Brickowner Investment

The Fintech Platform That’s
Transforming Property Investment

What is it?

An investment platform that streamlines the investment process for sophisticated and high net worth investors and for asset managers looking for funding. By automating processes previously requiring lawyers the end to end experience is faster, cheaper and more secure. With a 3 year track record over £14 million already raised on the platform, February 2021 sees the launch of their unique secondary market by which Brickowner now provides potential early liquidity for investors when their circumstances change. The minimum investment is £35,000.

Who is the investment partner?

Brickowner is a privately held company founded by Frederick, Marquess of Bristol. He has pulled together a strong operational team which has recently been enhanced with the addition of compliance and investor relations specialists. They have just announced their first transaction with a multi billion pound asset manager and have several other such partnership discussions in progress. Beaufort chairman Graham Rowan has worked with the platform on multiple projects over a three year period, raising over five million pounds in that time.

What are the forecast returns?

This should be regarded as a private equity investment with a view to capital gains as the company grows. The shares are not traded on a public exchange so must be viewed as illiquid and to be held for a minimum of three to five years.

Any special features?

The Enterprise Investment Scheme gives generous tax breaks both up front with 30% offset against income tax (a £100,000 investment would only cost £70,000), freedom from inheritance tax after two years and freedom from capital gains tax after three years. Given the likely increase in CGT this could prove to be a valuable exemption.

Where does it fit in
my portfolio?

Interested? Please watch our chairman Graham Rowan’s interview with Brickowner founder and CEO Fred Bristol:

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DISCLAIMER

The Beaufort Society is a trading style of Beaufort Investor Club Limited which is not authorised or regulated by the Financial Conduct Authority (FCA). The Beaufort Society does not provide any financial or investment advice. We can provide a referral to a regulated advisor who will offer appropriate advice, or to the company offering an investment who will determine your suitability for the investment prior to any offer being made. We strongly recommend that you seek appropriate professional advice before entering into any contract. The value of any investments can go down as well as up and you might not get back what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances it might be difficult to sell at any price.

Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the FCA or covered by the Financial Services Compensation Scheme and you will not have access to the financial ombudsman service. Information is provided as a guide only, is subject to change without prior notice and doesn’t constitute an offer of investment. These investments are restricted to persons who are high net worth, sophisticated or professional investors or who take independent advice from an authorised independent financial advisor.