Is 14.00% p.a. a good risk-adjusted return?

Home  >  videos  >  property  >  is 14 00 p a a good risk adjusted return

Is 14.00% p.a. a good risk-adjusted return?

Joe Christie
   —   
2 years ago

Joe Christie from Capital Property Funds - Investor Webinar July 2024

About this presentation

Is a 14% p.a. return adequate for a high yield property fund? The answer lies in how much risk is involved and what type of return you are receiving, i.e. where you sit in the capital stack whether the return is akin to equity returns or debt-based interest income. This 10 minute presentation from Capital Property Funds discusses these issues in further detail and may provide some assistance in helping assess your next investment into a high yield property fund.

Wholesale Investors Only

The product(s) mentioned in this presentation is available to wholesale investors only. It is not applicable to or appropriate for retail investors.

Disclaimer

  • The presentations made during this seminar are for informational and promotional purposes only.
  • Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
  • No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
  • All securities and financial products involve risks.
  • Past performance of any product is not a reliable indication of future performance.
  • Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
  • InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
  • These presentations were made as at 23-25 July, 2024 and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

Featuring

Joe Christie - null
Joe Christie
, Capital Property Funds

Joe Christie has a Bachelor of Commerce (major in Accounting), a CPA qualification and also has a Graduate Certificate in Applied Finance. After completing university Joe spent his early years in chartered accounting with KPMG Sydney and subsequently moved into financial services where he has spent the past 15 years. Joe has been an executive director of Capital Property Funds since 2012. Joe is an Authorised Representative (number 457305) of Libertas Financial Planning Pty Ltd (AFSL No: 429718).

More Videos