Investing in real estate has long been seen as one of the most reliable ways to build wealth, but for many, the idea of owning and managing physical property can be daunting. High upfront costs, maintenance hassles, and market volatility are just a few of the challenges that come with property ownership. However, there are several ways to invest in real estate without actually owning a piece of property. At Rhodes Asset Management, we specialise in providing sound investment solutions. Here’s how you can get started.
| Investment Option | How It Works | Key Benefits |
|---|---|---|
| Real Estate Investment Trusts (REITs) | REITs are companies that own, operate, or finance income-producing real estate. They allow individuals to invest in large-scale real estate without owning property directly. |
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| Real Estate Mutual Funds | These funds pool investor money to buy REITs or real estate-related stocks, managed by professionals. |
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| Real Estate Crowdfunding | Platforms allow investors to fund real estate projects collectively, earning a share of the profits. |
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| Real Estate Exchange-Traded Funds (ETFs) | ETFs track real estate market indices and include REITs and other related investments. |
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| Mortgage-Backed Securities (MBS) | Investments secured by mortgage collections. Investors receive interest and principal payments. |
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Investing in real estate doesn’t have to mean becoming a landlord or making large property purchases. With options like REITs, real estate mutual funds, crowdfunding, ETFs, and mortgage-backed securities, you can enjoy the benefits of real estate investments without the hassles of property ownership. These investment vehicles provide diverse opportunities for generating income, managing risk, and achieving your financial goals with a relatively low entry cost and greater flexibility.
Investment Opportunity
For those looking to further diversify their portfolios and earn a steady income without directly owning real estate, the Rhodes Premium Income Fund offers an attractive solution. This fund is designed to provide consistent returns by investing in a pool of secured loans, ensuring exposure to real estate assets through debt rather than direct ownership. At 8.2% p.a. to 9.2% p.a. paid monthly* (current rates for August 2024), the Rhodes Premium Income Fund offers a predictable and attractive return and represents a strong value proposition with solid mortgage-backed Australian Real Estate as security. Additionally, the fund is overseen by an independent custodian, providing an extra layer of security.
To learn more about how the Rhodes Premium Income Fund could fit into your investment strategy, download the Investment Summary here or visit our website. For further assistance, feel free to contact our Investor Relations Manager, Stephen Croll.
Stephen Croll
Investor Relations Manager
(M) 0478413147
(E) Stephen@rhodesam.com.au
Authorised Representative 1298093
Rhodes Asset Management Ltd AFSL 464772 ACN 165 917 813
* Terms & conditions apply. The Enhanced subclass rate is 8.70% p.a. and has a minimum investment of $100,000. The Standard subclass rate is 8.20% p.a. and has a minimum investment of $20,000. Please note that past performance is not a reliable indicator of future performance. This investment is not a bank deposit and carries risk. Refer to the PDS and product page on our website for more details.
The Wholesale subclass commenced 31 July 2024 and is only available to qualifying wholesale investors, with a minimum investment of $250,000 and the rate for August was 9.20% p.a. Contact us for further details.
* Terms & conditions apply. The Enhanced subclass rate is 8.70% p.a. and has a minimum investment of $100,000. The Standard subclass rate is 8.20% p.a. and has a minimum investment of $20,000. Please note that past performance is not a reliable indicator of future performance. This investment is not a bank deposit and carries risk. Refer to the PDS and product page on our website for more details.
The Wholesale subclass commenced 31 July 2024 and is only available to qualifying wholesale investors, with a minimum investment of $250,000 and the rate for August was 9.20% p.a. Contact us for further details.
