Estating
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Estating

Estating puts the Financial Advisor in the driving seat

Being a Financial Advisor is not always easy.

  • Clients want their money to grow but remain safe.
  • They want ideas that break new ground, but do not want to step to far from the system.
  • They want to be involved, but not have their time wasted.
  • They expect value add and new ideas.
  • And administration needs to be fast, efficient and perfect first time.

Estating understands this challenge and is offering a new product that puts the Financial Advisor at the centre of accessing a brand-new financial asset on behalf of their clients. Estating is opening the door to adding Prime Real Estate to your client’s investment portfolios.

Add property picking to your client’s portfolio

The key to the door is the conversion of an individual prime property into a security. This allows the client to buy fractions of properties, with the flexibility to match their own preferences in the same way they pick stocks.

Working with you, the investment portfolio can be shaped to their needs of growth and yield, while also being shaped to their interests — favourite country, favourite location, beach front or city centre, luxury or social need. It is the chance to satisfy both heart and head with them property picking while you improve their risk-return profile (Sharpe ratio). And most importantly you can do this with the reassurance that this opportunity sits inside the financial system, protected by regulations and fully bankable.

Estating certificates as part of your client’s bankable portfolio

Estating will provide you with the technology that puts you at the centre of this transaction. You will be supplied with the access code to these properties that will allow you to ‘show’ your client around. The vetting of the seller, valuation and documentation will all be done for you in advance and be available at your due diligence. And when you and your client decide to invest, the process is a click of a mouse with the simplest of administration effort from you or your team. The problems of local language and local laws have been removed and local costs greatly reduced by the incorporation of blockchain protocols and made frictionless by technology.

Securitization process

It is a proposition that offers:

  • Something new for both existing and new clients
  • Options for growth or yield.
  • A modern vehicle housed in the tradition of the banking system.
  • The opportunity to talk and engage with your client as you design the right picks for them.
  • Sophisticated (leveraged) to simple structure.
  • Speedy, simple and secure administration.
  • Attractive primary and secondary fees.

Ready to explore our properties?

This is a new investment product. One that has combined traditional banking standards with modern technology to create a Business (real estate) to Banking (you) to Consumer (your clients) product (our version of B2B2C) that puts you, the Financial Advisor, in the driving seat.

But — you are a professional and we know you will make your own view on all of this. So please check the details and contact us via advisors@estating.com on anything that sounds too good to be true — we look forward to proving it is just that good.

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Estating Team

Estating Team

Estating is on a mission to disrupt and democratise real estate. Follow recent news and stories from the Estating team.