manager of alternative research Martin Sammon says the research is designed not only to give advisers a better understanding of the unlisted property trust sector, but also to compare listed property trusts with other asset classes.
“The research reports include universal measures, like internal rate of return calculations and risk versus return analyses, to make it easier for advisers to undertake comparisons with investments within and outside the sector,” Sammon says.
“When investments don’t make the grade we will also provide substantial feedback to promoters about where they are falling short in relation to industry best practice.”
The new service comes on top of Lonsec’s existing research service to advisers, which covers managed funds, listed equities and unlisted agribusiness investments.
Recommended for you
The financial advice sector has benefited from a net rise of 11 advisers this week, according to Wealth Data, while AMP Group reports losses as several advisers open their own licensees.
Praemium has updated on the progress of its integration with platform OneVue, which it acquired from Iress earlier this year.
ASIC leadership has waded into the political debate about Qantas flight upgrades, confirming its executives hold membership of the Chairman’s Lounge but denying it affects their regulatory ability.
Perth advisory firm Capital Partners Private Wealth Advisers has announced a new managing director to take over from David Andrew as he steps down after 25 years.
