How Estating works for Financial Advisors

Description of our process for Financial Advisors

The Opportunity

ESTATING changes the game for the Financial Advisor, bringing the power of property to the portfolios you manage.

You design solutions as individual as your clients’ needs, combining the choice of property, location, control and leverage.

While at the same time enjoying the transferability, no-hassle, low-cost advantages of a fund.

How does it work for you?

Brings tangible real estate into your management
Increases your assets under management
Expands your portfolio of advice
Supported by Estating expertise
Process made easy through Estating technology
Reassured by Luxembourg regulation

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A Relinc is

Bankable

It sits inside your client’s banking account so real estate is no longer a loss to the assets under your manager.

Fractionable

You work with your client to build a globally diverse property portfolio in the same way as you do with any other stock or bond.

Transferable

There is no lock up period, you can split and transfer the RELINCs at will, at hardly any cost. Ideal for inter-generational transfer and succession planning.

Hassle-free

You pick the properties with your client, and we take care of the rest. Estating’s experts source, vet, purchase, manage and maintain the properties removing the hassle of direct investment.

What do you need to do?

Invest a little of your time to learn how to plan and buy a RELINC.
Complete the short profiling on this site allowing us to tailor an introduction to you and your business.
Follow the onboarding process to become a certified seller of Estating.
Start designing new and secure solutions for your clients that increase your AuM.

The Benefits

You have a new asset class and new service to offer to your clients
You design the solution to their need - preservation, accumulation, restructuring
Preservation - access the inflation hedge advantages of property
Accumulation - enter the development of a newproperty early and enjoy aggressive returns
Restructuring - the opportunity to bring clients' existing property assets inside their banking portfolio
You are in control, pick the opportunities that fit your clients’ needs and share them exclusively using our apps
You have the ease of purchasing the RELINC from inside our own management system
As distributor, you receive a remuneration of up to 1.5% of your client’s subscription and fees on secondary market trades

Let us profile our service to your needs

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