Balancing Your Portfolio

Do you already have a portfolio of stocks & bonds? Looking to Diversify?

Stocks and bonds are easily accessible via online investment platforms, direct real estate investment is a little harder to access. IDRE can provide expert real estate advice to help you invest, manage and hold real estate as easily as you would invest in stocks and bonds. We can help by;

  • Reviewing your current portfolio

  • Advising on asset classes

  • Sourcing & acquiring properties

  • Setting up debt finance

  • Full hands-off management

  • Project managing any capital expenditure works

  • Portfolio oversight

  • Disposals

Why are you looking to build a balanced portfolio?

Retirement Planning: We can help you understand your options and the potential returns you can expect from your investments so you can retire knowing your property investments are well looked after.

Growing your wealth: We can help you better understand your current position, what you want to invest and how you can grow this over time through acquiring well priced assets, carrying out an asset management plan, and either using debt to hold the property or disposing and sustainably reinvesting.

Creating Generational Wealth: We can help you build a portfolio that will benefit generations to come either through sustainable growth of your original investment or through continued investment.